Capstan Works

HubSpot Migration

A migration that is sequenced, idempotent, and recoverable, so a failure in phase nine resumes at phase nine instead of restarting overnight.

Starting at $3,500 per migration

Fixed-fee project scoped after a discovery call and source-data review. Pricing scales with record volume, object complexity, and the number of deduplication passes required. A straightforward single-source migration (e.g., Zoho or Salesforce to HubSpot, up to 15,000 records, dependency-ordered in phases) runs 40-60 hours at blended $85/hr, putting a typical engagement at $3,500-$5,500. Larger or multi-source migrations are quoted on scope. Post-migration, a Data Foundation Audit is recommended as a validation step. See all pricing.

Migrations rarely fail on row count. They fail on ordering and idempotency. We load object types in dependency order and resolve duplicates before writing associations, so history consolidates instead of fragmenting.

How we run it

After the landing

A migration lands the data; a Data Foundation Audit confirms it is trustworthy once there. The two are bookends of the same engagement.

Related reading

Read the anonymized 13-phase migration postmortem covering 11.8k records and 679 merges.

Questions

Common questions about HubSpot migrations

What does deduplication mean in a CRM migration to HubSpot?
Deduplication is the process of identifying records in the source system that represent the same person or company and deciding which one to keep, which to merge, and which to discard. In a migration, this is done before any records are written to HubSpot so that the surviving record carries the complete activity history rather than splitting it across duplicates. We apply a survivorship rule to every deduplication decision: the rule defines which record's field values win on a merge.
How long does a HubSpot migration take?
A single-source migration with up to 15,000 records and standard object types (contacts, companies, deals, activities) takes 40 to 60 working hours, typically delivered over 3 to 5 weeks. Multi-source migrations, high record volumes, or custom object structures require scoping after a source-data review before a timeline can be committed.
What CRM systems can you migrate from?
We have delivered migrations from Zoho CRM, Salesforce, Pipedrive, and spreadsheet-based setups. The methodology is the same regardless of source system: dependency-ordered object loads, deduplication as a planned phase, idempotent upserts by external ID, and checkpoints after each phase.
What does idempotent migration mean in practice?
An idempotent migration phase produces the same result whether it runs once or ten times. We use external IDs and upsert-by-key logic so a phase that is interrupted mid-run can be re-run from the start without creating duplicate records or writing inconsistent data. A failure in phase nine resumes at phase nine, not at phase one.
Will historical activity data (calls, emails, notes) survive the migration?
Yes, if the source system exports activities in a usable format. We load activities after all object types are resolved and associated so activity history maps to the correct surviving records. If the source system does not export structured activity logs, we document that gap before the migration starts so there are no surprises at delivery.
Should I run a Data Foundation Audit before or after the migration?
The audit is most valuable after the migration, as a validation step to confirm the data landed cleanly and the new portal is in a trustworthy state. However, if the source system has known data quality issues, a pre-migration audit of the source data helps scope the deduplication pass and reduces the risk of importing known defects.

Start with the data layer.

Most HubSpot problems are data problems wearing a reporting costume. A Data Foundation Audit turns “the numbers feel off” into a prioritized, fundable backlog.

Explore the Data Foundation Audit