PROCESS

A Proven HubSpot
Migration Process

Every migration is planned, validated, and executed with accuracy—so nothing gets lost in the move.

1

Audit & Migration Planning

We begin by understanding your current platform, data structure, and business goals. This ensures the migration is designed around how your teams actually operate—not just what needs to be exported.

2

Field Mapping & HubSpot Setup

Before moving any data, we map properties, pipelines, lifecycle stages, and hub architecture so your HubSpot portal is built cleanly from day one.

3

Data Cleanup & Preparation

We handle optimizations, builds, automation updates, and hub supportMigration is the perfect time to fix what’s messy. We remove duplicates, normalize records, and prepare clean imports so HubSpot stays organized long after go-live. as work progresses.

4

Migration Execution & Validation

We migrate your records, assets, and history in structured phases, validating everything as we go to ensure accuracy, completeness, and reporting continuity.

5

Go-Live Support & Team Handover

You get visibility, recommendations, and support to keep HubSpot running smoothly.

Migration Without the Risk

We migrate to HubSpot with a process built for accuracy, validation, and long-term usability.

  • Architecture First - We map fields, lifecycles, pipelines, and relationships before importing anything—because HubSpot only works when the data model is right.
  • Validation Built In - We run staged imports, reconciliation checks, and integrity testing to prevent data loss, duplicates, and broken reporting.
  • SEO-Safe CMS Moves - For website migrations, we protect rankings with redirects, metadata preservation, and tracking continuity—so traffic doesn’t dip after launch.

You don’t just “move” to HubSpot—you upgrade your foundation, without breaking what already works.

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Frequently Asked Questions

What data can you migrate into HubSpot?

We can migrate core CRM records (contacts, companies, deals, tickets), properties, pipelines/stages, and various types of activity history, depending on the source system and access level.

Will we lose any data during migration?

We can migrate core CRM records (contacts, companies, deals, tickets), properties, pipelines/stages, and various types of activity history, depending on the source system and access level.

Can you migrate notes, tasks, emails, and attachments too?

We can migrate core CRM records (contacts, companies, deals, tickets), properties, pipelines/stages, and various types of activity history, depending on the source system and access level.

Will our website SEO drop if we migrate to HubSpot CMS?

We can migrate core CRM records (contacts, companies, deals, tickets), properties, pipelines/stages, and various types of activity history, depending on the source system and access level.

Will there be downtime during migration?

We can migrate core CRM records (contacts, companies, deals, tickets), properties, pipelines/stages, and various types of activity history, depending on the source system and access level.

What happens to our integrations after we migrate?

We can migrate core CRM records (contacts, companies, deals, tickets), properties, pipelines/stages, and various types of activity history, depending on the source system and access level.

Do you migrate custom objects and complex data models?

We can migrate core CRM records (contacts, companies, deals, tickets), properties, pipelines/stages, and various types of activity history, depending on the source system and access level.

How do you validate the migration is correct before we go live?

We can migrate core CRM records (contacts, companies, deals, tickets), properties, pipelines/stages, and various types of activity history, depending on the source system and access level.

Dive Into our
Client Testimonials

Listen to business owners like you share how we’ve helped them grow. Your story could be next!

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Clients love us
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“Recently we reached out to Webdew for a website inside of HubSpot and they also did some mocking automation for us.”

Conrad T. Walz Vice President, Ortholive
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“Webdew team was quite honest and quite easy to work with in terms of taking feedback implementing it, showing that it doesn’t happen again and things like making sure that it meets our expectations.”

Uday Jose Managing Director, Enate India
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“We worked with webdew to help us build our HubSpot website and they did an amazing job with it. They were very quick.”

Nishtha Maheswari CEO, Pinkpowerco
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“webdew has helped us optimize the sales and marketing processes, and this is automating a lot of processes.”

Sameer Jhaveri Managing Director, XcellHost Cloud Services
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“Hi everyone my name is Kara and I work as a channel consultant at HubSpot Singapore. I’ve been working closely with webdew agency”

Kiara General Consultant, HubSpot Singapore
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“Hi my name is Christian from OpenDoors Mortgage team and I’m in the mortgage business and just trying to work on new projects and kind of incorporating HubSpot for my operations”

Christian Amurao Founder, OpenDoors Mortgage
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“I’m one of the technology directors for Travelopia. We are the largest experiential travel company in the world. We’ve engaged webdew recently, not recently, it’s been about a couple of quarters now.”

Sreekandh Technology Director, Travelopia

“Saurabh from webdew was able to quickly identify why there was a bug with our HubSpot website template and offered support to help fix it. The team acted immediately and was able to help solve our website issues.”

Ku, D. Website Development
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6x

We helped clients multiply their website conversion rates through strategic design and UX optimization.

20%

Our marketing campaigns led to a 20% uplift in customer engagement across digital channels.

2K+

Delivered over 2,000 qualified leads through targeted funnels and smart automation.

120+

Our video content has earned 120,000+ views, driving brand awareness and audience retention.

“We worked with this vendor for more than a year and thought they were very helpful and professional, and were pleased with the work. But unfortunately, they suddenly ghosted us out of the blue. All our Webdew contacts stopped responding to our emails. After sending more than a few dozen emails without a response, we figured they went out of business, as they were still continuing to bill us for months that they hadn't answered a single email or done any tasks. After 6+ months of no response, it's surprising to see that they're still getting reviews on their site, as we figured their operations had ended.”

Ladner, M. Website Design and Website Development