Guided HubSpot Migration Services

Get your CRM data migrated fast

faster than an average agency

HubSpot_ImpactAwards_2021_IntegrationsInnov3

We know that you want to fully migrate to HubSpot and set up your team for success. To do that, you need to quickly and easily migrate your CRM, marketing automation data.

The problem is you need all your historical data so your team can do their job; if you don't know what you're doing, this can be a stressful, time-consuming process.

We believe losing valuable customer engagement data will negatively impact your team's performance.

We have helped hundreds of companies with migration projects before to make it easier than ever to move your business data fast!

Here's how we do it:

Build a data migration strategy

Data cleanup and mapping

Full data migration and delta syncs

Onboarding and training your teams

Start Migrating to Hubspot

Is your HubSpot migration project making you think:

I don't have the resources to do this

I don't want to dump my dirty data into my new CRM

I am afraid to lose or have outdated or messy data

I am running out of time, and my current CRM license will expire soon

It seems too complicated, so it's better to stay as we are now

I don't know the best practices to migrate data to new CRM

Let's talk

Our process

4 STEPS TO MIGRATE TO HUBSPOT

01
Data Migration Strategy

We audit, analyze your current CRM or marketing automation platform and create a data migration strategy. That identifies the data objects and properties and other assets like tasks, products, emails, lists, contacts, forms, etc., to migrate from your old system to HubSpot.

Let's talk

02
Data Cleanup & Mapping

We create a detailed mapping document to identify each source data point and map it to HubSpot properties.

In this step, we clean up dirty data in your old CRM or marketing automation tool, as moving this data into your new HubSpot will create some issues in the future. For example, we can clean up contacts with invalid emails, duplicate companies, unused data properties, etc.

Let's talk

03
Data Migration

In this step, we set up your new HubSpot data properties and any custom objects needed. Create all assets such as lists, forms, automation workflows, etc. In addition to building or connecting any external systems connected to your old CRM or Marketing automation system to HubSpot. Run the migration, which can take anything from hours to few days based on the volume of data we are migrating.

Let's talk

04
Training & Onboarding

We offer a fast-track onboarding process that will help you and your team get trained on HubSpot in 30 days, after which we provide you with ongoing weekly support calls for three months. Our goal is to help you start getting value from the investment as soon as possible.

Let's talk

What they say about us

Sep 22, 2023

Amazing Experience!

We did an onboarding for HubSpot with Luis S. the experience was amazing from start to finish. This is our companies first experience with a CRM. Luis taught us a lot in our meetings but also allowed us to dive in with things in between meetings so we could experience it ourselves. Would recommend Avidly, and specifically Luis, to anyone who needs help with CRM's. Thanks so much!

Services provided

Michael Wenzel51-200

Sep 22, 2023

Great onboarding support

Daniel Morales did an great job with our onboarding. Answered our questions, was flexible when we need to alter schedule and just gave us an good overall experience.

Services provided

Danny Sterling2-5

Sep 21, 2023

Luis for President

Luis was fantastic! He took the time to walk us through everything we needed to know and made sure we understood it. He was accommodating to our hectic schedule and was quick to respond to any changes. His daily tasks made it simple to learn more and self grow between calls. Thanks again Luis!!

Services provided

Mark Schwabenland51-200

Sep 21, 2023

Excellent Onboarding Experience

Luis Salazar was an incredible guide throughout the entire onboarding process. His extensive knowledge of the HubSpot system was invaluable in our orientation to the system and we came away feeling confident in our ability to manage it independently.

Services provided

Barrett Lehnen11-25

Sep 15, 2023

Excellent service

Very knowledgeable and personable made it easy to learn the ins and outs of HubSpot. I felt pretty comfortable working my way around the platform quickly and any questions I had were answered quickly.

Services provided

Andrew Gordon2-5

Sep 14, 2023

Wonderful Experience

Our HubSpot onboarding experience was wonderful. Each session was well planned and we kept a steady pace throughout the onboarding period. Luis was absolutely fantastic. He has deep knowledge of HubSpot and took time to ensure we had all of our questions answered.

Services provided

Sarah Tol11-25

Sep 13, 2023

Excellent Guide

Excellent experience with HubSpot Onboarding. Luis was a wonderful guide who helped us become self-sufficient by the end. Thank you for your help and patience.

