--- title: "HubSpot Migration Consultant: Salesforce and More | YHE" description: I migrate data into HubSpot from Salesforce, Zoho, Pipedrive and ActiveCampaign, or between HubSpot portals, with the data mapped, tested and checked first. image: https://www.yourhubspotexpert.com/hubfs/yhe-og.png --- [Skip to content](https://www.yourhubspotexpert.com/services/hubspot-migration#main) [Your HubSpotExpert](https://www.yourhubspotexpert.com/)Menu - [Solutions](https://www.yourhubspotexpert.com/services/hubspot-revops) - [All solutionsHubSpot RevOps overview](https://www.yourhubspotexpert.com/services/hubspot-revops) - [Marketing OperationsForms, lifecycle, scoring, campaigns](https://www.yourhubspotexpert.com/services/hubspot-marketing-operations) - [Sales OperationsPipeline, routing, sequences, forecasts](https://www.yourhubspotexpert.com/services/hubspot-sales-operations) - [Service OperationsTickets, service pipelines, handoffs](https://www.yourhubspotexpert.com/services/hubspot-service-operations) - [Reporting and AttributionOne set of definitions, dashboards you trust](https://www.yourhubspotexpert.com/services/reporting-and-attribution) - [Custom IntegrationsHubSpot API, Cloudflare Workers, Node.js](https://www.yourhubspotexpert.com/services/hubspot-integrations) - [HubSpot MigrationsInto HubSpot or portal to portal](https://www.yourhubspotexpert.com/services/hubspot-migration) - [Implementation and OnboardingSetup, data and training](https://www.yourhubspotexpert.com/services/hubspot-implementation) - [CMS and Website DesignSites built inside HubSpot](https://www.yourhubspotexpert.com/services/hubspot-cms-design) - [Pricing](https://www.yourhubspotexpert.com/services/hubspot-revops-retainer) - [About](https://www.yourhubspotexpert.com/about) - [Reviews](https://www.yourhubspotexpert.com/reviews) - [Blog](https://www.yourhubspotexpert.com/blogs) - [Contact](https://www.yourhubspotexpert.com/contact) - [Book a 30-minute call](https://www.yourhubspotexpert.com/book) [Book a 30-minute call](https://www.yourhubspotexpert.com/book) 1. [Home](https://www.yourhubspotexpert.com/) 2. [HubSpot RevOps](https://www.yourhubspotexpert.com/services/hubspot-revops) 3. Migrations HubSpot migrations # HubSpot migrations with clean data and no lost history I move you into HubSpot from Salesforce, Zoho, Pipedrive, ActiveCampaign or a spreadsheet, or from one HubSpot portal to another. I map the data first, test in a copy, and check the results with you before cutover. [Book a 30-minute call](https://meetings.hubspot.com/yourhubspotexpert/intro-call)[See the retainer plans](https://www.yourhubspotexpert.com/services/hubspot-revops-retainer) ![Mason Phillips](https://www.yourhubspotexpert.com/hs-fs/hubfs/yhe-v3/mason-cta.png?width=900&height=890&name=mason-cta.png) [HubSpotGold Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions/yourhsexpert)[UpworkTop Rated Plus](https://www.upwork.com/freelancers/masonphillips)[Upwork100% Job Success](https://www.upwork.com/freelancers/masonphillips) BasedRemote, U.S. The problems I fix ## Where migrations usually go wrong A migration is easy to start and hard to undo. The problems below are the ones I plan around before I move a single record. 01 ### Dirty data on day one Duplicate contacts, broken associations and fields that do not match your actual sales process come along for the ride. 02 ### History goes missing Notes, emails, calls and deal history stay behind in the old system, so reps lose context on day one. 03 ### Cutover breaks the business Forms, workflows and integrations still point at the old system, and leads fall through during the switch. What I do ## What I do in a migration 01 ### Audit and data mapping I list every object, field and rule, decide what moves, what gets cleaned and what stays behind, and write it down. 02 ### CRM to HubSpot Contacts, companies, deals, tickets, custom objects and associations from Salesforce, Zoho, Pipedrive, ActiveCampaign and other systems. 03 ### HubSpot portal to portal Moving or merging portals, with properties, objects and associations mapped and duplicates checked before and after. 04 ### Historical activity Notes, emails, calls, meetings and tasks, where the source system and HubSpot allow, attached to the right records. 05 ### Cleanup before and after Duplicates merged, properties standardized and rules set so the data stays clean after the move. 06 ### Validation and cutover A check against your source of truth, a cutover plan, and forms and integrations repointed to HubSpot. How it works ## Four steps, one person 01 ### Map I list the systems, objects, fields and rules for what moves where. 02 ### Test I run the migration in a copy first and fix what breaks. 03 ### Check You review the results with me against your source of truth. 04 ### Cut over I run the final move, repoint forms and integrations, and document what changed. Related solutions ## Where to go next 01 ### Custom Integrations HubSpot API, Cloudflare Workers and Node.js builds and syncs. [See integrations](https://www.yourhubspotexpert.com/services/hubspot-integrations) 02 ### Implementation and Onboarding Portal setup, workflows, data and training. [See implementation](https://www.yourhubspotexpert.com/services/hubspot-implementation) 03 ### Reporting and Attribution Dashboards and attribution on one set of definitions. [See reporting](https://www.yourhubspotexpert.com/services/reporting-and-attribution) Reviews ## What clients say Word for word from my [HubSpot Solutions Directory](https://ecosystem.hubspot.com/marketplace/solutions/yourhsexpert) profile. “ ★★★★★ ### Reliable HubSpot Expertise > I had a great experience working with Mason on both optimizing our setup and migrating us into a new HS portal. He was knowledgeable, responsive, and easy to work with throughout the entire process. The migration could have been complex, but he made it feel seamless and well-organized. Overall, a reliable partner who delivered high-quality work. **Kovar, K.