CRM Migration and Sequence Setup

Done-for-you · from HubSpot, Outreach, Apollo, and more

Switch tools without losing a week.

We import your contacts and existing sequences from your previous outreach or CRM tool, rebuild them in SalesHouse, connect your inboxes, and set your initial warmup schedule — for teams that don’t want the self-serve onboarding.

One-time service fee. Requires a SalesHouse workspace on any paid plan (Starter, Pro, Pro Annual, or Scale).

What we migrate and set up

Scoped to one workspace and one source tool. Additional tools are quoted separately.

Contacts

Contacts, lists, and fields

Imported and de-duplicated, with custom fields mapped to SalesHouse personalization tokens.

Sequences

Existing sequences rebuilt

Steps, delays, and variants recreated in SalesHouse from your previous tool.

Inboxes

Inbox connection + warmup

Inboxes connected, rotation configured, and an initial warmup schedule set for safe sending.

Handover

Docs + 45-minute walkthrough

A written runbook and a live handover session for your team.

How it works

Most migrations complete within one to two weeks of kickoff.

Purchase

Check out for $497. You’ll receive a short intake form and a scheduling link.

Kickoff

A 30-minute call within 2 business days to review your current tool, data, and inboxes.

Migration

We import contacts, rebuild sequences, connect inboxes, and set the warmup schedule, checking in as we go.

Handover

A 45-minute walkthrough with your team plus written documentation of everything configured.

Questions

Which tools can you migrate from?

HubSpot, Salesforce, Pipedrive, Close, Outreach, Salesloft, Apollo, Lemlist, and Instantly are the most common. If your tool isn’t listed, ask us before purchasing.

Do I need a paid plan first?

Yes — a SalesHouse workspace on Starter, Pro, Pro Annual, or Scale. Many teams pair this service with Pro Annual.

What access do you need?

An export (CSV) or read-only API access to your previous tool, plus an admin invite to your SalesHouse workspace.

Is this the same as the First Sequence Audit?

No. The audit ($97) covers one new sequence. Migration and Setup moves your existing contacts and sequences and configures inboxes and warmup.

Move to SalesHouse without the busywork

Done-for-you migration and setup for $497.

Book my migration →
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