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

Migration 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.

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

Once the migration is complete, we help your teams transition smoothly with portal walkthroughs, adoption guidance, and post-migration support.

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?

A well-run migration uses field mapping, backups, phased imports, and validation checks to prevent loss and catch mismatches early—especially around custom fields and stages.

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

Often yes, but these items vary by platform. For example, Salesforce activities/attachments can require specific objects (like ContentDocuments/ContentNotes) and careful association handling to land correctly in HubSpot.

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

It doesn’t have to. SEO-safe migrations focus on preserving URLs where possible, implementing 301 redirects at scale, maintaining consistent metadata and structure, and verifying tracking after launch.

Will there be downtime during migration?

Typically, CRM migrations are planned to minimize disruption, and CMS migrations use a staged build + DNS cutover so the “switch” happens in a controlled window.

What happens to our integrations after we migrate?

Every integration needs review and re-validation in HubSpot. Some can be replaced by native HubSpot apps; others require custom integration or updated workflows due to data structure changes.

Do you migrate custom objects and complex data models?

Yes—HubSpot supports custom objects and associations, but complex models require deliberate architecture, mapping, and testing to ensure relationships and reporting remain accurate. 

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

Validation typically includes sample imports, record counts, spot checks across objects, association verification, and confirming dashboards/filters behave as expected—so teams trust HubSpot on day one.

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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“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.”

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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”

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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.”

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“We came to Webdew after working with a combination of service providers to assist with our omni channel marketing efforts. Danish, Saurabh, Richa, and their entire team did a phenomenal job transitioning our previous marketing efforts and building a new omni channel offering inside of HubSpot. They were all a delight to work with and extremely flexible and capable when it came to needing adjustments to be made no matter how big or small. Highly Recommend you give them a shot.”

Morimoto, Q. Paid Advertising, Content Creation, Sales and Marketing Alignment, Social Media, Website Design, Video Production, Website Migration, Account based marketing, HubSpot Onboarding, and Website Development

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

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

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

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

“I had a great experience working with Webdew during our Zoho to HubSpot migration, CRM implementation, and onboarding process. The team was knowledgeable, responsive, and made the entire transition seamless. They ensured our data was migrated accurately and guided us through customizing the CRM to fit our needs. The onboarding was smooth, with clear explanations and training that helped our team hit the ground running. Highly recommend their services!”

Antonio, M. CRM Implementation, CRM Migration, and HubSpot Onboarding