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I am afraid to lose or have outdated or messy data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

May 24, 2023

On-boarding was awesome

David was amazing at answering all of our questions and training us on the platform. He was extremely knowledgeable and provided great tips along the way. Highly recommend HubSpot!

Services provided

Crm Implementation, Customer Success Training, Help Desk Implementation, Knowledge Base Development

Bridget Carminati11-25

May 19, 2023

Amazing Weekly Help

David Azcunaga did a great job in helping me get started with the platform and setting up all the basics to help me down the road.

Services provided

Sales And Marketing Alignment

Arie Nouriely6-10

May 17, 2023

Servicio CRM Toolbox

Excelente servicio por parte del equipp de CRM Toolbox, nos ayudo a entender los puntos importantes de la implementacion de HubSpot en nuestra empresa.

Services provided

Onboarding

Luis Carlos Romero2-5

May 16, 2023

Excellent onboarding experience.

Luis, Sebastian and Jorge were all very positive, knowledgeable and extremely personable. It was a pleasant and effective use of time working with them in the onboarding process. I would highly recommend them.

Services provided

Account Based Marketing, Community Management, Crm Implementation, Crm Migration, Customer Marketing, Onboarding, Sales Enablement

Patrick DonnellyPREFER-NOT_TO_SAY

May 10, 2023

Exceeded expectations

CRM Toolbox surpassed my expectations with their quick response, easy communication, and seamless implementation process. Their team's professionalism and dedication were evident from the start, ensuring a smooth collaboration. Their rapid implementation time minimized disruption, while their clear process provided a well-defined roadmap for success. CRM Toolbox went above and beyond, delivering a migration project that perfectly met our business needs.

Services provided

Crm Migration

Heikki Sivonen11-25

May 01, 2023

HubSpot tool built

CRM Toolbox allowed us to turn an idea into reality with our first-ever website tool. (https://info.majortom.com/benchmark-tool). The whole team was super responsive throughout the whole process and was very thorough when providing explanations, leveraging the use of loom videos for better understanding. We have used them for a number of HubSpot-related projects and will continue to do so.

Services provided

Email Marketing, Website Development

Victoria Samways51-200

Apr 27, 2023

HubSpot Onboarding

Very happy with our CRM Toolbox experience! Luis was wonderful in helping us set up our HubSpot instance and showing us the ropes. He’s extremely knowledgeable and was able to tailor our training for our specific needs. He is very responsive and is quick to come up with creative workarounds when needed. Highly recommend Luis- he made onboarding meetings something I looked forward to!

Services provided

Marketing Onboarding

Caitlyn Matchick51-200

Apr 26, 2023

Onboarding

We had a great experience with the onboarding process. David was extremely helpful and always available. The process was mapped out in a way that made the tasks efficient. David was able to brainstorm and come up with the perfect solutions we needed.

Services provided

Operations Onboarding

Emily Davis11-25

Apr 25, 2023

Luis rocks!

I employed CRM Toolbox to facilitate our company's adoption of HubSpot for project outreach and communication. With a tight deadline looming, we required a quicker onboarding process than the originally planned schedule. Luis streamlined our onboarding procedures by focusing on the critical elements necessary to get our team up to speed. Many thanks to Luis for his invaluable contributions!

Services provided

Crm Implementation

Michael Sarrassat26-50

Apr 24, 2023

onboarding

We were a former HubSpot client, we tried Glasshive and came back to HubSpot. Daniel helped us through our issues list and provided insight when needed. Our goal to was to get as much automation into place. We had some expectations from the sales team that we were not able to get-but this was not on Daniel- thanks again Daniel for your willingness to help and get us started

Services provided

Crm Implementation

Dave Hodgdon11-25

Apr 21, 2023

Data migration with superb partner

We had a challenge to do data migration in HubSpot. We had already discussed with several supplier candidates but then we found CRM Toolbox who was from different planet with other suppliers, positively so. Everything was smooth from first meeting to finish and we are extremely happy with the results. Biggest reasons for this superb customer experience were: • Efficient first meeting where our needs were clarified • Clear proposal with fixed price • Very flexible and fast start for the project • Good communication throughout the project • Extremely fast execution of the migration CRM Toolbox’s team were so convincing that we want to continue co-operation with them and next we are starting HubSpot Marketing Hub implementation. Thank you Ranya, Izzy and the team. We couldn’t be happier.

Services provided

Crm Migration

Erkki Mäkelä26-50

Apr 20, 2023

HubSpot Onboarding

Our experience with CRM Toolbox was fantastic. Daniel was a wealth of knowledge on all aspects of HubSpot and coached us every step of the way through implementation. Thanks for all the help, Daniel!

Services provided

Crm Implementation

Devan Telken2-5

Mar 31, 2023

Structured, organized and ontime

Our experience with CRMToolbox was very positive. Jorge was extremely organized and kept us on schedule. They met deadlines, were responsive and collaboration tools used during the process made it work smoothly. The videos and assets they have left us with after engagement should be a great resource for future users. Jorge and David were a pleasure to work with. Only thing we might have done different is get a better understanding of their offering prior to engagement. We moved a bit faster so, we could have possibly spent money a bit differently with them. Thanks guys. P

Services provided

Crm Implementation, Sales Onboarding

Paul Hebert51-200

Mar 29, 2023

Excellent experience with Luis

Our team really enjoyed working with Luis. He was extremely helpful and clear when teaching us how to use HubSpot. On top of that, he was super patient and always brought a bubbly, positive attitude to our weekly meetings. We now feel prepared and excited to continue our journey with HubSpot! Thank you Luis!

Services provided

Account Based Marketing, Conversational Marketing, Customer Integrations, Customer Marketing, Email Marketing, Full Inbound Marketing Services, Marketing Onboarding

Ashley Wharton2-5

Mar 20, 2023

Wonderful team, wonderful work!

The team I worked with were all incredibly helpful and always responded right away with insightful answers. They were able to help my team set up automations that helped with our sales process and now we have much less manual work to do. I would recommend CRM Toolbox to anyone using HubSpot, whether you are just now getting it or have had it for years.

Services provided

Sales Onboarding, Sales And Marketing Alignment

Mary Peterson11-25

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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