Switching CRMs is terrifying when you have years of contact history, deal notes, pipeline data, and custom fields to move. DIY exports break formatting, lose notes, miss custom fields, and duplicate records. We migrate your entire CRM — contacts, companies, deals, pipeline stages, notes, activity history, tags, and custom fields — with a pre-migration audit, verified transfer, and post-migration count check. Zero data loss. New CRM fully operational in 7 days.
A CRM migration moves every record from one CRM into another (contacts, companies, deals, pipeline stages, notes, activity history, tags and custom fields) with the links between records kept intact. A done-for-you migration adds a pre-migration audit, field mapping, a test import and a record-count check, and most are finished in about 7 days.
A CRM export is not a migration. "Download CSV, import to new CRM" loses data, breaks relationships between records, duplicates contacts, and misses years of notes and history. Here's what actually goes wrong.
When you export contacts from a CRM and import to another, duplicate records are almost inevitable — the same contact appears as John Smith, john@company.com, and John at Company across different exports. A migration without deduplication logic means your new CRM starts with corrupted data.
A CSV export captures flat fields — name, email, phone, status. It doesn't carry notes, activity logs, email threads, deal history, or linked relationships between contacts and companies. Three years of sales context — what was said on each call, what stage each deal reached, who owns what relationship — disappears in a DIY import.
Every CRM has different field structures. Your source CRM's "Lead Score" field doesn't automatically map to the right field in your destination CRM. Without explicit field mapping, custom data ends up in the wrong place — or gets dropped entirely. You lose the qualification data you spent years building.
In a CRM, contacts belong to companies, and deals belong to contacts. When you migrate each record type separately in CSV exports, these relationships break — deals become orphaned, contacts lose their company association, and your pipeline becomes a flat list of disconnected records you have to manually re-link.
A proper CRM migration preserves every record, every relationship, and every note. Here's how we do it.
Every migration starts with a pre-migration audit so we know exactly what's in your source CRM — then we map, migrate, and verify every record before you switch over.
We count every record type in your source CRM — contacts, companies, deals, notes, custom fields, tags — and document the exact field structure so nothing is missed or assumed.
We map every field from your source CRM to the correct field in the destination CRM — including custom fields, tags, pipeline stages, contact statuses, and deal types. Nothing goes to the wrong place.
Before migrating, we deduplicate contacts, standardize phone and email formats, normalize field values, and flag records with missing data — so your new CRM starts with clean data.
We run the migration and immediately verify: record counts match, relationships are intact, notes carried over, custom fields are in the right place, and no records are missing.
We hand over a verified migration report — total records migrated by type, deduplication count, field mapping documentation — and 30 days of support for any post-migration questions.
No cherry-picking — every record type migrated, verified, and documented.
We migrate the complete data structure of your source CRM — not just a contact export. Every relationship, every note, every custom field, and every pipeline record moves to the destination CRM with its context intact.
The most common migration type we handle — moving from HubSpot, Keap, Salesforce, Pipedrive, or a custom CRM to GoHighLevel. Contacts, pipelines, custom fields, and history all migrated and verified.
Complex migrations due to Keap's unique contact and campaign structure. We handle the field mapping, tag translation, and contact deduplication that make Keap-to-HubSpot migrations particularly difficult.
Initial CRM imports from Google Sheets, Excel, or CSV files — with column mapping, data cleanup, deduplication, and proper field assignment so you start with a properly structured CRM.
HubSpot contact properties, companies, deals, and workflows migrated to GHL's equivalent structure — contacts to contacts, companies to companies, deals to opportunities, with custom properties mapped.
Salesforce Leads and Contacts merged and cleaned, Accounts migrated to HubSpot Companies, Opportunities migrated to Deals — with the Salesforce field complexity translated to HubSpot's structure.
Legacy or homegrown CRM systems migrated to GoHighLevel, HubSpot, or Salesforce via API export. We work with your development team to extract data correctly, then migrate and verify on the destination.
We count every record in your source CRM before starting. You know exactly what's being moved — contacts, deals, notes, custom fields — before we touch anything.
