US-BASED HUBSPOT SOLUTIONS PARTNER
Move from Salesforce, Marketo, Eloqua, or ActiveCampaign to HubSpot with your customer data, sales processes, marketing programs, and reporting requirements accounted for before the move begins. Our senior consultants handle the migration plan, data preparation, HubSpot setup, testing, and team handover.
HUBSPOT MIGRATION SERVICES
Our team works with businesses moving from established CRM and marketing automation platforms into HubSpot. Each migration starts with the source system, the data your teams still use, and the processes that need to work after launch.
Move contacts, accounts, opportunities, activities, ownership, properties, and sales processes from Salesforce into HubSpot. We map the CRM structure before migration so your team can continue working with the records and pipeline information it depends on.
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Move contacts, lists, tags, custom fields, deals, campaigns, and automation from ActiveCampaign to HubSpot. We also review the existing account structure so outdated tags, workflows, and data do not follow your team into the new CRM.
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Move contacts, account data, campaign assets, forms, segmentation, scoring, and automation from Oracle Eloqua into HubSpot. Our consultants review the Eloqua setup and map the required processes into the HubSpot environment.
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Move lead and campaign data from Marketo while rebuilding the programs, scoring, forms, lists, and marketing automation your team still needs. We review the existing Marketo setup before deciding what to move to HubSpot.
→MIGRATION SCOPE
A migration can involve far more than contact records. We review the parts of your current platform that sales, marketing, and operations still depend on, then define what needs to move, what needs to be rebuilt, and what can stay behind.
Contacts, companies, deals, owners, activities, notes, tasks, and other historical CRM records included in the project.
Standard fields, custom properties, lifecycle values, record relationships, and identifiers required for your HubSpot setup.
Lead nurturing, scoring, routing, notifications, campaign workflows, and other automation that needs to continue after migration.
Emails, forms, lists, landing pages, templates, and campaign assets included within the agreed migration scope.
Deal pipelines, stages, qualification rules, ownership, lead routing, and follow-up processes used by the sales team.
Properties, lifecycle data, pipeline information, and reporting inputs needed to rebuild dashboards and reports inside HubSpot.
HubSpot Integrations We Provide
We map your data, sync rules, field structure, ownership logic, and reporting requirements before building the integration, so HubSpot works cleanly with the platforms your sales, marketing, finance, and operations teams depend on.
Two-way sync for contacts, companies, deals, activities, owners, and key sales data between HubSpot and Salesforce.
→Deal alerts, form notifications, lead handoff updates, task reminders, and workflow-based channel alerts.
→Custom workflows that connect HubSpot with internal tools, databases, spreadsheets, and systems without relying only on native integrations.
→MIGRATION ARCHITECTURE
Years of CRM use leave behind fields nobody uses, duplicate records, old workflows, outdated lists, and processes built around requirements that no longer exist. Moving all of that into HubSpot creates the same problems in a different platform.
Before migration, we’ll review the source system and decide what still has a business use. Records, fields, automation, and assets are then grouped according to what should happen next.
HUBSPOT MIGRATION PLANNING
OUR MIGRATION PROCESS
We review your current CRM or marketing automation platform, including the data structure, users, workflows, reporting, campaigns, and processes that depend on it.
We document which records, fields, relationships, assets, and historical information need to move into HubSpot and how they should be represented after migration.
We address duplicate records, unwanted data, inconsistent field values, and other issues that could create problems during the migration.
We prepare HubSpot for the incoming data, complete the agreed migration, and rebuild the pipelines, workflows, forms, or campaign processes included in the project.
We check record counts, field values, associations, ownership, workflows, permissions, and the business processes that rely on the migrated data.
We document the new setup and walk your team through the areas of HubSpot they will manage after launch.
Client Testimonials
“Working with The Automation Strategy Group helped us bring structure and efficiency to our sales and marketing operations. The systems they put in place made it easier for our team to work smarter, move faster, and close more business without added complexity.”
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“The Automation Strategy Group guided us through a complex CRM transition with zero disruption to the business. Their approach was methodical, well-planned, and respectful of how our team actually works. The result was a stronger foundation for scale.”
