HubSpot Migration Services

MIGRATION ASSESSMENT

Still running revenue on a CRM your team has outgrown?

Every month on a legacy platform costs you visibility, adoption, and pipeline accuracy. We migrate your data, processes, and integrations to HubSpot — so your team is operational from day one, not day ninety.

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WHY MO FOR MIGRATION

Migration built on operational certainty, not just data transfer

Most migrations focus on moving records. We focus on moving your revenue operations — data, automations, processes, and team confidence — onto a platform that compounds.

Zero-loss data integrity

Every contact, deal, activity, and custom property is mapped, validated, and reconciled before, during, and after the move. We audit — we don’t guess.

Process migration, not just records

Your workflows, lead routing, lifecycle stages, and reporting logic transfer with you. The system works the way your team expects on day one.

Parallel running periods

We run both systems side-by-side during transition so your sales team never loses access to pipeline data. No cold cutover. No blind spots.

Integration continuity

Connected systems — ERP, telephony, finance — don’t break during migration. We map every integration touchpoint and rebuild or reroute before go-live.

Adoption from go-live

Migration without adoption is just a database move. We train your team on the new system during transition so they’re confident — not confused — when you switch.

Award-winning migration practice

We won the 2023 HubSpot Impact Award for Migration Excellence. This isn’t a sideline service — migration is one of our core competencies.

We migrate revenue systems, not just databases

Most CRM migrations are treated as IT projects — move the data, flip the switch, hope for the best. We treat migration as a revenue operations project. Before we touch a single record, we audit your current system architecture: what data is clean, what’s redundant, which automations are load-bearing, and which are legacy clutter. Then we design the target-state HubSpot environment so your team inherits a system that’s better than what they had — not a carbon copy of something that wasn’t working.

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Operational from day one, optimised by day thirty

Our phased cutover methodology means your sales team is never without pipeline visibility. We migrate in stages — historical data first, then active deals, then automations and integrations — with validation checkpoints at every step. Post-migration, we provide thirty days of active hypercare: monitoring data flows, tuning automations, and making sure the reporting your leadership relies on is accurate and trusted.

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THE REALITY

The difference between a migration that stalls revenue and one that accelerates it comes down to methodology.

Marketing generates leads in one system. Sales tracks deals in another. Service manages tickets in a third. Data doesn't flow. Handoffs break. Revenue leaks through the cracks.

Without a Proven Migration Partner

Records go missing and contacts duplicate
Custom fields don't map to the new system
Integrations break within weeks of go-live
Reps revert to spreadsheets and adoption craters
Leadership loses months of historical reporting

With MO Agency

Every record mapped, de-duplicated, and validated
Custom objects and properties migrate cleanly
Integrations tested and verified before cutover
Team trained on real data during transition
Dashboards live on day one with trusted data

THE PROCESS

Our proven migration framework

A structured, five-phase approach that protects your data, preserves your integrations, and gets every team productive on HubSpot — fast.

Discovery & Audit

We map your current CRM architecture — objects, properties, automations, integrations, and data quality. We identify what migrates, what gets cleaned, and what gets retired.

Target-State Design

We architect your HubSpot environment based on how your revenue teams actually operate. Lifecycle stages, pipelines, custom objects, and permissions are designed before any data moves.

Data Migration & Validation

Records migrate in stages with validation at every checkpoint. Contacts, companies, deals, activities, and custom objects are reconciled against source data to confirm zero loss.

Integration & Automation Rebuild

Connected systems are re-pointed to HubSpot. Workflows, lead routing, and automated processes are rebuilt and tested in the live environment before full cutover.

Go-Live & Hypercare

Parallel running ends with a controlled cutover. We provide 30 days of active hypercare — monitoring data flows, fixing edge cases, and reinforcing team training.

WHAT MOVES

Everything that powers your revenue operation

While RevOps principles can be applied to any stack, HubSpot's unified platform makes it the natural home for revenue operations — everything lives in one place, natively connected.

CRM Data & Objects

Contacts, companies, deals, tickets, activities, notes, attachments, and custom objects. All relationships and associations preserved.

Automations & Workflows

Lead routing, nurture sequences, lifecycle automations, task creation, and notification workflows — rebuilt and tested in HubSpot.

Integrations & APIs

ERP, finance, telephony, marketing tools, and data warehouses. Every connected system is re-pointed and validated before cutover.

Reports & Dashboards

Pipeline reports, forecast views, marketing attribution, and custom dashboards. Rebuilt in HubSpot with historical data intact.

THE PLATFORM

Your entire revenue operation, unified in HubSpot

Migration isn’t just about CRM records. We move your marketing, sales, service, and operations into a single platform — connected and running.

Sales Hub

Your pipeline, deal stages, sales processes, and forecasting move to Sales Hub with full historical context intact.

