Migrating your CRM to HubSpot is not just about moving contacts from Point A to Point B. Done right, it is a strategic transformation that can unify your sales, marketing, and service operations without the headaches that often come with CRM replatforming.
In this guide, we will walk through the HubSpot CRM migration process, the timeline you can expect, and the tools and tips that ensure your data, automations, and reporting make the move intact.
If you’re still in the early planning stages, our Ultimate Guide to Migrating to HubSpot covers everything you need to know from strategy to execution.
Before you dive into migration, it is important to understand why so many B2B organizations choose HubSpot as their go-to CRM:
All-in-one platform: Native integration with marketing, service, and CMS tools.
Ease of use: No steep learning curve. Sales and marketing teams can get up to speed quickly.
Automation and reporting: Built-in workflows, sequences, and dashboards for visibility and efficiency.
Scalability: Works for SMBs and enterprise teams alike.
1. Pre-Migration Audit and Planning
Export your current data: Contacts, companies, deals, tickets, custom objects.
Review data hygiene: Remove duplicates, fix formatting, and standardize properties.
Map fields to HubSpot properties: Decide which fields become standard or custom in HubSpot.
Inventory integrations: Note which tools need to be reconnected in HubSpot.
Pro Tip: Start with a data cleanup sprint before migration. Migrating bad data into a new CRM just creates a shinier version of the same problem.
2. HubSpot Environment Setup
Configure account settings: Users, teams, permissions.
Set up custom properties that match your old CRM fields.
Prepare pipelines for deals, tickets, or other processes.
Connect domains and verify email sending.
3. Data Import and Validation
Import contacts, companies, and deals in batches using HubSpot’s Import tool or HubSpot API for large data sets.
Validate sample imports to ensure fields map correctly.
Preserve historical activity where possible such as past emails and notes.
Tools to Use:
HubSpot Import Tool
Import2 or Data2CRM for complex migrations
HubSpot APIs for advanced needs
4. Rebuild Automations, Workflows, and Reports
Recreate sales sequences, nurture workflows, and ticket automations.
Configure dashboards to match leadership’s reporting needs.
Set lifecycle stages and lead scoring to align with your sales process.
5. Testing and Training
Test form submissions, lead routing, and automation triggers.
Train sales, marketing, and service teams on the new system.
Run the old CRM in read-only mode for 2–4 weeks while fully transitioning to HubSpot.
While every migration is unique, here is a typical timeline for small-to-mid size B2B companies:
| Phase | Timeframe |
|---|---|
| Pre-Migration Audit & Planning | 1–2 weeks |
| HubSpot Setup | 1 week |
| Data Import & Validation | 1–2 weeks |
| Workflow & Report Rebuild | 1–2 weeks |
| Testing & Training | 1 week |
| Total | 4–8 weeks |
Enterprise migrations with complex integrations can take 12+ weeks.
Document everything: property mappings, pipeline stages, workflow logic.
Keep stakeholders involved: sales ops, marketing, and IT should have visibility.
Migrate in phases: do not try to move everything at once.
Leverage HubSpot Solutions Partners: experienced partners can cut migration time in half and prevent costly mistakes.
Monitor performance post-launch: watch contact syncs, workflow triggers, and dashboard accuracy for the first 30 days.
At Huntscape Operations Partners, we know a CRM migration is more than just a technical project. It is an operational shift that impacts every part of your revenue engine. Our team combines hands-on HubSpot expertise with a no-nonsense, mountain-tested approach to project execution. We have helped companies migrate from Salesforce, Pipedrive, Zoho, and homegrown systems with zero downtime, no lost data, and workflows that are optimized from day one.
If you are looking for a partner who can handle the heavy lifting while keeping your team focused on growth, Huntscape Operations Partners can help you make the leap to HubSpot with confidence.
Conclusion
A smooth CRM migration to HubSpot starts with the right plan, the right tools, and the right expertise. Whether you are moving from Salesforce, Pipedrive, Zoho, or an in-house system, the goal is the same: a cleaner, more efficient, and more powerful sales and marketing engine.
If you are ready to start your migration, contact Huntscape Operations Partners today and let’s get your HubSpot environment set up for success.