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I will do your hubspot CRM data migration from salesforce, zoho or pipedrive
HubSpot CRM expert: setup, workflows, integrations and AI agents
I set up and fix HubSpot for companies that bought the platform and never got the value out of it.
Complex workflows, sequences, and custom API integrations connecting HubSpot to the rest of your sta...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Moving to HubSpot from Salesforce, Zoho CRM or Pipedrive? I'll move your data across so your team can work in HubSpot from day one, with nothing lost and nothing duplicated.
I've worked in HubSpot for 12 years, hold 13 HubSpot certifications and have built over 300 CRM setups.
How I work:
- I review your export and map every field to a HubSpot property before anything is imported.
- I clean duplicates and fix formats like phone numbers, countries, owners and dates.
- I import in the right order so contacts, companies, deals and activities stay linked.
- I compare record counts with your old CRM and send you a short handover report.
What I can move:
- Contacts, companies and deals
- Pipelines, stages and deal owners
- Notes, tasks, calls and logged emails
- Custom fields and dropdown values
- Key workflows, rebuilt in HubSpot
Spreadsheets and other CRMs that export to CSV work too.
Please message me before ordering if you have more than 10,000 records or an unusual source, so I can confirm the scope first.
Software:
HubSpot
Industry:
Business services & consulting
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Real estate
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Software
Clients I’ve worked with
Yokogawa
Plant Biotechnology
I am working with Yokogawa as a HubSpot CRM Manager, managing deal pipelines, automating workflows, creating reports, and integrating HubSpot with business tools. I also oversee LinkedIn marketing campaigns, focusing on ad strategy etc.
May 2024
Thermo Fisher Scientific
Biotechnology
I managed the HubSpot account and digital marketing channels for Thermo Fisher Scientific, optimizing their CRM and driving impactful marketing strategies.
Dec 2017
My Portfolio
FAQ
Will I lose any data during the move?
No. Your old CRM stays untouched while I import into HubSpot, and I compare record counts object by object before I hand over. If anything doesn't match, I fix it before the order is delivered.
What access do you need?
A full data export from your old CRM is enough for most moves. In HubSpot I need a user with import and settings access. If you want notes, emails or attachments moved from Salesforce or Zoho, a full export with those included works best.
Can you move emails and activity history?
Yes, in the Full CRM Migration package. Notes, tasks, calls and logged emails are imported with their original dates and linked to the right contact, company or deal.
Can you copy my workflows over?
Automations can't be copied between CRMs. In the Full CRM Migration package I rebuild your key workflows in HubSpot. We agree the list first, so you know exactly what will run after the move.
Will my team have downtime?
Usually not. I run a test import first, then do the final import at a time we agree, so your team can switch to HubSpot the same day.
Which HubSpot plan do I need?
Most moves work on any HubSpot plan, including Free. Some items, like custom objects, need Enterprise. I check your plan before we start and tell you if anything won't fit.
