HubSpot Marketing Automation Migration Services

Get your CRM data migrated fast

faster than an average agency

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Are you struggling with a time-consuming and complicated marketing asset migration process and unsure how to leverage HubSpot's functionality fully?

Do not let the daunting migration process hinder your marketing efforts and limit your ability to grow your business. Fumbling with the transition can lead to wasted resources and missed opportunities.

Choose our proven migration service that swiftly transfers your current marketing assets to HubSpot, and let our experts guide you in unlocking the full potential of HubSpot's powerful features, giving you the edge you need for success.

Is your HubSpot migration project making you think:

Complex migration process with many challenges

Potential data loss, integration issues, and downtime

The learning curve and customization requirements

Resource allocation for budget, personnel, and training

Questioning successful migration and HubSpot optimization

Let's talk

Our process

4 STEPS TO MIGRATE TO HUBSPOT

01
Audit & Planning

We begin by thoroughly auditing your existing marketing automation platform and analyzing your assets, data, and integrations.

This audit forms the basis of a tailored migration plan, outlining the steps, timelines, and resources required to ensure a seamless transition.

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02
Data & Asset Migration

Our team migrates your marketing assets, such as emails, landing pages, forms, and workflows, ensuring accuracy and consistency.

We prioritize data integrity, employing data validation and cleansing techniques throughout the process.

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03
Setup up & Customization

We integrate HubSpot with your existing CRM, sales, and customer service tools, ensuring uninterrupted data flow and communication.

We also configure and customize HubSpot to align with your unique business needs and workflows, maximizing the platform's efficiency for your organization.

Let's talk

04
Training & Ongoing Support

We offer a fast-track onboarding process that will help you and your team get trained on HubSpot in 30 days, after which we will provide you with ongoing weekly support calls for three months.

We aim to help you get value from the investment immediately.

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What they say about us

Apr 11, 2024

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.

Services provided

Lawlor, P.51-200

Apr 10, 2024

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.

Services provided

Hardt, M.51-200

Apr 08, 2024

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.

Services provided

Ryan, J.6-10

Apr 02, 2024

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.

Services provided

Nunez, M.11-25

Mar 28, 2024

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.

Services provided

Scoufis, D.11-25

Mar 26, 2024

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.

Services provided

Smith, P.51-200

Mar 26, 2024

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.

Services provided

Lopez, U.51-200

Mar 26, 2024

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.

Services provided

Pruett, C.6-10

Mar 22, 2024

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.

Services provided

Connolly, J.11-25

Mar 21, 2024

Love Daniel

Daniel was awesome and helped us out a lot with onboarding. I would recommend him!

Services provided

Sorensen, T.51-200

Mar 15, 2024

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.

Services provided

eller, J.26-50

Mar 14, 2024

Thank you Jorge

Thank you Jorge for all the help on the HubSpot onboarding. Quick to answer every question we had.

Services provided

Hernandez, M.201-1000

Mar 14, 2024

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!

Services provided

sheppard, C.51-200

Mar 13, 2024

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.

Services provided

Miron, B.11-25

Mar 11, 2024

Onboarding Made Easy

I had a great experience with my onboarding team. I was partnered with Luis and he was very easy to work with and knowledgeable of the systems. I knew a lot of the features going in as I have used HubSpot in the past so we got very into the details of the programs. I had a very volatile schedule and some potential demands of the program added on during the project and Luis was very flexible when it came to scheduling, who attended the meetings, and answering some very specific and weird questions.

Services provided

Joseph, C.201-1000

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 2 to 6 weeks; sometimes, it can be done sooner.

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.

We've successfully helped hundreds of businesses migrate from various marketing automation tools, including Marketo, Pardot, and ActiveCampaign, to HubSpot.

Seamless Transition from Marketo, Pardot, and ActiveCampaign!

Get your CRM data migrated fast

Is your HubSpot migration project making you think:

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