The Ultimate Guide to Migrating to HubSpot

Are you frustrated with your current CMS and Marketing Automation Tool?

Are all of your inbound  and content marketing tools spread across different platforms?

If the answer is yes, or you are looking for an incredible all-in-one solution for your entire customer journey, then it is time to consider migrating to HubSpot. 

Unfortunately, many companies hesitate to migrate to HubSpot because the process seems so daunting, and they do not fully understand the incredible power of this software solution. Migrating to HubSpot is actually not as painful or difficult as you may think, and Attract and Close will make the process even more efficient. 

But how does HubSpot migration work, and how will it help your business?

Read this ultimate guide to migrating to HubSpot to find out. 

What is HubSpot?

HubSpot is one of the top all-in-one solutions available for your CMS and CRM. On the HubSpot platform, you can connect your website to your contacts and prospects for seamless inbound marketing. With HubSpot’s full suite of software, your entire business can work together efficiently and effectively. You can use HubSpot to host your website and blog, create email sequences, design landing pages, and manage your leads. HubSpot includes many incredible features that you can use to sell more. The important HubSpot features allow you to:

  • Increase your traffic
    • Blog Software
    • Social Media Software
    • SEO Software
    • Ad Software
    • Content Management System
  • Connect with Leads
    • Email Tracking 
    • Click to Call your leads
    • Email Marketing
    • Email Templates
  • Collect and Manage Leads
    • Meeting schedule tool 
    • Sales automation tool 
    • Pipeline management tool 
    • Lead management tool
    • Document tracking tool 
  • Obtain amazing Support
    • PieSync integration s
    • HubSpot templates
    • Local user groups
    • HubSpot partners 
    • Free tools and generators 

The Hubs in HubSpot

HubSpot has different tools that they call “hubs”. Each hub has numerous tools and capabilities to help you convert customers. While you can actually purchase the hubs individually, they are incredibly powerful and offer a streamlined process when you opt to combine them. The HubSpot hubs and their functions include:

HubSpot Marketing Hub

The marketing hub has all of the features and tools that you need to run an effective marketing campaign. With this hub, you can create powerful content and position your brand in front of your ideal audience. The marketing hub includes:

  • Blogs
  • Social media
  • Analytics
  • Landing Pages
  • Emails
  • SEO
  • Marketing automation 
  • Lead generation 

HubSpot CRM Hub 

The customer relationship management (CRM) hub is a free tool that you can use to track and organize your leads. Forget about using manually tracking methods like outdated spreadsheets, CRM is the best way to organize all of your contacts. The HubSpot CRM tool includes:

  • Activity tracking 
  • Pipeline visibility 
  • User contact information
  • Real-time chats with prospects and customers
  • The ability to sync with Outlook and Gmail 
  • SEO recommendations
  • Website themes
  • Drag-and-drop editor 

HubSpot Sales Hub

With the sales hub, you can track, manage, and communicate with all of your leads. This hub provides more visibility to your sales team, which helps them quickly engage with customers automatically. The sales hub is a powerful system with the tools you need to convert more customers. The sales hub includes:

  • Free calling
  • Meeting scheduling
  • Email sequences and automation 
  • Email templates
  • Pipeline tracking 

HubSpot Service Hub 

Manage your customer relationships with the HubSpot service hub. Happy customer help grow your business quickly, and remediating a negative experience is just as important. The features in the service hub include:

  • Support tickets
  • Live chat
  • Conversational bots
  • Customer feedback
  • Knowledge Base
  • Reporting and goals

How do the Hubs Work Together?

While you can buy the hubs separately, they coordinate incredibly well for a cohesive strategy. By using all of the hubs simultaneously, you can build a smooth customer experience that is easier to track and manage. Here is an example of how all of the hubs coordinate together to impact the customer journey:

Peter searches on Google and comes across one of your blog posts. (marketing hub)

After reading your post, he decides that you are a credible source and wants to learn more about the subject, so he signs up for your newsletter. (marketing hub)

HubSpot is able to track all of Peter’s activity on your website. (CRM)

You see what Peter was reading about, and send him additional information via email. (marketing hub)

At the same time, your sales team can access Peter’s information as a prospective lead. (CRM)

Your team contacts Peter via email and phone. (sales hub)

After the interaction, Peter schedules a discovery session to learn more about your company and products/services. (Sales hub)

He then makes a purchase (sales hub)

After the purchase, Peter has a question about how the purchase works. (service hub)

He is able to find the information via the Knowledge Base. (service hub). 

Peter has a positive experience with your company and his customer journey, which he posts about on social media. 

His friends and followers are interested and head to your site to begin their own customer journey. 

With HubSpot, you can harness the power of inbound marketing instead of actively pursuing customers. HubSpot has a comprehensive suite of tools to help you provide value, attract leads, and interact with potential and current customers so that you can efficiently scale your business. 

The Benefits of HubSpot

There are a lot of key reasons that companies use HubSpot. HubSpot is an incredible tool that can greatly enhance your business with many important advantages.  You can more efficiently grow your business using HubSpot. Some of the main benefits of HubSpot include:

Comprehensive Solution 

With HubSpot, you can have all of your important tools in one place, which makes your inbound marketing job much simpler. You can use HubSpot for all of your marketing needs including tracking your customers’ activity, write your blogs, and send your emails. Using HubSpot allows you to streamline your entire process. 

