Integrating [Your Platform] with HubSpot

We bring [Your Platform] and HubSpot together so everything just works. Your data, messages, and workflows stay in sync. And you get clarity and consistency without complexity.

Talk to an Integration Expert

A Structured Approach to Your [Your Platform] and HubSpot Integration

This isn’t a plug-and-play connector. We break the integration into clear phases. No assumptions, no shortcuts, and no hidden gaps.

Phase 1: Discovery & Alignment

Phase 2: Data & Process Mapping

Phase 3: Architecture & Design

Phase 4: Sandbox Build & Pilot

Phase 5: Production Rollout & Validation

Phase 6: Training, Support & Optimization

Yes, I Want This!

Phase 1: Discovery & Alignment

Understand business goals, system dependencies, and what success looks like.

Stakeholder interviews across Sales, Marketing, Service, Ops, IT
Audit [Your Platform] and HubSpot configurations, API availability, scopes, and event models
Identify use cases: sync, trigger, enrich, embed (examples: Gmail to HubSpot logging, ChatGPT actions, order updates, ticket routing)
Define system of record per entity and field (HubSpot vs [Your Platform])
Capture compliance and security needs: PII handling, data residency, access control
Prioritize “must integrate” vs “optional” flows
Finalize scope, constraints, and success criteria

Phase 2: Data & Process Mapping

Blueprint how data and workflows move across tools.

Map entities and properties: contacts, users, messages, tickets, orders, products, events
One-way vs bi-directional rules, update precedence, and conflict handling
Lifecycle and status mapping: lead and deal stages, ticket states, subscription states, order states
Workflow alignment: assignment, SLAs, notifications, approvals, AI prompts and actions
Activity design: what gets written to the HubSpot timeline (emails, chats, calls, notes, events)
Validation rules and data quality guardrails

Phase 3: Architecture & Design

Create a reliable, scalable integration foundation.

Choose approach: native app, marketplace connector, iPaaS, or custom API
Authentication and permissions: OAuth scopes, key management, least privilege
Real-time vs batch sync: webhooks, polling schedules, throughput planning
Reliability: idempotency, retries, exponential backoff, dead-letter queues
Observability: logs, metrics, alerting, runbooks, error triage
Rate-limit strategy and pagination
Solution diagrams and sequence maps reviewed with stakeholders

Phase 4: Sandbox Build & Pilot

Prove the integration safely before scale.

Configure sandbox or test tenants in Your Platform and HubSpot
Connect middleware or custom services with sample secrets and scopes
Pilot a golden dataset and key flows:
- Example: Gmail email → HubSpot contact timeline, ticket creation, AI draft response in ChatGPT
- Example: Shopify order → HubSpot deal update and customer lifecycle change
Validate mappings, timelines, and automations
Run failure scenarios and recovery tests
Capture pilot feedback and finalize go-live checklist

Phase 5: Production Rollout & Validation

Launch with confidence and minimal disruption.

Stage rollout by object, team, or region
Activate sync for priority entities and events
Validate counts, values, and associations against acceptance criteria
UAT with business owners; confirm reporting and attribution
Monitor health dashboards, error queues, and latency
Document rollback and hotfix procedures

Phase 6: Training, Support & Optimization

Drive adoption and keep the integration healthy.

Role-based training and quickstart guides for admins and end users
Playbooks for common tasks and troubleshooting
Monitoring dashboards for sync health and data quality
Governance for changes: new fields, new apps, new prompts
Quarterly optimization to expand use cases and reduce manual work

What Does Integration Deliver?

Integration is about unifying, not just connecting APIs. When [Your Platform] and HubSpot talk to each other, silos disappear. Integration with HubSpot brings all your customer activity, automation, data, reporting, and workflows into HubSpot, giving you one timeline, trusted insights, and scalable growth without the chaos.

Our Frequently Asked Questions

How does Switch migrate data from Salesforce to HubSpot without storing it?

Switch uses a secure, direct cloud-to-cloud transfer process. Data never resides on external servers. Only schema and metadata are temporarily read for mapping. All transfers occur over encrypted Salesforce and HubSpot APIs, ensuring full compliance with enterprise-grade security standards.

How long does a Salesforce to HubSpot migration typically take?

Standard migrations take 2–6 hours depending on the size of your CRM. Smaller data sets may finish within 1–2 hours, while enterprise migrations with custom objects, workflows, and assets may extend beyond 6–8 hours. Our phased execution minimizes downtime by allowing core functions to remain active.

Can I migrate only selected records from Salesforce to HubSpot?

Yes. Switch supports selective record migration. You can filter data by contact owner, lifecycle stage, record type, date range, or any custom field. This ensures that only the most relevant and valuable records move into HubSpot, keeping your CRM lean and actionable.

What is a Delta Migration and how does it help?

Delta Migration ensures that any changes made in Salesforce during the migration window are captured and transferred. After the initial full migration, Delta Migration syncs only new or updated records. This keeps HubSpot perfectly in sync with Salesforce until your team fully transitions.

Will all associations and relationships between records be preserved?

Yes. Switch maintains all relationships, including account-to-contact links, deal ownership, activity logs, and custom object associations. This guarantees that workflows, reports, and dashboards in HubSpot function without manual re-linking post-migration.

Can Switch create custom properties or objects in HubSpot?

Yes. Switch automatically detects Salesforce custom fields and can recreate them in HubSpot. For complex use cases, Switch also supports creation of custom objects in HubSpot. Mapping can be automated or fine-tuned manually for accuracy.

Do you offer a white-glove Salesforce to HubSpot migration service?

Yes. Our white-glove service includes full project management, pre-migration planning, test migrations, post-migration QA, and training. This option is ideal for enterprises with multi-team dependencies or highly customized Salesforce setups.

How is pricing calculated for Salesforce to HubSpot migration?

Pricing is based primarily on the volume of records (contacts, companies, deals, activities) and the inclusion of advanced services such as asset migration or onboarding. You only pay for the components you choose to migrate.

Can Switch migrate assets (emails, templates, workflows) from Salesforce?

Yes. Asset migration covers workflows, templates, reports, and dashboards. These assets are adapted and re-created in HubSpot where feasible, ensuring your marketing and sales teams maintain continuity without having to rebuild everything from scratch.

Do you offer post-migration HubSpot onboarding support?

Yes. We provide structured onboarding covering automation setup, reporting, user permissions, and process adoption. Our consultants ensure your team is confident and productive in HubSpot immediately after migration.

Here's a quick case study :)

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