HubSpot Migration Services · CRM Migration Services

Switch to HubSpot
Get Started in 2 Weeks.

A two-week CRM migration timeline is realistic when the foundation is right. Our HubSpot migration services begin with a structure & data audit what is worth bringing across, what needs cleaning, and what to leave behind.

With those decisions made upfront, we transfer your contacts, deals, and history into the HubSpot CRM system cleanly and without the baggage of your old platform.

 

  • HubSpot Gold Solutions Partner
  • B2B brands across India & globally
  • India · USA · Australia
  • CRM migration services
     
Migrate to HubSpot – No Data Loss

Data loss during CRM migration rarely announces itself it shows up weeks later as a contact without its deal history, a note that never transferred, or a field that mapped incorrectly. Our CRM migration services do not close until every record in your new HubSpot CRM system is verified and accounted for.

Trusted by B2B brands across India and globally

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Why B2B teams migrate to HubSpot

Most CRMs are built for someone else's sales process. HubSpot gets configured around yours.

One of the clearest gains from a well-run HubSpot migration is what it does for your email marketing. When your contacts arrive clean and lifecycle stages are correctly mapped, your email marketing can finally work the way it was always intended to.

HubSpot CRM for B2B

HubSpot CRM for B2B

Our HubSpot migration services configure the CRM around how your team sells the right pipeline stages, the integrations your stack already uses, and CRM migration that carries your full contact and deal history cleanly.

 



Ready to Leave Your Current CRM?

Ready to Leave Your Current CRM?

Our HubSpot migration services take the entire transition off your plate data preparation, field mapping, transfer, validation, and team onboarding without interrupting your business operations.

 



Migrating from Salesforce, Zoho, or Pipedrive

Migrating from Salesforce, Zoho, or Pipedrive

Our CRM migration services have moved teams off Salesforce, Zoho, and Pipedrive onto HubSpot we know exactly what transfers cleanly and what is better rebuilt fresh in the new environment.

 



Our HubSpot services


Onboarding that works for you

Most teams struggle to tap into everything HubSpot can do.  Our personalized onboarding changes that. We accelerate adoption, set up your CRM the right way, and train your team on the features that matter most to your business.
The result? Faster ROI, smoother processes, and a confident team ready to maximize HubSpot from the start.

Hubspot built around you: Implementation

Our implementation goes beyond setup, we tailor HubSpot to the way your business works. From defining new processes to integrating complex systems and customizing every Hub,
we ensure HubSpot fits seamlessly into 
your ecosystem. The result: a platform that unlocks its full potential and powers transformative growth.

Break free from silos with HubSpot Integrations

When marketing, sales, and service teams juggle disconnected tools, productivity takes a hit. Our HubSpot integrations connect your systems into one smooth workflow, so your teams spend less time switching tabs and more time driving results.

We make the Migration easy, organised, and worry-free.

Our migration process ensures your data stays intact, your workflows move smoothly, and your teams settle comfortably into HubSpot. No chaos, just a smart setup that helps you get value from day one.

Make HubSpot work harder for you: Ongoing Support

Your HubSpot investment should deliver more than just functionality... It should drive measurable growth. Our ongoing support ensures you get ongoing guidance, proactive optimization, and a dedicated strategist focused on helping your inbound strategy perform at its best.

Streamlined Support Solutions

Skip the cost of a full-time hire. Our management packages give you expert support without the overhead.

Dedicated Account Management

Get personalized guidance shaped around your business goals, not generic playbooks.

Maximize Your HubSpot Tools

From workflows to reporting, we fine-tune your platform so it runs smarter, faster, and more in sync with your growth plans

HubSpot CRM Migration Experts

HubSpot CRM Migration Experts

We have run CRM migrations from Salesforce, Zoho, Pipedrive, Freshsales, and custom-built platforms. Each comes with its own data structure challenges, and our HubSpot migration team has a playbook refined across all of them so we know where your migration will get complicated and address it before it does.

 Gold 

HubSpot Solutions Partner

 3

Countries — India, USA, Australia

4.9★

Average client rating

 B2B

Exclusively B2B clients
Gold_Hubspot_logo-Markivis
Many agencies offer CRM migration as an add-on without a methodology. At Markivis, it is a structured practice with a dedicated validation framework and a post-live review built into every engagement.
CRM Migration to HubSpot

Four stages. Every record checked. Nothing left to chance.

