Skip to content

CRM · Bring the pipeline with you.

CRM migration between platforms

The short answer

webbox migrates CRM data between Salesforce, HubSpot, Zoho, Pipedrive and ERP-native CRM. We map every object and custom field, carry across stage history and activity timelines rather than just current state, de-duplicate on the way in, reconcile record counts and pipeline value against the source, and run a parallel period before switching the team over.

Last updated

← part of CRM

What you get

How it works

History, not just current state

Stage history, activities, emails and notes carried across, because a deal without its timeline is a contact record with a number attached.

De-duplication

Merge rules agreed with your sales ops lead and applied during migration, rather than left as a cleanup project afterwards.

Reconciled cutover

Record counts, open pipeline value and owner assignment tied back to the source system before the team stops using it.

Proof

Related work

Wholesale & Distribution

Three CRMs consolidated into one, with the history intact

Three regional sales teams on three different CRMs merged onto one platform, with stage history preserved so year-on-year forecasting kept working.

1 CRM platform, down from 3
Read case study

Questions

CRM migration between platforms: FAQ

Will we lose our reporting history?
Not if the migration is scoped properly. Closed-won history and stage transitions migrate, so year-on-year comparisons still work. Where a target platform genuinely cannot represent something, we tell you before the migration rather than after.

More in CRM

Salesforce implementation & customization HubSpot implementation & automation Zoho CRM implementation Sales pipeline & quote automationCRM to ERP integration

Let's talk

Talk to us about CRM migration between platforms

Tell us the problem. We'll come back with a plan, a price, and who'd actually build it.

Start a project Browse services
  • Free scoping call
  • Reply within 1 business day
  • No lock-in