HubSpot to HubSpot Portal Migration

 

Easily migrate HubSpot CRM data from

an existing HubSpot account to a new one

Need to merge two or more HubSpot accounts? Or split a HubSpot account into two separate portals?

 

Whether you're moving your HubSpot data to a new account, merging multiple HubSpot portals, or spinning out a subset of your existing data into a new HubSpot account, Bayard Bradford gives you options for making the process smooth and painless.

 

HubSpottoHubSpotMigrator

 

Option 1: Automated HubSpot to HubSpot CRM data migration


Our self-service HubSpot to HubSpot Portal Migrator app migrates your CRM data with no field mapping required. No need to manually create properties in the destination portal. The app automatically takes care of everything required for moving your HubSpot data from one portal to another. Available in the HubSpot App Marketplace.

Option 2: Concierge HubSpot to HubSpot CRM Data Migration


Bayard Bradford will help you prepare for your migration and run the Portal Migration app for you.  If your migration destination is a new HubSpot portal, our Concierge service comes with onboarding services included. 

 

HubSpot CRM Data that is automatically migrated:

  • Contacts
  • Companies
  • Deals
  • Pipelines
  • Owners
  • Engagements (Meetings, Tasks, Notes, Calls, Emails)
  • Custom Properties for all Objects
  • Lists
  • Tickets
  • Associations between all records
  • Line Items/Products
  • Files/Attachments

 

HubSpot CRM data that cannot be migrated due to HubSpot API limitations:

  • Marketing email campaign data
  • Historical web traffic data
  • Properties with the same name but a different type in each portal
  • Active lists that reference Forms
  • Calculated properties
  • Deactivated users that still own records

Option 3: Managed HubSpot Data and Digital Asset Migration


The Automated and Concierge services move HubSpot CRM data to another HubSpot portal as detailed above.  In a Managed Migration, Bayard Bradford performs the entire migration process for you.  If your migration destination is a new HubSpot portal, our Managed Migration service comes with onboarding services included. 

Many HubSpot accounts have digital assets, workflows and settings that must be migrated to a new HubSpot portal.  Our Managed Migration service handles items that must be migrated manually (or recreated) in the destination HubSpot portal:  

  • Website pages
  • Landing pages
  • Thank you pages
  • Forms
  • Emails
  • Workflows
  • Blog posts
  • Lists
  • Campaigns
  • Email subscriptions
  • 301 redirects
  • Sequences
  • Templates
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