Data migration to
HubSpot CRM

We have extensive experience migrating data from a wide range of CRM and marketing platforms to HubSpot, including:

• Enterprise CRMs – Salesforce, Microsoft Dynamics 365
• Mid-market CRMs – Pipedrive, Zoho, Insightly, Sugar CRM
• Marketing platforms – Mailchimp, ActiveCampaign, Pardot, SharpSpring
• Service platforms – Zendesk, Intercom
• Legacy systems – ACT!, Goldmine, VTiger
• Custom databases – SQL Server, custom-built solutions
• Spreadsheets and CSV files – Excel, Google Sheets

Our team has successfully completed migrations from virtually every type of data source. If your current system isn't listed here, please contact us—we're confident we can help.

"We couldn't recommend Martin and Elisa more. They helped us migrate over to HubSpot from our previous CRM, implementing a structure based on what we needed and also providing post-migration training for our teams. They made what would have been a chaotic transition for us easy." — Operations Director, Stacker (Media & Publishing)

Our comprehensive migration approach includes:

• Initial assessment – We evaluate your current data structure, identify essential data points, and plan the optimal HubSpot architecture
• Data mapping – We create detailed mapping documents to ensure all your valuable data is correctly transferred
• Migration planning – We develop a migration strategy that minimises disruption to your business
• Test migrations – We perform test migrations to identify and resolve any issues before the full migration
• Data clean-up – We help you clean and enhance your data during the migration process
• Full migration – We execute the complete data transfer according to the agreed plan
• Validation – We thoroughly check all migrated data for accuracy and completeness
• Training – We train your team on accessing and using your migrated data in HubSpot

"Elisa guided us through how to back out of some previous CRM mistakes and how to adopt some of the native HubSpot functionality to maximise our CRM usage. I would go to Elisa with what I thought were complex scenarios and she would have visualised it and built it while I was still trying to explain what I meant." — Amy McPartlan, Chief Operating Officer, Digital Learning Institute (Education)

The timeline depends on the complexity of your data and systems. Simple migrations from spreadsheets might take 1-2 weeks, while complex enterprise migrations from systems like Salesforce or Dynamics can take 8-12 weeks. We'll provide a specific timeline during our initial consultation based on your unique requirements.

"Martin and Elisa were quick to highlight our challenges, suggest possible actions, assist with deployment and follow through all the way to the completion. We were lucky to have their PRO experience." — Technical Director, Yoello (Hospitality)

Our methodical approach is designed to ensure no critical data is lost. We perform thorough data mapping, testing, and validation to guarantee data integrity. If certain data types aren't natively supported in HubSpot, we'll find alternative solutions to preserve that information, such as custom properties or objects.

"PYB 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 unnecessary and problematic custom objects—and providing the guidance we needed to make the most of HubSpot's built-in functionality." — Jessie Collins, Director of Technology Strategy, Really Great Reading (Education)

HubSpot's data model differs from some other CRMs, particularly regarding complex data relationships. We're experts at restructuring your data to fit HubSpot's architecture while maintaining critical relationships. This might involve:

• Utilising HubSpot's custom objects
• Creating custom properties and relationships
• Developing automation to maintain data connections
• Implementing custom integrations where necessary

Our team includes technical specialists who understand both the business and technical aspects of data relationships.

"Finding an off-the-shelf CRM has been a challenge in our sector, and so it's great that this service helped us customise HubSpot to the needs of the business." — Laurance Bridge, Head of Sales at WaterBear The College of Music (Education)

Migration presents an excellent opportunity to clean and enhance your data. Our process includes:

• Data audit to identify incomplete or inconsistent records
• Recommendations for data cleaning and standardisation
• Deduplication strategies for contacts and companies
• Field mapping to ensure data ends up in the right places
• Opportunities to enhance data with additional properties

Many clients find their data quality and usability significantly improved after our migration process.

