Stega
Stega
Clutch4.9 / 5

HubSpot migration with records you can trust.

HubSpot migration services for teams moving from Salesforce, Pipedrive, Zoho or spreadsheets. Properties mapped, duplicates merged, associations kept.

See how it works

Certified partner

  • HubSpot Solutions PartnerHubSpotSolutions Partner

Selected work, in motion.

The digital experiences that start a customer relationship.
Stega selected work

Moving CRMs, carrying mess?

A CRM move is the one chance to clean the data. Most teams skip it and import the problem.

BeforeAfter
The same company in the CRM four timesDuplicates merged on domain and email before import
Custom fields with names nobody recognisesEvery source field mapped to a named HubSpot property, or retired
Deals imported without their contactsContacts, companies, deals and tickets imported with associations intact
Activity history left behindNotes, emails and calls migrated onto the right records
Visual placeholder · 16:9
Mapping sheet: source object and field, HubSpot object and property, transform rule and dedupe key for each row.

What's included

Clean data in. Nothing lost.

HubSpot imports are unforgiving about structure. We map, clean and test before a single record goes live.

Map every field

Source objects and fields mapped to HubSpot properties, with picklist values translated, retired fields listed and custom objects planned where your tier allows.

Deduplicate records

Contacts and companies matched on email, domain and fuzzy name rules, then merged by a keep-or-drop rule you approve in advance.

Validate the import

Test imports to a sandbox, with record counts, associations and sample records checked against the source before the final load.

Keep associations and history

Links between contacts, companies, deals and tickets preserved, with notes, emails and calls attached to the records they belong to.

Visual placeholder · 4:3
Validation report: record counts by object in the source and in HubSpot, association counts, and sampled records compared field by field.

Security, by consideration.

Trust is part of the build.

For your HubSpot project, we consider CRM records, workflow permissions, forms and connected applications as part of one connected build.

See our approach

Connected systems. Considered safeguards.

Stega

Changes you can trace.

GitHub workflows, peer review and dependency checks bring decisions into the release process.

Protected in transit.

Certificate configuration, HTTPS and secure headers help protect the path between your users and your systems.

Intelligence with limits.

Scoped tool access, validated inputs and human approval where automated actions carry consequences.

Map. Clean. Load.

You approve the mapping and the dedupe rules before anything is imported.

  1. 01

    Audit and map

    Export and profile the data, then agree the mapping and merge rules.

    • Data profile
    • Field mapping
    • Dedupe rules
  2. 02

    Test import

    Load to a HubSpot sandbox and check counts, associations and samples.

    • Sandbox import
    • Validation report
    • Fix list
  3. 03

    Final load

    Freeze the old CRM, run the delta and switch the team over.

    • Production import
    • Reconciliation
    • Cutover notes

What clients say

Independent reviews. Lasting partnerships.

Trusted across our practice

Working together. In their words.

Independent reviews. Long-term working relationships.

Trustpilot5 out of 5 stars
“After a website (re)launch, they are also always accessible and happy to help. I highly recommend everyone who is looking for a new and more stable website in Webflow, to work with Stega!”
Clutch5 out of 5 stars
“They’ve gone above and beyond to understand our brand/visual identity/voice.”
Trustpilot5 out of 5 stars
“Stega Creative team not only understood our needs and vision for the websites, but they also came up with improvements.”
Trustpilot5 out of 5 stars
“Incredibly communicative, would wholeheartedly recommend”
Trustpilot5 out of 5 stars
“We’ve been working with Stega & Gabriel for the last two years. Cannot recommend them enough. They’re responsive, professional & an asset.”

HubSpot migration questions.

A few things worth discussing before your HubSpot migration takes shape.

How do you migrate from Salesforce to HubSpot?

A Salesforce to HubSpot migration maps Salesforce objects and fields to HubSpot properties, cleans duplicates, then imports records with their associations and activity history. We test in a HubSpot sandbox first. Workflows, reports and Apex logic do not transfer, so we rebuild the ones you still need.

What happens to duplicates during a HubSpot migration?

Duplicates are merged before a HubSpot migration, not after. We match contacts on email and companies on domain, flag fuzzy matches for review and agree which record wins. HubSpot deduplicates some records on import, but it will not merge the variations your old CRM built up.

How long does a HubSpot data migration take?

Data quality matters more than record volume: a large, clean CRM moves faster than a small, messy one. Activity history and custom objects add time, and so does a sandbox test round before the final load.

Can we migrate spreadsheets into HubSpot instead of a CRM?

Spreadsheets migrate into HubSpot like any other source, usually with more cleaning. We merge the sheets, standardise company names, countries and stages, then import them as linked contacts, companies and deals. A spreadsheet move is a good moment to design the HubSpot pipeline properly.

Revamp today.The STEGA way.

Your ambition. Our collective craft.
Strategy, design and technology, working as one.

Get started today

Leave your details and a little context. That’s all we need.

We only use your details to reply to this enquiry.

Stega showreel