CRM Migration & Integration

CRM Development

CRM Migration & Integration Services

We move your customer data from spreadsheets or an old CRM into a new one, and connect your CRM to the rest of your business: website forms, email, telephony, WhatsApp, ERP, accounting and support tools. Data is cleaned, de-duplicated and verified along the way.

Migrations fail when data is messy or mapping is rushed. We audit and clean data first, test with sample imports, and keep the old system available until everyone is confident.

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What we offer

Data auditDuplicates, gaps and field mapping.
MigrationContacts, companies, deals, activities and files.
IntegrationTwo-way sync with ERP, accounting and apps.
AutomationRebuilt workflows in the new CRM.
ValidationRecord counts and spot checks before go-live.

Common use cases

Spreadsheets to HubSpot or Zoho
Zoho to Salesforce
Old custom CRM to modern platform
CRM to ERP sync

Technology

Salesforce
HubSpot
Zoho
Dynamics 365
APIs
n8n / Make

Business benefits

One view of every customeracross sales, support and marketing
No lost dataduring the move
Automatic syncwith your website, ERP and email tools
Better adoptionwith workflows that match your process

Why work with Webtech Evolution

10+ years of delivery272+ projects for 118+ clients in 12+ countries since 2014.
One team, end to enddesign, front end, back end, mobile, QA and DevOps under one roof, so nothing gets lost between vendors.
Clear estimatesa written scope, timeline and price before work starts, and demos throughout the build.
You own everythingcode, designs and documentation are handed over in full and covered by an NDA.
Working hours that overlap with yoursMonday to Friday, 10:00–19:00 IST, with extended hours available for clients in the USA, Canada and New Zealand.