HubSpot Data & Asset Migration for

Life Sciences

Move Your Data Without Losing the Information That Drives Your Business.

Start With Better Data

Migrating to HubSpot is more than moving contacts from one system to another.

PSG Life Sciences helps biotech, CRO, CDMO, reagent, instrument, and scientific service companies migrate CRM data and marketing assets into HubSpot while preserving structure, history, and usability.

We make sure your new HubSpot environment starts with clean data, organized assets, and the right commercial structure.

Our Data & Asset Migration Services Include:

  • CRM Data Migration
    Move contacts, companies, deals, activities, notes, and other records from legacy systems or spreadsheets into HubSpot.
  • Data Cleanup & Standardization
    Identify duplicates, incomplete records, inconsistent fields, and other data issues before migration.
  • Property Mapping & Data Structure
    Map existing fields and create new properties to support products, services, applications, territories, and segments.
  • Marketing Asset Migration
    Transfer and organize email templates, forms, landing page content, lists, documents, and other marketing assets.
  • Sales Asset Migration
    Rebuild or migrate sales templates, sequences, snippets, documents, pipelines, and deal information.
  • Historical Data Preservation
    Retain important customer history, engagement data, sales notes, and opportunity information whenever possible.
  • Import Testing & Validation
    Test imports, validate record counts, review field mappings, and confirm that data is accurate before full migration.
  • Post-Migration Cleanup
    Review the completed portal, resolve migration issues, and make sure the database is ready for sales and marketing use.

30 Questions you need to answer, before choosing a CRM system for your Preclinical Life Sciences and Biotech Company!

What CRM Is Best for Preclinical Life Sciences and Biotech Companies? Quick answer: HubSpot, configured by PSG Life Sciences, is the best CRM for preclinical life sciences and biotech companies because it connects marketing, sales, pipeline tracking, and revenue...

Move to HubSpot with clean data and a structure built for life science commercialization.