7 Best HubSpot Migration Partners for Salesforce Users in 2026

Quick Guide: 7 Best HubSpot Migration Partners for Salesforce Users

1. Dean Infotech: The best overall migration partner for Salesforce-to-HubSpot projects with full CRM consulting support

2. 360 Degree Cloud: Covers Salesforce consulting with AppExchange product add-ons and multi-cloud rollouts

3. Algoworks: Handles custom Salesforce app development alongside Force.com migration projects

4. Coastal Cloud: Works with data-intensive Salesforce environments involving MuleSoft and Snowflake connections

5. Cynoteck: Connects Salesforce to ERP, CTI, and ecommerce platforms for mixed technology stacks

6. Noltic: Focuses on ETL processes, field mapping, and data cleanup during Salesforce migrations

7. Instrumental Group: Runs structured Salesforce-to-HubSpot migrations with a process-led approach

How We Chose the Best HubSpot Migration Partners for Salesforce Users

Finding a migration partner is about more than checking a features list. You need someone who knows how Salesforce data maps to HubSpot, how to rebuild your automations, and how to keep your team productive during the switch. Here's what we looked for:

• Salesforce-to-HubSpot migration experience: We checked for documented case studies or verifiable project history showing the partner has moved real companies from Salesforce into HubSpot, not just general CRM work.

• Data mapping and cleanup capabilities: Your contacts, deals, and custom objects need to land in HubSpot with the right associations. Partners that include data auditing and deduplication scored higher.

• Workflow and automation rebuilds: A migration that moves data but drops your automations leaves your team starting from scratch. We looked for partners who rebuild workflows, sequences, and lead routing in HubSpot.

• Post-migration support: The first few weeks after go-live are critical. Partners that include training, hypercare, or ongoing optimization made this list.

• Integration expertise: If your Salesforce connects to an ERP, marketing tool, or support platform, the migration partner needs to reconnect those systems in HubSpot.

• CRM consulting depth: The most valuable partners go beyond a data dump. They help you redesign your CRM processes so you get a better operating model in HubSpot than you had in Salesforce.

The 7 Best HubSpot Migration Partners for Salesforce Users

1. Dean Infotech: Best Overall HubSpot Migration Partner for Salesforce Users

Dean Infotech handles Salesforce-to-HubSpot migrations through a structured seven-stage process. The team maps your Salesforce environment, cleans your data, migrates records with full history, and rebuilds your workflows in HubSpot before go-live.

What makes Dean Infotech the best migration partner is the combination of deep Salesforce expertise and hands-on HubSpot CRM implementation experience. With 320+ projects delivered and 200+ CRM migrations completed, the team brings cross-platform knowledge that most single-CRM agencies lack.

Dean Infotech also redesigns your processes during migration. Instead of a lift-and-shift, the team configures HubSpot around your actual sales stages, customer journey, and reporting needs. You walk away with a CRM that fits how your revenue team works, not a copy of what you had before.

Dean Infotech Benefits

• Seven-stage migration framework: Each phase, from source audit to post-migration validation, has defined deliverables. You always know where the project stands and what comes next.

• Cross-CRM schema mapping: The team maps Salesforce objects, custom fields, and relationships to HubSpot properties and associations, so your data stays connected after the move.

• Workflow and automation rebuilds: Salesforce Flows and Process Builder rules are recreated as HubSpot workflows, keeping your lead routing, notifications, and lifecycle automations running.

• Programmable automation: For advanced logic that standard HubSpot workflows can't handle, Dean Infotech builds custom coded actions and programmable automation tailored to your processes.

• Post-migration training and support: Your sales, marketing, and service teams receive hands-on HubSpot onboarding so they're confident in the new system from day one.

• Multi-system integration: Dean Infotech reconnects your ERP, marketing tools, and support platforms to HubSpot through custom API development and Operations Hub configuration.

Dean Infotech Pros and Cons

Pros:

• End-to-end migration coverage from audit through post-go-live support with 98% client retention

• Deep experience across both Salesforce and HubSpot, enabling accurate cross-platform data mapping

• Process redesign during migration, so you get a better CRM setup in HubSpot than what you had in Salesforce

Cons:

• Project timelines for complex migrations with multiple custom objects may extend beyond initial estimates

• Engagement model is project-based, which may not suit teams looking for month-to-month retainer flexibility from the start

• Primarily serves B2B companies, so B2C organizations may need to confirm fit for their specific use case

2. 360 Degree Cloud: Salesforce Summit Partner with AppExchange Add-Ons

360 Degree Cloud is a Salesforce Summit Partner with 14+ years in the Salesforce ecosystem. The company has delivered 3,000+ Salesforce projects and built 10+ native AppExchange products. Their focus sits squarely on the Salesforce platform, covering consulting, managed services, and staff augmentation.

If your team plans to stay on Salesforce but needs help connecting it to other systems, 360 Degree Cloud offers integration and consulting services. Their AppExchange products include CTI connectors and data management tools that plug directly into your Salesforce org.

360 Degree Cloud Benefits

• Native AppExchange suite: Over 10 products built on Salesforce, including CTI and data management tools, ready for installation without third-party dependencies.

