HubSpot migration audit

A HubSpot migration audit is a short assessment of your migration readiness. It reviews your current CRM and connected systems and ends in a migration plan: which data to move, how it maps to HubSpot, which integrations stay, how data loss is prevented, and what the risks are. Run it before moving from Salesforce, Pipedrive, Zoho or another CRM, so the move starts with decisions instead of surprises.

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Who it is for

  • positive Companies moving from Salesforce, Pipedrive, Zoho, Odoo or a homegrown database to HubSpot.
  • positive Teams that already tried an import and found duplicates, missing history or broken reports.
  • positive Companies with an ERP, billing or support system that must stay connected.
  • positive Leaders who need a scope and a timeline before approving a budget.

What the audit covers

Data quality

duplicates, inactive records, missing owners, consent status, unused properties.

Object and property mapping

contacts, companies, deals, tickets and custom objects mapped to HubSpot, with decisions on what to archive.

Pipelines and lifecycle stages

redesign of stages and handoffs rather than a copy of the old setup.

Integrations and automations

inventory of ERP, billing, marketing and support connections, workflows and what must be rebuilt. Pipelines, workflows and reports are not imported and are rebuilt in HubSpot.

Users and permissions

teams, roles, seat and licence needs in HubSpot.

Reporting

which reports and dashboards must exist from day one.

Data-loss controls

record count reconciliation per object, storing source IDs in HubSpot for traceability, and a validation checklist you sign off.

Risks and rollback

a plan for backup of the source data, a test run on a representative sample, the cut-over and freeze window, a delta migration for records changed before go-live, and rollback.

What you receive

Data quality report

With findings and recommended cleanup.

Mapping document

For objects, properties and values, ready for approval.

Target HubSpot architecture

Hubs, objects, pipelines, key workflows.

Integration plan

For systems that stay connected.

Migration plan

Phases, roles, dependencies, risks and a timeline for your scenario.

Effort estimate in ranges

Split into core migration and optional extensions.

What to prepare before the audit

  • positive Read-only access to the source CRM and connected systems.
  • positive A list of tools and integrations in use, and their owners.
  • positive Current pipelines, key reports and automations.
  • positive Names of a business owner and a technical contact.
  • positive Goals and constraints: deadline, freeze windows, compliance requirements.

How the audit works

  • 1. Kickoff and access

    scope, goals, stakeholders and read-only access to the source CRM and connected systems.

  • 2. Data and process review

    automated and manual checks of data, pipelines, automations and reports.

  • 3. Target design

    HubSpot structure, mapping and integration approach, reviewed with your team.

  • 4. Plan and estimate

    migration phases, risks, rollback and effort ranges.

  • 5. Readout

    a working session where decisions are made and next steps are agreed.

Audit versus migration versus HubSpot audit

Migration audit

When: Before moving. Output: Plan, mapping, risks.

CRM migration

When: The move itself. Output: Migrated and tested data.

HubSpot audit and optimization

When: After you are on HubSpot. Output: Cleanup and improvements in an existing portal.

Why FORECOM

FORECOM is a vendor-agnostic CRM and RevOps agency and a HubSpot Solutions Partner. We also work with Salesforce, Zoho, Pipedrive and Odoo, so the audit can recommend another platform if HubSpot is not the right target. Our consultants are independent specialists across CEE, DACH, the UK, the Nordics and Spain. The HubSpot Solutions Partner Directory shows a 4.9 average rating from 15 ratings (checked 19 October 2026), with CRM migration and custom API integrations among our listed services.

Choosing a partner for the migration itself: Best HubSpot migration agencies compared.

CRM migration, HubSpot audit and optimization

50+

Freelancers in 10 countries

50+

Clients in 10 countries

10+

A Year of Growth Experiences

Planning a move to HubSpot?

Book a short call, and we will tell you whether you need an audit, a full migration or neither.

References

  • Petr Lemoch

    Marketing Director, Yieldigo

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    Judging by my experience so far, I am convinced that there are not many marketers on the market who are so strongly focused on real business results. Lukas and his Forecom are proof of that. Lukáš himself is not only a great strategist, but also an expert who knows exactly how important it is to properly link marketing and sales and what to focus on when you need to generate valuable leads. He has helped us not only jumpstart our performance marketing, but actually get it to a solid level on a minimal budget. He quickly grasped our current opportunities, innovatively grasped our inbound and was able to combine it with the traditional outbound approach typical of B2B SaaS enterprise companies of our type. His intimate knowledge of HubSpot is a huge advantage. With Lukas as a growth marketing expert in place, I can be sure that thanks to his sales overlaps, complexity in thinking, broad insight into new trends and last but not least his empathy and ease in communication, we are well on our way to further successes together.

