A Highly Customized Salesforce Organisation
A good number of years may pass before it is difficult to determine what to retain and what to rework.
Salesforce-to-HubSpot Migration Specialists
Switch From Salesforce to HubSpot Without Data Loss
Switch from Salesforce to HubSpot without losing vital data, processes, or customer history. Prior to the cutover, we map your Salesforce environment, clean and migrate the data into HubSpot, and then rebuild the essential workflows that you need inside HubSpot.
7Structured migration stages
MinimalInterruption of business in transition.Disruption of business during transition.
100%Records that are considered critical and need to be validated before go-live.
SalesforceSource CRM
HubSpotDestination CRM
Custom Objects & FieldsMapping of HubSpot properties.
Flows & AutomationRecreated using HubSpot Workflows
Historical ActivityTransferred with the context of meaning intact.
Teams who've already made the switch
NorthwindArcadia HealthVerity LogisticsSolace BankBrightline MfgGigabyte LabsPalmary GroupCrosswireNorthwindArcadia HealthVerity LogisticsSolace BankBrightline MfgGigabyte LabsPalmary GroupCrosswire
What is HubSpot?
A Connected CRM Built for Modern Revenue Teams
HubSpot is a customer platform that integrates CRM, marketing, sales, service, content, and operations into one AI-connected platform. Our Salesforce-to-HubSpot migration services ensure that your move is done strategically. We review your Salesforce setup, integrate your data and business processes, pull out your most critical data, and create your workflows and reports that your sales and marketing teams need – creating a HubSpot environment around your growth goals.
- Strategic Salesforce Migration Planning -
- Data & Process Reconstruction -
- HubSpot Optimisation & Enablement -
Connected CRM
One Platform for Your Entire Customer Journey
MarketingIntegrate customer data, campaigns, audiences, and automation to personalise journeys and gain greater visibility of marketing performance.
SalesGive sales teams pipelines, complete customer context, and automated follow-up and real-time visibility on each opportunity.
ServiceLink support teams to customer history, tickets, conversations, and feedback to build a quicker and more uniform customer experience.
ContentLink websites, landing pages, and content to CRM data to build customer journeys and grow them as a result of engagement.
Why Teams Switch
Why Businesses Move From Salesforce to HubSpot
Salesforce can support highly complex organisations and processes. But with changes in teams, different businesses like to have a more integrated, easy-to-manage application that also integrates marketing, sales, service, and customer information.
What ChangesSalesforceHubSpot
Marketing, Sales & Service
Often managed across products, clouds, and connected tools
Connected within one customer platform
Everyday CRM Management
Typically requires dedicated admin expertise for advanced configuration
More accessible tools for teams to manage common CRM needs
Team Adoption
Powerful feature set with a steeper learning curve
Intuitive interface designed for quicker user adoption
Workflow Automation
Flow and custom development support complex business logic
Visual automation tools simplify many everyday processes
Reporting & Visibility
Highly configurable reporting with significant setup flexibility
Built-in dashboards and reporting tools designed for faster access to insights
Connected Customer Data
Customer information can span multiple Salesforce products and integrations.
Marketing, sales, service, and CRM data designed to work together in one ecosystem
Both platforms boast a lot of capabilities and can be designed to be quite extensive. The goal of this comparison is NOT to say this platform is better or worse, but rather to compare similar elements between companies that are considering making the transition from Salesforce to HubSpot.
Business Challenges
What Makes a Salesforce-to-HubSpot Migration Complex
Migrating Salesforce to HubSpot CRM is more than transferring records. It is the business logic that you've built in your CRM system that you need to maintain that is the real challenge, not adapting your CRM to a new platform.
Messy or Duplicate Data
Having incorrect data, out-of-date contacts, multiple contacts, and values that don't match can all taint the new HubSpot database.
Different Data Structures
For each Salesforce object, Salesforce relationship, and custom field, there won't be a direct correlation with HubSpot objects, so it's important to map and plan for this.
Complex Automation Dependencies
HubSpot's native workflows will have to be reimagined using flows, Process Builder logic, approval processes, lead routing, and more.
