HubSpot transforms how B2B companies connect their website with their business goals, which could be why so many are making the switch. Nearly 260,000 customers use HubSpot as of March 2025 – a 19% increase from last year.1 Clearly, many businesses are finding success with the platform's user-friendly approach to marketing, sales, and service.
However, any migration, whether it's a full HubSpot website migration, a HubSpot CRM migration, or a WordPress to HubSpot migration, requires careful planning and execution. In this guide, we’ll break down the entire HubSpot migration process step by step to help you avoid common pitfalls and set your new site up for long-term success.
HubSpot's CMS and CRM tools give B2B companies the power to scale more efficiently. Unlike WordPress and other platforms that require multiple plugins or third-party tools, HubSpot CMS and CRM work together seamlessly to provide an integrated experience across marketing, sales, and service channels.
Some benefits of HubSpot website migration include:
Ultimately, a properly executed HubSpot migration unlocks new efficiencies and delivers better results across your marketing stack. Let’s dive into the steps businesses should take for a smooth and successful transition.
Before digging into technical work, you’ll need to outline the full scope of your migration project.
Start by auditing your existing site – including content, structure, URLs, design, and performance – and identify the assets you’ll need to migrate, such as blogs, landing pages, metadata, etc. After you’ve gathered this information, you can decide on the design. Are you looking to replicate or refresh your existing site? Or redesign it altogether in HubSpot CMS?
Don’t forget to track benchmarks like your site’s current traffic, conversion rates, load speed, and SEO rankings. You’ll want to use this data as a baseline to measure your website’s post-migration performance.
A HubSpot CMS migration is a great time to review which pages and assets are worth keeping, eliminate outdated or underperforming content, and consolidate pages where possible.
Here are some best practices to follow during your HubSpot CMS migration:
Cleaning up your content before migrating helps make your new HubSpot website leaner, faster, and more effective.
Whether you’re moving over from Salesforce, Mailchimp, or another legacy platform, having clean, organized, and structured data is a must for a smooth HubSpot CRM migration. That means if you've been collecting leads or customer information in your CRM, you’ll want to map how that data will flow in your new system.
Start by standardizing how your contact information is formatted, mapping fields from your current CRM to HubSpot, and removing the duplicate records that have been cluttering your database. Testing a small batch of contacts before moving everything over can help you catch formatting or mapping errors ahead of time, so you can hit the ground running with organized data.
Moving from WordPress to HubSpot can feel like a big step, but it's one that many businesses make successfully each year.
The process typically starts with rebuilding your site structure using HubSpot's themes and modules. You can then migrate your blog posts, tags, and images and recreate page templates with HubSpot’s drag-and-drop editors. Lastly, you’ll need to double-check that your URL structure and metadata are retained.
Third-party forms, CTAs, and other interactive elements on your existing site will need to be replaced with HubSpot’s native features, making them more reliable and easier to manage. If your existing site uses custom functionality, don't worry – the right web developer should be able to create modules in HubSpot that deliver the same features with better integration to your marketing tools.
During your HubSpot CRM migration, you’ll need to re-establish any automations, workflows, or integrations that support your marketing and sales efforts. Some common post-migration tasks include:
Taking the time to double-check these integrations ensures your team doesn’t lose momentum post-launch. When everything works well together from day one, your colleagues can focus on connecting with prospects and closing deals rather than wondering why their favorite automation has suddenly disappeared.
You can either replicate your current site’s look and feel or use this opportunity to redesign. Either way, HubSpot CMS offers design tools that make customizing your new site simple, including pre-built themes, drag-and-drop modules, and global elements for headers, footers, and CTAs. You also have the option to use a custom template built by developers or a HubSpot website agency.
The majority (75%) of visitors view well-designed websites as more trustworthy,2 so if your site is outdated or messy, you could be driving off potential customers. However, replicating your existing site design is typically faster, so choose the option that makes the most sense for your business.
Once your HubSpot migration is complete, it’s time for testing – because broken links, missing images, or nonfunctional forms can damage your credibility fast. Create a QA checklist that includes:
Taking shortcuts here can result in frustrated visitors encountering broken forms or missing pages, and search engines might penalize your site if they discover too many errors during post-migration crawls. A few extra hours of testing can save you weeks of troubleshooting and recovery work down the road.
Launch day is exciting, but it’s not the finish line. Keep a close eye on your new site’s traffic, lead flow, and any issues that arise. Comparing benchmarks from your pre-migration audit can help you identify areas needing attention.
Post-launch monitoring should focus on:
Address any dip in performance right away – and keep in mind that your new HubSpot CMS website will only improve with optimization over time.
HubSpot migrations aren't exactly a weekend DIY project. They involve quite a few moving parts, from making sure your SEO value carries over to getting all your forms and workflows configured properly. Many teams start out confident but quickly find themselves wondering why their traffic dropped or why data isn't flowing correctly. It's a bit like assembling furniture without instructions; it’s possible, but you may end up with extra screws and a wobbly result.
At Mojenta, we help B2B tech companies migrate to HubSpot with speed, precision, and zero surprises. As the go-to HubSpot agency for telecom, IT, and cloud companies, we bring deep industry expertise to your project – whether you’re doing a full HubSpot website migration, a WordPress to HubSpot migration, or a complex HubSpot CRM migration.
Ready to get started? Our HubSpot experts will work with you to plan the process, preserve your SEO equity, and build a site that not only looks great but helps your team sell smarter. Learn more about our HubSpot services, or contact us today to get your HubSpot migration plan in motion.
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