The Zoho Migration Partner Australia Trusts
Recognised as Australia's Best Zoho Partner for 2022, 2023, 2024 and 2025, we help businesses unlock the full potential of Zoho.
- First Top-Up Special $129 $99/hr + GST
One stop HubSpot solutions
- Serving 30+ industries, Australia-wide
Trusted and highly rated on Google Reviews
Minimum project size 10 consulting hours.
HubSpot CRM Migration, Handled End to End
Moving CRM platforms is disruptive. Lost data, broken workflows, a team that has to relearn everything. We’ve seen it go wrong, and we know exactly how to get it right.
Whether you’re migrating from Salesforce, Zoho, Pipedrive, or a legacy system, we manage the entire migration from data audit to go-live. Fixed scope, transparent pricing, no surprises.
What’s Included in Your HubSpot CRM Migration
- Full audit of your existing CRM data and structure
- Data mapping and field alignment to HubSpot’s contact and company model
- Clean import with deduplication and validation
- Deal stage and pipeline rebuild in HubSpot
- Workflow and automation recreation
- User roles, permissions, and access configuration
- Email, form, and website tracking setup
- Staff training and handover documentation
- Post-migration support after go-live
Migrating from Salesforce or Zoho?
From Salesforce
Salesforce exports carry complexity—custom objects, formula fields, and layered automations that don’t transfer directly into HubSpot. We map your Salesforce data architecture to HubSpot’s structure before a single record moves, so nothing is lost or misaligned in the switch.
From Zoho
Zoho’s module-based model differs structurally from HubSpot’s contact-centric approach. We handle the field remapping, deal and pipeline translation, and workflow logic rebuild so your team picks up exactly where they left off.
How the Migration Process Works
- Discovery
We review your current CRM setup, data volume, custom fields, and integration dependencies. You receive a clear migration scope document before any work begins. - Implementation
Our certified HubSpot engineers migrate your data in a staging environment first. We validate accuracy, rebuild your workflows, and confirm everything is functioning correctly before we touch your live environment. - Optimisation
Once live, we fine-tune automation rules, clean up any residual data issues, and configure dashboards and reports to match how your team actually works.
Data Security and Risk Mitigation
Migrating CRM data carries real risk if done without structure. Here’s how we protect your business:
- Staging environment testing before any live data is moved
- Full data backup taken before commencement
- Documented rollback plan agreed before go-live
- Field mapping validated and signed off by you before import
- All work performed by experienced HubSpot implementation consultants
Post-Migration Support
We stay available after migration to handle edge cases, field fixes, and automation adjustments, via our flexible hours model, for as long as you need.
Ready to Migrate the Right Way?
Speak with our certified HubSpot experts in a free HubSpot consultation. With 50+ five-star Google reviews, businesses trust us for clear, structured guidance on every project. Leave the call with a defined migration scope, timeline, cost estimate, and complete freedom to decide.
Request a Callback from Smartmates
Sarah
I’ll listen to your HubSpot needs to understand your business challenges and goals, ensuring a tailored approach.
I’ll bring our engineer onto our first consultation to explore solutions and clarify your requirements.
We’ll deliver your free project plan quotation, detailing the steps, timeline, and costs—up to this point, it’s completely free!
“My mission is to solve your key problems, build your trust in our capabilities and deliver exceptional value for money.”