Reporting Doesn't Translate Automatically
Certain Salesforce-specific metrics, Salesforce dashboards, custom reports, or attribution models may have to be rebuilt to work properly with HubSpot's data model.
Threat of an Interruption in Business Operations
A cutover that is not planned will impact sales activity, customer interaction, reporting, and other critical activities. A phased, validated migration helps to ensure your business continues to run during the migration process.
Let's Talk
Get a Free Migration AssessmentStart With a Free Salesforce-to-HubSpot Assessment
We'll review your Salesforce environment, share what should be moved and redesigned, and outline the correct Salesforce-to-HubSpot migration agency considering scope, effort, and timing.
Our Approach
A Smarter Way to Move From Salesforce to HubSpot
A successful migration isn't measured by how quickly records are transferred. This is the Salesforce to HubSpot migration services that your new HubSpot environment is providing to your business once you've turned off Salesforce.
What MattersTypical ApproachOur Approach
Discovery
Move the existing setup without questioning it.
Review your Salesforce org first and identify what should stay, change, or go
Data Mapping
Begin importing records immediately
Map objects, fields, relationships, and values before migration begins
Automation
Replicate existing logic wherever possible.
Rebuild critical processes using HubSpot-native workflows and automation
Customisation
Force Salesforce structures into HubSpot
Redesign the CRM around HubSpot's architecture and your current business needs
Reporting
Recreate reports without reviewing their purpose
Identify the metrics that matter and rebuild reporting around clean HubSpot data
Migration Scope
Use a standard package regardless of complexity.
Build the migration plan around your Salesforce org, data volume, and requirements.
Solution Overview
A Complete Salesforce-to-HubSpot Migration
From Salesforce discovery to the final cutover, from data preparation to automation to integrations and testing, from training to support after the cutover - we do it all.
Explore the Migration ProcessWe evaluate before migration.
Your Salesforce org is audited first, meaning that you don't end up importing unnecessary data, old processes, or redundant customisations into HubSpot.
Your Salesforce environment stays operational.
Migration activities are planned and tested without the need to stop your team from using Salesforce as you get your environment ready for migration.
Every critical component is validated.
Everything from data, relationships, workflows, integrations, and reporting is tested against the source before the cutover to HubSpot.
Your team is ready before go-live.
Role-based training and practical advice help your teams get up to speed in the new HubSpot environment before they're working in it daily.
Migration Journey
The Salesforce-to-HubSpot Migration Process
A well-designed, incremental process that allows you to merge your Salesforce data, processes, and important business rules into HubSpot without any significant disruption. The phases are self-explanatory, and all of them rely on the preceding phase, both in the discovery process and with regard to continuous optimisation.
Discover & Audit
First, we get to know your Salesforce environment both technically and operationally. Everything – objects, customisations, workflows and dependencies – is reviewed before finalising the scope of migration.
Salesforce organisation inventoryMeasurement of data and objects.Workflow dependency reviewAnalyse processes and users.
Before We Start
Get Your Salesforce-to-HubSpot Migration Ready
The cost of switching from Salesforce to HubSpot can help us understand your current environment, any potential obstacles, and then craft a migration plan based on what your business truly requires.
Book Your Discovery Call1
Outline How Your Team Works
Describe what is happening in a sales funnel of capturing, qualifying, converting, and following up on leads.
2
Identify Your Critical Salesforce Assets
Determine objects, fields, workflows, reports, dashboards, integrations, and automations that teams depend on.
3
Separate Essential Data From Legacy Data
Identify obsolete data, fields, or processes that are not being used and should not be transferred to HubSpot.
4
Bring the Right Teams to the Table
Establish support from a group of people (sales, marketing, service, and operations) to validate needs and approve key migration decisions.
5
Prepare Your Team for the Change
Consider the approach you'll take to introduce HubSpot, to explain how it works, and to help users understand and get accustomed to the change from Salesforce.
What We Migrate
Your Salesforce CRM, Carefully Mapped to HubSpot
Moving contacts and deals is just the beginning of the Salesforce to HubSpot data migration in the USA. Once you have the data, relationships, processes, and configurations that your teams are using, you will know what to move and what to recreate.
