Skip to content
Speak to a Geek

HubSpot Data Migration Services for Real Estate and B2B Teams

Move to HubSpot and keep your history.

We move contacts, companies, deals and activity from your current systems into HubSpot, cleaned and checked before your team logs in.
Speak to a GeekSee what is included
Price
Custom quote
Typical timeline
4 to 8 weeks
Best for
Teams moving from another CRM, spreadsheets or email tools
You get
Clean, validated data in HubSpot

The short answer

What does a Geekly data migration include?

Geekly moves your contacts, companies, deals, notes and activity from another CRM, spreadsheets or email tools into HubSpot. We review the source system, map every field, clean and deduplicate records, migrate them with their history where the source allows, validate the results against the source and plan a clear cutover with team training. We work with real estate, housing and PropTech companies, and with B2B teams. Most migrations take 4 to 8 weeks.

Warning signs

When your history is stuck in a system you have outgrown

Your records deserve a careful move.

Most teams we meet know it is time to move to HubSpot. What holds them back is the worry about losing years of relationships, notes and deal history along the way. These are the patterns that tell us a planned migration will pay off.

Speak to a Geek about your migration

  • Records in several places

    Contacts live in an old CRM, a few spreadsheets and someone's inbox, and nobody is sure which version is right.

  • Duplicates everywhere

    The same owner, tenant or prospect appears three times with different details, so every list and report is off.

  • History nobody wants to lose

    Years of notes, emails and deal records sit in a system the team has outgrown, and leaving it feels risky.

  • A switch date that keeps slipping

    The move to HubSpot keeps getting pushed back because nobody has a plan for the data.

What is included

From source system to a ready portal

Years of relationships live in your current system. We map it, clean it and bring it into HubSpot so your team starts with a full picture.

  • Source system review

    We look at what you have, how much of it there is and which records and history are worth bringing over.

  • Data mapping

    Every field matched to its place in HubSpot, including custom properties, associations and lifecycle stages.

  • Cleaning and deduplication

    Duplicates merged, formats standardized and outdated records flagged before anything moves.

  • Migration of records and history

    Contacts, companies, deals, notes and activity moved with their associations intact, as your source system allows.

  • Testing and validation

    Record counts, spot checks and test imports compared against the source, using checks agreed with you in advance.

  • Cutover and training

    A clear switch date, a plan for anything entered during the move, and training so your team is ready on day one.

How it works

From your old system to a ready HubSpot portal

Every record is checked before you switch.

Migrations go wrong when they are treated as a file transfer. We plan the move with your team, clean the data first, test it in stages and switch over only when the numbers match.

  1. Review the source

    We confirm access, record volume and the history that matters most to your team.

  2. Map the data

    We decide where each field and record type goes in HubSpot and agree on what to leave behind.

  3. Clean and prepare

    We merge duplicates, standardize formats and fix the records that would cause problems later.

  4. Migrate and validate

    We move the data in stages and check counts and samples against the source after each one.

  5. Cut over and train

    We set the switch date, move any final changes and train your team to work in HubSpot.

By industry

Migrations for the systems your market uses

We already know your world, so we know the systems you are leaving. Property managers move off older CRMs and spreadsheets. CRE firms combine broker contact lists. PropTech teams move from other sales platforms. Here is where migration work tends to focus for the audiences we serve.

Is this right for you?

A good fit if your data needs to come with you

Good fit

  • You have years of records in another CRM, spreadsheets or email tools
  • You want history and notes available in HubSpot
  • Your records have duplicates and gaps
  • You have a target date to switch
  • You want the move planned with your team

Better to wait

  • Not a fit: You have not chosen HubSpot yet
  • Not a fit: You only need a simple spreadsheet import your team can handle
“Great experience, great team with a wealth of knowledge on HubSpot. Appreciate everything you have done to help us get up and running on HubSpot.”
Jonathan Zadegan

Other ways we can help

Other ways we can help

Frequently asked questions

Questions about Data Migration

What does a data migration include?

A source system review, data mapping, cleaning and deduplication, migration of records and history, testing and validation against the source, and a planned cutover with team training.

Which systems can you migrate from?

Tell us your system. We will confirm what is possible and how we would move it.

Can you bring over email history and attachments?

It depends on the source system. We confirm what can move during the source review, before you commit to a scope.

Will we lose data?

We validate the migrated data against the source before cutover and agree the checks with you.

How long does it take?

Most migrations take 4 to 8 weeks, depending on record volume, the number of sources and how much cleanup is needed.

How much does a migration cost?

Every migration is quoted after a review of your source system, based on record volume, history and cleanup. We share an estimate once we know what is moving.

Can we keep working during the migration?

Yes. Your team keeps using the current system until cutover. We plan how to handle anything entered during the move so nothing is missed.

Do you set up HubSpot as part of the migration?

We can. Many clients pair a migration with HubSpot Implementation, so properties, pipelines and automation are ready when the data arrives.

What do you need from us?

Access or exports from your current system, a point person who knows the data and time to review test results. Most clients spend one to two hours a week.

Speak to a Geek

Ready to move to HubSpot?

Tell us what system you use today. We will show you where we would start.