Migration paths
The most common migration we run. Data, automations, integrations, reports carried over end to end. Same-day rollback.
When the team grows past 5-10 reps and Pipedrive starts feeling thin. Pipeline, contacts, activities preserved.
From Zoho One to HubSpot for teams that have outgrown Zoho's CRM UX.
monday.com is great for project ops. Past 10 reps as a CRM, HubSpot wins. We move you cleanly.
Programs translated, smart lists rebuilt, Salesforce sync preserved. Typically 60-90 days.
Salesforce is sunsetting Pardot. We migrate to HubSpot Marketing Hub with Engagement Studios translated to workflows.
Off Mailchimp without losing list health. Audiences, automations, segmentation logic carried over.
The reverse path. Less common, usually driven by enterprise compliance or acquisition.
How we run migrations
Every object, every automation, every integration mapped end to end. Migration scope priced before kickoff.
Source platform constructs translated to HubSpot equivalents. Workflows, scoring, properties, lifecycle stages.
Scheduled migration window. Data verified, users provisioned, runbooks ready. Same-day rollback path always included.
30 days of post-launch support. Bug fixes, edge cases, training reinforcement, optimization.
Migration principles
Zero data loss
Activity history, custom properties, file attachments, audit logs preserved. We verify integrity at every step.
Same-day rollback
Standard rollback plan included on every migration. If something goes wrong on cutover day, we revert before lunch.
Fixed-fee against scope
We scope precisely so you know cost up-front. No timesheet billing on migrations.
Senior team only
The person who scopes the migration is the person who runs it. No junior hand-offs, no offshore relay races.
Common questions
How long does a typical migration take?
30-60 days for SMB instances, 60-120 days for mid-market with significant customization. The audit gives you a precise timeline before kickoff.
Will we lose data?
No. Activity history, attachments, custom fields, audit logs all carried over. We verify at every step and you get an integrity report at cutover.
What about our integrations?
Re-architected on HubSpot using the right pattern: native connectors where they exist, Operations Hub custom code where needed, Zapier for low-volume connections.
Do you do the reverse migration too (HubSpot → Salesforce)?
Yes, less common. Usually driven by enterprise compliance or an acquisition where the parent runs Salesforce. See /migration/hubspot-to-salesforce.
How is migration priced?
Fixed-fee against scope after the audit. You see total cost before the engagement starts.
How INSIDEA works
