HubSpot Migration Services

Reduce complexity and unlock new capabilities with HubSpot migration services

With over 500 HubSpot migrations and implementations, New Breed helps companies make seamless, strategic moves into the HubSpot platform. Our migration services reduce complexity, improve data quality, and set your team up to leverage HubSpot’s full capabilities on day one.

Where Clean Data Meets Intelligent Automation: AI-Ready HubSpot Migrations

Establish a unified, reliable HubSpot foundation that enables AI-driven efficiencies from day one. New Breed's proven migration methodology ensures your data is accurate, connected, and ready to power advanced automation, predictive analytics, and streamlined reporting. So your teams can unlock the full potential of your revenue operations.

HubSpot can have a huge impact on your growth and efficiency. Getting you there seamlessly is our specialty.

Across every function, "manage data" ranks among the top reasons companies invest in HubSpot, according to the State of HubSpot. Teams want a reliable, centralized system of record, and a platform they can actually use to make decisions.

And it works: 80% of revenue leaders see improvements in CAC, bookings, and revenue after switching to HubSpot. But realizing those gains requires a clean migration and a strategic approach to how data processes come together.

We help customers capitalize on the opportunities that come with a HubSpot migration.

A migration is the perfect moment to simplify your tech and rework how your teams operate. New Breed's RevOps team doesn't just move data around, we design a HubSpot environment that removes technical debt, improves reporting, and supports your GTM model.

We focus on what drives impact: clean customer data, streamlined processes, and strong adoption. The result is a HubSpot instance that's easier to manage and built for scale.

Start using HubSpot AI with confidence.

A successful migration sets the foundation for every AI capability inside HubSpot. We structure and standardize your data so it's reliable, connected, and ready for AI-driven automation, insights, and content tools the moment you go live.

Find out if your data is AI ready

A HubSpot migration is the first step toward true platform adoption.

New research shows that companies working with a HubSpot Solutions Partner see higher data quality, better reporting, stronger team alignment, and superior performance outcomes. A well-designed migration unlocks the connected potential HubSpot is built for.

Access transparent reporting. Create reliable, connected data structures that make HubSpot’s reporting accurate, useful, and actionable across your entire GTM engine.

Accelerate sales cycles. Influence decision-makers earlier by orchestrating targeted, connected touchpoints across the buying committee.

Increase sales rep performance. Give reps cleaner data, clearer processes, and better automation so they can spend more time selling and less time troubleshooting.

Make better customer connections. Use complete, unified customer data to personalize engagement and understand the full customer journey, from first touch to renewal.

Prioritize leads and maximize revenue. Improve routing, scoring, and follow-up with cleaner data and well-structured workflows that surface the right opportunities at the right time.

Make data-backed investments. Gain confidence in where revenue is coming from with accurate attribution and reporting that support smarter GTM and budget decisions.

Why our migration approach works

We support migrations across the entire HubSpot platform, including CRM, Marketing, Sales, and Service Hub migrations like Zendesk to HubSpot.

We audit your current setup, then shape the migration plan together.

We review your data, objects, and workflows to determine what should be migrated or improved. As part of this audit, we assess AI readiness to ensure your data is clean, consistent, and structured for automation and insights.

We document ever detail and build HubSpot to align with your needs.

Using your roadmap, we map data, workflows, and configurations with clear documentation. We standardize structures to support accurate reporting, automation, and future AI capabilities.

All documentation lives in a shared project tracker so your teams can stay aligned throughout execution.

We train your users and set your team up for strong, long-term adoption.

Our consultants provide role-based training and process walkthroughs so teams can work confidently in HubSpot. We focus on the features that matter the most and prepare users to leverage AI tools as they becom

“Moving from multiple disconnected marketing systems to HubSpot—one centralized platform—was a game-changer. But what really transformed our customer experience was giving everyone who works with customers—from admissions to support—complete visibility into all interactions. Now our entire team can deliver more personalized, informed conversations because we all see the full customer journey in one place.”

Christine Fleming McIsaac | Vice President of Marketing | Hudson Global Scholars

Join the 500+ companies who trust New Breed for their HubSpot Migration needs.

Our Growth Advisors and RevOps consultants are ready to help you reduce complexity and unlock growth. Get your free RevOps assessment today.

Frequently Asked Questions about HubSpot Migration Services

Here are some of the most common questions companies ask when planning a HubSpot migration — from why teams switch platforms to what to consider when moving from systems like Salesforce and beyond.

Why migrate to HubSpot instead of staying on my current CRM?

Companies migrate to HubSpot to reduce complexity, unify customer data, and give teams a platform that’s easier to use, adopt, and scale. HubSpot brings CRM, marketing, sales, service, automation, content, and reporting into one system, eliminating disconnected tools and data silos. The result is better alignment, clearer reporting, and faster access to insights across the entire go-to-market engine.

What does a HubSpot migration actually involve?

A HubSpot migration includes auditing your existing data and workflows, mapping objects and properties, standardizing structures, migrating records, rebuilding automation, configuring integrations, and setting up reporting. A strong migration also prepares your data for AI by ensuring it’s clean, consistent, and structured for HubSpot’s automation and analytics. Training and adoption support help teams get value from the platform quickly.

Who are the best partners for a HubSpot migration?

The best migration partners combine deep HubSpot expertise with RevOps, data architecture, and change-management experience. Look for certified partners with proven migration frameworks, strong documentation practices, and a clear understanding of GTM alignment. The right partner delivers long-term platform adoption — not just a technical data transfer.

What are the biggest pros and cons of migrating to HubSpot vs Salesforce?

HubSpot advantages include a unified platform, easier adoption, lower total cost of ownership, faster time to value, simpler automation, integrated reporting, and strong AI-native features.
Salesforce advantages include deep customization, enterprise extensibility, and a broad ecosystem.
Organizations often choose HubSpot when they want scalability without system sprawl, while Salesforce is better suited for teams that require heavy custom development.

What should I consider when migrating from Salesforce to HubSpot?

Focus on your data model, object mapping, property consolidation, automation rebuilds, and reporting requirements. Many Salesforce environments accumulate technical debt over time, making migration a good opportunity to simplify processes. Evaluate how custom objects and any Apex development are used, and plan for field mapping, deduplication, validation rules, task history, and integrations. Change management and user enablement are critical, as workflows differ between platforms.

Do you support migrations from other platforms?

Yes. In addition to Salesforce, we support migrations from marketing automation and service platforms like Marketo, Pardot, and Zendesk. Each system has unique data structures, automation logic, and integration considerations, which is why our approach starts with a detailed audit and mapping process. Dedicated migration pages for these platforms are coming soon.

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