7 Questions to Ask a HubSpot Migration Agency
July 2026 · 4 min read
Moving your CRM into HubSpot is one of those projects that looks simple on a slide and gets complicated fast in practice. Whether you’re coming from Salesforce, Zoho, or a patchwork of spreadsheets, the real risk isn’t the software switch itself, it’s what happens to years of contact history, deal stages, and custom fields along the way.
For a VP of Marketing at a mid-market B2B company, a botched migration doesn’t just create IT headaches. It breaks attribution reporting, stalls pipeline visibility, and erodes trust in the CRM across sales and marketing. That makes the agency you choose almost as important as the platform itself.
Not every firm that lists “CRM migration” on their website has actually done the hard parts: multi-pipeline B2B implementations, complex data cleanup, or integrations with the rest of your stack. Here are seven questions worth asking before you sign a contract.
1
What's your process for auditing our existing CRM data before migration starts?
A serious CRM consulting partner won’t jump straight to building. They’ll first map your current fields, objects, and workflows against what HubSpot supports, and flag what needs to be restructured rather than just copied over. Ask to see a sample data audit or discovery document from a past project. If the answer is vague, that’s a sign the migration will be reactive instead of planned.
2
How do you handle data cleaning and deduplication during the move?
Every legacy CRM accumulates duplicate contacts, dead deals, and inconsistent naming conventions over time. A good migration is also a cleanup opportunity, not just a lift-and-shift. Ask specifically how they identify duplicates, standardize property values, and decide what historical data is worth carrying forward versus archiving. This matters most in Salesforce to HubSpot and Zoho to HubSpot migrations, where object structures rarely map one-to-one.
3
Can you walk us through how you'll migrate custom objects, pipelines, and workflows, not just contacts?
Contact migration is the easy part. The real complexity is in custom objects, multiple sales pipelines, lifecycle stage logic, and automation workflows that took years to refine. Ask the agency to describe, in specific terms, how they’ll rebuild your pipeline structure in HubSpot and preserve the business logic behind it. If they can only speak confidently about contact and company records, they may not have handled a B2B CRM implementation as complex as yours.
4
What's your plan for minimizing downtime and disruption to sales during cutover?
Sales teams can’t afford to lose CRM access for days, and marketing can’t afford a gap in lead routing or lifecycle automation. Ask what the cutover window looks like, whether they run systems in parallel during transition, and how they handle records created during the switch. A well-run migration plan should have a clear rollback option in case something breaks mid-process.
5
How do you handle integrations with the rest of our martech and sales stack?
Your CRM doesn’t operate in isolation. It likely connects to marketing automation, ad platforms, an ERP, a support desk, or a data warehouse. A migration that doesn’t account for these integrations can quietly break reporting or lead handoff weeks after go-live. Ask which integrations they’ve configured before, and how they test that data still flows correctly on the other side.
6
What does your quality assurance process look like after the migration is complete?
Migration isn’t done the moment records land in HubSpot. Ask how the agency validates that field mappings, deal values, and historical activity transferred correctly, and whether they involve your team in user acceptance testing before the old system is retired. A firm that treats QA as a formal, documented step is far less likely to leave you discovering data gaps three months later.
7
What support do you provide after go-live?
The weeks after a CRM migration are when most adoption issues surface. Ask what post-launch support is included: training for sales and marketing users, a defined window for fixing mapping issues, and a clear point of contact if something looks off. Agencies that disappear after the technical handoff leave your team to troubleshoot alone during the period when stakes are highest.