HubSpot Implementation & Migration Services
Whether you’re moving from Zoho, Pardot, Marketo, or starting fresh, we handle your HubSpot setup, data migration, workflows, and reporting, so your teams can focus on growth.
Seamless Migration from any Platform
Switching from Zoho, Pardot, Marketo, or another CRM? We handle data mapping, deduplication, and migration so nothing gets lost—and your workflows keep running.
The Challenge
Critical Insight, a leading cybersecurity services provider, relied on Salesforce and Pardot but needed a more intuitive marketing platform and stronger automation between Salesforce and their event tool, Livestorm.
What We Did
Affirma implemented HubSpot Marketing Hub Enterprise, migrated all assets, and rebuilt key processes and workflows. We integrated Salesforce and Livestorm for seamless automation and delivered tailored training to ensure Critical Insight could fully leverage their new HubSpot environment.
Critical Insight
"Affirma provided a customized configuration and migration plan that worked for us, including two more involved integrations. In addition, their team offered a variety of tailored trainings to our team."
How We Work
Discovery & Strategy
Understand your current systems, processes, and goals.
Faster Adoption, Less Frustration
We provide role-specific training, clear documentation, and change management support so your teams actually use HubSpot—and love it.
Tailored Workflows & Automation
Your sales, marketing, and service teams are unique. We design pipelines, automations, and lead routing that match your processes, making HubSpot a natural fit.
Clean, Accurate Data from Day One
We ensure your CRM is organized and reliable, giving you confidence in every report, dashboard, and decision.
Paradigm Life
“Really enjoyed working with the Affirma team for our migration project. It was an extremely tight timeline, and they were up for the challenge. In addition, we appreciated the flexibility they provided and the weekly syncs to review tasks. We would work with Affirma again”
Data Migration & CRM Setup
Move your data and configure HubSpot for your unique business needs
Custom Automation & Integrations
Build workflows, sequences, and integrations that keep your teams connected.
Training & Enablement
Get your teams up and running quickly with hands-on guidance and documentation.
Get Your Free Consultation & Quote
Verve
“Working with Affirma was critical to understanding the various environments and processes we had to move toward a more ideal future state."
Case Study: Zoho to HubSpot Migration
The Challenge
Paradigm Life needed to migrate from Marketo to HubSpot within a tight, weeks-long deadline as their Marketo instance was being shut off.
What We Did
Affirma captured migration requirements, audited Marketo, and used HubSpot’s project management tools to track tasks and keep the project on schedule. We successfully delivered a migration, provided recorded live training on HubSpot’s features, and supplied a comprehensive migration summary that documented all work completed.
Case Study: Marketo to HubSpot Migration
The Challenge
As Verve grew through acquisitions, it inherited multiple tech stacks, several HubSpot portals, Zoho with 100k+ contacts, and Boostr, leading to duplicate work and unreliable data. They needed documented processes, platform consolidation, and a unified customer view.
What We Did
Affirma led discovery and stakeholder interviews, mapped current vs. future state, and rebuilt Verve’s primary HubSpot portal. We integrated Zoho, planned additional migrations, and established a governance framework with a Center of Excellence, along with clear process documentation for key programs.
Ongoing Support & Optimization
We don’t just launch HubSpot, we make sure it continues delivering value.
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Sales Hub Expertise
- Sales process mapping & implementation
- Lead automation strategies
- CRM implementation
- Reporting
Marketing Hub Expertise
- Buyer persona development
- Campaign development, automation, & optimization
- Email & marketing automation strategies & implementation
Service Hub Expertise
- Define feedback collection & ticket processes
- Knowledgebase set-up & best practices
- Chatbot implementation & strategy
CMS Expertise & More
- Website development & design
- Integration with CRM
- Redesign
Expertise Across HubSpot
Case Study: Pardot to HubSpot Migration
Our HubSpot team are experts across the entire platform and help our clients with a variety of different projects.
Ready to Implement HubSpot the Right Way?
Start your migration or first-time implementation with experts who make the process fast, clean, and stress-free.
Why Organizations Choose Us