WHY IT MATTERS
Bad data breaks everything downstream.
The fanciest automation and the prettiest dashboard are worthless if the data underneath is a mess.
01Duplicates everywhereThe same company three times means split history, double emails and a forecast that counts deals twice.
02Migrations lose the storyA rushed export drops associations, notes and history, and your team stops trusting the CRM on day one.
03Fields nobody standardised“n/a”, blank, ALL CAPS, mixed currencies, so filters miss records and reports quietly lie.
04Automations misfireFeed messy data into workflows and they email the wrong people and route to the wrong reps.
HOW WE FIX IT
From a mess to a source of truth.
We dedupe, map, validate and normalise every record on the way into HubSpot, nothing lost, nothing doubled.
dedupe · map · validate
WHAT WE DO
Done once, done properly.
Data audit
We map what you have and where it hurts before touching a single record.
Deduplication
Merge duplicates the smart way, keeping the richest history, losing nothing.
Field mapping
Every source field mapped to the right HubSpot property, associations intact.
Validation & normalisation
Formats, currencies and required fields standardised so filters and reports behave.
Platform migration
From Salesforce, Pipedrive, Excel, moved across with notes, activities and links.
Enrichment
Fill the gaps with trusted enrichment so segmentation actually works.
THE RUNBOOK
Move it once. Lose nothing.
A migration is a project, not a CSV import. We run the same disciplined sequence every time, and prove the data moved correctly before anyone relies on it.
01
Audit & map
Every object, field and association mapped source → HubSpot before anything moves.
02
Cleanse & dedupe
Deduplicate, normalize and validate, so you import a clean set, not the old mess.
03
Dry run
A full rehearsal into a sandbox portal to catch every issue at zero risk.
04
Cutover
A staged switch with a rollback plan, no downtime, no lost records.
05
Verify & reconcile
Row-count and spot-check reconciliation, signed off before go-live.
WHAT MOVES WITH IT
Contacts
Companies
Deals
Tickets
Activities & emails
Custom objects
Associations
Full history
PROOF
