HubSpot migrations are sold on the promise that all your customer data will end up in one system. Done correctly, you get that and more, including marketing that can ship campaigns without waiting on ops, sales and marketing working from the same record, and reporting that links campaigns to revenue.
Done poorly, you get the opposite. Your reporting history does not come across, your attribution breaks, the systems you did not migrate stay disconnected, and your team works around the CRM rather than in it. The difference rarely depends on the software itself but rather on the service that runs the migration.
Most guides on this topic are checklists written for agencies or are ranked lists of vendors. Our guide is written for the buyer. Below are the criteria that separate a HubSpot migration service that can handle a complex enterprise stack from one that can only move a single system. We include what each scenario looks like when it’s done right and the red flags that tell you it isn’t.
Key Takeaways