A CRM migration to HubSpot with INSIDEA takes about 12 weeks from Salesforce, 4 to 8 weeks from Pipedrive or monday.com, 8 to 16 weeks from Zoho depending on how many apps are in play, about 12 weeks from Marketo, 8 to 14 weeks from Pardot, and 4 to 8 weeks from Mailchimp. Every migration follows the same four phases: audit and plan, build in a sandbox, cutover in waves under a short freeze, then train and hand off with 30 days of support. Published customer cases include Salesforce to HubSpot in 6, 8 and 10 weeks.
Timeline by source
| From | Standard plan | Range |
|---|---|---|
| Salesforce | About 12 weeks | 6 to 10 weeks in published customer cases |
| Pipedrive | 4 to 6 weeks | 4 weeks light, 6 to 8 with a marketing rebuild, 8 to 10 with deep customisation |
| Zoho | 8 to 12 weeks for 3 to 5 apps | 12 to 16 weeks for 6 or more apps with deep customisation |
| monday.com | 4 weeks light | 6 to 8 weeks with a marketing rebuild |
| Marketo | About 12 weeks | Programs migrate last to minimise disruption |
| Pardot | 8 to 10 weeks | 10 to 14 weeks with a paired Salesforce migration |
| Mailchimp | 4 weeks light | 6 to 8 weeks with a paired CRM migration |
- · Salesforce. Apex and Flows translated to workflows, three-wave cutover with a 24 to 48 hour freeze. INSIDEA has migrated 60+ teams off Salesforce.
- · Pipedrive. Full activity history preserved.
- · Zoho. App-by-app cutover so risk stays contained.
- · monday.com. Boards become pipelines with exit criteria and a lifecycle layer.
- · Marketo. Programs, smart lists and scoring rebuilt; Salesforce sync rewired or the CRM migrated alongside.
- · Pardot. Engagement Studio programs translated; Salesforce can stay as the CRM.
- · Mailchimp. Customer Journeys become workflows; deliverability warm-up is built into cutover.
The four phases every migration follows
Audit and plan
Inventory of data, automations, integrations and custom code in the source system. Field mapping document, translation map for automation logic, risk register. One to two weeks depending on the source.
Build in a sandbox
HubSpot configured against the agreed architecture: objects, properties, pipelines, workflows translated from the source, integrations rebuilt, reports recreated. The longest phase on every source.
Cutover in waves
A pilot wave, a bulk wave, then full cutover under a 24 to 48 hour freeze, validated against the source system's own numbers, with same-day rollback if anything fails.
Train and hand off
Role-specific training, a knowledge base for where things now live, a sunset plan for the old system, and 30 days of post-cutover support.
What moves the date
Automation that has to be translated. Apex, Flows, Deluge scripts and Marketo programs cannot be copied. Each is read, mapped to a HubSpot workflow or programmable workflow, and tested. This is most of the build phase on Salesforce, Zoho and Marketo.
Integrations. Native connectors are configuration. Custom ones are rebuilt and tested against live data before cutover.
Data quality. Duplicates, orphaned records and inconsistent picklists are found in the audit and cleaned before mapping, because a clean import is faster than a clean-up afterwards.
Decisions and access. The most common delay on any migration is not build time. It is a decision, a credential or a data export waiting on the customer side. The project dashboard lists every open item with an owner and a date.
INSIDEA is an Elite HubSpot Partner rated 4.99 across 450+ verified reviews on the HubSpot Partner Directory and holds HubSpot's CRM Data Migration Accreditation alongside four other HubSpot Accreditations. Migrations are fixed-fee with same-day rollback; pricing is on the implementation cost page.
FAQ
How long does a Salesforce to HubSpot migration take?
About 12 weeks on INSIDEA's standard plan: weeks 1 to 2 audit and field mapping with an Apex and Flow translation map, weeks 3 to 7 build in a HubSpot sandbox, weeks 8 to 9 cutover in three waves under a 24 to 48 hour freeze, weeks 10 to 12 training and hand-off. Published customer cases range from 6 weeks for a single-region Salesforce Professional org to 10 weeks for a three-region setup.
How long does a Pipedrive to HubSpot migration take?
4 weeks for a light migration, 6 to 8 weeks when the marketing side is rebuilt at the same time, 8 to 10 weeks for enterprise setups with deep customisation. Activity history is preserved in full.
How long does a monday.com to HubSpot migration take?
4 weeks for a light migration and 6 to 8 weeks with a marketing rebuild. Monday boards used as a CRM become HubSpot pipelines with exit criteria, plus a lifecycle and scoring layer the board never had.
How long does a Zoho to HubSpot migration take?
8 to 12 weeks for three to five Zoho apps, 12 to 16 weeks for six or more with deep customisation. Cutover is app by app so a problem in one does not stall the others.
What makes a migration take longer than planned?
Custom automation in the source system that has to be translated rather than copied, integrations that must be rebuilt, data quality that needs cleaning before it can be mapped, and decisions or access arriving late from the customer side. The audit phase exists to surface all four in week one.
Is activity history preserved?
Yes. Emails, calls, meetings, notes and deal history migrate with their records on every source INSIDEA supports. Validation compares record counts and key totals against the source system before cutover is declared complete.
Who should run a HubSpot migration?
A partner that holds HubSpot's CRM Data Migration Accreditation, which HubSpot grants after reviewing delivered migration work. INSIDEA holds it alongside four other HubSpot Accreditations, is an Elite HubSpot Partner rated 4.99 across 450+ verified reviews, and publishes its migration plan and timelines for every source.
How INSIDEA works
