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Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

Bitrix24 to HubSpot Migration

I move leads, contacts, companies, deals and activities from Bitrix24, and sales gets a pipeline that holds only sales. Bitrix24 stays available for reference, and its intranet and telephony can keep running.

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What teams on Bitrix24 come to me with

The note stayed on the lead

A rep opens a contact before a call and can’t see the notes from the first conversation, because they stayed on the lead record.

Negotiation and delivery in one funnel

After signing, the deal keeps moving through delivery stages, so someone counts deals in negotiation from an export.

Nobody knows who changed the stage

A deal jumps to another stage on its own, because some rules live in business processes and others in robots.

What I move from Bitrix24 and where it lands in HubSpot

Contacts and companies

One person, one record

Before the import I merge contacts by email address and companies by tax ID and domain. Notes from the lead and the contact land on one timeline.

Leads

Lead as a contact stage

A Bitrix24 lead becomes a contact at the lead lifecycle stage. Its status goes into a property, so the qualification history stays.

Deals

Sales and delivery, separately

I split stages from one category into a sales pipeline and a delivery pipeline. Amounts in other currencies keep their original currency.

Activities

Notes, tasks and recordings

Notes and tasks keep their original dates. Bitrix24 call recordings are linked from a contact property.

Automation

Business processes and robots

For each rule I check whether it’s needed or only worked around a limit of the old system. The ones you need, I rebuild as workflows.

Intranet and telephony

What stays in Bitrix24

Team tasks, telephony and internal communication can stay. Contacts and companies then sync both ways through Make or custom code.

Integrations

How a Bitrix24 migration works

  1. 1

    Free consultation30 minutes

    You tell me what you use in Bitrix24 beyond the CRM and what should stay there. I tell you how I would split the work between the two systems.

  2. 2

    Data mappingWith someone who knows Bitrix24

    We go through fields, deal categories and rules, and assign record owners. The previous owner stays in a property, even if they have left the company.

  3. 3

    Test importOn a copy

    Reps check that lead and contact notes sit on one record. I compare record counts on both sides.

  4. 4

    Import and switchoverBitrix24 stays available

    I move the data into the live portal, and we set the day reps start working in HubSpot. If some work stays in Bitrix24, the sync starts the same day.

  5. 5

    Training1.5-2 hour sessions

    I train reps on their own deals, in a pipeline that now holds only sales.

  6. 6

    Ongoing supportOn demand or on a retainer

    After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals
50+
New implementations and cleanups of existing ones
Migrations
15+
Full migrations from other CRMs
Teams
Dozens
Sales, marketing and service teams trained
Consulting
Hundreds
Hours of hands-on work with clients in HubSpot
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Questions before a Bitrix24 migration

How long does a Bitrix24 migration take?

It depends on the number of leads, deal categories, custom fields and duplicates, and on what stays in Bitrix24. I give you a timeline after data mapping.

Will you move calls, emails and notes?

Notes and tasks move with their original dates, and call recordings open from the customer record. What can be pulled from emails stored in Bitrix24 I check during mapping, before the quote.

Can the intranet, tasks and telephony stay in Bitrix24?

Yes, that’s a common setup. Sales and marketing move to HubSpot, and contacts and companies sync between the systems.

Will reps have downtime?

No. They work in Bitrix24 until switchover day, then in HubSpot.

How much does a Bitrix24 migration cost?

We’ll work it out on the call, once I know your process. You pay for the HubSpot license separately, directly to HubSpot. If some work stays in Bitrix24, so does its license.

Let's talk about your move from Bitrix24

Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk