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How an AI platform unified sales, marketing, and onboarding by moving to an integrated HubSpot ecosystem

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sales reps aligned on one integrated CRM

locations routed leads automatically via HubSpot

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visibility into marketing campaigns across the sales team

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You’ll learn how to

  • Migrate from Salesforce to HubSpot without losing data or momentum
  • Align sales, marketing, and onboarding under one platform
  • Route leads at scale using automation and custom logic

What you’ll need

  • A disconnected tool stack slowing down execution
  • Low visibility across sales and marketing workflows
  • Manual lead management that doesn’t scale with your team

The Client

 Our client is a technology company based out of San Francisco, United States.

They develop software solutions to eliminate time-consuming and repetitive tasks through intelligent automation.

Their AI-enabled product allows users to create and perform more adaptable workflows for information workers so that they can focus on impactful revenue-generating activities and remain competitive.

 

The Problem

01 The client wanted to align his team efforts across the Sales, Marketing, and Onboarding departments. Isolated systems were hindering a smooth process.

02 The marketing team wanted to adopt a tool that fulfilled their need across the ABM, Inbound, and paid efforts.

03 The client wanted a system to integrate their product data that marketing, sales, and other revenue teams could access to take the relevant actions.
 
The Tech stack

We started off with understanding and revamping their tech stack. The first step we took was deep diving into which technologies and platforms were right for the setup they were trying to achieve, followed by a thorough and accurate migration plan for all their data to the new setup.

 

Screenshot 2025-07-11 154409

We moved our client’s tech stack to the HubSpot ecosystem to allow them to leverage a more integrated approach to business–courtesy of the platform’s variety of services which are easy-to-use and abundant in capabilities.

We specifically chose Marketing, Sales, and Service Hub to deliver an integrated RevOps landscape for our client, supported by ZoomInfo to append their lead enrichment, lead generation, and marketing efforts.

After identifying the right tech stack, we prepared an action for the course of our engagement to chart milestones and timelines to achieve success for our client.

 

Implementation Schedule and Milestones

Once we profiled the client and understood the requirements, we prepared a strategic plan to implement the various solutions within the client’s organization without hampering the status quo–ensuring a seamless transition.

Discovery & System Audit

Discovery & System Audit

 

Approach for Migration

The migration strategy was centered on leveraging native integration capabilities, ensuring a smooth transition of data from Salesforce to HubSpot, thus preserving data integrity and streamlining the entire process.

  • We wanted to leverage the native integration capabilities of HubSpot that let them move the data smoothly from SFDC to HS without any custom code being written. Since native integration lets us map the custom objects along with other standard objects it was the ideal approach for them.
  • We went ahead and set up a migration user in the SFDC sandbox and connected it to the HubSpot sandbox to move data only from SFDC to HS. We also made sure that none of the data was overwritten by HubSpot during the process.

 

Mapping

  • We mapped all the records to the active users and did not carry forward any inactive users.
  • After a successful run of the integration across the sandbox, the same configuration was developed in the production environment.
  • Once the integration was established, we ran the HubSpot and SFDC send to ensure that the data sync was successful.

 

Mapping

Here is how we went about mapping the objects between SFDC and HS.

Screenshot 2025-07-11 154608

 

Impact and Outcomes

After the successful implementation of the new system, the outcomes were remarkable.

Screenshot 2025-07-11 154729

The company saw a significant improvement in efficiency and data accessibility across sales, marketing, and other revenue teams.

Analytics were centralized, providing clearer insights into operations and performance.

The seamless integration facilitated better lead management, enabling the sales team to access detailed marketing data and prioritize high-intent leads more effectively. Automated follow-ups and optimized marketing channels led to a more streamlined process, directly impacting revenue growth and operational effectiveness.

This transformation not only enhanced internal workflows but also improved the overall customer experience, setting a new benchmark for excellence in digital operations.

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