Migrate your data to HubSpot fast and hassle-free
Our service works with all major CRM and Marketing Automation platforms, including Salesforce, Marketo, Pardot, ACT, Zoho, and Hubspot. We can help you start migrating your data today instead of taking weeks or months.
Get your CRM data migrated fast
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
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I am afraid to lose or have outdated or messy data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
TECH STACK WE WORK WITH
Our process
4 STEPS TO MIGRATE TO HUBSPOT
01Data 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.
02Data 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.
03Data 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.
04Training & 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.
What they say about us
Reliable and High-Quality Services
Over the many years we have worked with the Avildy team they have consistently delivered top-notch CRM, CMS, digital, and inbound marketing solutions. Their commitment to quality and reliability is commendable. I highly recommend them for anyone looking to enhance their business operations.
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Mumuni, L.201-1000
Luis is a rockstar!
We worked with Luis for our HubSpot onboarding and were thrilled with how quickly and painlessly we got ramped up and fully operational. He was incredibly knowledgable of the platform, and had very valuable recommendations on best practices at every step of the process. If we had to go back and do it again, we would choose Avidly again.
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Lawlor, P.51-200
Seamless and extremely helpful onboarding experience
Luis Salazar was the highlight of our onboarding experience. He was extremely proactive, guided us through a well placed plan and helped us achieve all of our key milestones. He was a wealth of knowledge and had several tips to help us be more efficient in the platform. He also explained concepts extremely well, giving us consistent ways to work through the platform. He helped us build the right foundation for us to launch into more sophisticated uses of the platform as we explore more use cases and become increasingly comfortable. We thoroughly enjoyed our onboarding experience with Luis as our coach. He was terrific to work with throughout the entire process.
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Hardt, M.51-200
Nimble and Responsive Onboarding
Jorge was excellent at getting us to grasp the essentials of HubSpot sales and marketing. He also was able to shift and handle a wide range of complicated inquiries on strategies for using HubSpot to build databases for other company business goals. Our onboarding with him really set on us a strong path with HubSpot.
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Ryan, J.6-10
Great developers
We had a great experience with my Avidly's team. They are very easy to work with and very good at their job. They guided us through each stage of developing our new website and it came out great.
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Nunez, M.11-25
Very Helpful
Luis was great to work with and very helpful as we onboarded with HubSpot. He answered all of our questions and helped us set up our backend.
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Scoufis, D.11-25
Daniel Morales
Daniel helped our company migrate from Marketo to HubSpot Marketing Hub. He was great. Very helpful throughout the entire process. His deep knowledge provided quick answers to questions during our weekly meetings, and his turnaround time on email questions was usually within a matter of hours. With his help, we were able to complete our migration well ahead of schedule.
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Smith, P.51-200
A Five-Star Journey with Avidly
Avidly's exceptional work in crafting a new visual identity, website strategy, web design, and development for Ascend Partners deserves an enthusiastic five-star rating. From the outset, Elle and the strategy team demonstrated an impressive depth of knowledge and expertise, seamlessly guiding us through every stage of the project with remarkable clarity and insight. We were also fortunate enough to work with their talented designer, Dave, who created a beautiful visual identity and website design that perfectly captures the spirit of our brand. Their collaborative approach was a breath of fresh air, as they actively solicited our input and ideas, ensuring that the final product truly reflected our vision and goals. Throughout the process, Avidly proved to be not just skilled professionals, but also fantastic partners, consistently going above and beyond to accommodate our shifting needs and timelines with grace and flexibility. Working with Avidly was an absolute pleasure, thanks to their unwavering dedication, professionalism, and exceptional talent. Their ability to seamlessly blend creativity with strategic thinking resulted in a visually stunning visual identity and equally impactful website that we are proud to show off. Without hesitation, I would highly recommend Avidly to any organization seeking top-notch design and development services within the HubSpot ecosystem, as their remarkable combination of expertise, collaboration, and adaptability sets them apart as true industry leaders.
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Lopez, U.51-200
A great experience working with Jose at Avidly
My experience working with Jose at Avidly was excellent. Jose was attentive to detail and helped add systems that our growing business desperately needed. He was quick to respond with any questions I had. Speed to get things set up was a priority for us and I felt that Jose went the extra mile to help us get our CRM operational as fast as possible.
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Pruett, C.6-10
Great team to work with
The team at Avidly - Ranya, Izzy and Daniel, were a great group to work with. They helped us with a custom API integration with our Segment workspace and HubSpot. I really appreciated the way they were able to break down complicated technical items into a language I could easily understand. Would definitely work with them again.
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Connolly, J.11-25
Love Daniel
Daniel was awesome and helped us out a lot with onboarding. I would recommend him!
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Sorensen, T.51-200
Results that drive business
Daniel and the Avidly team helped us build out HubSpot platform around our unique business needs and train our team to use the system effectively. Daniel was an incredible resource throughout the process and took the time and always made himself available to help us get the product where we needed it within our timeframe. We've been able to roll it out to our team and implement all the changes we had to make in our processes using the new system to drive meaningful improvements in our business. We're already seeing the positive results from the HubSpot set up they helped us create and we have and would recommend them to anyone else searching a team to assist with this type of work.
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eller, J.26-50
Thank you Jorge
Thank you Jorge for all the help on the HubSpot onboarding. Quick to answer every question we had.
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Hernandez, M.201-1000
Lifesavers!
We were fortunate enough to work with Avidly for the build of our website which was completed around 2 years ago. Recently we had an issue with our domain and redirects and our website crashed, the team stepped in and helped us resolve the issue within a day. Very grateful for their support, the team are always professional and knowledgeable, would highly recommend!
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sheppard, C.51-200
Avidlly's Exceptional Team Delivers Tailored Solutions for Our Super Niche Business
We recently had the pleasure of working with Avidlly, and our experience was nothing short of outstanding. The team, led by Josh, Alex, and Mashiat in Canada, along with their counterparts in the UK, displayed an exceptional level of dedication and expertise that left us thoroughly impressed. Avidlly demonstrated a genuine commitment to understanding the intricacies of our super niche business. Instead of providing generic solutions, the team invested significant time and effort to gain a comprehensive understanding of our unique challenges, goals, and objectives. Josh, Alex, and Mashiat, based in Canada, were instrumental in facilitating effective communication and collaboration. Their approach was not only professional but also personable, creating a collaborative environment where ideas flowed seamlessly. This personal touch fostered a sense of trust and transparency, making the entire process a pleasure. The team in the UK complemented the Canadian counterparts seamlessly, ensuring a cohesive and integrated approach to our project. The synergy between the teams was evident in the final deliverables, which exceeded our expectations. If you're seeking a team that goes above and beyond to understand and elevate your business, Avidlly is undoubtedly the agency to consider.
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Miron, B.11-25
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How much does a CRM or Marketing Automation migration cost?
Pricing depends on how many objects and records you want to migrate; we will connect our tool to your CRM to give you an accurate costing.
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.