Move everything, lose nothing
Salesforce, Zoho, Pipedrive, another HubSpot portal, or years of Excel spreadsheets — into one portal that works. CRM data, marketing assets, pages, and redirects, including the CMS content HubSpot cannot natively move, which we built our own tool to handle.
What actually goes wrong in a migration
Export, import, done — that is how migrations are sold, and why so many end badly. Whatever you are moving from, its assumptions come across with the data: fields that meant something in Salesforce, columns nobody documented in a spreadsheet, pipelines shaped by a process you have since changed. You arrive in a new portal with the old problems and a fresh bill.
The old data model comes with it
High riskSalesforce concepts, spreadsheet columns, and legacy portal fields do not map cleanly onto HubSpot objects. Copied across unchanged, they leave you with fields nobody can explain and reports that quietly do not add up.
Field-level mapping, signed off first
Every source field is mapped to its destination property before anything moves, with the transformation written down wherever the two do not match one to one.
Duplicates arrive multiplied
High riskIf the source already held three records for one customer, a straight import creates three in the new system — and often more, when a partial second pass runs.
Deduped in flight, on real match rules
Duplicates are merged during the migration against rules that fit your business, so you land in a portal that is cleaner than the one you left rather than just newer.
Associations break silently
High riskContacts land without their companies, deals without their contacts. Every record exists, so the counts look right, but the relationships between them are gone.
Associations migrated as first-class data
Relationships are mapped alongside records, then verified after load — because a contact with no company attached is not a migrated contact.
CMS content gets abandoned
CommonHubSpot moves CRM data well and website content badly. Most migrations quietly drop the pages, or commit to rebuilding them by hand over the following months.
A purpose-built tool for the CMS gap
Our developer built a tool specifically for the website content HubSpot cannot natively move, so pages and forms come across with the data.
Redirects are an afterthought
CommonURLs change and nobody maps the old ones forward. Inbound links and rankings built up over years point at pages that no longer resolve.
Redirects mapped, then verified live
Old URLs are mapped forward as part of the move and checked after cutover, so existing links and search rankings keep working.
Nobody reconciles afterwards
Costly laterWithout a count-by-count check against the source, a missing few percent of records goes unnoticed — and by the time it surfaces, the old system has been switched off.
The source stays live until counts match
We reconcile object by object against the source system, and nothing is decommissioned until the new portal demonstrably holds everything the old one did.
Nothing moves until it has somewhere to land
Before a single record is exported, we produce three documents you sign off on: a field-level data map, the process flows the portal has to support, and a decision on every property in the source system.
Field-level data mapping
Every object and field in the source system is mapped to its destination before anything moves, with the transformation written down where the two do not match one to one.
Process flows first
We document how work actually moves through your business, then shape the destination portal around that — so the pipeline you land in reflects the process you run now.
Every property has a place
Each field in the source system gets an explicit verdict. Nothing crosses by default and nothing disappears quietly — the decisions are recorded and reviewable.
We inventory every field in the source system and assign each one an outcome. Nothing is migrated by default, and nothing is dropped silently — if a field is being left behind, it appears on the list with a reason next to it.
Four phases, run in parallel with business as usual
Two portals doing one job, consolidated into one
Contacts, companies, marketing assets, and an 87-page website consolidated into a single portal — without losing a page, breaking a form, or interrupting operations. Our developer built a purpose-built tool for the CMS content HubSpot cannot natively move.
★★★★★Before working with RSM, we had two HubSpot CRM instances and a whole mess of data in both. RSM took the reins and migrated our systems into one, systematically helped us clean and sort the data, and made sense of everything. Now we have a fully functioning CRM!
V. Grant · Vice President of Marketing, Symplicity
★★★★★Amazing integration and business CRM development services
J. Redding · RevOps Manager, ADF Solutions
Let's map your migration
Thirty minutes on what you are moving from, what has to survive the move, and what you would rather leave behind. You will leave knowing the shape of the work.
Tell us what your CRM is doing wrong
Book a time directly, or send us a note and we will come back to you — usually the same day. Either way you get a real answer about your portal, not a pitch deck.
Book a meeting
Pick a time that suits you. Thirty minutes, no obligation, and we will look at your portal together.
Open the calendarOr send an inquiry
Tell us what is going wrong and we will come back with a first read on it.