Our HubSpot migration services follow four clear stages audit, map, transfer, validate. Data is checked at every stage rather than reconciled at the end when corrections are expensive. Your HubSpot CRM goes live with clean records, accurate deal history, and email marketing sequences already in place.

1
Stage 1

Audit

Full data inventory what you have, what transfers, what gets cleaned.

2
Stage 2

Map

Field mapping, pipeline architecture, and lifecycle stage design agreed upfront.

3
Stage 3

Transfer

Data moved in controlled stages with verification at each step.

4
Stage 4

Validate

Full reconciliation against source data before go-live is confirmed.

HubSpot Migration Services · CRM Migration Services

One migration. Everything moved, nothing left behind.

We don't sort you into a tier. Every migration gets the same complete, hands-on service — scoped to your data and customisation, never your company size.

Fully managed
Complete HubSpot Migration

From contacts to deal history, everything moves into HubSpot cleanly — verified, tested, and ready to use from day one.

  • Full data migrationevery contact, deal, and record, moved and verified
  • Custom objects & propertiesconfigured to your process
  • Role-based team trainingso your team is ready at launch
  • Standard & custom object setup
  • Complete workflow rebuildsin HubSpot
  • Third-party integrationsconnected and tested
  • Dedicated project managerfrom kickoff to go-live
  • Hands-on post-migration support included with every project
Book a Free Strategy Call
More than just a data transfer

Set Up FinOps Workflows

Building finops workflows inside HubSpot connects your deal pipeline, billing milestones, and revenue recognition in one place so your finance and sales teams share a single, accurate view of every account without needing a separate tool.

Connect FinOps to HubSpot

Finance and sales finally looking at the same numbers.

We integrate finops workflows directly into HubSpot so deal progress, invoice status, and payment milestones are always current giving your finance and sales teams one reliable view of every deal.

HubSpot Migration Specialists

A structured practice, not an add-on service.

At Markivis, HubSpot migration is a structured practice dedicated validation framework, stage-by-stage audit process, and a post-live review built into every engagement, regardless of database size.

From Old CRM to HubSpot

Your old data, deal history, and sequences all moved clean.

We map your old structure to HubSpot's architecture before a single record moves, rebuild your email marketing flows from scratch, and hand you a portal that is ready to use from day one.

Honest answers

What every team asks before migrating.

Does HubSpot CRM work for how Indian B2B teams actually sell?

Most CRM platforms are built around a sales model that does not reflect how Indian B2B teams work. Our HubSpot migration services configure the CRM around your reality the right pipeline stages, the integrations your team already uses, and a migration that carries your full contact and deal history cleanly. Once live, HubSpot email marketing gives your team a structured, consistent way to follow up that most B2B businesses have never had.

Our current CRM data is messy. What happens to it during migration?

The longer a business stays on a CRM that is not working, the worse it gets — data degrades, deals slip, and the team learns to work around the system. Our HubSpot migration services take the entire transition off your plate, from data preparation and field mapping through to transfer, validation, and team onboarding. We handle every step while your business stays fully operational, and your HubSpot email marketing is rebuilt before your old CRM is ever switched off.

Can you connect our finance operations to the HubSpot CRM system?

When your finops software and CRM run separately, revenue data is always a step behind and someone is always bridging the gap manually. We integrate finops workflows directly into HubSpot so deal progress, invoice status, and payment milestones stay current in real time — giving your finance and sales teams one reliable view of every deal, from first conversation to payment.

We are on Salesforce. Is migrating to HubSpot complicated?

Salesforce is powerful, but it is expensive, admin-heavy, and difficult for most sales teams to use consistently. If your real pipeline activity is happening in spreadsheets or WhatsApp threads because Salesforce has become too cumbersome to maintain, the tool is not working. Our CRM migration services have moved teams from Salesforce, Zoho, and Pipedrive onto HubSpot — and we know exactly what transfers well and what is better rebuilt fresh.

What makes Markivis different from other agencies offering CRM migration services?

Many agencies offer CRM migration as an add-on without a proper methodology — which is how migrations end up delayed and full of data quality issues. At Markivis, HubSpot migration is a structured practice with a dedicated validation framework, a stage-by-stage audit, and a post-live review built into every engagement. Whether you are moving a lean database or a large enterprise CRM, we bring the same rigour to every scope.

Let’s make things happen

A 15-minute conversation with Markivis can be the first step to unlocking new growth. As a HubSpot Gold Partner, we'll help you turn your CRM and marketing goals into measurable impact.
Let's connect and make it happen.

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