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“They approached our marketing automation challenges with clarity and discipline. From untangling complexity to delivering systems that actually performed, The Automation Strategy Group proved to be a reliable partner focused on real, measurable outcomes.”
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“The Automation Strategy Group re-engineered our ActiveCampaign and Salesforce setup to support our research-driven storytelling model. What was once passive automation now actively supports growth and revenue. The structure is clear, practical, and easy for our team.”
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WHY CHOOSE US
Automation Strategy Group is a US-based, senior-only consulting team that has worked with marketing automation and CRM platforms since 2016. Our clients work directly with experienced consultants who understand how HubSpot fits into the wider sales, marketing, and operations process.
Your migration stays with experienced consultants throughout the project. The people involved in discovery remain involved during mapping, testing, and launch.
Our team works across HubSpot CRM, Marketing Hub, Sales Hub, Revenue Hub, automation, reporting, and data structure.
The team responsible for moving the data can also configure the HubSpot environment receiving it. This reduces handoffs between separate migration and implementation providers.
The Automation Strategy Group has supported 100+ US businesses with CRM and marketing automation work since 2016.
INDUSTRIES WE SERVE
The Automation Strategy Group works with US B2B companies using HubSpot Professional or Enterprise, especially when sales, marketing, service, and revenue operations need a stronger CRM structure, cleaner automation, better reporting, and clearer handoffs between teams.
Move CRM, opportunity, lifecycle, and marketing data into HubSpot while preserving the information sales and customer teams use throughout the account lifecycle.
Transfer the CRM and marketing records included in the project while rebuilding the processes teams use for enquiries, communications, and reporting.
Move prospect, enrolment, campaign, and engagement data into HubSpot and rebuild the workflows used across recruitment, marketing, and admissions processes.
Move contact, company, pipeline, and campaign data while reviewing access, reporting, and CRM processes used by business development and marketing teams.
US-based Certified HubSpot Solutions partner
Frequently Asked Questions
HubSpot migration services help businesses move CRM data, marketing assets, sales processes, workflows, and reporting requirements from an existing platform into HubSpot while preparing the new portal for the way teams will work after the move.
You can migrate contacts, companies, deals, activities, properties, lists, marketing assets, and other CRM records into HubSpot. The migration scope depends on the source platform, available historical data, and the HubSpot objects needed for the new setup.
A HubSpot migration can take several weeks depending on the source platform, number of records, data structure, workflows, and HubSpot configuration required. The project timeline should be set after the existing system and migration scope have been reviewed.
The cost of a HubSpot migration depends on the platform you are leaving, the amount of data being moved, the number of fields and assets involved, and the workflows or CRM processes that need to be rebuilt. A migration review is needed before an accurate project cost can be set.
You can migrate to HubSpot without losing required data when the source records are mapped, prepared, and checked before the final move. The migration plan should identify which historical records must be retained and how they will be stored inside HubSpot.
You can migrate custom fields and, where supported, custom objects into HubSpot by mapping them to the correct HubSpot properties and record structure. Each field should be reviewed first so unused, duplicate, or outdated data does not move into the new CRM.
Existing workflows and automation usually need to be reviewed and rebuilt inside HubSpot because platforms use different triggers, fields, scoring rules, and campaign logic. The migration plan should document which automations will be recreated, changed, or retired.
You should prepare CRM data for a HubSpot migration by reviewing duplicate records, unused fields, outdated stages, inconsistent values, inactive users, and old data. Cleaning the source system before migration reduces unnecessary records and makes the new HubSpot setup easier to manage.
A HubSpot migration partner is useful when the project involves large data sets, custom fields, multiple objects, automation, reporting, or CRM processes that must continue after the move. An experienced partner can handle mapping, migration, testing, and HubSpot configuration under one project.
You can migrate data and business processes into HubSpot from platforms such as Salesforce, Marketo, Oracle Eloqua, ActiveCampaign, and other CRM or marketing automation systems. The exact migration scope depends on how the source platform stores its data, assets, and automation.
Tell us which platform you are moving from, what your teams use today, and what needs to work inside HubSpot after the migration. One of our senior consultants will review the current setup and discuss the migration requirements with you.
