HubSpot Migration

Switching CRMs is high stakes - your contact data, deal history, and insights must land in HubSpot clean and complete. Our HubSpot migration service manages everything from planning to go-live, so your data is safe and your business runs as normal.

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A CRM migration to HubSpot should feel like a fresh start, not a risk.

The fear of data loss, duplicates, and downtime is what stops most businesses from making the move they know they should. The reality is that a well-planned HubSpot data migration removes all of that risk. The problem is that most businesses try to do it without a specialist in their corner. We have migrated businesses from Salesforce, Microsoft Dynamics, Zoho, Pipedrive, spreadsheets, and a range of other legacy systems. Whatever your current setup, we know the landscape, the pitfalls, and exactly how to navigate them.

Why businesses choose to migrate to HubSpot.

One Platform, Everything Connected

HubSpot brings your marketing, sales, service, and operations into a single platform. No more jumping between disconnected tools or losing data between systems. Everything your team needs lives in one place.

Cleaner Data, Better Decisions

A migration is the perfect opportunity to start fresh. We cleanse and structure your data as part of the process, so you arrive in HubSpot with a CRM that is accurate, organised, and actually useful for reporting.

Built to Scale With You

HubSpot grows with your business. From small teams to enterprise operations, the platform scales without you needing to switch systems again. Migrating now means investing in infrastructure that will support you for years to come.

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Our HubSpot Migration Services

CRM to CRM Migration

Moving from Salesforce, Microsoft Dynamics, Zoho, or another CRM? We manage the full end-to-end data transfer, ensuring every contact, company, deal, and associated record arrives in HubSpot intact and correctly mapped.

Spreadsheet and Legacy Data Migration

If your data lives in spreadsheets, shared drives, or outdated systems, we structure and import it into HubSpot in a clean, usable format. No matter how messy the source, we get it sorted.

Data Cleansing and Deduplication

We audit and clean your data before it moves. Duplicate records are merged, incomplete properties are resolved, and your dataset is standardised so HubSpot has a solid, accurate foundation to build on.

Custom Property and Field Mapping

Every CRM stores data differently. We map your existing fields to the correct HubSpot properties, and create custom properties where needed, so no data is lost or misattributed during the migration.

Post-Migration Portal Setup

Getting your data into HubSpot is only half the job. We configure your pipelines, lifecycle stages, and workflows post-migration so your team can hit the ground running from day one.

Ongoing Support and Validation

Once your migration is live, we remain on hand to resolve any discrepancies, answer questions, and ensure your team is confident in their new environment. We do not disappear after go-live.

Versatile migration experience. Total data security.

We have migrated businesses across a wide range of industries and CRM platforms. Whether we are untangling years of legacy data from an ageing Salesforce instance or moving a growing business off spreadsheets for the first time, our approach stays the same: structured, secure, and zero disruption to your operations.

As a Diamond Tier HubSpot Solutions Partner, we bring a depth of platform knowledge that ensures your data does not just arrive in HubSpot, it arrives correctly configured and ready to perform. Every migration is handled by our certified team under strict data handling protocols, so your business information is in safe hands throughout.

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Why Unmatched for Your HubSpot Data Migration?

HubSpot migration is not something you want to get wrong. Messy data, broken records, and missing history can set a business back months. We have spent years mastering the process, and we bring that experience to every engagement. We are also one of the few HubSpot partners with real, hands-on experience migrating businesses from Microsoft Dynamics, having delivered a successful 7,190-record migration for DTB Sports and Events as part of a wider CRM transformation. If you are moving from Dynamics, Salesforce, or any other platform, you are in experienced hands.

Success Stories

See how we’ve helped businesses transform their marketing, sales and CRM through HubSpot.

The Conexus Group needed a partner to unify their platforms in order to streamline reporting and improve overall efficiency. Our team created 8 custom pipelines, custom workflows to better track internal referrals, and reporting solutions to better track user interactions.

CRM & Systems

CRM

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The DPO Centre transitioned from their legacy deal setup to the new Leads and Deal Pipeline with proactive recommendation from Unmatched. Resulting in enhanced lead accuracy and tracking, and streamlined sales insight reporting.

Lead Pipeline Implementation

Sales Implementation

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Peldon Rose were in need of a partner to streamline their marketing efforts in HubSpot. Unmatched devised a structured onboarding plan to allow for effective lead nurturing and data visibility.

Marketing & Automations

Email Marketing

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The Møller Institute came to us for a sales onboarding, they required optimisation of their existing HubSpot portal for better operational efficiencies and sales outcomes. We delivered a tailored sales onboarding, optimising sales process, automations, custom pipelines and delivered in-depth training.

CRM & Sales

Sales Onboarding

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Hattons needed to develop a complex system involving various software and organisations. Unmatched were enlisted to design and build this, with HubSpot as a central depository. The result is an optimised system which automates data handling and communications.

Systems & Automation

CRM

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Ready to make the move to HubSpot?

With years of experience delivering HubSpot migrations for UK businesses, we know what a successful data migration looks like and what a poor one costs. If you are ready to migrate to HubSpot and want a partner who will do it right first time, get in touch with the Unmatched team today.