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Migrations

HubSpot migrations without the drama.

Moving off a legacy CRM is the moment most revenue data goes missing. Evara migrates financial services and fintech teams onto HubSpot without losing a record - mapping every contact, company, deal, note and file, validating counts before and after, and cutting over cleanly with no downtime. We do not lift and shift; we rebuild your process in HubSpot so the platform works the way your teams already do, from day one.

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TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Frequently asked questions

Common questions about HubSpot migrations

Evara migrates financial-services and fintech teams onto HubSpot from the platforms they most often outgrow - Salesforce, Pipedrive, Zoho, Microsoft Dynamics, ActiveCampaign, Keap and more. Each move maps your objects, fields, activities and files into a clean HubSpot setup, with counts validated before and after. Browse the grid above, or explore our platforms migration and integration services.

We map every object in your current system - contacts, companies, deals, notes and files - to the right HubSpot properties, run a validated test migration, then complete a clean cutover. Rather than a like-for-like copy, we rebuild your pipeline and process in HubSpot so it fits how your teams work. It is underpinned by sound CRM and technology architecture.

No. We migrate in parallel and reconcile record counts before and after, so nothing is dropped and sales never loses the pipeline. The switch is planned around your team, drawing on our wider HubSpot services for financial-services and fintech firms, so you go live with confidence.

The grid covers the platforms we are asked to move most, but it is not the limit. Where a standard export will not carry your logic, we migrate against your tool's API - including custom objects and history - as part of our custom apps and development work. Tell us what you run and we will scope the right approach.

GET IN TOUCH

Start the Conversation.

Planning a move onto HubSpot from Salesforce, Pipedrive, Zoho or another platform? As a certified HubSpot partner, Evara migrates financial-services and fintech teams cleanly - every record mapped, validated and cut over with no data loss or downtime. No obligation, no hard sell - just a clear, honest conversation. Book a consultation and we'll map out your migration plan.

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