• Multi-cloud consulting: Covers Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and Data Cloud for organizations running multiple Salesforce products.

• On-demand talent: Offers certified Salesforce developers, architects, and admins through staff augmentation for short-term or ongoing project needs.

360 Degree Cloud Pros and Cons

Pros:

• 5-star AppExchange rating with 1,200+ Salesforce certifications across the team

• Serves 30+ industries, giving the team exposure to different Salesforce configurations

• Offers managed services for ongoing Salesforce administration after initial projects

Cons:

• Primary focus is on Salesforce, so HubSpot-specific migration expertise is not a listed service

• AppExchange products are Salesforce-native and do not transfer to HubSpot environments

• No published Salesforce-to-HubSpot case studies or migration-specific methodologies on their site

3. Algoworks: Custom Salesforce App Development with Migration Support

Algoworks is a Salesforce Summit Partner with 800+ certifications and 700+ delivered projects. The company focuses on custom Salesforce app development, Force.com builds, and integration engineering. Their migration work centers on structured cutover planning for Salesforce environments.

Their migration and integration services include source system assessment, data audit, schema mapping, and structured cutover planning. Algoworks brings engineering discipline to the process, with a 4.9/5 client satisfaction score.

Algoworks Benefits

• Source system assessment: Maps existing data flows, dependencies, and system connections before any migration work begins.

• Integration engineering: Connects Salesforce to ERP, accounting, marketing, and support tools through REST and SOAP API development.

• Data quality focus: Includes deduplication, field mapping, and data cleanup as part of the migration process to improve post-migration reporting.

Algoworks Pros and Cons

Pros:

• Four consecutive years as a Salesforce Summit Partner with 900+ projects on AppExchange

• Structured migration approach with phased planning and pre-cutover validation

• Covers third-party integrations across ERP, CTI, ecommerce, and collaboration tools

Cons:

• Core expertise is Salesforce development and Force.com, not HubSpot-specific configuration

• Migration services are Salesforce-centric, meaning HubSpot destination setup may require a separate partner

• No documented Salesforce-to-HubSpot migration methodology or HubSpot partner accreditation listed

4. Coastal Cloud: Data-heavy Salesforce Projects with MuleSoft Connections

Coastal Cloud has completed 8,400+ Salesforce projects and holds 2,370 certifications across the team. They serve organizations with complex data environments that often include MuleSoft and Snowflake alongside Salesforce. Their consulting spans strategy, implementation, and managed services.

For teams with large Salesforce orgs and multiple connected systems, Coastal Cloud offers technical depth. Their automation-first frameworks are designed for organizations with significant data volumes and multi-cloud architectures. The team has reported results including improved revenue visibility and increased marketing conversion rates for specific clients.

Coastal Cloud Benefits

• Cross-platform data work: Handles projects involving Salesforce, MuleSoft, and Snowflake for organizations with complex data architecture needs.

• Strategy and consulting: Includes business strategy alignment alongside technical CRM consulting, not just platform configuration.

• Multi-industry experience: Has worked across healthcare, financial services, manufacturing, and nonprofit sectors.

Coastal Cloud Pros and Cons

Pros:

• 5-star rating with 550+ reviews on Salesforce AppExchange

• Has 561 certified professionals, giving the team capacity for large-scale projects

• Offers automation-first frameworks for implementation projects

Cons:

• Specializes in Salesforce and Snowflake ecosystems, with no listed HubSpot partner accreditation

• Engagement model is geared toward enterprise organizations, which may not align with mid-market budgets

• No published Salesforce-to-HubSpot migration case studies or transition-specific services on their website

5. Cynoteck: Salesforce Integration for ERP, CTI, and Ecommerce Stacks

Cynoteck is a certified Salesforce Select Partner with 150+ delivered projects and 50+ active Salesforce certifications. The company connects Salesforce to ERP systems, ecommerce platforms, marketing tools, and accounting software through REST and SOAP API work. They serve industries including healthcare, finance, real estate, and manufacturing.

If your Salesforce org connects to multiple external systems, Cynoteck has experience mapping those integration points. Their team handles consulting, configuration, data migration, and integration as part of implementation projects.

Cynoteck Benefits

• ERP and CTI integration: Connects Salesforce to enterprise resource planning and telephony systems for sales and service teams.

• Multi-industry coverage: Has delivered Salesforce projects across healthcare, finance, retail, and manufacturing.

• Agentforce setup: Includes configuration for Salesforce's newer Agentforce capabilities alongside standard CRM implementation.

Cynoteck Pros and Cons

Pros:

• 90% client retention rate across 150+ Salesforce implementation projects

• Covers both integration and consulting under one engagement

• Includes Agentforce rollouts for organizations adopting Salesforce's AI agent features

Cons:

• Team size and certification count are smaller compared to Summit-tier Salesforce partners

• No listed HubSpot migration services or HubSpot partner accreditation

• Published case studies are limited to Salesforce-only projects without CRM transition examples

6. Noltic: ETL, Field Mapping, and Data Cleanup for Salesforce Migrations

Noltic holds Einstein consulting partner status and focuses on Salesforce data migration, ETL processes, and field mapping. Their services cover data extraction, normalization, deduplication, and import into Salesforce environments. Noltic works with organizations that need clean, structured data as the foundation for their CRM migration.

