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Your Safe Path to a New System

Old CRM Data, New Potential:

A successful CRM migration is more than just transferring data — it's the foundation for future growth. We support you at every step: from the initial analysis to the final integration.

How Does a Migration with Us Work?

• Kickoff & Planning

  • Initial Analysis: Reviewing the quality and structure of existing data

  • Migration Planning: Mapping data sources to new structures, defining which webpages will be transferred, etc.

• Test Migration & Adjustments

  • Migration Tools & Scripting: Using modern tools or custom scripts

  • Data Validation & Cleanup: Quality assurance after the import

• Live-Migration
• Review & Optimization

• Training & Support: Helping your teams transition smoothly

First, we assess whether the goals and requirements of your CRM/WEB system can still be reasonably achieved with the current setup. This ensures that the migration truly leads to an improvement in your system landscape, customer retention, and new customer acquisition.

Afterwards, we create a detailed migration plan that builds the new system in parallel while prioritizing the transfer of the old system or webpages. There are various methods and approaches to ensure a smooth process — we always coordinate these individually with each client.

From Pipedrive to HubSpot

• Migration of All Deals, Contacts, and Companies

• Transfer of Custom Fields, Pipelines, and Equivalent Setup

• Ensuring Synchronization of Activities and Histories

From Salesforce to HubSpot

• Complex Mappings Between Salesforce and HubSpot Objects

• Replication of Workflows, Automations, and Fields

• Data Migration Without Loss of Critical Information

From Dynamics 365 to HubSpot

• Migration of Contacts, Leads, Accounts, Opportunities, and Cases

• Transfer of Custom Fields and Sales Processes

• Synchronization of Tasks, Meetings, and Emails

From Zoho CRM to HubSpot

• Migration of All Leads, Contacts, and Accounts

• Mapping of Custom Fields, Workflows and more

• Migration of Email Histories and Activities

From Mailchimp to HubSpot

• Transfer of Subscriber Lists, Campaigns, and Automations

• Integration of Forms and Landing Pages

• Seamless Integration into HubSpot’s Marketing Hub

From Excel to HubSpot

• Import of Large Data Sets from Excel or CSV

• Structure Adjustment and Mapping to HubSpot Objects

• Cleanup and Validation for Clean, Usable Data

From Brevo to HubSpot

• Migration of Contact Lists, Email Templates, and Campaign Data

• Transfer of CRM Data, Segmentations and more

• Optimization of New Marketing Workflows in HubSpot

Activecampaign to HubSpot

• Migration of Contacts, Deals, and Automations

• Structuring of Pipelines, Sales Processes and more

• Ensuring Continuity of Email Marketing Data and Templates

From Wordpress to HubSpot

• Migration of Contact Form Data and CRM Integrations

• Transfer of Leads from Plugins like Gravity Forms, WPForms, and More

• Creation of New Forms and Automations Directly in HubSpot

From TYPO3 to HubSpot

• Transfer of Form Data and Setup and Lead Information

• Integration of Existing Landing Pages and Content Elements

• Creation of New HubSpot Forms and Automated Marketing Workflows

From Marketo to HubSpot

• Migration of Leads, Programs, and Smart Campaigns

• Transfer of Forms, Landing Pages, and Email Templates

• Ensuring Data Synchronization and Segmentations

From Contao to HubSpot

• Export and Migration of Contact and Form Data

• Transfer of Relevant CRM Data from Contao Extensions

• Optimization of Data Structure for Use in HubSpot