Move your data into HubSpot without losing a single record. I don't just copy data across — I re-architect your CRM, pipelines, and attribution, so you launch with a clean, scalable revenue system from day one.
A successful migration isn't just moving data — it's the chance to rebuild your system correctly. Here's what I handle end to end:
A full review of your current data, de-duplication, and deciding what's worth migrating.
Designing the contacts, companies, deals, and custom-field structure before a single record moves.
Moving contacts, companies, deals, and activities while preserving relationships and history.
Structuring sales pipelines and lifecycle stages to reflect how your business actually works.
Reliable source and revenue tracking via clean UTM handling and correct reporting.
Connecting systems (API / ERP), full pre-launch testing, and training your team on the new setup.
Understand your process and current data, and map the migration and target structure before touching any system.
Build the HubSpot structure: objects, fields, pipelines, lifecycle stages, and core automation.
Move data in controlled batches, with careful verification of every record and relationship before sign-off.
Go live, train your team, and stay on to ensure adoption and real results.
Full-funnel
pipeline visibility restored
The problem: Broken attribution and tangled pipelines made it impossible to see which channels were actually driving revenue.
What I did: Rebuilt UTM attribution inside their Next.js single-page app, designed a dual-pipeline architecture, and reconfigured reporting for accurate source tracking across an 8-month engagement.
Most migrations take 4–10 weeks depending on data volume, the number of source systems, and how much re-architecture is needed. Scope and timeline are agreed up front.
No. Data is moved in controlled batches with careful verification of every record and relationship, preserving full history and activities.
Salesforce, Zoho, Pipedrive, legacy systems, and spreadsheets — plus ERP integration where needed.
I train your team on the new setup and stay on to ensure adoption, with the option to keep improving your revenue operations (RevOps).
Related services
Book a short assessment and we'll review your current setup and map a clear migration plan.
Book a Strategy Session