CRM Migrations & Integrations

Migrating to a new CRM is a big move - but with the right approach, it becomes a powerful upgrade, not a painful process. Openside Digital's CRM Migrations & Integrations service is designed to make that transition seamless. We start by mapping your existing data, ensuring a clean and accurate transfer into HubSpot - no duplicates, no data loss. Then we connect HubSpot with the rest of your tech stack, from marketing platforms to finance systems, creating a unified ecosystem that works in sync. The result is a fully integrated setup that reduces manual work, improves data accuracy, and gives your team the visibility they need to move faster and work smarter.

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Our Approach

No two businesses operate the same - so a cookie-cutter CRM migration just doesn't cut it. That’s why Openside Digital begins by exploring your current CRM and connected systems, taking the time to understand how your data is structured and how your teams work. From there, we create a tailored migration plan that ensures a clean, well-organised transfer of your contacts, deals, and historical interactions - nothing lost, nothing messy. Integrations are just as important. We evaluate your existing tech stack and connect HubSpot with the tools you rely on every day - whether it’s marketing automation, finance, customer service, or comms. The result? Seamless data flow, reduced manual work, and one central source of truth that brings clarity and efficiency across your entire business.

A PROVEN OPERATIONS FRAMEWORK

Easy to start

Openside Digital starts by exploring your current systems, mapping out exactly how your data will be structured in HubSpot. With a clear migration plan in place, we run test transfers to catch any inconsistencies early - so when it’s time to go live, everything runs smoothly. No lost records, no duplicate data - just a clean, accurate migration of your customer history, deal pipelines, and key data points.

On the integration front, we connect HubSpot to your existing software, automating data flows and building smart workflows that simplify how you manage customer relationships. Once everything is up and running, we guide your team through training to ensure they feel confident using the platform. And because growth doesn’t stop at go-live, we stick with you - offering ongoing support and fine-tuning your setup as your needs evolve.

Book a call with the Migrations and Integrations team

System Audit & Data Strategy

We start with a full review of your current CRM and connected systems. This helps us understand how your data is structured and what needs to be migrated. We identify potential issues like duplicate records or missing fields and create a migration plan to ensure accuracy and efficiency.

Data Cleaning & Preparation

Before moving anything, we clean and organise your data. We remove duplicates, fix formatting issues, and ensure records are categorised properly. If needed, we refine your data structure to improve segmentation and reporting in HubSpot.

Secure & Structured Data Transfer

We migrate your contacts, deals, and historical interactions while maintaining accuracy. We use tested processes to ensure relationships between records stay intact. Before completing the full migration, we conduct test transfers to confirm everything is mapped correctly.

Integration & Workflow Configuration

Once your data is in HubSpot, we integrate it with your key business tools. Workflows are configured to streamline processes like lead handoffs, sales tracking, and customer follow-ups.

Testing, Refinements & Optimisation

We test the system to ensure data is transferred correctly and integrations are functioning as expected. We validate customer records, automation sequences, and reporting dashboards. Any inconsistencies are corrected before final deployment.

Training & Ongoing Support

We provide hands-on training to cover navigation, automation, and reporting, ensuring your team knows the platform backwards and forwards. We also offer ongoing support to troubleshoot issues and optimise processes as your business grows.

The results you should expect

A well-structured CRM migration makes all the difference - minimising downtime, protecting your data, and helping your team make the switch without missing a beat. By integrating your systems, we create a clear line of sight across departments, improving data accuracy and cutting down on manual updates. With HubSpot at the heart of your operations, your sales and marketing teams can work together seamlessly, automate key processes, and deliver more engaging, consistent customer experiences. And as your business evolves, HubSpot scales right alongside you - making it not just a smart investment now, but a long-term partner in your growth.

Have any questions? Get in touch.

Want to know more about getting started with Hubspot, and the migration process? We'd be happy to answer any questions. Simply book a call, or use the form to get in touch.