Powerful Analytics

Another major benefit of HubSpot is the crucial data that it tracks. You can easily access up-to-date reports and closely monitor your success. Every single aspect of your inbound marketing is measurable with HubSpot, and finding critical information is easier than ever. Customize your reports and share them throughout your company. 

Responsive Website

Mobile accounts of over half of web traffic! With so many users turning to mobile devices for their searches, having a mobile-friendly website is absolutely paramount. Your HubSpot website is automatically responsive to screen size, even if it was not before migrating to HubSpot. Right out of the box, your website will be responsive to all popular screen sizes, making you more accessible to mobile users. 

Enhance Social Media 

Social media is a major part of inbound marketing, but it can be difficult to stay on top of. In order for social media to be effective, you must post and engage quite frequently. The easiest way to do this is to schedule posts ahead of time so that you do not have to worry about it every single day. Amazingly, HubSpot has an excellent social media calendar and scheduling capability which makes social media marketing painless. 

Integrated CRM

HubSpot’s CRM simplifies customer relationship management. Integrate your social media and website so you can easily track what visitors are doing on your site. The information you gather about visitor activity will help you plan more effective, tailored communication and marketing strategies. 


The most effective strategies are powered by analytics, and HubSpot facilitates incredible data collection. Gather critical metrics to guide your marketing strategy and to assess its ROI. It is easier than ever to collect the most valuable metrics and perfect your marketing with HubSpot. 

Reasons to Migrate to HubSpot

Once you have your business set up with software solutions and platforms, it can be hard to make a change. The migration process seems time-consuming and challenging, yet many businesses are choosing to migrate to HubSpot to enjoy many of its unique benefits. Over 78,700 top companies around the world rely on HubSpot to grow their business. However, there are some very specific reasons that businesses are leaving their existing platforms for HubSpot. 

 One of the biggest reasons people migrate to HubSpot is because their current tools are difficult to use. Many other platforms are not user friendly and are unnecessarily complex. Companies with software that is too challenging to realistically use its features end up wasting a lot of money each year. To save money and take advantage of software that they can actually use themselves, many businesses are choosing to migrate to HubSpot. 

Another major appeal of migrating to HubSpot is its all-in-one capabilities. Instead of using multiple different software solutions, you can use HubSpot for all of your inbound marketing needs. As an all-in-one tool, HubSpot has everything you need with just one login. it is both easy to use and has an intuitive user interface. Additionally, they have a very large community that is incredibly helpful and best-in-class customer support.

How to Migrate to HubSpot

For many businesses, migrating to HubSpot is the right choice. However, it is a careful process that takes some important steps. When migrating from your current platform to HubSpot, you want to be sure not to miss any critical steps or information. The basic process of migrating to HubSpot includes:

  • Extracting your data. While this may sound simple, it often is not. Many times, you will need to export lists in multiple batches. Make sure to export your lists and performance data. 
  • Import your creative files and data into HubSpot. Next, you must set up all of your lists (including unsubscribers) and import your contacts. 
  • Generate workflows. With HubSpot, you can generate unique, complex workflows that all collaborate cohesively. You can set up a series of emails, referral programs, and surveying.
  • Check if your workflows are set up properly and make any corrections to streamline the process. Use HubSpot’s testing feature on their workflow page to optimize workflows. 
  • Migrate your blog. If you choose to use the blog feature, then you must also move your blog to HubSpot. While this is not required, it certainly helps streamline your operations and data. 
  • Set up reporting. Define your KPIs and set up reporting to match using HubSpot. Customize the dashboards for your unique needs and preferences.

Considerations fo HubSpot Migration

Migrating to HubSpot may seem pretty straightforward. For the most part, it is. Businesses of all sizes can effectively migrate to HubSpot while also streamlining their databases and processes. However, there are some things to consider when migrating. Here are some of the other processes you need to consider when migrating to HubSpot:

  • Creating custom emails, landing pages, and blog templates if you choose to use the blog feature. 
  • Integrating HubSpot with your CRM if you decide to keep using a different CRM, like Salesforce. 
  • Configuring all of the details of the software like setting for email, DKIM, CAN-SPAM, time zone, adding users, permissions, and more. 
  • Setting up each tool. Since HubSpot is an all-in-one tool, each hub must be set up. You need to set up the CRM, social media tools, landing pages, forms, messaging templates, sales tools, meeting links, lists, and contact views. 
  • Set up lead scoring
  • Replace your website forms with HubSpot forms. 
  • Rebuild any automatics you had running on other tools. 

Attract and Close Streamlines HubSpot Migration 

HubSpot is an amazing tool for creating an incredible customer experience through marketing and sales. There are many crucial benefits of migrating to HubSpot, but the process can be intimidating. You want to make sure that you properly migrate so that you can enjoy all HubSpot has to offer through a seamless transition. 

That’s where we come in. As an official HubSpot partner, Attract and Close streamlines the HubSpot migration process. Our knowledgeable team has the expertise to help you migrate to HubSpot while meeting all of the considerations above. Our dedicated experts provide support and management once you are migrated, and offer HubSpot training to your team so you can get the most out of the tool. Migrate to HubSpot with Attract and Close today to start enjoying the many benefits of this all-in-one platform. To learn more about our HubSpot migration services, schedule your free consultation HERE.

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