Want to make a hassle-free Migration to HubSpot? We offer a tailored HubSpot Migration Service

How do we perform HubSpot Migration?

For us, the primary objective is to set up HubSpot Migration Process in a safe and streamlined environment so your sales and marketing team can focus on strategies instead of resolving the mess!

Strategy and Planning

We initiate the migration process with a high-level assessment of the structure or architecture of the legacy system and create one based on the HubSpot schema and features. We define objects, properties, and field mapping as part of preparation for migration. 

3 & four team will also plan the strategy and timeline of data migration, integration of new data sources, marketing assets, and workarounds based on the clients' needs.

Execution

Based on the strategy document, 3 & Four data team will work on refinement, cleanup, and de-duplication of clients' data as per HubSpot import options.

We will also create custom objects where needed, fields and properties, and manage the customization.

Finally, the team will migrate all data points, create associations, and manage all marketing assets and automation within HubSpot.

QA and Testing

Our team use to do a detailed Quality Assurance check on all migrated data including objects data and activities to ensure accuracy of information and mapping. 

QA team will also manage the testing of all emails on email clients, and landing pages and web pages on various browsers.

Moreover, workflows and automation will also be tested in a restricted environment to ensure accuracy before going live.

Deployment and Monitoring

After testing and QA of data, marketing assets, and workflows, the team use to deploy the system for the team by making the workflows and marketing assets live and onboarding the teams to use HubSpot from the cut-off date.

After deployment and onboarding, we used to monitor the key indicators in comparison with old data for a few weeks to ensure a successful migration.