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CRM Migration
"Smooth Transition, Limitless Possibilities"
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Data Assessment
Analyzing Salesforce data structure and identifying crucial records for migration to ensure accuracy & completeness.
Mapping Strategy
Defining field mappings between Salesforce and HubSpot to align CRM properties seamlessly..
Data Extraction
Exporting Salesforce data, including contacts, deals, activities, and custom objects, in a structured format.
Data Cleansing
Removing duplicates, standardizing formatting, and cleaning records for an optimized HubSpot setup.
Data Import
Migrating structured data into HubSpot using automated tools or APIs, ensuring proper alignment.
Testing & Validation
Verifying data integrity, running test cases, and ensuring workflows function correctly before finalizing migration.
Data Evaluation
Assessing Pipedrive records, including contacts, deals, and pipelines, for proper migration.
Field Mapping
Matching Pipedrive fields with HubSpot properties to maintain accurate data structure.
Data Export
Extracting all essential data from Pipedrive in a standardized format for migration.
Data Cleaning
Removing inconsistencies, duplicate entries, and outdated records to streamline the transition.
Data Transfer
Importing cleaned data into HubSpot while preserving relationships and history.
Testing & Optimization
Validateting the data, configuring workflows, and optimizing processes for seamless functionality.
Data Review
Analyzing Marketo contacts, campaigns, and automation sequences for migration planning.
Field & Workflow Mapping
Aligning Marketo fields with HubSpot properties and setting up automation equivalents.
Data Export
Extracting Marketo assets, including lists, engagement history, and email templates.
Data Cleaning
Standardizing formats, eliminating duplicates, and organizing data before importing.
Data Import & Setup
Transferring data into HubSpot, recreating workflows and campaign sequences.
Testing & Validation
Verifying data integrity, ensuring automation accuracy, and finalizing the transition.
Data Assessment
Identifying essential data in Close CRM, such as leads, opportunities, and pipelines.
Field Mapping
Matching Close CRM fields with corresponding HubSpot properties for accurate migration.
Data Export
Extracting customer data, including call logs, emails, and deal stages.
Data Cleaning
Removing duplicate or irrelevant records to maintain data quality.
Data Import
Transferring structured data into HubSpot while preserving history and relationships.
Validation & Optimization
Ensuring data consistency, test automation, and refine workflows for efficiency.
Data Review
Analyzing ActiveCampaign contacts, automation, and tags for a structured migration plan.
Field Mapping
Defining mappings between ActiveCampaign properties and HubSpot fields for smooth data transition.
Data Export
Extracting lists, tags, engagement history, and automation sequences from ActiveCampaign.
Data Cleansing
Eliminating redundant or outdated records and ensuring consistency.
Data Import & Setup
Transferring data into HubSpot while recreating essential workflows.
Testing & Optimization
Verifying data accuracy, test automation, and optimizing processes for efficiency.
Here's why Clients and Agencies
Markestac
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Knowledgeable HubSpot Specialist
MarkeStac (Sanjay) assisted us in migrating to HubSpot for our CRM, enabling us to manage our marketing and sales activities, as well as client work management, more efficiently. He is not only a very nice person but also demonstrates excellent communication skills and a profound knowledge of HubSpot. Thanks again!
Peter van de Rijdt
Banking/Financial Services
CRM Implementation
CRM Migration
Sales Enablement
Outstanding experience, easy to work with & expert-level help
My experience with Sanjay was outstanding and I would not hesitate to use Sanjay again in the future. He assisted me in creating a custom single-user CRM solution that met 100% of my needs, and was patient and helpful at every step of the process.
Billy Quaranto
Real Estate
CRM Implementation
Sales Enablement
HubSpot Onboarding
HubSpot onboarding and email marketing setup
The Markestac team were very pleasant to deal with. They helped us with our initial onboarding from another email marketing platform as well as initial workflow setup. They have extensive knowledge of the platform.
Nathan Bender
Nonprofit
Email Marketing
HubSpot Onboarding
Markestac team is great for all HubSpot needs.
They helped us with custom quote templates, advanced reporting and complex workflow setup. The team is highly skilled and professional with their work and communication. I highly recommend them for all HubSpot needs!
Valentin Kozyrev
Technology - Software
Website Development
Programmable Automation
Did a great job!
Sanjay and team have been very helpful with implementing our systems and configuring the sales CRM to HS Very please with the communication and happy to recommend them further
Avi Nathan
Energy
CRM Implementation
Email Marketing
HubSpot Onboarding
Custom API Integrations
Great Team for HubSpot Need!
Very accommodating and knowledgeable, great to work with MarkeStac Team, thanks!
Baber Hassan
Energy
Zapier Based Integration
CRM Implementation
Email Marketing
HubSpot Onboarding
Frequently Asked Questions
Got questions? We’ve got answers. Explore the most common queries about HubSpot migration, data security, automation, and workflow migration in the following section.
How long does a HubSpot migration take?
The timeline depends on the complexity and data volume. A simple migration can take 1-2 weeks, while complex migrations may require 4-6 weeks.
Will my data be safe during the CRM migration process?
Yes, data security is our top priority throughout the CRM data migration process. We perform comprehensive backups before starting, ensuring no data is lost or compromised. Our team follows the best CRM migration strategy practices for data encryption, secure transfers, and strict access control to prevent unauthorized handling. Additionally, we conduct thorough validation post-migration to confirm all records are correctly transferred and functional in HubSpot.
Can I migrate my automation and workflows to HubSpot?
Yes, we can migrate automation, email sequences, and workflows from your current CRM to HubSpot. While some automation may require reconfiguration due to differences in platform structures, we ensure they function seamlessly in HubSpot.
Our team carefully maps out your existing workflows and recreates them in HubSpot’s automation builder for optimal performance. We also test all automation to ensure they trigger correctly and maintain business continuity.
What data can be migrated to HubSpot?
We migrate contacts, companies, deals, pipelines, email history, notes, tasks, and custom properties, ensuring seamless continuity in your CRM.
Do I need technical expertise for the migration?
No, you don’t need any technical expertise—we handle the entire process of HubSpot CRM migration for you. Our team manages everything from data extraction, mapping, and import Fto testing and workflow reconfiguration. We provide regular updates and ensure a hassle-free experience, so you can focus on your business operations. After migration, we also offer training and support to help your team adapt quickly to HubSpot’s platform.
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