Salesforce to HubSpot Migration
Move from Salesforce to HubSpot with zero data loss and minimal downtime. Our proven 5-stage migration process handles leads, contacts, accounts, opportunities, custom objects, and workflows — so your team stays productive throughout the transition.
Get a free migration assessmentWhy companies migrate from Salesforce to HubSpot
Salesforce is powerful, but many growing companies find it over-engineered for their needs — with high licensing costs, complex admin overhead, and fragmented tooling that slows teams down.
Read the full comparisonLower Total Cost
HubSpot bundles CRM, marketing, sales, and service into one platform — eliminating per-user add-on costs.
Faster Adoption
Intuitive interface means less training and faster time-to-value for your entire team.
Unified Platform
One system of record across marketing, sales, and service eliminates data silos and integration headaches.
What we migrate from Salesforce to HubSpot
CRM Data
Leads, contacts, accounts, opportunities, and all associated activities and notes.
Custom Objects & Fields
Custom objects, picklists, record types, and field-level mappings translated to HubSpot properties.
Workflows & Automations
Salesforce Process Builder, Flows, and assignment rules recreated as HubSpot workflows.
Reports & Dashboards
Key reports and dashboards rebuilt in HubSpot with equivalent filters, groupings, and visualizations.
Campaigns & Lists
Campaign members, static lists, and dynamic segments mapped to HubSpot lists and marketing tools.
Email Templates & Assets
Email templates, documents, and branded assets migrated and adapted for HubSpot.
Salesforce objects mapped to HubSpot
| Salesforce | HubSpot |
|---|---|
| Account | Company |
| Lead | Contact |
| Contact | Contact |
| Opportunity | Deal |
| Campaign | Campaign / List |
| Task / Event | Task / Meeting |
| Case | Ticket |
| Custom Object | Custom Object |
Our Salesforce to HubSpot migration process
Salesforce audit and data assessment
We analyze your Salesforce org — objects, fields, automations, integrations, and data quality — to build a complete migration blueprint.
Object and field mapping strategy
Every Salesforce object and field is mapped to its HubSpot equivalent. Custom objects, picklists, and record types are translated with full parity checks.
Test migration and validation
A pilot migration of a representative data subset verifies mapping accuracy, association integrity, and workflow behavior before going live.
Full data migration and cutover
Complete data transfer with minimal downtime. We coordinate the cutover with your team to ensure business continuity throughout the transition.
Post-migration QA and training
Every record, association, and automation is verified. Your team receives hands-on training in HubSpot tailored to their Salesforce experience.
Not ready for a full migration?
We also offer HubSpot + Salesforce integration for teams that want to add HubSpot Marketing or Sales Hub while keeping Salesforce as their primary CRM. The native sync keeps both systems in harmony.
“They are very organised, and have very experienced teams in both performance marketing and HubSpot development.”
“They took time to study our business needs and configure HubSpot so that make best use of it and also gave us valuable advice on improving our sales and marketing.”
Salesforce to HubSpot migration FAQ
How long does a Salesforce to HubSpot migration take?
Most Salesforce to HubSpot migrations take 3–8 weeks depending on data volume, the number of custom objects, and complexity of automations. We provide a detailed timeline during the free assessment.
Will we lose any data during the migration?
No. Our 5-stage migration process includes a pilot test migration and post-migration QA to guarantee zero data loss. Every record, association, and activity is verified.
Can we keep using Salesforce alongside HubSpot?
Yes. If a full migration isn’t the right fit, we offer HubSpot + Salesforce integration using the native sync. This lets you add HubSpot Marketing or Sales Hub while keeping Salesforce as your CRM.
What about our custom Salesforce objects?
HubSpot supports custom objects. We map every custom object, field, and picklist from Salesforce to HubSpot equivalents, ensuring full data parity after migration.
How much does a Salesforce to HubSpot migration cost?
Cost depends on the scope — data volume, number of objects, automations, and integrations. We provide a free migration assessment with a detailed quote and timeline before any work begins.
Get your free Salesforce to HubSpot migration assessment
Tell us about your Salesforce setup and we'll provide a detailed migration plan, timeline, and quote within one business day.
- Free migration assessment with data audit
- Zero data loss guarantee
- Minimal business disruption