The good, the bad, and the “why didn’t we do this earlier?
CRM migrations can feel intimidating. Data mapping. Property conflicts. Missed workflows. And the constant worry of, “Will we lose anything?”
We’ve helped businesses migrate from Salesforce, Zoho, Pipedrive, Monday.com, and Freshsales into HubSpot—and here’s what we’ve learned that’ll save you time, budget, and sanity.
Most CRMs are bloated with unused fields, outdated pipelines, and messy tagging.
Migrate what matters. Redesign what’s broken.
We helped one client simplify from 9 deal stages to 5 and instantly improved reporting clarity.
Data migration is a chance to clean house. Run a pre-migration audit:
Garbage in = garbage out. Clean first.
Don’t try to move automations 1:1. HubSpot’s workflow builder often replaces:
We rebuilt one client's entire lead rotation logic with fewer steps—and no dev work.
Use an import tag like: Source: Salesforce Migration – June 2024. This helps you filter, test, and refine your data post-migration.
Bonus: You can create smart lists or workflows for migrated contacts only.
Every CRM has custom fields that no one remembers creating. You’ll need to:
Less clutter = easier adoption by your team.
Before full import, test with:
Validate mapping, visibility, and ownership before going live.
The best migration can still fail without buy-in.
Create simple guides:
Involve key users early—they’ll help others adapt.
Migrating CRMs isn’t just a tech move; it’s a growth opportunity. If done correctly, switching to HubSpot can simplify your sales process, enhance reporting, and ultimately provide your team with a CRM they can use.