Leads & Contacts
Upload relevant leads and contact info to HubSpot, keeping them in full control, including lifecycle data and valuable activity history.
Accounts & Companies
Connect Salesforce account records to HubSpot companies, such as account key properties, relationships, and business details.
Opportunities & Deals
Import opportunity stages and values, owners, and other relevant sales data into your HubSpot deal pipelines.
Activities & Engagement History
Move relevant calls, emails, etc., to customers where that is supported and needed.
Custom Fields & Properties
Examine each custom field in Salesforce and duplicate only those fields that have a distinct value in the new CRM.
Pipelines & Lifecycle Stages
Don't copy the Salesforce sales process structure; redefine and redesign stages and lifecycle of the sales process.
Custom Objects
Review the Salesforce Custom Objects and how they can be mapped to HubSpot's Object and Association Structure.
Users, Teams & Access
Assign HubSpot users, teams, owners, and permissions to access the site to provide the right levels of access across your organisation.
Salesforce → HubSpot Data Mapping
We Translate Your Salesforce Structure Into HubSpot
While CRM data fields can be field-for-field matched in Salesforce and HubSpot, the organisation of the data is different. We define each object, property, relationship, and value based on the way your teams use the system.
Salesforce Field / ObjectHubSpot Property / ObjectMigration Approach
Lead / Contact
Contact
Salesforce leads and contacts are consolidated into HubSpot's contact model, with lifecycle and ownership details reviewed.Account
Company
Account information and relevant custom fields are mapped to HubSpot company properties.Opportunity
Deal
Deal value, close date, owner, and supporting information are transferred into the appropriate HubSpot pipeline.Opportunity Stage
Deal Stage
Existing Salesforce stages are reviewed, renamed, or consolidated to reflect your HubSpot sales process.Case
Ticket
Relevant customer support cases are mapped into HubSpot tickets with applicable status and ownership information.Campaign
Campaign / List
Campaign membership and engagement data are assessed and recreated using the appropriate HubSpot marketing structure.Custom Object
Custom Object / Association
Custom Salesforce structures are evaluated individually and either rebuilt in HubSpot or redesigned using available objects and associations.Task / Event
Task / Meeting / Activity
Relevant calls, meetings, tasks, and engagement history are mapped to the appropriate HubSpot activity records.Illustrative mapping only; your complete field-by-field migration map is created and approved during the planning phase before data is transferred.
Let's Talk
Have a Heavily Customized Salesforce Organization?
With years of automation, custom fields, and complex objects, it's hard to migrate to HubSpot from Salesforce. We'll analyze your configuration, find the dependencies, and give you the smoothest way to move forward.
Talk to a Salesforce-to-HubSpot ExpertAutomation & Workflows
Your Salesforce Processes, Reimagined for HubSpot
There aren't a lot of direct comparisons between Salesforce automation and HubSpot. We are not forcing old logic into a new platform, but rather understanding the objectives of the automation and building the processes out in HubSpot's own logic.
What We Assess
Salesforce Flows & Process Logic
Understand automated actions, triggers, conditions, and dependencies and their purpose.
Lead & Record Assignment
Re-check campaign leads, accounts, opportunities, and support records, and see how many are allocated to each team.
Approval & Review Processes
Identify multi-cycle business processes like deal approvals, discount requests, record reviews, etc.
Alerts & Automated Communications
Record notifications (e-mail, internal, task creation, etc.) that are created from CRM actions.
What We Rebuild in HubSpot
HubSpot Workflows
Reproduce key Salesforce automation features with HubSpot's built-in workflow tool and available automation tools.
Lead Routing & Assignment
Define ownership rules, team assignment, and team lead rotation according to your HubSpot users and sales org.
Lifecycle & Pipeline Automation
Apply lifecycle changes, movement of deals, creation of tasks, and more based on your approved business rules.
Notifications & Task Automation
Recreate internal alerts and reminders, task assignments, and communication triggers throughout your HubSpot.