"They were both very responsive and helped to rectify any issues that cropped up during the migration from our existing CRM. This can also be said for the rest of the team; Darian has been extremely helpful and quick at rectifying any issues which have been raised." — CRM Manager, Insight Systems (Manufacturing)

Yes. We carefully analyse your existing automation workflows and recreate them in HubSpot, often with improvements. Our approach includes:

• Documenting all current automations and their business purposes
• Identifying HubSpot's native alternatives where available
• Re-engineering workflows to leverage HubSpot's powerful automation tools
• Training your team on maintaining and enhancing these workflows

"From HubSpot implementation to a full marketing solution, Plus Your Business do it all brilliantly! They know everything there is to know about HubSpot but totally understand branding, sales and marketing too, which has made the entire process so enjoyable as well as incredibly useful." — Team Lead, Kujenga (Media & Publishing)

We understand the importance of maintaining your historical record. Our migration approach preserves:

• Contact and company history
• Deal/opportunity records and stages
• Communication logs and notes
• Activity timelines
• Historical reporting data

Where necessary, we can implement custom solutions to ensure your historical data remains accessible and useful.

"Working with Plus Your Business has been a pain-free experience! We worked with Plus Your Business to set up the integration of HubSpot with our Microsoft Dynamics CRM system... Would recommend Plus Your Business to anyone looking for assistance with integrations and want it taken care of completely." — Marketing Manager, Carousel (Transportation & Storage)

Yes. We've successfully completed migrations across diverse sectors, including:

• Education – Complex student lifecycle management and course enrolments
• Financial Services – Compliance-sensitive client data and complex product relationships
• SaaS – Subscription management and customer success tracking
• Professional Services – Client engagement workflows and project management
• Retail & E-commerce – Customer purchase history and loyalty programmes
• Manufacturing – Complex product catalogues and distributor relationships
• Media & Publishing – Subscription management and content access
• Healthcare – GDPR-compliant patient information and referral tracking

Each industry brings unique data requirements, which we address through our tailored migration approach.

"Elisa and Martin have been a pleasure to work with. They quickly respond to queries and take the time to explain how to implement the changes or reports we require. They took the time to understand how our business works and what data we wanted to capture." — Michael Mathlin, Business Development Manager at Capital on Tap (Financial Services)

We maintain strict adherence to data protection regulations throughout the migration process. Our ISO 27001 certification ensures we follow best practices for information security. We can support specific compliance requirements, including:

• GDPR compliance for EU data subjects
• HIPAA considerations for healthcare data
• Financial services regulations
• Educational data protection requirements

We document all data handling processes and can provide audit trails where required.

"Super easy implementation experience, the team at PYB delivered on everything promised and were a pleasure to work with, good guidance, training and after-sales, would definitely recommend and will use again when we implement other modules." — Operations Manager, United UK (Hospitality)

Our support doesn't end when your data is migrated. We provide:

• Post-migration validation and troubleshooting
• User training on accessing and working with migrated data
• Documentation of your new data structure
• Best practices for maintaining data quality
• Ongoing support packages if required

Many clients continue working with us after migration to optimise their HubSpot implementation and develop advanced workflows.

"I look forward to working with PYB into the future. I couldn't recommend them more. Lovely team, so nice to deal with, reliable and their enthusiasm for 'what is possible' is infectious. The sky is the limit." — Amy McPartlan, Chief Operating Officer, Digital Learning Institute (Education)

User adoption is critical to migration success. We provide:

• Role-specific training sessions
• Customised documentation for your team
• Hands-on workshops for key users
• Best practice guidance for data maintenance
• Follow-up sessions to address questions and challenges

"They helped us migrate over to HubSpot from our previous CRM, implementing a structure based on what we needed while recommending best practices. In addition, they taught us how to use the CRM ourselves, which has been extremely valuable." — Elizabeth Gilwit, CRM Coordinator at Stacker (Media & Publishing)

Email martin@plusyourbusiness.com to arrange an initial consultation. We'll discuss your current systems, migration goals, and timeline requirements. We'll then provide a detailed proposal outlining our recommended approach, timeline, and investment.

"We have nothing but praise for Plus Your Business. Going above and beyond to assist with our system migrations that haven't been straightforward by any means, to providing comprehensive and easy to understand training, they have excelled at all levels." — Rob Holroyd, Marketing Director at BPI Auctions (Retail)