Salesforce to HubSpot migration

From Over-Engineering to Streamlined Growth

A professional vector illustration showing the transition from complexity to simplicity. On the left, a dark blue maze-like structure with scattered blocks and tangled data lines represents an old, heavy system. On the right,Many businesses outgrow Salesforce not because of lack of features, but because of complexity. Maintaining custom objects, workflows, and integrations often becomes costly and resource-heavy. HubSpot provides a simpler, all-in-one platform that teams actually enjoy using — without losing critical CRM capabilities.

The challenges of staying with Salesforce

  • Heavy admin workload – requires specialist resources to maintain.

  • Over-customisation – years of fields, objects, and rules lead to clutter.

  • User adoption issues – teams struggle with a steep learning curve.

  • Fragmented view of customers – marketing and sales often operate in silos.

Why HubSpot makes sense

  • Unified contacts, companies, and deals in one intuitive interface.

  • Built-in marketing, sales, and service tools that talk to each other.

  • Automation anyone can use — no coding required.

  • Lower cost of ownership with high scalability.

How a Salesforce → HubSpot migration works

  1. Clarify the goals
    Decide what the move should achieve: faster adoption, cleaner data, or better marketing–sales alignment.

  2. Clean and map the data
    Audit Salesforce fields and workflows, archive what’s obsolete, and build a data map aligning Salesforce objects (Accounts → Companies, Opportunities → Deals).

  3. Choose the migration method

    • Native HubSpot–Salesforce integration for real-time sync.

    • CSV export/import for straightforward migrations.

    • Middleware (Zapier, Workato, Mulesoft) or APIs for complex setups.

  4. Test before committing
    Use a sandbox or test environment in HubSpot to validate data mapping and workflow behaviour.

  5. Cut over and optimise
    Switch to HubSpot, monitor workflows and lead scoring, then fine-tune based on live data.

What success looks like

  • Clean, usable data available to all teams.

  • Sales and marketing working from one source of truth.

  • Automations rebuilt for efficiency instead of complexity.

  • A CRM your team adopts quickly — without heavy training.

Start your transition

Migrating from Salesforce to HubSpot isn’t just a technical project — it’s an opportunity to simplify, align, and scale smarter. With the right support, the process is smooth and the results transformative.

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