Most data migrations fail, not because companies don’t have the right tools, but because of poor planning, unclear object mapping, and lack of platform expertise.
Failed migrations result in numerous issues that negatively impact campaign performance, including:
At TSL Marketing, when we conduct HubSpot migrations, we don’t “lift and shift” data. Instead, we architect migrations that preserve business logic, reporting, and revenue operations.
If your data is fragmented, misaligned, or ungoverned, AI will amplify the chaos. A properly architected HubSpot migration creates the clean, connected data layer that AI requires to deliver real business value.
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Discovery & Audit
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Data Mapping & Documentation
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Migration Execution
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Automation & Reporting Rebuild
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Go-Live & Optimization
We begin by establishing a complete and accurate picture of your current revenue system. Our team audits every source system feeding your CRM, documents how data flows between platforms, and maps all objects, properties, lifecycle stages, and automation. We also identify critical reporting dependencies so nothing your business relies on is lost or broken during migration.
Before any data is moved, we design the target-state data model inside HubSpot. This process includes defining custom objects, standardizing fields, setting normalization and deduplication rules, and validating how each field will be used. Every data mapping instance is documented and tested, so the migration is predictable, auditable, and aligned to how your team’s work.
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With the architecture locked, we execute the migration using a phased or parallel approach based on your risk tolerance and business needs. Data is loaded into a sandbox or staging environment for validation, followed by controlled production loads. We track errors, reconcile record counts, and validate results against the source system to ensure accuracy and completeness.
A successful migration is more than moving records. We translate your lead scoring, lifecycle logic, workflows, and reporting into HubSpot so your teams can continue operating without interruption. Where possible, we simplify and improve your automation and dashboards to take advantage of HubSpot’s native capabilities and AI-driven features.
Once validation is complete, we finalize the go-live with stakeholder sign-off and a full quality assurance review. After launch, we perform cleanup, address edge cases, and confirm all teams are fully enabled. We also provide documentation and recommendations to ensure your new HubSpot environment is clean, trusted, and ready to scale.
If your system wasn’t built to migrate cleanly, we build the bridge.
TSL HubSpot Migration Services support challenging scenarios, including:
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Explore why companies move from Marketo to HubSpot and how TSL Marketing conducts successful migrations.
Find out the advantages HubSpot has to the Salesforce Pardot platform and how our migration expertise eliminates risk.
Migrating a global $22B enterprise technology company from Marketo to HubSpot was the beginning of an incredible partnership with TSL.