Deal pipeline and stage migration
Activity history preservation (calls, emails, notes)
Custom properties and calculated fields
Sales automation and sequences
Forecast and quota configuration

Marketing Hub

Contact lists, campaign data, forms, and marketing automations transfer to Marketing Hub — ready to run from day one.

Contact and list migration with segmentation
Email templates and automation workflows
Form and landing page rebuild
Lead scoring model migration
Campaign attribution data

Service Hub

Ticket history, knowledge base content, and service processes migrate to Service Hub so your support team never misses a beat.

Ticket pipeline and status migration
Knowledge base article transfer
SLA configuration
Customer feedback and survey data
Service automation workflows

Operations Hub

Data quality, sync rules, and custom integrations are rebuilt in Operations Hub to keep your systems clean and connected post-migration.

Data sync configuration
Custom-coded workflow actions
Data quality automation rules
Third-party integration mapping
Programmable automation

Salesforce

Full CRM migration including custom objects, Apex triggers, reports, and Pardot/Marketing Cloud automation. We handle the complexity so you don’t have to.

Pipedrive

Deal pipelines, activity history, and contact data migrate cleanly. We rebuild your sales workflows in HubSpot with the same logic, better tooling.

Freshdesk

Complex ticket structures, custom fields, views, and automations (triggers, dispatch rules, SLAs) translate cleanly into HubSpot Service Hub’s ticket object, pipelines, and workflows.

Other Platforms

Microsoft Dynamics, Zoho, Netsuite, ActiveCampaign, and more. If it stores customer data, we’ve migrated from it. Same framework, same guarantees.

CASE STUDIES

Migration success stories

Cashflow Capital

Migrated a complex multi-entity CRM to HubSpot, consolidating data across divisions and enabling unified pipeline reporting for the first time.

Enterprise SaaS Client

Migrated from Salesforce to HubSpot across sales, marketing, and service teams — preserving 5 years of activity history and rebuilding 40+ automated workflows.

Growth-Stage Fintech

Moved from Pipedrive to HubSpot with zero downtime, migrating 50,000+ contacts and integrating with Xero and Dialpad in the same project window.

CASE STUDY

How Cashflow Capital unified multi-entity CRM data with a zero-loss HubSpot migration

Cashflow Capital’s legacy CRM was fragmented across multiple business entities with no unified reporting. We migrated their entire operation to HubSpot — consolidating data across divisions, rebuilding automations, and delivering unified pipeline visibility for the first time. The migration completed on schedule with zero data loss.

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TESTIMONIALS

Client Testimonials

Feedback and input from MO Agency have made this mammoth CRM migration task such an easy and good experience that I am happy to do it again if they were to assist me. If you are in the same boat, look no further than MO Agency and their experienced staff.

Reviews from the HubSpot Partner Directory. View them all.

What CRM platforms do you migrate from?

We’ve completed migrations from Salesforce, Pipedrive, Microsoft Dynamics, Freshworks, Zoho, Netsuite, ActiveCampaign, and several industry-specific platforms. If you’re running a CRM or marketing automation tool that isn’t HubSpot, we’ve likely migrated from it before. Each migration follows the same structured framework, adapted for the source platform’s data model and export capabilities.

How long does a typical migration take?

Most migrations complete within 4 to 10 weeks, depending on the complexity of your data, the number of integrations, and the size of your team. A straightforward CRM migration with clean data can be done in 4–6 weeks. Enterprise migrations with multiple business units, complex automations, and custom integrations typically run 8–10 weeks. We scope the timeline during the discovery phase and build in buffer for validation and training.

Will we lose any data during the migration?

No. Our migration framework includes pre-migration audits, staged data transfers with validation checkpoints, and post-migration reconciliation. Every record — contacts, companies, deals, activities, notes, and custom objects — is mapped, transferred, and verified. We provide a reconciliation report after migration so you can confirm nothing was lost.

Can we keep using our old CRM during the migration?

Yes. We run both systems in parallel during the migration period. Your sales team continues working in the existing CRM while we build and validate the HubSpot environment. Active deals and new records created during the transition are captured and migrated in a final sync before cutover. This means zero disruption to your pipeline and no forced downtime.

What about our integrations — will they break?

Integration continuity is built into our migration plan from day one. We map every connected system — ERP, finance, telephony, marketing tools, data warehouses — and either rebuild the integration in HubSpot or reroute it before go-live. We test every integration in a staging environment before cutover.

How much does a HubSpot migration cost?

Migration pricing depends on the volume of data, number of objects being migrated, complexity of automations, and number of integrations. A straightforward migration for a team of 20–50 users typically starts from R150,000 / £7,500. Enterprise migrations with custom objects, multi-entity structures, and complex integration requirements are scoped individually. We provide a detailed proposal after the discovery audit so you know exactly what you’re paying for before any work begins.

HubSpot Migration

Move from Salesforce, Pipedrive, Dynamics, or any CRM to HubSpot — without losing data, breaking integrations, or stalling your pipeline.