Deduplication, phone standardization, email validation, field normalization — your new CRM gets cleaner data than your old one. Not a copy of whatever mess exists now.
We verify record counts match after migration and spot-check a sample of migrated records. If anything is missing or wrong, we fix it before we sign off.
What clients say after their CRM data is fully migrated, verified, and live in the new system.
Every review below is verified by Trustpilot, Upwork or Fiverr — third-party platforms where reviews cannot be faked, edited, or removed.
“I have found the team at Automate responsive to all requests, changes and the turn around time to provide services were quite quick. They are GHL experts and it has shown. They provided us a Lead Generation System. This started slow for the first 2 weeks, which is normal, however, now we cannot keep up with the leads coming in everyday. This is a good problem to have. I would recommend them to anyone who is looking to scale.”View original Trustpilot screenshot
“Really great from Abdullah at Automatex360, He was very inquisitive to know exactly I wanted to have built and was very promptly with what he was working on, in a week an a half I had my project pretty much complete. Great work!”View original Trustpilot screenshot
“We've been working with Abdullah on a monthly GoHighLevel retainer, and he's been fantastic. He consistently delivers high-quality work, communicates clearly, and is always proactive with improvements. From automations and CRM setup to funnels and AI integrations, everything has been handled professionally. Highly recommended for anyone looking for a reliable GHL expert.”View original Trustpilot screenshot
“If you're looking for quality service, 24/7 support, someone knowledgable and someone that gets you results, this is your guy. Highly recommend.”View original Upwork screenshot
“Working with Abduallah was a great experience. He was very responsive and took care of what I needed right away with email mirgration from Hostinger to Microsoft Exchange. I will…”View original Upwork screenshot
“Excellent - Great experience!”View original Upwork screenshot
“Very responsive, completed everything as agreed. I would use Abdullah again.”View original Upwork screenshot
“Set up and fixed my GoHighLevel + Make review-SMS automation end-to-end. Stabilized my GHL→Make→SMS flow and delivered a clean handover. Hassan was fast, responsive, and solution-oriented. Clear communication, quick fixes, and smooth delivery. Great experience — would hire again.”View original Upwork screenshot
“impressive work. I would 100% recommend you to work with him. FAST and attentive to the details I specifically requested.”View original Upwork screenshot
“great highlevel expert! very responsive and timely. tremendous partner.”View original Upwork screenshot
“Went above and beyond for the task”View original Upwork screenshot
“Hassan did an outstanding job setting up my email drip campaign in Go High Level. He quickly understood the goals of my lead nurturing strategy and implemented a well-structured sequence of follow-up emails that felt professional, personalized, and perfectly timed. Communication was smooth, deadlines were met, and the quality of work exceeded expectations. I highly recommend him to anyone looking for marketing automation done right!”View original Upwork screenshot
“I am incredibly impressed with the quality of work provided by Abdullah Hassan! From start to finish, the communication was clear, professional, and timely. They delivered exactly what I was looking for and went above and beyond to ensure that all my requirements were met. The final product exceeded my expectations — the attention to detail and creativity truly stood out. What I appreciated most was the quick turnaround time without compromising quality. The level of dedication and expertise is evident in every aspect of their work. If you're looking for WordPress site, look no further! I highly recommend Abdullah Hassan and will definitely be coming back for future projects. Thank you so much!”View original Fiverr screenshot
“My second time working with Hassan. He always delivers quality work, I highly recommend him.”View original Fiverr screenshot
“This is my second time working with Hassan and I'm happy with the results. Thank you!!”View original Fiverr screenshot
“Hassan was very straight forward in communicating. His response time is very fast and he got my work done for me even faster. He does a good job.”View original Fiverr screenshot
“Very Fast, thank you!”View original Fiverr screenshot
The risk of a failed DIY migration isn't just lost time — it's corrupted data in your new CRM that takes months to fix. Here's what each approach actually delivers.
