Salesforce to

HubSpot Migration

Without Losing Data

Move from Salesforce CRM to HubSpot with a structured migration that preserves your data, rebuilds your workflows, and simplifies how your team operates. We don't just transfer your system - we redesign it inside HubSpot so it actually works better for your business from day one.

Trusted by 50+ healthcare organizations

Teams that leveled up their development with HubXpert

The Problems

Why Migrate from

Salesforce to HubSpot?

These are not complaints. They are patterns we see in every Salesforce org before a team makes the move.

One Admin Bottleneck

Every change goes through one person. Field updates, workflow tweaks, pipeline edits, validation rule fixes. Your team waits days for what should take minutes - and sells less while they wait.

License Costs Keep Climbing

$150 per user per month before add-ons. Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Pardot - each one is a separate bill. Enterprise prices for tools most of your team never logs into.

Reps Avoid the CRM

Deals live in spreadsheets and get pasted into Salesforce at month-end. The system became a compliance tool instead of a sales tool. Reports show what happened, not why.

Data Quality Keeps Slipping

Duplicate contacts, orphaned opportunities, custom fields nobody understands, validation rules firing on the wrong records. Cleanup never makes the sprint, so it never gets done.

Reports Don't Agree With Each Other

Forty dashboards, none of them answer the question you're actually asking. Your RevOps team downloads everything to Excel and rebuilds it manually every Monday.

The Real Cost: $136,000 Per Year

For a 20-person team: $36K in licenses, $40K in admin overhead, $60K in lost productivity from low adoption. Every year you stay is money left on the table - and a sales team that's slowly losing trust in its own CRM.

Hubspot Users

How Many Businesses Are Moving to HubSpot?

The amount is a lot in the last 12 years. It is very obvious why businesses are moving or migrating.  

HubSpot offers an easy to use high growth & fast deploy CRM platform that build for scale. You’ll find everything you need to run your business.

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The SOLUTION

What We Migrate from Salesforce

(Core Data & Assets)

Most tools only move the easy stuff. We migrate the full depth of your Salesforce org with every relationship intact.

CRM Records / Core Records
- Leads, Contacts, Accounts, and Opportunities with full activity history
- Custom Objects and their parent-child relationships
- Activities - Tasks, Events, Calls, Emails, and Notes
- Files, Attachments, and ContentDocuments
- Campaigns and Campaign Member history
- Cases, Solutions, and case feed activity
- All record relationships, lookups, and master-detail links preserved
Automation
- Process Builder processes mapped to HubSpot Workflows
- Flow Builder logic rebuilt as native HubSpot automation
- Workflow Rules (legacy) and field updates
- Validation Rules translated into HubSpot property requirements
- Approval Processes restructured for HubSpot
- Email Alerts and Outbound Messages
- Apex Triggers and scheduled jobs - reviewed and replaced where possible
Structure & Setup
- Custom fields, picklists, and dependent picklists
- Record Types and Page Layouts (restructured for HubSpot's data model)
- Sales Pipelines, Stages, and Probability mapping
- Profiles, Permission Sets, and Role Hierarchy
- Territories, Teams, and Sharing Rules
- Lead Scoring and Einstein Scoring models
- Reports, Dashboards, and saved List Views
Integrations
- Gmail and Outlook (replacing Salesforce Inbox)
- Pardot, Marketo, or other marketing automation platforms
- Service tools - Zendesk, Intercom, ServiceNow
- Conversation intelligence - Gong, Chorus
- ERP and finance - NetSuite, QuickBooks, Stripe
- Zapier, Make, and custom API integrations
- DocuSign, PandaDoc, CPQ tools

BENEFITS

Benefits of Migrating

From Salesforce to HubSpot

When your CRM starts creating friction instead of efficiency, moving to a simpler, more scalable system becomes a practical decision.

Your Current System is Slowing Execution

As Salesforce orgs grow, they become harder to manage. Simple field changes require admin support. Process Builder logic stacks until nobody can trace what fires when. Day-to-day operations slow down - and so does revenue.

Complexity is Not Adding Value

Over-customized objects, workflows, and reports often create confusion instead of clarity. Teams spend more time managing Salesforce than using it. HubSpot's simpler model usually covers 95% of what your team actually needs.

Adoption is Already a Problem

If your team is relying on spreadsheets, sticky notes, or Slack to track deals - the CRM has failed. Low adoption leads to poor data, unreliable forecasts, and lost deals. HubSpot's interface gets reps logging in voluntarily.

Costs Keep Increasing

Salesforce licensing, sandbox add-ons, Pardot, and admin dependency increase as you scale. HubSpot's pricing model is contact-based and predictable, with no surprise add-ons mid-year.

You Need a System That Supports Growth

At a certain stage, you need a platform that's easier to manage, faster to adapt, and aligned across teams. HubSpot was built for that - Sales, Marketing, and Service on one data model.

