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HUBSPOT MIGRATION

Salesforce to HubSpot Migration

Lower costs, better adoption, and a CRM your team will actually use — migrated without data loss or downtime.

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WHY MIGRATE

Salesforce is powerful. But power you can’t use is just cost.

Most companies running Salesforce are paying for complexity they don’t need. Licences that drain budget. Customisations that require dedicated admins. Reporting that takes a consultant to build. HubSpot gives your team the same pipeline visibility, automation, and reporting — in a platform they’ll actually adopt. We’ve migrated dozens of Salesforce instances to HubSpot. We know where the data lives, how the objects map, and what breaks if you get it wrong.

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WHAT WE MIGRATE

Everything moves. Nothing gets lost.

A Salesforce migration isn’t a data dump. It’s a rebuild of your revenue operations on a platform designed for usability and growth.

Contact & Company Data

Every contact, company, and associated record migrated with full history, custom fields, and relationship mappings intact. We validate every record before and after import.

Deal Pipeline & History

Opportunities become deals. Stages map to your actual sales process. Historical deal data, amounts, close dates, and associated activities transfer completely.

Workflow & Automation Rebuild

Salesforce Process Builder rules, Flows, and automation logic are rebuilt as HubSpot workflows — optimised for the new platform, not just replicated.

Custom Objects & Fields

Custom Salesforce objects translate to HubSpot custom objects. Custom fields are mapped, validated, and tested to ensure no data or context is lost.

Email Templates & Assets

Marketing assets, email templates, landing pages, and forms are rebuilt in HubSpot with improved deliverability and CRM-native tracking.

Reports & Dashboards

Your most critical Salesforce reports are rebuilt as HubSpot dashboards — often simpler, more accessible, and with real-time data your team can actually use.

We’ve done this before. Many times.

Salesforce to HubSpot is one of the most complex CRM migrations because Salesforce’s data model is deeply nested and highly customised. Objects, fields, relationships, picklist values, record types — all need careful mapping. We’ve migrated Salesforce instances with hundreds of thousands of records, complex multi-object relationships, and years of historical activity data. Our migration framework accounts for every edge case because we’ve already encountered them.

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Your team will actually use this CRM.

The number one reason companies leave Salesforce isn’t functionality — it’s adoption. When reps spend more time on data entry than selling, when managers need a consultant to pull a report, when the platform requires a full-time admin just to function — the CRM becomes a tax on your business instead of an asset. HubSpot changes that dynamic. We configure it so your team gets pipeline visibility, automation, and reporting without the overhead.

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OUR FRAMEWORK

A proven four-phase migration process

Every Salesforce migration follows our structured framework — built from dozens of successful projects.

Discovery & Data Audit

We map your Salesforce data model — objects, fields, relationships, automations, and integrations. We identify what migrates, what gets rebuilt, and what gets left behind. The output is a detailed migration plan.

Architecture & Configuration

We configure HubSpot to match your business process — pipelines, lifecycle stages, custom properties, user permissions, and team structure. The CRM is built before data moves.

Migration & Validation

Data migrates in phases with validation checkpoints. Contact and company records first, then deals, then activities. Every batch is verified for completeness and accuracy before the next moves.

Training & Hypercare

Your team gets hands-on HubSpot training tailored to their roles. Then 30 days of hypercare post-go-live to catch issues, answer questions, and optimise workflows as your team settles in.

TESTIMONIALS

Client Testimonials

We moved from Salesforce to HubSpot and went through MO Agency’s supported onboarding. An incredibly positive experience from start to finish.

Cluskey S.

Director | Consumer Services

We engaged with MO Agency for our CRM implementation and migration. They were responsive, gave us step-by-step guidance, and advised on best-practice configuration.

Huntwood S.

Operations Manager

When we decided to move CRM systems, MO Agency quickly gave me the peace of mind I needed. Caleb seamlessly handled the data migration.

Greyling F.

Manager | Banking & Financial Services

Reviews from the HubSpot Partner Directory. View them all.

CASE STUDY

How we migrated a 500,000+ record Salesforce instance to HubSpot

A global SaaS company needed to move from Salesforce Enterprise to HubSpot — with complex custom objects, 15 integrations, and zero tolerance for downtime. We delivered the migration in 10 weeks with full data validation and team training.

Read the full story

Common Questions About Salesforce to HubSpot Migration

How long does a Salesforce to HubSpot migration take?

Typical migrations take 8–14 weeks depending on data volume, custom object complexity, and integration requirements. Simple instances with clean data can move faster. Enterprise orgs with complex customisations typically need 3–4 months. We provide a detailed timeline during the discovery phase.

Will we lose any data during migration?

No. We perform full pre-migration backups, migrate in validated phases, and run post-migration audits to confirm every record transferred accurately. Our framework includes rollback procedures at every stage.

Can you migrate our Salesforce reports and dashboards?

Yes. We rebuild your most critical reports as HubSpot dashboards. In many cases, HubSpot’s reporting is simpler to use and provides real-time data that Salesforce required add-ons or consultants to deliver.

What happens to our Salesforce integrations?

We audit every integration during discovery. Native HubSpot marketplace integrations replace Salesforce connectors where possible. For custom integrations, we rebuild using HubSpot’s API, Operations Hub, or our DataBridge Middleware.

Do you provide training for our team?

Yes. We deliver role-based training — different sessions for sales reps, managers, marketers, and admins. Training covers daily workflows, not just features. Plus 30 days of hypercare post-launch.

What if we want to keep Salesforce for some teams?

We support hybrid setups. HubSpot and Salesforce can run in parallel with bidirectional sync using the native HubSpot–Salesforce connector. We configure the sync, manage field mapping, and ensure data flows correctly between both systems.

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