HubSpot onboarding and migration
HubSpot onboarding, implementation and CRM migration
A new CRM is only as useful as the data and processes inside it. Rushed set-ups leave duplicate records, half-built pipelines and teams who drift back to spreadsheets. Cybersolve onboards businesses that are new to HubSpot and migrates those moving from another CRM: the data model, pipelines, integrations, automation, reporting and training, planned around how your business sells.
Your HubSpot project
Onboarding, implementation and migration
01 Discover
02 Plan
03 Build
04 Migrate and test
05 Launch and train
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Getting started
Which do you need?
Choose the path that matches where you are with HubSpot today.
Onboarding
New to HubSpot, or moving up to Professional or Enterprise
Migration
Moving from another CRM or marketing platform
Implementation
Need automation, integrations or a roll-out across several teams
Managed support
Already live and want ongoing help
Onboarding in the age of AI
Why onboarding matters more now
HubSpot's AI agents now draft content, recommend prospects and resolve customer conversations, and since the Fall 2026 release Smart CRM can capture calls, emails and meetings automatically. Breeze Assistant and the agents all work from the data and context in your portal.
Onboarding is where that foundation is laid: clean records, clear lifecycle stages and connected systems. AI agent set-up can be added to any onboarding.
3.6x
more MQLs
3.2x
more deals won
HubSpot reports these results for Professional and Enterprise customers using AI with high-quality context, compared with those not using AI (Fall 2026 Spotlight). Results vary by business.
Onboarding and implementation
What the work covers
The groundwork a new portal needs before your teams rely on it, and the build that gets marketing, sales and service working in it.
Data model
Contacts, companies, deals and any custom records structured around how you sell
Pipelines and lifecycle stages
Stages and handover rules agreed by marketing, sales and service
Email templates, forms and landing pages
Built in your brand, or rebuilt from the platform you are leaving
Campaigns
Email, ads and nurture campaigns set up or moved across, with tracking in place
Your website
Tracking, forms and chat connected to HubSpot, or the whole site moved to Content Hub
Integrations
Your existing tools connected through native integrations or custom API work
Automation for each team
Workflows for marketing, sales and service that remove manual follow-up and admin
Reporting
Dashboards that show pipeline and campaign performance
Training
Sessions built around your own portal and processes
AI set-up (optional)
HubSpot agents configured for your team
How it works
How a HubSpot project runs
Whether you are new to HubSpot or moving from Salesforce, Marketo, Pipedrive, HighLevel, ActiveCampaign or Zoho, the work follows the same five steps. A move is also a chance to leave duplicates and obsolete fields behind.
Salesforce
Marketo
Pipedrive
HighLevel
ActiveCampaign
Zoho
01
Discover
Your goals, the tools and data you have today, the reports people rely on, and the Hubs and editions that fit.
02
Plan
A project plan with milestones and owners: the data model, field mapping, and what gets moved, rebuilt or left behind.
03
Build
Your portal configured: pipelines, email templates, forms, campaigns, integrations, the website connection and automation for each team.
04
Migrate and test
For moves from another platform: records cleaned and moved in test runs and checked against the source before the full move.
05
Launch and train
Go live, switch over integrations and train each team on its own processes, with support while the new set-up beds in.
Scope depends on the Hubs involved, the platform you use today and the state of your data, so it is agreed in the planning step. After launch, ongoing help is available through managed support.
The numbers
The partner difference
4x
more deals closed by Sales Hub Professional and Enterprise customers who work with a HubSpot Solutions Partner
HubSpot ROI Report 2025. These are HubSpot's figures, not Cybersolve's, and results vary by business.
Starting on Professional or Enterprise? When Cybersolve leads your onboarding, HubSpot's onboarding fee can be waived for customers in the UK, the US and South Africa, on both HubSpot's per-seat pricing and its established plans.
Planning a move to HubSpot? Book a HubSpot consultation to talk through your current set-up.
Book a HubSpot consultationTraining
Training that sticks
Training is built around your own portal, so people learn the processes they will actually use.
