Support & FAQs
/ Digital Ecosystems
How do I migrate from another CRM to HubSpot?
Migrating from an existing CRM — whether Salesforce, ActiveCampaign, Zoho, Pipedrive, or a custom-built system — to HubSpot is a significant project that rewards careful planning. The most common mistake is rushing the migration and ending up with dirty data, missing records, or broken relationships in the new system.A well-structured HubSpot migration follows these stages:1. Audit your existing data. Before you move anything, understand what you have. Map your existing objects, properties, and relationships to HubSpot's data model. Identify records that are duplicates, outdated, or incomplete. Cleaning data before migration is far easier than cleaning it after.2. Define the HubSpot architecture. Configure your pipeline stages, lifecycle stages, custom properties, and contact list structure in HubSpot before the import. Migrating data into a properly configured portal is much cleaner than building the architecture around existing imported data.3. Export and map data from the source system. Export contacts, companies, deals, and activity history in a structured format. Map fields from the source CRM to the appropriate HubSpot properties.4. Import and validate. Import records in batches — contacts first, then companies, then deal associations. Validate record counts, relationship associations, and sample records against source data before proceeding.5. Migrate activity history where possible. Email history, notes, call logs, and deal history can usually be imported via CSV or API. The completeness of this depends on what the source system allows you to export.6. Run parallel period. Before fully cutting over, run both systems in parallel for a defined period to ensure nothing is lost and the new system is operating correctly.7. Decommission and redirect. Once confident the migration is complete, redirect all new data capture to HubSpot and decommission the old system on a defined date.The timeline for a CRM migration ranges from two weeks for a simple contact list migration to several months for a complex Salesforce-to-HubSpot migration involving custom objects, multiple pipelines, and large data volumes.ID Digital Agency manages HubSpot migrations as part of our CRM implementation service.
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