HubSpot Migration Services
HUBSPOT MIGRATION YOU ONLY HAVE TO DO ONCE
Get the data model right, and everything else follows. Reporting stays trusted. Automation is smooth and new reps ramp on a system that makes sense. You migrate once, and your revenue engine grows from there.
We are a certified Platinum HubSpot partner
CAMBRIDGE SPARK | TOM PHILLIPS
CHIEF OPERATING OFFICER
“Digital Litmus helped us build the HubSpot foundations we needed to scale. We can now trust our pipeline data, our sales team is more effective, and marketing and sales are finally working in sync. We're ready to accelerate the next stage of our growth journey."
SIGNS YOU NEED A HUBSPOT MIGRATION PARTNER
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Nobody can tell you what's moving
You have years of records, custom fields nobody remembers creating, and integrations that someone set up and left. Ask what actually needs to come across and you get three different answers. Until that is decided, every migration quote you receive is a guess, and so is the timeline.
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The contract clock is running
You are paying for the system you are leaving and the one you are moving to. The pressure is to get live, so scope narrows to whatever can be done by the renewal date. The decisions that get deferred are the structural ones, and those are the expensive ones to revisit.
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You've been live before and it didn't stick
A previous rollout technically succeeded. The data arrived, the portal was configured, and the team carried on working in spreadsheets. Adoption was treated as training at the end rather than a design constraint from the start, so the licence renews and the investment never lands.
COMMON MIGRATIONS WE RUN
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Salesforce to HubSpot
The most common migration we run, and the one most often underestimated. Salesforce structures rarely translate one to one - custom objects, record types and years of validation rules all have to be resolved into a HubSpot model that works. We design that model first, then migrate into it.
Spreadsheets to CRM
You have grown on shared sheets, an inbox and systems never built for this. Nothing is wrong with the data except that it lives in nine places. We design the model once and consolidate you into HubSpot, so AI and automation can do the work rather than you typing things twice.
Pardot, Marketo or Pipedrive
Marketing automation and lightweight CRMs bring their own problems - nurture logic built over years, scoring nobody can explain, and deal stages that reflect how the tool worked rather than how you sell. We rebuild the process in HubSpot rather than reproducing the old one.
HOW WE WORK
Diagnose
We audit the system you're leaving. What data exists, what condition it's in, what integrations depend on it and what genuinely needs to move. You get a scoped migration plan with a fixed sequence, so the cost and the timeline are known before anything is touched.
Design
Objects, properties, lifecycle stages, pipelines and ownership, mapped to how your business actually sells rather than how the old system happened to be set up. This is the step most migrations skip, and the one that decides everything after it.
Build
We migrate into the new model, then rebuild the automation, reporting and integrations on top of it. Data is reconciled against source records before go-live, and your team is trained into the process as it is built, not briefed on it afterwards.
Grow
After go-live we stay. Quarterly reviews, adoption monitoring and 90-day sprints of improvement, because a migration is worth what the business does with it in year two, not what landed on launch day.
WHY CHOOSE DIGITAL LITMUS FOR YOUR HUBSPOT MIGRATION
100+ portals migrated
Salesforce, Pardot, Marketo and Pipedrive, across 10+ years of HubSpot work. We have met the edge cases already - the custom objects that don't map, the history that has to be preserved, the integration nobody documented.
Accredited, not self-appointed
HubSpot Platinum Partner and Onboarding Accredited. Not a freelancer who read the documentation, and not a marketing agency that added migration to the list. Platinum Partner means HubSpot has given us the stamp of excellence.
Architecture not data import
Most migration quotes price the transfer. We design the target data model first, because the structure you land in decides what your automation, reporting and AI can do for the next three years. Move too fast and you will pay twice.
Commercial thinking
What to migrate, what to leave, what to rebuild and what to retire are commercial calls with a cost attached. We make them with you, in points you can see, so scope is a decision rather than a surprise on the invoice.
Adoption from the outset
A live portal is not a return on investment. Teams are trained into the process as it is built, and adoption is monitored after go-live, because the migration only pays back when people work through the system rather than around it.
Clients who stay
We've retained clients continuously since 2014. Our commercial model depends on the engine still working in year three, which is a different incentive from a partner paid to migrate you and move on.
SUPPORTING EDUCATION GROUP | Anthony Lee
Group CMO
“Digital Litmus have been integral in upgrading all SEG businesses onto the same, superior marketing automation platform. Taking advantage of HubSpot's automation workflows with the ongoing training and support of DL, we are beginning to optimise and personalise a number of critical customer journeys. More importantly, we are already seeing this translate into increased MQLs".
REQUEST A FREE HUBSPOT MIGRATION ASSESSMENT
A 60-minute workshop and a review of the system you're leaving. You get a written diagnostic within days, whether or not you decide to work with us.
On the call we will:
- Review what you're moving from and what has to come across
- Identify the decisions that will drive the cost
- Show you what the HubSpot data model should look like
- Agree whether there's a case for working together
