What is your step-by-step approach to a HubSpot CRM migration?
Draft (review needed)
http://8344851.hs-sites.com/knowledge-base/
A safe migration usually looks like this:
- Audit current data and workflows
- Define the target HubSpot data model (objects/properties)
- Clean and de-duplicate data before import
- Map fields and run test imports
- Validate reporting and automation
- Train users and go live in phases
We’ll tailor the plan based on your systems, data quality, and time pressure.
Next step: If you'd like to talk through your situation, email us at contact@wellmeadow.co.uk, call +44 121 661 5364, or use our contact form: wellmeadow.co.uk/contact-us. If WhatsApp (+441743367671) or Facebook Messenger (@wellmeadow) is easier, just say so and we’ll happily use your preferred channel.