| DIY CSV Export | Cheap Freelancer | Best Choice AutomateX360 |
|
|---|---|---|---|
| Pre-migration record audit | None — you don't know what you have | Rarely done | Full record count before we start |
| Notes & activity history | Lost — CSV doesn't capture these | Often skipped | Migrated where platform allows |
| Custom field mapping | Manual — data lands in wrong fields | Basic — misses edge cases | Explicit field map — every property |
| Deduplication | Not done — duplicates created | Basic name matching only | Email + phone + name dedup logic |
| Post-migration verification | None — errors found later by users | Rarely done | Record count + spot-check sampling |
| Support after migration | None | None after delivery | 30 days included |
CRM migration is industry-agnostic — what changes is the pipeline stage structure, custom fields, and relationship mapping we configure in the destination CRM after migration.
A CRM migration is priced by how much data you have and how clean it is, not by which CRM you move to. Record volume, the number of record types, custom fields, duplicate cleanup and whether notes and history must come through the old CRM's API all change the scope. The new CRM is a separate cost: GoHighLevel plans are $97, $297 or $497 a month.
| What changes the scope | Smaller migration | Larger migration |
|---|---|---|
| Records | Under 10,000 contacts | 50,000+ contacts with full activity history |
| Record types | Contacts and tags | Contacts, companies, deals, notes, tasks and files |
| Custom fields | A handful, consistently filled | Dozens, in mixed formats that need cleaning |
| Source access | Clean CSV export | Notes and history pulled through the source CRM's API |
| Automations | None rebuilt | Workflows and sequences rebuilt in the new CRM |
You get an exact quote on a free call, based on your actual scope. Book a free audit →
A complete CRM migration includes: pre-migration audit, field mapping between source and destination CRM, data cleanup (deduplication, standardization), migration of contacts, companies, deals, pipeline stages, notes, activity history, tags, and custom fields, post-migration verification with record count comparison, and 30 days of post-migration support.
We migrate between GoHighLevel, HubSpot, Salesforce, Pipedrive, Zoho CRM, Keap (Infusionsoft), ActiveCampaign CRM, Monday.com, Airtable, and custom CRMs. Common migrations include: HubSpot → GoHighLevel, Keap → HubSpot, Salesforce → HubSpot, spreadsheet → any CRM, and any CRM → GoHighLevel.
No — data integrity is the primary goal. We count every record type in your source CRM before starting, run the migration, and verify record counts match after completion. We spot-check a sample of migrated records. Any discrepancy is investigated and resolved before we sign off on the migration.
Most migrations are completed in 3-7 days for straightforward data moves. Larger migrations with complex field mapping, data cleanup requirements, or over 50,000 records take 7-14 days. We scope the exact timeline after the pre-migration audit.
Yes — data cleanup is included in every migration. We deduplicate contacts, standardize phone and email formats, normalize field values, and flag records with missing data before migrating. You get cleaner data in your new CRM than you had in your old one.
Yes. Spreadsheet-to-CRM migrations are one of the most common project types we handle. We map spreadsheet columns to the correct CRM fields, clean up formatting, deduplicate, and import contacts, companies, and deals so you're starting with a properly structured CRM.
CRM workflows and automations can't be directly migrated — they need to be rebuilt in the destination CRM because the logic is platform-specific. Data migration and automation rebuild are scoped and priced separately. We discuss this clearly on the free audit call so you know exactly what's included.
We migrate notes, activity logs, and deal history where the destination CRM supports import. Some platforms have limitations on importing historical email activity. We map this out on the pre-migration audit and tell you exactly what will and won't carry over due to platform limitations — before we start.
We review your source CRM, count every record type, assess data quality, and give you a complete migration plan — what gets migrated, in what order, and what the result will look like — before you pay anything.
Not a sales rep. The founder personally delivers every migration. The same person who has migrated 50+ CRMs across 20 industries will migrate yours — with a pre-migration audit, verified transfer, and post-migration sign-off that confirms zero data loss.
A failed CRM migration creates duplicate contacts, missing notes, broken relationships, and corrupted data that takes months to fix manually. Book your free audit and get a complete migration plan — what moves, what gets cleaned, and what your new CRM looks like when it's done.
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