The Logical Shift

Moving to HubSpot simplifies your system, improves adoption, and gives your team a platform they can actually operate without filing tickets to the admin every time something needs to change.

our process

Our Salesforce to HubSpot

Migration Process

A clear, step-by-step execution plan with full visibility at every stage. No black boxes, no unexpected issues during migration.

Step 1.

Discovery & Mapping

We map every object, field, and risk in your Salesforce org before anything moves.

Full Salesforce audit - standard and custom objects
Detailed migration map with field-level decisions
Risks identified upfront (orphaned records, broken Process Builder, dependent picklists)
No data moves without your written approval

Step 2.

System Build & Data Preparation

We configure HubSpot and clean your Salesforce data in parallel.

HubSpot portal fully set up - properties, pipelines, teams
Salesforce data exported, cleaned, and deduplicated
Test environment built and validated
Sample records run through end-to-end before production

Step 3.

Migration with Validation

We transfer data in controlled stages with QA at every step.

Batch-by-batch migration starting with low-risk objects
Integrity checks after each batch - record counts, relationship integrity, field values
Process Builder and Flow rebuilt as HubSpot Workflows in staging
Your team validates before any final cutover

Step 4.

Go-Live (Cutover)

Your team goes live with complete data continuity.

Final delta sync - zero data loss
Salesforce kept as read-only backup for 90 days
Team starts working in HubSpot the next morning
Cutover scheduled around your business hours

Step 5.

Training & Support

We train your team and stay close post-migration.

Role-based training - reps, managers, RevOps
Walkthroughs built on your actual HubSpot setup
Quick-reference guides for common tasks
Post-migration support window for tuning and adjustments

THE DIFFERENCE

From Salesforce Complexity to

HubSpot Clarity

The worst outcome of a migration is ending up with a HubSpot system that still feels like Salesforce. We use the migration as an opportunity to simplify, restructure, and improve how your CRM actually works.

	What Was in Salesforce	What We Build in HubSpot
Workflows	Process Builder and Flow rules triggering chained field updates and email alerts, often layered over years with unclear ownership	Native HubSpot Workflows with clear if/then logic, branches, delays, and inline editing any team member can read
Sequences	Email outreach split across Pardot, Outreach, or Salesloft - disconnected from CRM activity	HubSpot Sequences tied directly to contact records, owned by reps, sent from their own inbox
Pipelines	8 to 12 stage pipelines with overlapping criteria, low enforcement, and stage names like 'Discovery 2' that nobody remembers the definition of	Simplified pipelines with required fields per stage, clear definitions, and automated deal progression
Reporting	Legacy reports built over years, difficult to update, with metrics that don't match between dashboards	Clean dashboards focused on pipeline velocity, activity volume, win/loss reasons, and forecast accuracy
Scoring	Einstein Lead Scoring or homegrown formulas in spreadsheets - opaque and hard to tune	HubSpot predictive scoring or visible point-based models reps actually understand

David Jenyns

Creator of SYSTEMology®

Working with Ratul was a game-changer for us. His expertise and dedication significantly improved our marketing strategies and CRM implementation, leading to noticeable growth in our customer engagement and sales.

Faster time to value with
unified data

60%

Personalized experience have
increased stats.

10,000+

Joe Liffrig

Technology Product Leader at Cornerstone Licensing

HubXpert delivered what we needed. Their team migrated our CRM data from Microsoft Dynamics 365 to HubSpot, ensuring a smooth transition with no disruption. The migration was organized, accurate, and focused on data integrity.

CRM Records Migrated

33,638+

Data Accuracy Maintained

100%

Liselotte Leijten-Deppenbroek

Chief Operating Officer

HubXpert successfully migrated over 200,000+ support tickets from Trengo to HubSpot Service Hub, delivering a seamless transition, improved automation, and a scalable customer support operation.

Support tickets migrated

200,000+

Service pipelines & automations implemented

65+

CHALLENGES

Common Migration Challenges (And How We Solve Them)

Migration issues don't come from the transfer itself. They come from poor planning, bad mapping, and no validation. We fix these before they become problems.

Zero Data Loss

Full audits and backups before migration. Every field mapping validated. Record counts and relationship integrity compared on both sides after transfer to confirm nothing is missing.

Workflows That Keep Working

Process Builder, Flow, and Workflow Rules are not copied directly - they're rebuilt in HubSpot-native logic, tested in staging, with all triggers and outputs validated before go-live.

Accurate Reports

Salesforce report definitions are analyzed upfront and rebuilt as HubSpot dashboards. Every metric is cross-checked before and after migration so your numbers stay consistent.

Custom Objects Mapped Right

Every Salesforce custom object is mapped strategically - sometimes as HubSpot custom objects, sometimes restructured into associations or properties. Record relationships are preserved cleanly.

No Downtime

Phased approach with both systems running in parallel. Controlled go-live with fallback options. Your team is never locked out.

Fast Team Adoption

Clean, simplified HubSpot setup. Role-based training for each team. Post-migration support until your team is fully confident operating without admin tickets.

