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CRM migration between platforms

Bring the pipeline with you.

In brief

webbox migrates CRM data between Salesforce, HubSpot, Zoho, Pipedrive and ERP-native CRM. We map every object and custom field. Stage history and activity timelines come across along with each record's current state, and duplicates are merged on the way in. We reconcile record counts and pipeline value against the source, then run both systems in parallel for a period before the team switches.

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What we deliver

The full timeline comes too

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 the migration, so no cleanup project is left waiting afterwards.

Reconciled cutover

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

Related work

Wholesale & Distribution

Three CRMs consolidated into one, with the history intact

Three regional sales teams, each on its own CRM, moved onto one platform. Their stage history came across too, so year-on-year forecasts still worked.

1 CRM platform, down from 3
Read case study

CRM migration between platforms: FAQ

Will we lose our reporting history?
Not if the migration is scoped properly. Closed-won history and stage changes move across, so year-on-year comparisons still work. If the new platform can't hold something, we tell you before the migration starts.

More in CRM

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

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