.svg){kind=small}
.svg){kind=small}
-1.svg){kind=small}
.svg){kind=small}
.svg){kind=small}
.svg){kind=small}
.svg){kind=small}
Stop! Don’t Migrate to HubSpot Until You Watch This!
Migrating CRMs can feel like moving houses — except instead of boxes, you’re juggling spreadsheets, contact lists, and a maze of settings. Get it wrong, and you risk losing valuable data or creating chaos inside your new HubSpot account.
But here’s the good news: migration doesn’t have to be a nightmare. In this step-by-step tutorial, I’ll show you how to move into HubSpot the right way — faster, cleaner, and without the usual stress. Whether you’re switching from Excel, Salesforce, Pipedrive, or another CRM, these tips will set you up with a HubSpot system that actually works for you.
I’ll walk you through:
- Pre-Migration Prep — data audits, cleaning, tagging & export strategy
- The Migration Process — HubSpot Import Tool, field mapping & testing
- Post-Migration Optimization — pipelines, filters, automations & dashboards
- How to avoid the biggest mistakes that derail CRM migrations
- Best practices so your HubSpot setup is clean, reliable, and growth-ready
Perfect for:
- Small business owners moving off spreadsheets
- Companies migrating from Salesforce, Pipedrive, or Zoho
- Sales & RevOps teams managing a CRM transition
- Anyone about to set up HubSpot for the first time