Sound Familiar?
You're Afraid To Switch Because You Can't Afford To Lose Data.
- Your sales team has years of notes, deal history, and contact records in your current CRM and they can't afford to lose any of it.
- You've tried migrating data before and ended up with duplicates everywhere, broken associations, and missing activity history.
- Your current CRM has custom fields, picklist values, and automation logic that doesn't map neatly to HubSpot's structure.
- Leadership approved the HubSpot purchase but the migration timeline keeps slipping because nobody knows where to start.
That's exactly what a managed CRM migration fixes.
The Sidekick Approach
How We Help
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CRM migration moves your contacts, companies, deals, activities, and custom data from your current platform to HubSpot without losing records, breaking associations, or creating duplicates. We handle Salesforce, Dynamics, Zoho, Pipedrive, and other major CRMs.
Sidekick's migration process is methodical. We start with a full data audit of your current CRM to understand what you have, what needs to migrate, and what can be archived. We map every field, picklist value, and object relationship to HubSpot's data model. Then we run test migrations, validate the results, and only go live when everything checks out.
We've migrated CRMs with 50,000+ contacts and complex custom objects. Your data is safe with a team that treats migration like the high-stakes project it is, not a quick import job.
Full Data Audit First
We audit your current CRM completely before migrating anything, identifying what moves, what archives, and what gets cleaned.
Test Migration Before Go-Live
We run a full test migration and validate every record type before touching your production data.
Historical Records Preserved
Deal history, activity timelines, notes, and attachments are preserved so your team doesn't lose context.
Zero-Downtime Transition
We plan the cutover so your team can keep working in the old system until the new one is ready.
What's Included
What's Included
Data Audit Report
A complete inventory of your current CRM data: record counts, custom fields, object types, and data quality assessment.
Field Mapping Document
A detailed map of every field from your current CRM to HubSpot, including transformations and picklist value translations.
Data Cleansing
Deduplication, formatting standardization, and removal of junk records before migration.
Test Migration
A full test migration with validation of record counts, associations, and data integrity.
Production Migration
The final migration executed during a planned cutover window with real-time monitoring.
Post-Migration Validation
Record-by-record validation of critical data with a sign-off checklist.
HubSpot Configuration
Custom properties, pipelines, and automation configured to match your migrated data structure.
Team Training
Training for your team on the new HubSpot environment so they know where everything lives.
Exact deliverables are scoped during your strategy call based on your goals, timeline, and current setup.
How It Works
From First Call To Results
Discovery And Data Audit
We audit your current CRM, inventory all data objects, and assess data quality and migration scope.
Mapping And Cleansing
We map every field to HubSpot, clean up duplicates and junk data, and prepare for test migration.
Test And Production Migration
We run a test migration, validate everything, then execute the production migration during a planned cutover.
Validation And Training
We validate every migrated record, train your team on the new environment, and provide post-migration support.
Is This Right For You?
Is CRM Migration Right For You?
This Is For You If...
- You're switching from Salesforce, Dynamics, Zoho, Pipedrive, or another CRM to HubSpot.
- You have years of historical data that must be preserved during the move.
- Your current CRM has custom objects and fields that need careful mapping.
- A previous migration attempt failed or created data quality issues.
- You want to migrate without disrupting your team's daily work.
This Isn't For You If...
- You're starting fresh with no existing CRM data. CRM Implementation is a better fit.
- You only need to import a simple contact list. A basic CSV import may be enough.
- You haven't decided on HubSpot yet. We can help evaluate, but migration starts after purchase.
Common Questions
