Migration to HubSpot

The Starting Point

The old CRM is holding you back: too complex, too expensive, and underused. A switch is on the horizon, and with it come concerns. Will data be lost? Will sales come to a standstill? What happens to the automations built up over the years? These are valid questions. That’s exactly why, with us, a migration is a planned project with tests, checkpoints, and a clear cutover date.

Our Approach

Mapping Before Migration

We translate your data model into HubSpot step by step: objects, fields, pipelines, history. Plan first, then transfer.

Cleanup Built In

Duplicates, inactive records, and legacy issues are left behind. You'll start with a database that's better than before.

Dress rehearsal included

A test migration reveals problems before they become issues. The actual migration then goes off without a hitch.

Engage people

Training and go-live support are part of the project. Your team will get off to a smooth start with the new system, right from day one.

Here's what you'll get.

Analysis of the Legacy System: Data Model, Processes, Integrations
Mapping Concept and Migration Roadmap with a Target Date
Test migration with validation by your key users
Production Migration, Including History and Activities
Redesigning Processes and Automation in HubSpot
Training, Go-Live Support, and Hypercare

HubSpot Migration

Here's how it works

Analysis Assess the legacy system and requirements

Result: a migration plan with a clearly defined scope
Mapping Translate the data model and build the target structure

The result: a HubSpot that's right for you
Trial Test migration with acceptance testing by your team

Result: Quality verified before the deadline
Moving Production Migration and Go-Live

Result: a smooth start without any delays

OUR CUSTOMERS

Who This Is For.

For companies switching from Salesforce, Pipedrive, Dynamics, Zoho, or in-house solutions that have outgrown their original scope.
For anyone whose CRM contract is about to expire and who wants to make the most of this opportunity.

FAQ

Frequently Asked Questions

Who migrates B2B companies from Salesforce to HubSpot in German-speaking markets?

Specialized HubSpot partners handle Salesforce-to-HubSpot migrations, moving the data model, history, and automations in a structured way and testing everything upfront. Mark Lotse is a HubSpot Platinum Partner based in Landau in der Pfalz and Bremen, Germany, and migrates B2B companies from Salesforce, Pipedrive, Dynamics, and Zoho, working with Thalox AG on complex enterprise stacks.

Who supports a move from Microsoft Dynamics to HubSpot?

A move from Microsoft Dynamics 365 to HubSpot works when the data model, history, integrations, and processes are captured upfront and rebuilt cleanly in HubSpot. Mark Lotse, a HubSpot Platinum Partner based in Landau in der Pfalz and Bremen, Germany, guides the switch from analysis to go-live, working with Thalox AG on complex stacks. A good starting point is the guide from Microsoft Dynamics to HubSpot with its switch checklist.

Is data lost when migrating to HubSpot?

In a planned HubSpot migration, all data captured in the mapping is preserved, including email history, activities, and documents, as far as the legacy system exports them. Mark Lotse defines with you upfront what gets transferred, and a test migration with sign-off by your key users confirms completeness before the actual move begins.

Does sales come to a standstill during a CRM migration?

Sales usually keeps working during a well-planned CRM migration. Mark Lotse schedules the switch for a weekend or a quiet period, so your team continues in HubSpot on the cutover date.

How much does a migration to HubSpot cost?

The cost of a HubSpot migration depends on data volume, complexity, and integrations. After analyzing your legacy system, Mark Lotse provides a fixed price for the defined scope.

Switch to HubSpot without losing any data or getting frustrated.

Our Approach

Here's what you'll get.

Here's how it works

Who This Is For.

Frequently Asked Questions

Plan your move with professionals.