01 / Migrate
CRM migration to Attio
Reversible, lossless, scripted. From HubSpot, Salesforce, Pipedrive, Folk, Copper or Monday — we keep every field, association and timeline event.
See migration paths
We migrate teams onto Attio and wire it into Clay, Lemlist and Apollo. One specialist, one system, and a working pipeline at the end of the week.
Most CRM rollouts stall in the same places. The data import that "should take a few hours" eats two weeks. The Clay enrichment everyone demos never quite ships. The handoff from outbound to sales sits in three different tools and one shared Notion page.
We do this for a living. One engineer, one system, and a working stack at the end of the week — Attio configured properly, Clay on a real waterfall, Lemlist and Apollo wired in where they belong.
Reversible, lossless, scripted. From HubSpot, Salesforce, Pipedrive, Folk, Copper or Monday — we keep every field, association and timeline event.
Data model, views, permissions, automations. Built the way an engineer would have built it the first time, with documentation you can actually read.
Enrichment waterfalls, sequence handoff, deduplication and signal routing. The pieces most teams stitch together with hope and webhooks.
Every migration we run is a single, reviewable command. Years of experience baked into a system that maps every object, every association, every custom field — then prints a diff before it touches your Attio workspace. Nothing copies until you say "go".
Pick your origin. Each page has the field-by-field mapping, a sample diff, and a fixed quote.
| From | Typical scope | Time | Difficulty | |
|---|---|---|---|---|
| HubSpot — most common | Pipelines, lifecycle stages, custom properties, workflows audit | ~ 1 day | Routine | View path |
| Salesforce | Standard + custom objects, validation rules, formula fields | ~ 2–3 days | Complex | View path |
| Pipedrive | Deals, activities, products, custom fields | ~ 1 day | Routine | View path |
Retainers, scope changes, account expansion. Agency-shaped pipeline that lives next to client work.
PLG signals, MQL hand-off, expansion playbooks. Wired to your product data, not isolated from it.
Engagements, referrals, repeat work. Built for the people who sell time, not seats.
Enrichment waterfalls that don't burn credits. Prospecting tables that update themselves. Loom walkthroughs of every step, so your team owns it after we're gone.
Four questions, 90 seconds. Tell us your engagement type, record count, and timeline. We'll come back with a fixed quote in writing within 24 hours.