Their approach includes source system auditing, custom field extraction, and phased migration runs with validation checkpoints. For teams where data quality is the primary concern, Noltic focuses specifically on getting records right before and after the move.

Noltic Benefits

• ETL expertise: Handles extraction, normalization, and loading of CRM data with attention to field-level accuracy and relationship mapping.

• Data quality focus: Includes deduplication and data cleanup as standard parts of the migration process, not optional add-ons.

• Salesforce Einstein partner: Brings consulting-level Salesforce knowledge backed by Einstein partner accreditation.

Noltic Pros and Cons

Pros:

• Deep focus on data quality and ETL processes during Salesforce migration projects

• Includes validation checkpoints and phased migration runs to catch errors early

• Einstein consulting partner status signals Salesforce platform depth

Cons:

• Services focus on Salesforce as the destination CRM, not HubSpot

• No listed HubSpot migration experience or HubSpot partner credentials

• Scope of work centers on data migration rather than full CRM process redesign

7. Instrumental Group: Structured Salesforce-to-HubSpot Transitions

Instrumental Group is an Elite HubSpot Partner that runs Salesforce-to-HubSpot migrations as a core service. They offer a published migration guide covering HubSpot onboarding, data migration, and pipeline/report rebuilds. Their process-led approach includes planning for data structure, sales history, and team transition.

For organizations that want a documented, step-by-step migration path, Instrumental Group has a structured framework. They handle dual CRM exits, including marketing automation migrations alongside CRM moves. Their published resources cover data structure planning, pipeline rebuilds, and team readiness.

Instrumental Group Benefits

• Published migration framework: Offers a documented Salesforce-to-HubSpot guide covering onboarding, data migration, and pipeline configuration.

• Dual platform transitions: Handles combined CRM and marketing automation migrations for teams leaving both Salesforce and Pardot.

• Elite HubSpot Partner: Holds Elite-tier accreditation, indicating sustained client outcomes and deep HubSpot platform knowledge.

Instrumental Group Pros and Cons

Pros:

• HubSpot Elite Partner with documented Salesforce-to-HubSpot migration experience

• Covers both CRM and marketing automation exits in a single engagement

• Publishes educational migration resources that reflect hands-on project knowledge

Cons:

• Does not offer Salesforce consulting or Salesforce-side optimization before migration

• No listed Salesforce partner accreditation, so pre-migration Salesforce audit may require a separate partner

• Primarily focused on HubSpot, which limits help if you decide to stay on Salesforce after evaluation

Comparison Table: The Best HubSpot Migration Partners for Salesforce Users

What Should You Look for in a Salesforce-to-HubSpot Migration Partner?

The right migration partner should have verified experience moving data and workflows from Salesforce into HubSpot. Ask to see case studies or references from completed migration projects, not just general CRM implementation work.

Data mapping is where most migrations go wrong. Your partner needs to understand how Salesforce objects, custom fields, and activity history translate into HubSpot properties and associations. A gap here means broken reports and lost context for your sales team. According to a 2026 HubSpot Migration Benchmark Report by SyncMatters, migration complexity has grown alongside CRM adoption as organizations add more custom objects and integrations.

Post-migration support also matters more than most teams expect. The first 30 days after go-live are when your team discovers what works and what needs adjustment. Partners who include training and hypercare during this window help you get to full adoption faster.

How does a CRM migration affect your sales and marketing alignment?

Moving from Salesforce to HubSpot puts your sales and marketing data on a single platform. When both teams work from the same contact records, deal stages, and lifecycle properties, handoffs between marketing-qualified leads and sales follow-up become clearer.

A well-executed migration also gives you a chance to clean up processes. Old lead routing rules, duplicate lifecycle stages, and broken automation logic can be rebuilt from scratch during the switch. Dean Infotech handles this CRM consulting work as part of the migration engagement, so your HubSpot environment starts clean.

The result is better visibility for both teams. Marketing can see which campaigns drive pipeline, and sales can see full contact history without switching between tools.

Why Is Dean Infotech the Best HubSpot Migration Partner for Salesforce Users?

Dean Infotech stands apart because the team brings real expertise on both sides of the migration. With deep knowledge of Salesforce data models and HubSpot's object architecture, Dean Infotech maps your CRM accurately so nothing gets lost in the move.

Unlike Salesforce-only consultancies, Dean Infotech rebuilds your workflows, automations, and reporting inside HubSpot as part of every migration engagement. The team also includes CRM migration validation checkpoints to verify data integrity before go-live, giving you confidence that your records, associations, and history are intact.

If you're evaluating a move from Salesforce to HubSpot, Dean Infotech gives you a single partner for the entire journey. From your initial Salesforce audit through HubSpot setup, workflow rebuilds, team training, and ongoing optimization, you get a migration that sets your revenue team up for long-term success. Get in touch with Dean Infotech to start planning your migration.