DATA EXTRACTION AND TRANSFORMATION
Extract all relevant records and align data with HubSpot standards.
See all services related to HubSpot Sales Hub, RevOps, Integrations, Migrations and the Smart CRM.
HubSpot Migration
Unlock the power of your data
with secure migrations
Moving from one system to another is often a big challenge, but with our HubSpot migration services, it doesn't have to be. We can make this a smooth journey so you don't lose valuable data. From planning to execution, we ensure your data migration is efficient, error-free, and tailored to your business needs.
Why data migration matters
Avoid common pitfalls
Poorly executed data migrations can result in lost records, data inaccuracies, and extended periods of operational downtime. These disruptions can affect business continuity and customer relationships, making a smooth and reliable migration process critical.
Ensure seamless transitions
An efficient migration preserves data integrity, ensures a smooth transition, and keeps systems ready for immediate use. By reducing errors and minimizing disruptions, a well-planned migration supports your team’s productivity from day one.
HubSpot Migrations done right
At Avidly, we specialize in HubSpot CRM migrations, aligning your tools and data for flawless functionality. With our expertise, your business benefits from a fully integrated system tailored to meet your goals, with no hiccups along the way.
Our proven process
PLANNING AND DISCOVERY
Conduct workshops to map out migration scope and define the migration strategy.
MIGRATION AND TESTING
Perform initial data load, followed by user acceptance testing. Identify and resolve any discrepancies.
FINAL MIGRATION
AND GO LIVE
Complete the final transfer and provide post-migration support to address any remaining challenges.
Data management beyond migration
Keep your data clean and reliable
Regular data audits and cleansing ensure your CRM stays free of duplicates, outdated records, and inconsistencies. By maintaining clean, accurate data, your team can focus on meaningful engagement and efficient operations.
Transform data into actionable insights
Custom reporting solutions help you make sense of your data by providing clear, actionable insights. These tailored reports empower smarter decision-making and help you measure progress toward your business goals.
Stay optimized with ongoing data management
Ongoing data management keeps your CRM accurate, accessible, and fully optimized. With continuous oversight, your system remains a reliable asset that grows with your business needs.
Why choose us?
With extensive experience in large-scale CRM migrations, we bring deep knowledge and precision to every project. No matter the size, we ensure your migration is handled seamlessly.
Efficient processes you can trust
Our proven track record showcases our ability to deliver secure and efficient data migrations. We prioritize the safety and accuracy of your information, minimizing risks and disruptions throughout the process.
Comprehensive post-migration support
We don’t stop at the migration. Our dedicated post-migration support ensures a smooth transition, addressing any challenges and optimizing your CRM for immediate success. We’re with you every step of the way.
Benefit from our migration workshop
Join us for a comprehensive one-day migration workshop where we will:
- Map out the migration process, ensuring all critical data sources are accounted for
- Determine how data is distributed across systems and brands
- Identify the optimal structure for your data in HubSpot
You will be left with a detailed migration plan tailored to your business needs, minimizing downtime and maximizing data usability.
Our success stories
Kiwa
Efficient HubSpot migration for Kiwa
Find out how Kiwa optimised its data strategy and maximised its use of HubSpot with an effective HubSpot migration from Avidly.
CANEA
Implementing HubSpot CRM and CMS
Avidly's support in CRM implementation and website development made a significant impact on CANEA's global reach.
What would you like to know?
Find a collection of answers to our most frequently asked questions.
What kind of data can we move into HubSpot?
Basically anything and everything. Some kinds of data are tricky — such as contact behaviour history and interactions or activities — but can always be figured out.
What kind of data should we move?
We don’t advise taking all your data into HubSpot; only take relevant and up-to-date data.
For example, audit if you really need all the tasks and steps in your existing data. Because remember, HubSpot will populate and capture new data extremely quickly: Don’t feel like you need to migrate data ‘just in case you need it.’
For example, audit if you really need all the tasks and steps in your existing data. Because remember, HubSpot will populate and capture new data extremely quickly: Don’t feel like you need to migrate data ‘just in case you need it.’
Do we lose data in the migration process?
No — you’ll only lose what you want to lose.
We’re confident in saying this because we put such importance on the initial assessment during the planning stages of the project.
What about our files and data? Can we still get them if needs be in the future?
Of course. Any old data sources will still be there in a static state — but HubSpot will be your new, live data source of truth.
When can we start using HubSpot with our data in the system?
This always depends on your project plan. It’s different every time — that’s why the initial assessment is so important to get right.
Your migration project will be the right length of time to ensure you get the data you need inside HubSpot and stored in all the right places.
Does the HubSpot migration service integrate other platforms?
No, this is just a data migration service, but we can support with integrations too. You can read more here about integrating HubSpot with the rest of your tech stack.
Global Partner of the Year - 5 years in a row
Out of the thousands of HubSpot agencies out there, we have officially got the reward HubSpot Partner of the Year - five times in a row! That is a title that means a great deal to us all and that we have maintained for four years running.
Proven Elite HubSpot Partner
Avidly is one of only a few Elite HubSpot Agencies. This means HubSpot recognises us for our understanding of the platform and our ability to implement the best solutions for our customers.
HubSpot's Partner Directory
It's easy for us and HubSpot to say we're good at what we do, but you an hear the same accolades from companies like yours who are using our services to help them grow. See reviews from over 200 customers about their experiences in HubSpot's Partner Directory.