Your team can also be supported as it prepares for HubSpot Academy certifications.
Training can cover topics such as:
Introduction to HubSpot
Lifecycle stages and lead management
Sales pipelines and automation
Campaign tools and techniques
Building reports and dashboards
Service desk management
Account-based marketing workshop
Working with Breeze Assistant and HubSpot agents
Platform coverage
Onboarding for every Hub
Cybersolve onboards and supports every HubSpot Hub, plus Smart CRM and Agent Hub.
HubSpot pricing
What will HubSpot cost?
Your HubSpot bill depends on the Hubs you choose, the edition, the number of seats and the credits you use, plus a one-time onboarding fee on some Professional and Enterprise editions. Cybersolve will work out the right set-up and cost for your team before you commit.
What makes up the cost
Edition
Starter, Professional or Enterprise
Seats
Paid seats only for the people who need them
Credits
A monthly allowance for AI features and agents
Onboarding fee
$1,500 to $7,000
Waived*
* For Marketing, Sales and Service Hub Professional and Enterprise, when Cybersolve leads your onboarding.
Experience
Why Cybersolve
Founded in 2015, with more than 100 HubSpot implementations behind the advice.
Book a HubSpot consultationHubSpot Gold Solutions Partner
A HubSpot-certified team, recognised at Gold tier in HubSpot's Solutions Partner Program.
RevOps, integrations and AI under one roof
HubSpot set up alongside the integrations and AI agents that connect it to the rest of your business.
Working hours that suit you
Delivery is remote from South Africa (UTC+2), close to UK and European working hours, with morning overlap for teams in the Americas.
In their words
What clients say
Five-star reviews from HubSpot's Solutions Directory and Google.
“Helped us with our dashboard building. We could finally see what was happening in our business: our sales process, the customer journey and marketing automation.”
HK
H.K.
Banking and Financial Services · HubSpot review
★★★★★
“It is truly a pleasure doing business with Cybersolve. Your quick responses and efficient turnaround times are the reason I return to your services every time.”
D
Deon
SaaS · Google review
★★★★★
“Cybersolve have gone above and beyond when creating HubSpot website and landing page elements for our brand. They interpreted our corporate identity excellently and have helped train us in how to use and create our own versions for future projects. 10/10, would recommend.”
L
Lauren
Branding and Advertising · HubSpot review
★★★★★
FAQ
Onboarding and migration questions
Can't see your question? Ask it on a consultation call.
Ask a question
How is HubSpot priced now?
HubSpot currently offers per-seat pricing alongside its established plans. What you pay depends on the edition, the number of seats and the credits you use. Cybersolve will work out the right set-up for your team before you buy.
Do I have to pay HubSpot's onboarding fee?
Not usually, when Cybersolve leads your onboarding. For customers in the UK, the US and South Africa, HubSpot's onboarding fee for Professional and Enterprise can be waived, whether you buy on per-seat pricing or one of HubSpot's established plans.
What is the difference between onboarding and implementation?
Onboarding gets a new portal ready and your teams using it. Implementation goes further, designing and building the automation, integrations and reporting a growing business needs. Many projects combine both.
Can we keep using our other tools?
Usually, yes. Many tools connect through HubSpot's native integrations, and others through custom API work. The audit shows which applies to each.
Can you migrate us from Salesforce?
Yes. Salesforce is one of the platforms Cybersolve migrates from most often, along with Marketo, Pipedrive, HighLevel, ActiveCampaign and Zoho. The audit shows which objects, fields and history are worth bringing across.
What data can be migrated?
Usually contacts, companies, deals and the activity history your teams rely on. The audit confirms what your current platform can export and what is worth bringing across.
What happens after go-live?
You can run HubSpot yourselves, or continue with managed HubSpot support and CRM management.
Get in touch
Ready to start HubSpot the right way?
Tell Cybersolve where you are with HubSpot today, and get a clear plan for onboarding or migration.
A HubSpot specialist reviews your enquiry
No obligation and no hard sell
Calls arranged around your time zone
Book a HubSpot consultation
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