Migration to Hubspot

Migrate your data and processes to HubSpot

Switching to HubSpot? We help you move your data and setup safely – and make sure your teams can pick up right where they left off.

 

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A CRM migration isn’t just about moving data.
Behind every field, property and workflow lies a business process. That’s why a migration is more than just copy-paste work, it’s your chance to bring structure, rethink how you work, and set the stage for future growth.

We guide you through it step by step. Whether you’re switching from Salesforce, Microsoft Dynamics, Zoho or a custom-built system, we make sure everything lands where it should.

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Vertrouwd door meer dan 140 bedrijven in de Benelux

Your CRM migration in four steps

Jouw route naar meer overzicht, automatisering en resultaat.

01

Prepare the move

Together, we define what you need, which data matters and how to transfer it smartly. We create a realistic timeline, assign responsibilities and choose the right method – API, CSV or migration tool.
02

Set up HubSpot

We configure HubSpot based on how your business works – for CRM, marketing, sales and service. Properties, pipelines and integrations are tailored to your way of working.
03

Test migration

We first run a test migration - either in your HubSpot sandbox or safely in your Hubspot portal. This lets us check fields, relationships and logic before going live. If needed, we fine-tune the setup for a smooth transition.
04

Migrate & go live

We transfer the data, verify that everything works as agreed, and onboard your team in the new environment. After go-live, we stay available for support and fine-tuning.
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Thinking of switching to HubSpot?

And not sure where to start with your CRM migration? Guus walks you through the steps 

Guus Verbeek

CEO

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As a Diamond HubSpot Partner, we’re among the top partners worldwide

Client stories

Projects we’re proud of

"Cuex immediately understood what we needed. They didn’t just give standard answers – they kept adapting and came up with solutions that actually worked."

Anko Steenbeek - Sales Director at Podimo
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Frequently Asked Questions

Can you migrate everything, including files?

Yes, we can migrate all relevant data – including files, notes and attachments. Together we decide what should be moved over.

Our data is spread across systems and a bit messy – is that a problem?

Not at all. We combine and clean data from different sources. As long as you're clear upfront about how your data is structured and where issues might be, we’ll make it work. Being open from the start helps avoid surprises later.

Do you test before going live?

Always. We first run a test migration – either in a sandbox or directly in your HubSpot portal (depending on your license). This lets us check everything together and fine-tune before the final move. That way, the transition is safe and smooth.

Questions about switching to HubSpot?

Guus is happy to walk you through the options. No pressure – just a quick chat to see what fits. Plan a call with Guus

Prefer to talk things through directly?

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Guus Verbeek
CEO

guus@cuex.tech
+31 (0)6 12709073