Integrations
Rebuild Your Connected Stack Around HubSpot
Your Salesforce environment is seldom working in isolation. We find your tools, analyze the data flow between them, and reintegrate important systems to HubSpot using native HubSpot integrations or custom API solutions.
SalesforceInformation from the CRM source and previous information.
Google WorkspaceActivity on calendar, contacts & email.
Microsoft OutlookSynchronise your inbox and meetings.
SlackGet all the notifications for your car's sales, deals & services.
ShopifyOrders, customers & commerce data.
StripePayments, subscriptions & billing events.
ZoomFace-to-face meetings and engagement activity.
WhatsAppThe ability to have a chat and message with customers.
Integration availability and capabilities depend on each platform's current API, HubSpot marketplace options, and your existing Salesforce configuration.
Benefits
What You Gain From a Well-Planned Salesforce-to-HubSpot Migration
Better Data Quality
Bring your CRM records validated, deduplicated, and organised to HubSpot, not years of data issues.
Easier Team Adoption
A streamlined HubSpot environment lets users escape high-traffic systems and move towards their customers.
Connected Customer Experience
Integrate marketing, sales, service, and customer data in a single source to provide increased visibility across the customer journey.
Retained Business Context
Keep business-customer relationships, information, business activities, and business history throughout the transition.
Inside a MigrationWatch a Migration Demo
See Your Salesforce-to-HubSpot Move Taking Shape
Not the customer's data, but an example of a dashboard of migrations we monitor throughout the project.
Objects Mapped14 / 14
Data QualityValidated
Migration StageTesting
Contacts & Companies100%
Deals & Pipelines100%
Custom Objects80%
Automation & Workflows55%
Industries
Salesforce-to-HubSpot Migrations Built Around Your Industry
Each company has its own unique approach to Salesforce. Enterprise Salesforce to HubSpot migration in the UK adapts to your way of working, whether you're in the middle of a sales cycle, a customer journey, or a data format or operational need.
SaaS & Technology
Bring subscriptions, recurring revenue pipelines, product engagement, renewals, and expansion opportunities together in a connected HubSpot environment.
Professional Services
Gather client data, opportunities, engagements, proposals, and relationship history, and build your workflows based on your service model.
Healthcare
Manage customer and referral information using well-thought-out records, access controls, and workflows for your business needs.
Education
Transfer enquiries, applications, admissions, communication, and student engagement data to structured lifecycle and pipeline workflows.
Financial Services
Move client, account, opportunity, and engagement records to the record with a clear follow-up, renewal, and relationship management process.
Manufacturing
Handle long sales cycles, distribution partners, quotes, and opportunity information in a streamlined HubSpot.
Real Estate
Shift property enquiries, buyer/seller information, and deal pipelines, nurture activity, and keep important customer information.
Ecommerce
Connect and share the data required for customers, orders, marketing, and sales to provide a comprehensive view of customer activity and lifetime value.
Consulting
Rebuild client acquisition, proposal, engagement & renewal processes, and connect all Salesforce data into a single HubSpot ecosystem.
Customer Success StoriesTechnology & SaaS Professional Services Manufacturing
Real-World Salesforce-to-HubSpot Migration Scenarios
All Salesforce environments have their own set of challenges. Structured Salesforce to HubSpot migration consultants can simplify complex migrations, all the while safeguarding the data and processes that are critical for teams to rely on, as illustrated in these examples.
Going the extra mile with a very custom Salesforce system
A custom field, workflow, and several integrations had been piling up, making the task of managing Salesforce more difficult and complex for a growing software company.
ApproachWe looked at the current setup, determined what processes were necessary to keep, and re-created the critical workflows and data model in HubSpot.
OutcomeA more user-friendly, less complicated, and less cumbersome CRM environment, easier administration, and a smoother and more integrated customer journey.
Illustrative example — not a verified customer outcome.
Smoothly switch over existing client projects while maintaining continuity.
A professional services firm needed to move from Salesforce, but still retain their client conversations and active opportunities.
ApproachWe slowly rolled out the HubSpot environment, ensured the same data was migrated to HubSpot as in Salesforce, and scheduled the final cutover based on the team's time.
