CRM Migration and Onboarding That Works
Break up with your legacy CRM — we’ll handle the baggage.
We migrate Salesforce, Dynamics, Zoho and other CRMs to HubSpot — with no data loss, no stress, and no Frankenstein fields.
Migrating to HubSpot shouldn’t feel like open-heart surgery. Whether you're migrating from Salesforce, Microsoft Dynamics, Zoho, Pipedrive, or a jumbled mess of spreadsheets, we make the transition seamless.
Our CRM migration services include full-funnel onboarding, architecture redesign, and hands-on enablement — so your new HubSpot CRM works the way your business does.
But here’s the thing: a CRM migration is never just about data. It’s about architecture, user experience, long-term scalability, and ensuring your team actually wants to use the thing. That’s where we come in.
We don’t just lift and shift — we rethink, rebuild and optimise.
Our migration process goes beyond moving data. We redesign your CRM so it’s cleaner, smarter, and built for long-term success:
Map and restructure fields, objects, and logic — We align your data model to HubSpot, simplifying fields and objects so they’re easier to manage and future-ready.
Clean and deduplicate records — We remove duplicates, fix inconsistencies, and align contacts, companies, and deals to the right lifecycle stages.
Rebuild CRM architecture — Pipelines, properties, and workflows are redesigned for usability today and scalability tomorrow.
Plan dependencies — We account for connected campaigns, workflows, custom objects, and reports so nothing breaks in the transition.
How do we ensure a seamless HubSpot CRM migration?
When you migrate to HubSpot, it’s not just about transferring records — it’s about creating a CRM that works the way your business does. We handle everything from data audits, mapping, and deduplication to full architecture redesign and dependency planning.
Whether you’re migrating thousands of records or millions, across one team or multiple regions, we ensure a seamless transition that’s technically sound and strategically smart.
Use cases include:
Healthcare patient portals with medication reorders and treatment plans
Partner portals for onboarding, resource libraries, and reporting
Investor dashboards with payment history and real-time portfolio data
"Honestly, we had a huge project to complete in a very small amount of time, but I felt confident the entire time with Engaging. The expert team at Engaging has really changed our Marketing playing field, going above and beyond at every step of the way. I can’t wait to work with them again, and I can’t recommend them highly enough."
Anne-Marie Prince
Associate Manager Marketing Automation
Frequently asked questions
We run a full data audit, mapping, and deduplication process before migrating. This ensures clean, accurate data with no loss or duplication when moving from Salesforce, Dynamics, Zoho, or other CRMs.
We don’t use one-size-fits-all templates. We configure HubSpot with custom properties, pipelines, lifecycle automation, dashboards, and reporting — all designed around your actual business processes.
Yes. From nested workflows and custom objects to advanced campaign structures, we’ve migrated them all. We create a tailored plan so dependencies remain intact and usable in HubSpot.
We embed enablement into every project — with training, admin handovers, and documentation. Your team will understand not just how to use HubSpot, but why it’s set up the way it is, driving higher adoption and long-term success.
Tailored to your brand, audience and needs.
Every portal we build is custom-designed for your users, your brand, and your operational reality. That includes:
Intuitive UX and UI design aligned with your identity
Custom dashboards for members, admins, and stakeholder
Granular access controls and secure login flows
Integrations with CRMS, ERPS, inventory, payment platforms and more
Mobile-first, responsive design
Admin panels for internal teams to manage users and content
Documentation and support? Always.
We don’t vanish after go-live. Every portal includes:
Documentation for both users and admins
Team training tailored to tech literacy
Ongoing support options, so you can grow with confidence
Why Engaging.io?
Because we’ve done this across industries, continents, and complexity levels — with zero data loss and high user adoption. Because we’re one of HubSpot’s Elite partners, trusted to handle the tricky stuff. And because we genuinely give a damn about building something that works for you, not just for us.
Ready to migrate without the migraines? Let’s get your CRM future-ready, contact us through the form below.