Whether you’re switching from another CRM or implementing HubSpot for the first time, a smooth start can make all the difference. That’s where HubSpot migration services and HubSpot onboarding services come into play.
These services are designed to help businesses move data seamlessly, set up systems efficiently, and accelerate their ROI from the HubSpot ecosystem.
In this guide, we’ll walk you through what these services entail, why they matter, and how they set the foundation for long-term success with HubSpot.
What Are HubSpot Migration Services?
HubSpot migration services are specialized offerings that help you transition your existing CRM, marketing platform, sales pipeline, or CMS over to HubSpot. This isn’t just a matter of copy-pasting data — it requires careful planning, mapping, validation, and testing to preserve the integrity of your business operations.
Common Use Cases for HubSpot Migration:
- Moving from Salesforce, Zoho, Pipedrive, Mailchimp, or ActiveCampaign to HubSpot
- Migrating from legacy systems or spreadsheets into a structured CRM
- Transitioning a WordPress, Wix, or Squarespace site into HubSpot CMS
- Consolidating multiple tools into HubSpot’s all-in-one platform
Key Components of HubSpot Migration Services:
- Data Audit and Mapping
We begin by auditing your current data structure and identifying which properties, objects, and fields map to HubSpot equivalents. This ensures your contacts, companies, deals, tickets, and custom objects retain their relevance post-migration.
- Data Cleaning and Preparation
Duplicate records, outdated information, and poorly structured datasets often slow down CRM performance. We help you clean and standardize the data before moving it to HubSpot.
- Technical Migration Execution
Using tools like HubSpot’s APIs, import templates, or third-party migration platforms (like Trujay or Import2), we migrate your CRM, marketing history, form submissions, email data, and website content without disrupting your team’s workflow.
- Validation and Quality Assurance
After migration, we run a complete QA to ensure all records are in the right place, associated correctly, and nothing is lost in translation. Custom dashboards and reports are also tested for accuracy.
- Custom Object and Workflow Migration
For more advanced use cases, we help replicate logic from custom workflows, tags, or automation in your previous system into HubSpot’s automation engine.
What Are HubSpot Onboarding Services?
HubSpot onboarding services are structured engagements that help you configure your HubSpot portal, train your team, and deploy essential processes. Whether you’re using Marketing Hub, Sales Hub, Service Hub, or the full CRM Suite, onboarding is crucial to unlock the platform’s full potential.
Unlike generic software onboarding, HubSpot onboarding is strategy-led — we don’t just show you where to click; we show you how to grow.
Who Needs HubSpot Onboarding?
- Startups and SMEs setting up HubSpot for the first time
- Marketing teams launching inbound campaigns
- Sales teams looking to improve pipeline visibility and automation
- Customer success teams aiming to build ticketing and feedback loops
- Enterprises needing tailored onboarding across departments
Core Deliverables in a HubSpot Onboarding Engagement
- Hub Setup and Branding Configuration
We configure your account settings, branding, business units, user roles, permissions, and domain setup. This includes custom properties, pipelines, lifecycle stages, and integrations.
- Marketing Hub Onboarding
Includes form and CTA setup, email templates, landing pages, blog configuration, automation workflows, lead scoring, list segmentation, and campaign tracking.
- Sales Hub Onboarding
Setup includes deal pipelines, task queues, playbooks, sales sequences, custom properties, and integration with your calendar, inbox, and Zoom for sales outreach.
- Service Hub Onboarding
We implement ticket pipelines, feedback surveys (CSAT, NPS), knowledge base setup, and build automation for routing, SLAs, and escalation logic.
- Training and Knowledge Transfer
Every onboarding includes live training sessions for your core teams. We equip them with the knowledge to use HubSpot confidently and sustainably.
- Custom Use Cases
If your business relies on unique processes — like partner management, referral tracking, or multi-brand CRM operations — we tailor the onboarding accordingly.
Why Work with a Certified HubSpot Partner?
Migrating and onboarding into HubSpot isn’t just about flipping a switch. It’s about setting your teams up with a CRM and marketing engine that drives real results. Working with a HubSpot Solutions Partner ensures:
- Certified experts lead your migration and onboarding
- Best practices are implemented from day one
- You avoid common pitfalls that cost time and revenue
- Your system is set up with scalability, not just immediate needs, in mind
- You get continued support after go-live if needed
At Mpire Solutions, for example, we’ve helped startups, nonprofits, eCommerce businesses, and enterprise SaaS companies alike build intelligent HubSpot portals with full-funnel visibility, marketing attribution, and CRM alignment. Whether you’re switching from Salesforce, rebuilding fragmented marketing systems, or consolidating sales workflows, we’ve got the playbook ready.
Common Challenges in HubSpot Migration and How We Solve Them
Data Loss and Incomplete Imports
Challenge: During manual or DIY migrations, businesses often lose critical data like notes, email histories, or associations.
Solution: We use validated scripts, cross-object mapping, and sandbox testing to ensure complete, accurate migration.
Broken Automation or Triggers
Challenge: Workflow logic in your old system might not directly translate to HubSpot.
Solution: We review each use case and rebuild automation natively in HubSpot using workflows, sequences, or custom-coded actions.
Team Adoption Issues
Challenge: Teams often revert to spreadsheets or old tools if the CRM isn’t intuitive.
Solution: We provide hands-on, role-specific training and configure dashboards for maximum usability.
Reporting Inconsistencies
Challenge: Metrics can vary across platforms due to different attribution models or naming conventions.
Solution: We align definitions, normalize data, and build custom reports that reflect your KPIs.
How Long Does Migration and Onboarding Take?
- Simple CRM Migration: 1–2 weeks
- Complex CRM + Marketing Migration: 3–5 weeks
- Onboarding (One Hub): 4–6 weeks
- Onboarding (Full CRM Suite): 6–8 weeks
Of course, timelines depend on your system complexity, team size, and how much customization is needed.
Ready to Get Started?
Whether you’re moving from another CRM or launching HubSpot from scratch, the first step is critical. Poor migration or inadequate onboarding can slow your team, frustrate your users, and reduce the ROI of the platform.
