Project Overview

Client Withheld - name not disclosed
Industry Cybersecurity Software
Services HubSpot to HubSpot Portal Migration
Scope 30000 contacts, 26,000+ companies, 40+ workflows, 70 sequences, 40+ email templates, 17 landing page templates, 10+ dashboards and reports, full activity history
Timeline 15 days

CONFIDENTIALITY NOTICE: This project is under a client confidentiality agreement. The client's name has been withheld, and certain details have been generalised accordingly.

71

Workflows Audited

33

Flagged for Deletion

8

Merged Into Existing Automations

2

Silent Failures Caught & Fixed

The Challenge

The client, a Cybersecurity Software company, needed to move their entire operation from one HubSpot portal to another. Unlike a platform migration, a HubSpot to HubSpot move has no simple export and import path: contacts, companies, activity history, templates, sequences, workflows, and reporting all had to be rebuilt or transferred individually, with no tolerance for lost data or broken automation.

The scope was large by any measure: 30000 contacts, 26,000+ companies, 40+ workflows, 70 sales sequences, 40+ email templates, 17 landing page templates, and 10+ dashboards and reports, along with every logged task, note, email, and meeting tied to those records. On top of the scope, the client needed it done in 15 days, with the new portal fully operational and the old one safe to retire.

Our Solution

  1. Migration Audit and Scope Mapping

    Catalogued everything in the source portal that needed to move: contacts, companies, activity history, templates, sequences, workflows, and reporting, and mapped each piece to its destination in the new portal before any migration began.

  2. Contacts and Companies Migration

    Migrated all 30000 contacts and 26,000+ companies into the new portal, preserving standard and custom property data so no record lost context in the move.

  3. Activity History Migration

    Migrated the full activity history tied to those records, including tasks, notes, emails, and meeting logs, so the new portal carried forward the same relationship history as the old one.

  4. Marketing Assets Rebuild

    Rebuilt 40+ email templates and 17 landing page templates in the new portal, matching design and functionality so marketing could operate without interruption.

  5. Sales Sequences Migration

    Recreated all 70 sales sequences in the new portal, preserving step timing, content, and automation logic exactly.

  6. Workflow Rebuild

    Rebuilt 40+ workflows in the new portal, replicating trigger conditions and actions precisely so automation behaved identically after the move.

  7. Dashboards and Reporting Rebuild

    Rebuilt 10+ dashboards and reports in the new portal, so leadership retained the same visibility into performance from day one.

  8. QA and 15-Day Delivery

    Validated data integrity across contacts, companies, and activity history, tested every rebuilt workflow and sequence, and delivered the complete migration within the 15-day timeline.


Key Deliverables

  • 30000 contacts migrated.

  • 26,000+ companies migrated

  • Full activity history migrated: tasks, notes, emails, and meeting logs

  • 40+ email templates rebuilt

  • 17 landing page templates rebuilt

  • 70 sales sequences recreated

  • 40+ workflows rebuilt

  • 10+ dashboards and reports rebuilt.


Results

  • Full portal migration completed within the 15-day timeline.

  • Zero data loss across 30000 contacts and 26,000+ companies.
  • Complete relationship history preserved through full activity migration.
  • Sales and marketing teams operational in the new portal from day one, with no disruption to sequences, workflows, or templates.
  • Leadership retained full reporting visibility through the rebuilt dashboards

A HubSpot to HubSpot migration has no shortcut export button - every workflow, sequence, and template has to be rebuilt by hand, which is exactly why the scope and the timeline both matter.

About Code Accelerator

Code Accelerator is a HubSpot Solutions Partner agency specialising in CRM implementation, CMS/module development, RevOps consulting, and marketing automation for growing SaaS and service businesses. We help teams get more out of the HubSpot they already have through audits, cleanup, and custom builds before recommending anything new.