OutcomeA controlled transition that allowed for a minimum impact to the team and ensured critical Customer data and deal data were not lost.
Illustrative example — not a verified customer outcome.
Integrating the different chunks of CRM data into one cohesive system
A manufacturing company's lot of information about customers, opportunities, and accounts was spread out across multiple sources, such as Salesforce, spreadsheets, and connected apps, and was inconsistently reported.
ApproachWe performed data cleansing, removed data duplications, connected to Salesforce and HubSpot, and rebuilt some critical reporting and automation.
OutcomeA shared source of truth in the HubSpot CRM and more streamlined data, processes, and visibility across the sales and operations teams.
Illustrative example — not a verified customer outcome.
Engagement Options
Choose the Right Salesforce-to-HubSpot Migration Model
There are different migration requirements in every organisation. Salesforce to HubSpot CRM migration in India will be with you every step of the way, or just use our expert roadmap.
Full-Service Migration
We perform every step of the Salesforce audit and data mapping, migration, automation rebuilding, go-live testing and training, and HubSpot support. Ideal for teams looking for an end-to-end migration partner.
Guided Migration
You will carry out the required tasks, and our experts will handle complex planning, architecture, and critical migration tasks. Perfect for businesses with existing CRM systems that are looking for guidance.
Migration Audit Only
Get a comprehensive report on your Salesforce org – data, customisations, workflows, integrations, migration risks, etc. When your team is ready to do the migration but requires a roadmap first.
Let's Talk
Planning Your Move From Salesforce to HubSpot?
The first step in making a successful migration is to grasp your Salesforce environment and where you are heading next. Let's discuss your setup, goals, and how to get to HubSpot.
Get a Free Migration ConsultationFrequently Asked Questions
Are you able to move out all of our Salesforce information to HubSpot?
Yes. Once we have an understanding of your Salesforce setup and migration requirements, we can migrate relevant leads, contacts, accounts, opportunities, activities, notes, and other supported CRM data.
Is it possible to link Salesforce Leads with Salesforce contacts?
Yes. Important Salesforce lead and contact data, such as their ownership, lifecycle, and engagement, can be mapped to HubSpot's contact structure and integrated.
Will you be able to move our Salesforce reports and dashboards?
Yes. Review of existing reports and creation of new, important dashboards/reports in HubSpot based on the new CRM structure and new data migration.
Are Salesforce integrations going to need to be re-built?
In most cases, yes. We audit applications that are connected to Salesforce and identify if every integration can be reconnected via a native HubSpot integration, the marketplace application, or a custom API integration.
Will we still be able to use Salesforce while on the go?
Yes. We usually set up and validate the HubSpot environment ahead of the final cutover, so that your team can continue to work in Salesforce while we're setting up and testing the HubSpot migration.
How about our Salesforce custom fields?
Custom fields are evaluated individually and are correlated with HubSpot properties. There is no need to fill out unused, outdated, and redundant fields in your new CRM; you can leave them out.
Will our Salesforce automation work in HubSpot?
There isn't a one-to-one mapping between everything in Salesforce automation and HubSpot. We take a look at the existing Flows, Process Builder logic, rules of assignment, and alerts, and rebuild the required processes using HubSpot's built-in automation features.
What do you think of Salesforce custom objects?
Discoveries are made of each custom object and its relationships. If we can make it fit in the structure HubSpot has, we make it custom objects and associations; otherwise, we propose another structure that they may be able to accommodate.
How many days will the Salesforce-to-HubSpot migration run for?
The time varies based on the complexity or size of your Salesforce organisation, the customisation, automation and integrations, the amount of data, and reporting needs. Once the discovery phase we supply you with a migration roadmap and estimate a time frame.
Do you provide support after you leave HubSpot?
Yes. Post-migration support can include troubleshooting, training end-users, optimizing workflows, fine-tuning reporting, even administering HubSpot, and more.
Get Started
Ready to Make the Move to HubSpot?
Schedule a free Migration Consultation to discuss your Salesforce system and what you need to be moved or rebuilt to make it to HubSpot, and we'll help you do it without any strings attached.
