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Move to HubSpot without losing history.

From any CRM, spreadsheet or legacy system, with nothing live until your users have tested it.

Plan your migration Salesforce to HubSpot

Azend migrates enterprises to HubSpot from Salesforce, Zoho, Microsoft Dynamics, Pipedrive, spreadsheets and legacy systems. Data is mapped, cleaned and tested in rounds, then cut over on a planned date with history intact.

Migration

What leaders measure.

The metrics we instrument in HubSpot. Named, never promised.

CTOChief Technology Officer

Old systems retired, data cleaner than it left.

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COOChief Operating Officer

A cutover the business barely notices.

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Five moves to HubSpot.

The same path for every source system.

01OLD CRMEvery record,every system02MAP AND CLEANFields, owners,duplicates03TESTRounds withyour users04CUT OVERFreeze, loadand verify05HUBSPOTHistory intact,teams live 01OLD CRMEvery record, every system02MAP AND CLEANFields, owners, duplicates03TESTRounds with your users04CUT OVERFreeze, load and verify05HUBSPOTHistory intact, teams live

Every path in.

Where our clients come from.

01

Salesforce

Standard and custom objects, fields, history and automations.

 02

Zoho CRM

Modules, layouts and blueprints mapped to HubSpot objects and pipelines.

 03

Microsoft Dynamics 365

Entities, relationships and business process flows redesigned for HubSpot.

 04

Pipedrive

Deals, pipelines and activities moved, with room to add marketing and service.
05

Spreadsheets

Shared sheets turned into clean, owned records.

06

Legacy and in-house systems

Exports, databases and APIs, mapped field by field.

What moves.

Data moves. Automations are rebuilt, not copied, so you retire old cost instead of carrying it.

ContactsCompaniesDeals and pipelinesTicketsProductsCustom objectsNotes and activitiesEmail and call historyAttachmentsOwners and teams

Risks, handled before cutover.

Duplicates

Merged by rules you approve, before import.

Broken links

Contacts, companies, deals and tickets keep their associations.

Downtime

Cutover planned around your trading calendar, with a short freeze window.

Questions.

Do we lose our history?

No. Records move with their dates and owners, and record counts are reconciled before sign-off.

Can we keep the old system running during the move?

Yes. Teams work in the old system until cutover, then everyone moves.

How long does a migration take?

It depends on data volume, objects, integrations and markets. You get a dated plan after the audit. Timelines explained

Our data is messy. Is that a problem?

It is normal. Fields are standardised and dead records archived before anything reaches HubSpot.

Related.

Salesforce to HubSpot

The most common path, in detail.

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Moving off legacy CRM

Why enterprises are consolidating now.

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Implementation

What gets built once the data lands.

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Two colleagues discussing a tablet at a standing desk

Plan the move before you make it.

A strategy call scopes your source systems, data, total cost of ownership and the cutover date that suits your business.

Plan your migration