Studio
HubSpot Consulting

HubSpot migrations, integrations and the workflows nobody finished.

We handle the technical side of HubSpot. We move your data in from Salesforce, Pipedrive or spreadsheets, connect HubSpot to Stripe, QuickBooks and your own app, and build or repair the workflows your team relies on.

Fixed-scope projects. Your portal, your data, your HubSpot billing.

Pipedrive → HubSpot migration

What's included

Fixed scope

Quoted after a data and portal review

We start by looking at your portal and your data, then fix the parts that cost you the most.

  • Migration from Salesforce, Pipedrive, Zoho or spreadsheets, with duplicates cleaned first
  • Integrations with Salesforce, QuickBooks, Stripe, Slack and your own app
  • Workflows for lead rotation, follow-up tasks and deal handoffs
  • Pipelines, deal stages and properties that match how you sell
  • Portal cleanup: duplicates, unused properties and broken workflows
  • Documentation for every workflow and property, plus a handover call

Sound familiar?

HubSpot is half set up

You bought Professional, but the pipelines are still the defaults and nothing talks to your billing or accounting tools.

You're switching CRMs

Years of contacts, deals and history sit in Salesforce, Pipedrive or spreadsheets, with no safe plan to move them.

Your tools don't agree

HubSpot shows different numbers from Salesforce, QuickBooks or Stripe, and the duplicates keep coming back.

Workflows nobody understands

Dozens of workflows built by someone who left. Some fire twice, some do nothing, and nobody wants to touch them.

How it works

  1. 01

    Data and portal review

    We look at your portal, your data and the tools around it before proposing anything.

  2. 02

    Fixed-scope plan

    What we will set up, migrate or fix, in what order, for one price.

  3. 03

    Build and migrate

    Changes tested on sample records first, with your team reviewing as we go.

  4. 04

    Document and hand over

    Documentation for every workflow, property and integration, plus a handover call with the people who own it.

What we do in HubSpot

Most projects combine two or three of these. The portal review tells us which ones matter for you.

Migration

  • From Salesforce, Pipedrive, Zoho or spreadsheets
  • Field mapping and duplicate cleanup first
  • Activity history, owners and associations

Sales Hub setup

  • Pipelines, deal stages and lifecycle stages
  • Properties, forms and lead sources
  • Users, teams and permissions

Workflows & automation

  • Lead rotation and routing
  • Follow-up tasks and sequences
  • Handoffs from closed deals to onboarding

Integrations

  • Salesforce, QuickBooks, Stripe and Slack
  • Native apps where they hold up
  • Custom connections on the HubSpot API

Audit & cleanup

  • Duplicate contacts and companies
  • Unused or conflicting properties
  • Workflows that misfire or overlap

Reporting

  • Dashboards your team actually opens
  • Pipeline, revenue and activity reports
  • Numbers that match your finance tools

What HubSpot costs before you hire anyone

Professional and Enterprise plans come with a required one-time onboarding fee, charged by HubSpot on top of the subscription.

HubProfessionalOnboarding feeEnterpriseOnboarding fee
Sales HubFrom $90/seat/mo$1,500From $150/seat/mo$3,500
Marketing HubFrom $800/mo, 3 seats included$3,000From $3,600/mo, 5 seats included$7,000

List prices with annual billing, from HubSpot's pricing pages in September 2026. Starter plans start at $7 per seat per month. Check HubSpot for current pricing before you buy.

HubSpot's onboarding teaches your team the platform. We handle the parts that are specific to your business: moving your data, turning your sales process into pipelines and workflows, and connecting your other tools. Budgeting for outside help? See what a HubSpot consultant costs in 2026. Planning the rollout yourself? Start with our CRM implementation plan, then the CRM automation guide.

Moving to HubSpot: what migrates and what gets rebuilt

Records move. The logic around them doesn't, so plan for both before you set a switch-over date.

Can be migrated

  • Contacts, companies and deals
  • Tickets, notes and activity history
  • Owners and associations between records
  • Custom fields, once mapped to HubSpot properties

Has to be rebuilt in HubSpot

  • Workflows and automations
  • Reports and dashboards
  • Email templates and sequences
  • Integrations with your other tools

Frequently asked questions

Cost, migrations, partner status, and which HubSpot plan you need.

Get your HubSpot portal working for your team

Start with a 15-minute call about your portal. Fixed-scope proposal after the review.

Book a 15-min call