We do the CRM migration in phases. We identify which parts of HubSpot are different from your old CRM and develop a plan for migrating your CRM data.
Later, we map the objects and import sample records from your old CRM system into HubSpot. Then we’ll go back through each record again and make sure everything looks right before moving onto the next step: migrating any the whole data that hasn’t yet been uploaded into the new CRM. We clear those issues and migrate the whole.