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I will migrate clean hubspot zoho pipedrive salesforce CRM data automation
Fabio V
Level 1
About this gig
Hello,
CRM migration is not just uploading a spreadsheet. Incorrect field mapping, duplicate contacts, broken associations, and missing deal history can leave your new system harder to use than the old one.
I will migrate, clean, and import CRM data into HubSpot, Zoho CRM, Pipedrive, or Salesforce with a controlled process built around accuracy.
Your project can cover:
- CRM data migration from another platform, CSV, Excel, or Google Sheets
- Contact, company, lead, deal, activity, note, and product import
- Data cleanup, duplicate removal, formatting, and standardization
- Custom field and property creation
- Source-to-destination field mapping
- Record ownership, pipeline stage, status, and tag mapping
- Contact, company, and deal association preservation
- Import error correction and skipped-record recovery
- Post-migration data validation and quality checks
- Selected workflow automation rebuilding and testing
Before importing, I prepare and review the data structure. After migration, I verify record counts, mappings, relationships, and agreed automation.
Send your source CRM, destination CRM, record volume, and required objects before ordering.
Get to know Fabio V
Fabio V
CRM AUTOMATION, SUPPORT AND INTEGRATION EXPERT
Level 1
- FromItaly
- Member sinceSep 2025
- Avg. response time3 hours
- Last delivery2 days
Languages
English, Italian, Spanish
I help businesses build, fix, migrate, and automate CRM systems that improve lead management, customer support, sales follow-up, and team efficiency. I work with HubSpot, Zendesk, Gorgias, Freshdesk, Intercom, GoHighLevel, SuiteDash, HoneyBook, Dubsado, Zoho, Pipedrive, Salesforce, RingCentral, Nextiva, Aircall, and more. From workflow automation, AI agents, pipelines, calendars, A2P, IVR, data migration, and Shopify helpdesk setup, I create reliable systems tailored to your process, team, and growth goals. Message me today and let’s build a CRM that works smarter for your business.
FAQ
Will you clean my data before importing it?
Yes. Data cleanup can include duplicate review, field formatting, blank-value checks, naming consistency, date correction, phone formatting, column organization, and removal of unnecessary records.
What types of records can you migrate?
I can work with contacts, companies, organizations, leads, deals, opportunities, activities, tasks, notes, products, owners, pipeline stages, tags, and supported custom fields.
Can you preserve contact and company relationships?
Yes. I can map supported record relationships, such as contacts connected to companies and deals. The source files must contain reliable IDs or matching information for proper association.
Can CRM workflows and automations be migrated?
Automations normally cannot be imported directly between unrelated CRM platforms. I can review the existing logic and rebuild selected workflows inside the destination CRM.
