CRM migration to HubSpot
Checkpoint GTM migrates B2B SaaS companies to HubSpot from Salesforce, Pipedrive, Attio, Close, Zoho and spreadsheets. We audit the source system, triage every field, clean and move the data with its history, rebuild workflows and integrations, rehearse the cutover and train the team. A single-system migration typically runs about eight weeks; complex projects with several integrations take 12–16 weeks. Migrations are fixed-scope projects from €15K (excl. VAT), scoped and priced before work starts. In one Salesforce to HubSpot migration we moved 50K+ records in eight weeks with zero days of downtime.
How does a CRM migration to HubSpot run?
| Phase | What happens | What you get |
|---|---|---|
| 1. Audit | Map your source system: every object, field, automation, integration, and report. | An inventory of objects, fields, workflows and reports, with a keep, edit or delete call on each |
| 2. Plan | Design the migration strategy: data mapping, phasing, risk mitigation, and rollback plan. | A signed field-triage spreadsheet, the migration plan and a rollback plan |
| 3. Migrate | Execute the data transfer in stages. Test, validate, and reconcile at every step. | Records, associations and activity history in HubSpot, reconciled against the source |
| 4. Rebuild | Recreate automations, reports, dashboards, and integrations in HubSpot. | Workflows, reports, dashboards and integrations running natively in HubSpot |
| 5. Launch | Go live with parallel running, team training, and 30 days of post-migration support. | A timed end-to-end dry run before cutover, a trained team and 30 days of support |
Which CRM are you migrating from?
Each source system has its own traps. Pick yours for the field mapping, timeline and cutover plan we run for that migration.
Salesforce to HubSpot migration
Field triage, picklists, formula fields and lookups translated into HubSpot.
Pipedrive to HubSpot migration
Deals, pipelines and activity history when the team outgrows Pipedrive.
Attio to HubSpot migration
Moving flexible Attio objects and lists onto HubSpot's standard and custom objects.
Close to HubSpot migration
Calls, email workflows and lead history moved when sales and marketing need one system.
Migrate your CRM without losing your mind
Moving from Salesforce, Pipedrive, Attio, or any CRM to HubSpot? We handle the full migration: data mapping, cleanup, automation rebuild, and team training, so nothing breaks and nothing gets lost.
What we deliver
Source System Audit
Deep analysis of your current CRM: objects, fields, automations, integrations, reports, and user workflows that need to transfer.
Data Mapping & Cleanup
Map every field, object, and relationship to HubSpot's data model. Clean duplicates, normalise formats, and fill gaps before migration day.
Automation Rebuild
Recreate your critical workflows, sequences, and automations natively in HubSpot, often better than the originals.
Integration Reconnection
Reconnect your tech stack: billing systems, support tools, marketing platforms, and custom APIs to HubSpot's ecosystem.
Historical Data Transfer
Migrate contacts, companies, deals, tickets, emails, notes, and activity history with full relationship integrity.
Team Training & Adoption
Role-specific training, documentation, and a 30-day hypercare window so your team hits the ground running on day one.
Who this is for
- Companies outgrowing their current CRM
- Teams migrating from Salesforce to reduce cost and complexity
- Startups consolidating from spreadsheets and multiple tools into HubSpot
- Organisations that tried migrating themselves and hit a wall
- VC portfolio companies standardising on HubSpot across the portfolio
CRM migration questions, answered
How long does a CRM migration to HubSpot take?
A single-system migration typically takes about eight weeks once the target data model is agreed. Projects with several integrations take 12–16 weeks. Our Salesforce to HubSpot case study moved 50K+ records in eight weeks.
How much does a CRM migration cost?
Migrations are fixed-scope projects from €15K. Where yours lands depends on data volume, the number of objects and integrations, and how much automation has to be rebuilt. We scope and price every migration before work starts. All our prices are on the pricing page.
Will we have downtime during the migration?
Not if the cutover is rehearsed. We run both systems in parallel through the switch and walk one real record through the whole customer journey in a timed dry run before go-live. In our Salesforce to HubSpot migration the team had zero days of downtime.
What data can you migrate to HubSpot?
Contacts, companies, deals, tickets, emails, notes and activity history, with the relationships between them intact. We migrate activity history, not just open records, so reps have context on a live account from day one. How far back the history goes is a decision we make with you in the planning phase.
Do you migrate every field from the old CRM?
No. Every field, workflow, pipeline stage and report gets a keep, edit or delete decision first. On one Salesforce to HubSpot migration the first triage pass marked roughly 35% of fields for deletion and 25% for edits, and kept 40% as they were.
Which CRMs do you migrate from?
Salesforce, Pipedrive, Attio, Close, Zoho, Monday CRM, Copper, spreadsheets and custom systems. We have dedicated guides for Salesforce, Pipedrive, Attio and Close.
Can you migrate into Salesforce instead of HubSpot?
Yes. We are a HubSpot Platinum Partner and hold the Salesforce Advanced Administrator certification. For Foodji we ran a Pipedrive to Salesforce migration as an operating-model reset rather than a lift-and-shift.
Further reading on CRM migrations
- Greenfield vs brownfield: which kind of CRM project is this?Three questions that decide between a clean rebuild and an inheritance.
- Salesforce to HubSpot field mapping: a triage spreadsheet, not a mapping docKeep, edit or delete on every Salesforce field before anything moves.
- Brownfield CRM migrations: inheriting an instance without its debtWhy most migrations are an audit, not a re-platform.
- The CRM go-live dry run that catches what your plan missesTwo hours, one real record, the whole team, before cutover.
- Case study: Salesforce to HubSpot without a single day of downtime50K+ records in eight weeks and a 40% lower tooling cost.
- Case study: AppMagic's move from Close to HubSpot3x inbound conversion after rebuilding the revenue operation on top of the migration.
Your data is too important to wing it
Data loss and downtime are the two fears every migration carries. We've run this enough to know exactly where the risk lives, and how to remove it.
Plan Your Migration