The Challenge
Rightcheck, a compliance and employee verification platform, needed to migrate from their previous CRM system to HubSpot without disrupting their ongoing lead generation and marketing activities.
Their website had a wide range of active forms, from demo requests to content downloads, and carefully structured workflows that supported both inbound enquiries and GDPR compliance. The team had built valuable assets and processes that were working well, and it was essential that nothing was lost or broken during the transition.
Summary of Challenges
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Migrating multiple active web forms (contact us, demo bookings, gated content downloads)
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Mapping GDPR-compliant data properties and ensuring continuity
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Rebuilding and enhancing lead workflows, thank-you emails, and lifecycle stage updates
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Providing a seamless switchover experience without disruption to users or prospects
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Coordinating the technical handover with their external website management team
The Solution
AutomateNow worked closely with Rightcheck to design a clear and structured migration plan.
The project began with a full audit of their existing forms and lead workflows, identifying what properties were captured, how GDPR compliance was handled, and what automation triggers were in place. From there, AutomateNow rebuilt every form in HubSpot, along with associated workflows and thank-you emails, ensuring all data capture and customer journeys remained consistent.
"It was refreshing to work with a client that valued their marketing assets. Our role was to preserve what was already working, rebuild it inside HubSpot, and ensure a smooth handover."
— Anna Drogon, Implementation Lead, AutomateNow
To complete the project, embed codes for the new HubSpot forms were passed to Rightcheck’s web development team, allowing for a single coordinated switch across their website. A firm cutoff date was set, ensuring no confusion or loss of data.
Because of this preparation, all forms and automations continued functioning seamlessly the moment the changeover took place, with no impact to site visitors or inbound leads.
The Results
The migration was a success, providing Rightcheck with an upgraded CRM setup without interrupting lead generation activities:
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Seamless migration: All website forms and workflows were transitioned into HubSpot without downtime
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Preserved marketing momentum: Lead generation continued uninterrupted through the move
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Improved automation: Workflows, lifecycle stage updates, and thank-you messaging were enhanced in HubSpot
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Maintained GDPR compliance: All mapped properties and processes stayed aligned with best practices
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Enhanced operational confidence: The team had a stronger, more scalable platform immediately post-migration
"Often we see companies underestimating the value of their marketing workflows. Rightcheck’s team clearly understood the importance of protecting their systems — and made the transition professionally and efficiently."
Anna Drogon - Implementation Lead, AutomateNow
Today, Rightcheck continues to use HubSpot to support their marketing and sales activities with a reliable and scalable platform behind them.
