HubSpot in the work.

A completed migration kept the customer history useful when the operating system changed.

The system's place

The platform changed. The history came with it.

HubSpot held the source records. Kaizen moved the useful customer data and its relationships into Salesforce without flattening notes and emails into disconnected files.

Selected delivery record

What changed.

This record covers the completed migration work. It does not present HubSpot as the system chosen for the replacement.

Eire Constructions

Customer history moving between CRM systems

Recorded close

Before

Customer records, notes and emails sat in HubSpot while the business prepared to operate from Salesforce.

What changed

Kaizen moved the data through a managed migration and used the HubSpot API to preserve the relationships around notes and emails.

Recorded result

The migration included duplicate handling and the project closed in August 2024.

The next step

Start with the history people still need.

Tell us what must survive a system change and who depends on it. We will map the records, relationships and checks before anything moves.

Talk to Mara