We run continuous code against your source applications to diagnose the data and metadata that needs to come across - so the migration plan is built from what's actually in the system, not what someone remembers being in it. Marketing-automation migrations live in four weeks. ERP bi-directional sync, in production.
Most migration projects fail in week three because the schema in the diagram isn't the schema in production. We run a continuous diagnostic against your source application from day one - it crawls metadata, samples real records, surfaces the orphaned workflows, the unused custom objects and the picklists nobody told you about.
The standard for marketing-automation migrations: Marketo, Pardot, ActiveCampaign, HubSpot Free, Mailchimp, Klaviyo - into Marketing Cloud or HubSpot Marketing Hub.
Continuous diagnostic runs against the source. Field-level mapping doc, conflict list, orphaned-object register - delivered before any code gets written.
Workflows, forms, journeys, templates translated to the destination - improved where the original was tangled, faithful where it wasn't.
Bi-directional sync to CRM. Web forms swapped on the production site. BI pipelines re-routed so existing dashboards keep working through the cutover.
Data migration, parallel run, cutover during a low-traffic window, hypercare on Slack. Zero-downtime is the default, not the premium.
If you're on a system that isn't in this matrix - it's probably still in scope. These are the ones we've done so many times we have runbooks.
| Source | → Salesforce MC | → HubSpot Marketing | → Salesforce Sales | Typical timeline |
|---|---|---|---|---|
| MMarketo | Native | Mapped | Via MC | 3–4 weeks |
| PPardot / Account Engagement | Direct | Mapped | Native | 3 weeks |
| AActiveCampaign | Mapped | Native | Via sync | 2–3 weeks |
| MMailchimp | Mapped | Native | — | 2 weeks |
| KKlaviyo | Direct | Mapped | Via sync | 2–3 weeks |
| HHubSpot (orgs) | Direct | Re-org | Native | 2–4 weeks |
| DDynamics 365 | Mapped | Mapped | Direct | 4–8 weeks |
| ZZoho CRM | Mapped | Direct | Direct | 3–5 weeks |
| LLegacy SQL / Access | Custom | Custom | Custom | Scoped |
Most "Salesforce works" demos break the moment the quote becomes an invoice. We do the unglamorous side: bi-directional sync between CRM and ERP for products, pricebooks, quotes, invoices, transactions, payments. Built so finance and revenue teams stop arguing about which number is real.
The scanner watches your source while we build. The mapping stays current with the system, not the wiki.
Marketo, Pardot, ActiveCampaign, Mailchimp into HubSpot or Marketing Cloud - inside a month, with cutover.
SAP, Priority, NetSuite - bidirectional sync on products, quotes, invoices, transactions.
Parallel runs and shadow writes before flipping the DNS. Saturday-night cutovers are theatre.
Yes, for the standard scope: source system → destination with workflows, forms, templates, list segments, and lifecycle stages. Where the timeline stretches: heavy custom code in the source, unusual integrations, or 10+ locale variants. We tell you which bucket you're in at the end of week one's scan.
It's a sandboxed app that authenticates against your source's API and crawls metadata: objects, fields, workflows, validation rules, profiles, integrations. It samples real records (anonymised), profiles distributions, and produces a coverage report. It runs on a schedule for the duration of the project, so the mapping doc reflects what's in the system today.
Both. Cutover is the part most engagements get wrong. We default to a parallel run (both systems live, writes shadow-copied) before flipping. Saturday-night high-drama cutovers are unnecessary on modern stacks.
SAP S/4HANA and ECC, Priority, NetSuite SuiteCloud - yes, frequently. Microsoft Dynamics F&O / Business Central - yes. Sage Intacct, Acumatica - yes. Bespoke / mainframe systems with a documented API - yes, with extra discovery.
Default is event-driven with a 60-second cap. Where source systems don't support webhooks, we fall back to short-interval polling. Batch overnight is the last resort, and we'll tell you when it's the right choice (it usually isn't).
It usually does - that's not unusual. The first week is dedup and field-quality assessment. We bring rules for what to bring across, what to flag for human review, and what to leave behind. Cleaner-than-source is the deliverable, not "lift and shift".
Send us the source and target. We'll run a free scan and come back inside three working days with a coverage report and an honest plan.