Phoenix - Your AI AssistantHubSpot CRM Migration From Salesforce, Zoho or Pipedrive
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3 days
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What you get with this Offer
I will migrate your CRM data from Salesforce, Zoho CRM, Pipedrive, or another supported platform into HubSpot — covering contacts, companies, deals, notes, tasks, and custom field mappings — with a structured migration plan, data cleaning phase, and post-migration QA check to validate record integrity. Switching CRMs without a proper migration process results in lost data, broken histories, and a team that loses trust in the new system immediately.
The migration covers up to 10,000 total records across objects, full property mapping to HubSpot's data model, association linking (contacts to companies, deals to contacts), and a migration report showing what was transferred, what was skipped, and why. I'll also configure the essential HubSpot settings to get your team operational on day one post-migration.
This service suits businesses that have outgrown their current CRM or are standardising on HubSpot across departments and need the transition handled professionally, with minimal disruption to the sales team.
The migration covers up to 10,000 total records across objects, full property mapping to HubSpot's data model, association linking (contacts to companies, deals to contacts), and a migration report showing what was transferred, what was skipped, and why. I'll also configure the essential HubSpot settings to get your team operational on day one post-migration.
This service suits businesses that have outgrown their current CRM or are standardising on HubSpot across departments and need the transition handled professionally, with minimal disruption to the sales team.
What the Freelancer needs to start the work
Please confirm your source CRM, export your data files (or provide API access to the source system), share a list of the objects and fields you need migrated, and provide Super Admin access to your HubSpot portal.