Data migration to
HubSpot CRM

PYB were recommended to us to support a challenging project, which required the migration of two complex HubSpot instances into one, whilst maintaining all data, associations, interactions and automations & processes where applicable. The team were knowledgeable, professional and collaborative from start to finish. Their expertise throughout was exemplary, and the project was completed efficiently and ahead of a strict contractual deadline. We’d particularly like to thank Darian for his guidance, support and proficiency throughout. As a team, they are extremely responsive, have fantastic energy and genuinely care about the work they’re completing – we definitely felt in safe hands. This was a very rewarding collaboration and we highly recommend them to others seeking HubSpot support.

After choosing HubSpot as our new marketing automation platform we faced a big challenge migrating our existing data, restructuring it to coincide with a new ERP system, and then learning how to make the most of out of HubSpot. Elisa and Martin were the perfect team to set us on our way with their excellent Marketing Onboarding service. Elisa took on the challenge with enthusiasm and was able to successfully set up our CRM, migrate our data and give us advice on how to get the most out of the platform. Highly recommended!

We gave PYB some challenges in supporting the migration from Salesforce to HubSpot but they met them. There is deep knowledge in the team both of HubSpot and of links to other systems and we were able to get all of the migration completed without a hitch. We are now starting our optimization journey with PYB....

PYB is a full service firm - able to handle data structure issues, integrations, workflows and more. Martin and Elisa came to our rescue when we realized we had launched our CRM with a problematic data structure. Their team helped us rebuild the plane while it was flying - extracting an unnecessary and problematic custom object - and providing the guidance we needed to make the most of HubSpot's built-in functionality and prepare our data appropriately. No simple feat, it was carried off expertly. Now we are tackling our service pipelines and ticketing gremlins. I have no doubt we will continue working with PYB in the future as we delve into marketing and sales items on our to do list.