Branchlead

Migration

Move to HubSpot without losing anything. We bring your data across and check it against the old system.

You're moving to HubSpot and the scary part is the years of contacts, deals and history that could go missing on the way in. You've heard the stories: a previous import that created duplicates, or a vendor who took months and you still didn't trust the result. We've moved data off spreadsheets, Pipedrive, Salesforce and paper systems. We move it across cleanly, check every record against the old system so nothing's lost, and clean it as it lands so you're not importing the mess too.

Book a free consultSee what we fix
Audit firstQuality-first pricingNo lock-inYou own everything we buildSurry Hills, Sydney

You'll recognise some of these.

None of it means you did anything wrong. It means the move is harder than it looks from the outside, and nobody warned you about the gaps. Here's what people are dealing with by the time they call us.

  • You've got years of contacts, deals and history that can't go missing.
  • You're moving off Excel, Pipedrive, Salesforce or paper and don't know what survives.
  • The last import created duplicate deals and nobody's sure why.
  • You've got a hard go-live date that can't slip.
  • A previous vendor took months and you still didn't trust the result.
  • You don't want to import the mess along with the data.

How we get your data across cleanly.

Step 1

A free consult

We talk through where your data lives now and the go-live date. If you don't need us yet, we'll tell you. There's no charge for this part.

Step 2

The audit and the map

We map old fields to new, find the duplicates and the gaps before anything moves. You see exactly what's coming across and what's getting cleaned before we touch anything.

Step 3

Moved, then reconciled

We move it across, then check every record against the source so the counts match to the record. Duplicates get cleaned as they land, not after.

Step 4

Live, with a way back

You go live with a before-and-after count and a rollback plan. Then it's yours. You're not locked to us to keep it running.

A risky dump, or a checked migration.

Most vendors will take your data, run the import, and call it done. If you find gaps a week later, that's your problem. We reconcile the whole thing against the source and give you a count you can verify yourself before anything goes live.

 A risky importA checked migration
What comes acrossA raw dump of everythingMapped, cleaned, only what you need
How you know nothing's lostYou hopeReconciled to the record against the source
DuplicatesImported along with the dataCleaned on the way in
If it goes wrongStart the whole thing againA rollback plan ready

Is this for you?

A fit if

  • You're moving to HubSpot from another system or spreadsheets
  • You can't afford to lose history
  • You've got a date that matters

Not a fit if

  • You've already migrated and just need the reports fixed (that's our Reporting work)
  • You want us to run the new system for you every month

Move your data across without losing anything.

Start with a free consult. We'll tell you what the work is, what it costs, and how long it takes, before you commit to anything.

Book a free consult

Common questions.

How do you make sure nothing's lost?

We reconcile record counts and the key fields against the system you're leaving, and give you a before-and-after count you can check yourself. Nothing goes live until the numbers match.

Can you clean the data as part of the move?

Yes. We de-duplicate and tidy as it lands, so you start on HubSpot clean instead of importing the mess.

We've got a hard go-live date. Can you hit it?

We plan back from your date and tell you early if anything puts it at risk, rather than on the day.

What happened last time with duplicates, will that happen here?

Duplicate deals usually come from import rules fighting each other. We map and test that before the real run, so it doesn't.

How do you charge?

After a free consult we'll tell you what the work costs before you commit, and you own everything we build.

Other things we fix.

HubSpot Audit

Inherited a HubSpot mess? We get it back to standard.

Sales & CRM

Deals living in inboxes and people's heads.

Marketing

Automation nobody can explain.

Reporting & Dashboards

Reports that don't agree.

Integrations

Tools that don't talk to each other.

All services

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HubSpot services

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Contact

info@branchlead.com

(02) 8020 5982

81-83 Campbell St, Surry Hills, New South Wales, 2010

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