The Complete Guide to HubSpot Enterprise Migration
Migrated 50,000+ contacts without losing a single record. This is the playbook I wish I had when I started.
Enterprise CRM migrations are notoriously painful. Data gets lost, integrations break, and teams spend months recovering. Having led multiple HubSpot Enterprise migrations, I've developed a methodology that minimizes risk and maximizes success.
Phase 1: Audit Everything
Before touching any data, create a complete inventory of your current state: all properties, workflows, integrations, and customizations. This audit becomes your migration checklist and your rollback reference.
Phase 2: Data Architecture
HubSpot Enterprise offers powerful customization options, but this is where many migrations go wrong. Resist the urge to replicate your old structure exactly. Instead, design for how you want to work, not how you've always worked.
Phase 3: Execute and Validate
Run your migration in stages with validation checkpoints. I use a '10-100-1000' approach: migrate 10 records, validate everything, then 100, then 1000, scaling up only when each stage passes inspection.