  • Ondrej Maca

    Director, IT & RevOps Infrastructure, GoodData

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    Forecom has helped GoodData with complex migration from Marketo to HubSpot including integrations with Salesforce and many other Sales & Marketing tools. They were a great partner during the initial project and continue providing excellent services in the management of daily business activities and have always been very flexible, delivered on time and as requested. Overall, it is a pleasure to work with them and we will continue our cooperation.

  • Gulzada Anvarbekova

    Marketing Manager, Parloa

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    Forecom was introduced to our processes through the implementation project of HubSpot as our Marketing Engagement platform. They have a greate expertise in implementing HubSpot and designing the processes in integration with Salesforce. Their expertise was essential to the progress. We appreciated the quick support and going extra mile in cross-functional operations and close collaboration with RevOps. Eventually, Forecom became our true partner supporting MarOps being included to many internal projects. Additionally, it is a personal pleasure to work with all the Forecom consultants and mainly Lukas who is always here to have our backs and provide a very personalize approach. I would recommend working with Forecome!

  • Petr Markovič

    CMO, emclient.com

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    I had the opportunity to work with Lukáš on my projects. I highly recommend - Lukáš is an e-commerce expert. PS. I am waiting for a new opportunity to cooperate!

  • Tomáš Kasalický

    Project Manager, ROIVenue

    image 9234

    We worked with Forecom to migrate 2 HubSpots into one account that would preserve the functionality of both. The collaboration was very comfortable because they came up with their own solution and carried it out within (tight) deadlines, whole keeping in mind our already established processes. They ensured a smooth transition where team members were able to fully use their current HubSpots until the last day before the migration and from the second day onwards started using one common HubSpot without any negative impact on their workflow. We were very pleased with the activities they provided and can recommend working with them.

  • Milan Pichlík

    CEO, affiliateagency.cz

    Affiliateagency

    Lukáš Lískovec helped us a lot and solved the things we had trouble with. He is a professional and a great person.

  • Martin Šůs

    Marketing Specialist, Revolgy

    image 9235

    We are working with Forecom mainly on modifications to our website, but also on general marketing cooperation such as improving SEO or generally setting up processes in HubSpot between marketing and sales. Even though the website was not made by Forecom but by another company they are very quickly able to find a solution to any problem or incorporate our ideas. The cooperation with them is really great. They never deal with unnecessary things, communication is always direct and the work is always done on time and as agreed. We highly recommend Forecom to everyone.

  • Jan Tkáč

    CEO, Ave Soft

    ave-1

    I worked very well with Lukáš Lískovec, mainly thanks to his comprehensive know-how in the field of digital marketing combined with very good analytical thinking. Lukáš also has a great overview of all possible technologies and thanks to that he is able to advise his clients correctly which technology to use.

  • Marek Hozák

    Head of Marketing, Appmixer

    image 9231

    We started working with Forecom during the process of migrating all data from ActiveCampaign to HubSpot. Not only did we need to move all of our data, but we also needed to optimize our existing marketing and sales processes. Forecom has been a great partner along the way, helping us focus on what's really important and ultimately achieve our marketing and sales goals. We highly recommend them!

  • Jiří Biskup

    Website Coordinator, Europass

    europass-2

    Lukáš prepared an analysis of the competition for us, which became one of the bases for our marketing plan. He always responded immediately and kept everything we agreed on. 

HubSpot migration audit: frequently asked questions

A structured assessment before the move: data quality, mapping to HubSpot, integrations, data-loss controls, risks and a migration plan.

The audit produces the plan and decisions. The migration carries them out.

A short audit for one source system with reasonably clean data usually takes a few weeks. Several systems or large data volumes take longer, and the kickoff call sets the timeline.

The price depends on the number of source systems, data volume, custom objects and integrations. We give a fixed quote after a short scoping call.

Salesforce, Pipedrive, Zoho, Odoo, spreadsheets and custom databases, among others.

Cleanup fixes records. The audit decides what to clean, what to migrate and what to archive, and plans the whole move including integrations and rollback.

No. We ask for read-only access and do not change your source system.

We ask for read-only access limited to what the audit needs, and agree data handling terms before it starts.

We say so in the readout and describe the alternatives.

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