×HuHubSpot Migration Services
HubSpot migration services move your contacts, companies, deals, activities and automations from another system without losing history or trust in the data. We map, clean and test before anyone switches over.
How we approach HubSpot migration services
Migrations go wrong in the mapping. Custom fields arrive as text when they should be dropdowns, associations between contacts, companies and deals break, notes and emails are left behind, and owners are assigned to people who have left. Duplicates from the old system are copied straight across. Then the team loses faith in the new CRM in its first week.
We audit the source system and agree what to bring, what to archive and what to leave. We create a field mapping document, clean and deduplicate data before import, and recreate pipelines, properties and key automations in HubSpot. A test migration with a sample lets your team check records before the full run. We plan cut-over to avoid losing leads in transit, and keep the old system read-only for reference.
- Processes mapped before anything is configured
- Clean, de-duplicated data migration
- Role-based training and support after launch
Working with Nians
One strategist owns your plan and brings in the specialists it needs. You hear from us every week, and every piece of work starts with an audit.
Why a HubSpot specialist matters
Our HubSpot specialists work in the platform every day, so setup, integrations and optimisation follow current best practice.
Compatibility check
We confirm how HubSpot fits your current stack before anything changes.
Integrations
HubSpot connected to your analytics, CRM and commerce tools so data flows both ways.
Safe migration
Coming to HubSpot from another tool? We plan the move so history, tracking and settings come with you.
What our HubSpot Migration Services include
The usual building blocks. We drop what you don’t need and add what you do.
Requirements & process mapping
Your sales, finance and ops processes captured first.
Configuration
Pipelines, objects, permissions and automations set up.
Data migration
Clean, de-duplicated records moved safely.
Integrations
Website, marketing, accounting and support connected.
User training
Role-based training so adoption actually happens.
Post-go-live support
Hypercare, fixes and continuous improvement.
How we deliver
You see the plan before any work starts.
Requirements
Your sales, finance and operations processes captured first.
Configure
Pipelines, objects, permissions and automations set up.
Migrate
Data cleaned, de-duplicated and moved with checks at each step.
Train
Role-based training so people use the system from day one.
Support
Fixes and improvements after go-live, as real use shows gaps.
Platforms we use for this work
You may also be interested in
Case studies & resources
Real-world results and practical reading to help you plan your next step.
Client stories
How similar work has played out for other businesses.
Helpful resources
Guides, tools and articles our team recommends on this topic.
Questions we often hear
Straight answers to the things clients ask us most. If yours isn’t here, just ask.
Can we migrate emails and notes into HubSpot?
Will our workflows and automations move across automatically?
How long does an implementation take?
Let’s plan your next stage of growth.
A free 30-minute session with a senior Nians strategist. You leave with a prioritised plan, whether or not you work with us.