**HubSpot Solutions Directory, Apr 28, 2026 FAQ ## Questions I get asked How long does a HubSpot migration take? I give you a timeline after the audit, because it depends on scope, the number of objects and how much cleanup the data needs. The audit lists every object, field and rule, and decides what moves, what gets cleaned and what stays behind. The timeline includes a test run in a copy and your review before cutover. How is a migration priced? Migrations are fixed scope with one price, given after the audit. I write the scope, give you one price and start when you approve it. If you want help after cutover, ongoing work runs on a monthly retainer, starting with Maintain at $1,250 a month for up to 10 hours. Which systems can you migrate from? I migrate into HubSpot from Salesforce, Zoho, Pipedrive, ActiveCampaign, spreadsheets and other systems, and between HubSpot portals. That covers contacts, companies, deals, tickets, custom objects and associations. For portal merges, some settings and assets have to be rebuilt by hand, and I list them in the scope. Will we lose our data or history? Your history moves with you wherever the source system and HubSpot allow it. That covers notes, emails, calls, meetings and deal history, and I tell you up front what will not move. I run the migration in a copy first, fix what breaks, and check the results with you against your source of truth before cutover. Who does the work? I do. I'm Mason Phillips, a HubSpot Gold Solutions Partner, and I run every step myself, with no handoff to a junior team. That means the mapping, the test run, the cutover and repointing your forms and integrations to HubSpot. I document what changed so your team knows where everything went. How do I get started? Book a 30-minute call at yourhubspotexpert.com/book, or email mason@yourhubspotexpert.com. On the call I ask how marketing, sales and service use HubSpot today, then give you a straight answer on what I would fix first and which plan or fixed-scope project fits, if any. Bring your portal questions. You do not need to prepare anything else. ## Planning a move to HubSpot? Book a 30-minute call. I will tell you what I would fix first and which plan fits. [Book a 30-minute call](https://meetings.hubspot.com/yourhubspotexpert/intro-call)[See the retainer plans](https://www.yourhubspotexpert.com/services/hubspot-revops-retainer) ![Mason Phillips](https://www.yourhubspotexpert.com/hs-fs/hubfs/yhe-v3/mason-cta.png?width=900&height=890&name=mason-cta.png) [Your HubSpotExpert](https://www.yourhubspotexpert.com/) HubSpot RevOps consulting by Mason Phillips. HubSpot Gold Solutions Partner. Remote, U.S. ## Solutions - [HubSpot RevOps overview](https://www.yourhubspotexpert.com/services/hubspot-revops) - [Marketing Operations](https://www.yourhubspotexpert.com/services/hubspot-marketing-operations) - [Sales Operations](https://www.yourhubspotexpert.com/services/hubspot-sales-operations) - [Service Operations](https://www.yourhubspotexpert.com/services/hubspot-service-operations) - [Reporting and Attribution](https://www.yourhubspotexpert.com/services/reporting-and-attribution) - [Custom Integrations](https://www.yourhubspotexpert.com/services/hubspot-integrations) - [HubSpot Migrations](https://www.yourhubspotexpert.com/services/hubspot-migration) - [Implementation and Onboarding](https://www.yourhubspotexpert.com/services/hubspot-implementation) - [CMS and Website Design](https://www.yourhubspotexpert.com/services/hubspot-cms-design) - [RevOps retainer](https://www.yourhubspotexpert.com/services/hubspot-revops-retainer) ## Company - [About](https://www.yourhubspotexpert.com/about) - [How I work](https://www.yourhubspotexpert.com/how-we-work) - [Reviews](https://www.yourhubspotexpert.com/reviews) - [Blog](https://www.yourhubspotexpert.com/blogs) - [Contact](https://www.yourhubspotexpert.com/contact) - [Book a call](https://www.yourhubspotexpert.com/book) ## Find me - [HubSpot directory](https://ecosystem.hubspot.com/marketplace/solutions/yourhsexpert) - [Upwork](https://www.upwork.com/freelancers/masonphillips) - [LinkedIn](https://www.linkedin.com/in/masonphillips2) - [Company page](https://www.linkedin.com/company/your-hubspot-expert) © Your HubSpot Expert[Privacy policy](https://www.yourhubspotexpert.com/privacy-policy) [Book a 30-minute call](https://meetings.hubspot.com/yourhubspotexpert/intro-call) ```json { "@context" : "https://schema.org", "@id" : "https://www.yourhubspotexpert.com/#organization", "@type" : "ProfessionalService", "areaServed" : { "@type" : "Country", "name" : "United States" }, "description" : "Your HubSpot Expert is the HubSpot RevOps consultancy of Mason Phillips, a HubSpot Gold Solutions Partner working remotely in the U.S. I help companies that run marketing, sales and service in HubSpot get one clean system and one set of trusted numbers. 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