Services provided

Amy Jenyk6-10

Sep 06, 2023

Streamlined and Straightforward

I had the distinct pleasure of working with Luis Salazar for the duration of our HubSpot onboarding with CRM ToolBox, and I couldn't be more impressed with his expertise and dedication to our project. From the moment we were introduced, it was clear that we were in exceptionally capable hands. He possessed an in-depth knowledge of HubSpot and a commitment to leaving no stone unturned, which made a big difference in our ability to establish a strong foundation with this new tool. Luis is a great collaborator. He was patient and challenged us to think outside of the box as we encountered obstacles. I never felt alone during this onboarding process, which is not a small feat for anyone working with handfuls of different clients on a daily basis. I never felt like anything other than his top priority whenever we spoke. I commend Luis for his outstanding support throughout this partnership and could not endorse him more to those who have the privilege of working with him in the future. He makes your interests his priority and brings significant value to every interaction he is a part of. Kudos to CRM ToolBox for the great hire!

Services provided

Adrian Frattini51-200

Aug 14, 2023

Great experience

We were looking to streamline our marketing efforts so we added the HubSpot Marketing platform. The onboarding with Luis S. helped us not only migrate to this new platform but also save us a lot of time. We now feel comfortable and knowledgeable. I would recommend Luis 100%.

Services provided

Account Based Marketing

Ana Quiroz11-25

Aug 08, 2023

Couldn't have done it without Daniel's Help!

We were migrating to a new CRM tool and looking to streamline our process. It was a massive undertaking, but Daniel M's help made things easier and more manageable. We are in a better place now because if it. We hope to learn more over the next 6 months and perfect the process as we go. We will be a repeat customer - when the time comes to get a follow up evaluation of our workflow!

Services provided

Crm Implementation

Ricardo Ortega51-200

Aug 08, 2023

HubSpot dashboard and report building

Avidly did an excellent job of understanding what I wanted to get out of my dashboards and reports and we were able to create what I needed to deliver Sales insights to the rest of my business and all on time. I would highly recommend anybody looking to capture a better analysis of their sales speak to CRM ToolBox/ Avidly.

Services provided

Onboarding, Sales Enablement

Rex Rusling26-50

Aug 07, 2023

Luis was extremely helpful

Luis was amazing at helping step by step with onboarding. Highly recommend!

Services provided

Customer Marketing

Brooke Benitez11-25

Aug 02, 2023

Luis was fantastic

Onboarding was simple and guided. Luis was very friendly, knowledgeable, and helped me troubleshoot larger list imports. 5/5.

Services provided

Onboarding

Mike McEuen26-50

Jul 28, 2023

Luis was great!

Luis was such a great help throughout the Onboarding and Offboarding process! He answered any questions I have had through this and has made using HubSpot easier and more enjoyable!

Services provided

Sales Coaching And Training

Isabelle Gelpi26-50

Jul 27, 2023

Luis absolutely rocked our onboarding to HubSpot!

Working with Luis has been nothing short of incredible. From the very start I felt I was in good hands with his support. From walking me through how HubSpot works, to supporting the development of our pipeline and deals, to digging into some technical questions I had, Luis left no stone unturned in supporting our onboarding. He infused joy and humor into all of our calls, and was also incredibly flexible with scheduling, which made the process feel like a breeze. I cannot recommend working with Luis and CRM ToolBox enough.

Services provided

Crm Implementation, Crm Migration, Customer Support Training, Onboarding, Sales Enablement

Kate Havlik6-10

This is the end of the list

We have answers to your questions...

We can help you migrate from your CRM or marketing automation platform to HubSpot in 4 to 6 weeks, in some cases it can be done sooner. In step 1 of the project, we will create a data migration strategy we will scope the volume and size of data and estimate the time needed for a full migration.

We need to meet with the people who have a stake in the CRM project. For example, we will meet with team members from sales, marketing, and support. That way, we can understand each team's requirements for the CRM project.

You can continue using your CRM or marketing automation tool while we are doing a complete migration, after which we will run a delta migration or partial migrations to sync the modified records since the complete migration started.

Your HubSpot Migration Guide

Your step-by-step guide to switching your CRM or Marketing Automation to HubSpot.

We understand that migrating to a new CRM or a marketing automation platform can be a stressful experience. We've helped hundreds of companies from around the globe successfully migrate to HubSpot. To help you make the HubSpot migration process more straightforward, we've created this guide to share our learnings and experiences with you.

Download Your Copy

Migrate your data to HubSpot fast and hassle-free

Get your CRM data migrated fast

Here's how we do it:

Is your HubSpot migration project making you think:

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