FAQ

Questions You Might Have

Can you migrate custom objects from Salesforce?

Yes. We map and restructure Salesforce custom objects into HubSpot's data model. In some cases we redesign them to fit HubSpot's structure while keeping every record relationship intact - and often the new structure ends up cleaner than the original.

What happens to our Salesforce workflows, Process Builder, and Flow?

We don't copy them directly. We rebuild every automation using HubSpot-native Workflows, which are easier to manage, faster to run, and aligned with your new system. Every trigger and output is tested in staging before go-live.

Will we lose any data during the migration?

No. We follow a structured migration process with backups, batch validation, and post-migration record-count checks to ensure your data is complete and accurate. Salesforce is also kept as a read-only backup for 90 days post-cutover.

How do you handle large or complex Salesforce orgs?

We break the migration into phases by object and team, validate data in stages, and test everything in staging before going live. Complex orgs with custom Apex, multiple Salesforce instances, or heavy Pardot use are handled with careful mapping and a longer timeline.

Will our reports match after migration?

Yes. We rebuild your key reports and dashboards in HubSpot based on the underlying metric, not just the report layout. Numbers are reconciled on both platforms before sign-off so your forecast, pipeline, and revenue figures stay consistent.

Is there any downtime during the Salesforce to HubSpot migration?

In most cases, no. Your Salesforce system continues running while we prepare and test everything in HubSpot. Final cutover is scheduled around your business hours to avoid disruption.

How long does a Salesforce to HubSpot migration take?

It depends on data volume, custom object complexity, and integrations. Most projects take 6 to 12 weeks. A standard sales-only migration can finish in 4 to 6 weeks. Enterprise orgs with heavy customization and Pardot can run 12 to 16 weeks.

What happens after the migration is complete?

We support your team post-migration with training, optimization based on real usage patterns, and adjustments to workflows and dashboards as your team settles in. You're not handed off the moment data moves.

Do we need to clean our Salesforce data before migration?

No. Data cleanup is part of our process. We remove duplicates, fix inconsistencies, and restructure your data before it lands in HubSpot - so your new CRM starts clean instead of inheriting years of mess.

Can you handle Pardot, Marketo, or other integration migrations at the same time?

Yes. We reconnect existing tools and rebuild integrations so your data flows properly across systems. Pardot to HubSpot Marketing Hub is one of our most common combined migrations.

BOOK CONSULTATION

Make Your Decision

We make everything else easy

With 5+ years of industry experience, 150+ successful projects, and a 98% client satisfaction rate, we've built deep migration expertise across every major CRM, CMS, marketing, and helpdesk platform. Our team has helped 20+ retainer clients personalize their HubSpot setup post-migration, so you don't just inherit a copy of your old system - you launch on a CRM that actually fits how your business runs.

Takes 30 minutes

Delivered by certified HubSpot expert

Salesforce to HubSpot Migration Without Losing Data

Why Migrate from Salesforce to HubSpot?

One Admin Bottleneck

License Costs Keep Climbing

Reps Avoid the CRM

Data Quality Keeps Slipping

Reports Don't Agree With Each Other

The Real Cost: $136,000 Per Year

What We Migrate from Salesforce (Core Data & Assets)

CRM Records / Core Records

Automation

Structure & Setup

Integrations

Benefits of Migrating From Salesforce to HubSpot

Your Current System is Slowing Execution

Complexity is Not Adding Value

Adoption is Already a Problem

Costs Keep Increasing

You Need a System That Supports Growth

The Logical Shift

Our Salesforce to HubSpot Migration Process

Discovery & Mapping

System Build & Data Preparation

Migration with Validation

Go-Live (Cutover)

Training & Support

From Salesforce Complexity to HubSpot Clarity

What Was in Salesforce

What We Build in HubSpot

Workflows

Sequences

Pipelines

Reporting

Scoring

Our Clients

David Jenyns

Working with Ratul was a game-changer for us. His expertise and dedication significantly improved our marketing strategies and CRM implementation, leading to noticeable growth in our customer engagement and sales.

Joe Liffrig

HubXpert delivered what we needed. Their team migrated our CRM data from Microsoft Dynamics 365 to HubSpot, ensuring a smooth transition with no disruption. The migration was organized, accurate, and focused on data integrity.

Liselotte Leijten-Deppenbroek

HubXpert successfully migrated over 200,000+ support tickets from Trengo to HubSpot Service Hub, delivering a seamless transition, improved automation, and a scalable customer support operation.

Common Migration Challenges (And How We Solve Them)

Zero Data Loss

Workflows That Keep Working

Accurate Reports

Custom Objects Mapped Right

No Downtime

Fast Team Adoption

Other Migration to HubSpot We Offer

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Close CRM

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CSV Files

Custom CRM

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Drupal

Eloqua

FileMaker Pro

Freshdesk

Freshsales

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Ghost

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Google Sheets

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