.png?width=5528&height=1940&name=OneMetric%20(3).png "OneMetric")
Your Salesforce to HubSpot Migration, Planned and Executed in Phases
This isn't a quick export. We break down the migration in clear phases
Define lead stages, segment lists, and plan campaigns
- Conduct stakeholder interviews and align project teams
- Audit current CRM instance and document key findings
- Identify critical objects, fields, automations, reports, and integrations
- Define migration goals and assess constraints such as compliance, timelines, and downtime tolerance
- Review HubSpot license readiness and setup requirements
- Determine data to migrate versus data to sunset
- Finalize success criteria and confirm project scope
Blueprint how Your CRM data, processes, and structure will map into HubSpot
- Map data model including objects, fields, and associations
- Plan custom objects and properties in HubSpot
- Redesign lead lifecycle and pipeline structure if required
- Re-architect workflows, automation, validation, and scoring
- Map user roles and permissions
- Identify integration touchpoints including API dependencies and middleware
.webp?width=327&height=250&name=Solving%20Data%20intake%20(from%20all%20demand%20sources).webp)
Perform test migration in HubSpot sandbox or staging portal
- Set up HubSpot sandbox or staging environment
- Configure required custom properties and objects
- Migrate a sample dataset (10–15% of production data)
- Validate data integrity, associations, and field mapping
- Test automations, pipelines, reports, views, and permissions
- Gather user feedback and refine before full migration
Execute the full data migration with minimal impact on live users
- Extract all Your CRM data including objects, attachments, notes, and activities
- Import data to HubSpot via API with maintained object associations
- Migrate custom objects, files, emails, calls, and notes
- Rebuild key automations, lists, reports, and views in HubSpot
- Track migration progress in real time with QA checkpoints
Verify all migrated data and confirm smooth team transition
- Validate migrated data using scripts and structured review
- Spot-check critical records, pipelines, and reports
- Facilitate user acceptance testing with representative teams
- Perform final data hygiene including deduplication and formatting
- Address and resolve any post-migration issues identified
Facilitate HubSpot onboarding and planned Your CRM transition
- Deliver persona-based user training sessions for Sales, Marketing, and Admins
- Provide access to knowledge base articles and playbooks
- Document the final data model, workflows, and system configurations
- Offer transition support through office hours and ticketing channels
- Decommission Your CRM and remove redundant systems
What Gets Migrated?
It’s not just about moving data; we orchestrate migration of your entire Salesforce ecosystem. From records and activities to associations, assets, and custom properties, we ensure every critical component is mapped, validated, and optimized for HubSpot.
Our Frequently Asked Questions
Switch uses a secure, direct cloud-to-cloud process to migrate Salesforce to HubSpot without storing your data on external servers. During the migration from Salesforce to HubSpot, only schema and metadata are temporarily accessed for field mapping and validation. All data transfers occur through encrypted Salesforce and HubSpot APIs, ensuring enterprise-grade security and compliance throughout the Salesforce to HubSpot migration services process.
The timeline to migrate Salesforce to HubSpot typically ranges from 2–6 hours, depending on data volume and CRM complexity. Smaller databases may complete within 1–2 hours, while enterprise-level migration from Salesforce to HubSpot involving custom objects, workflows, and historical activities can extend beyond 6–8 hours. Our Salesforce to HubSpot migration services follow a phased execution model to minimize downtime and ensure business continuity.
Yes. When you migrate Salesforce to HubSpot, Switch enables selective record transfers based on filters such as contact owner, lifecycle stage, record type, date range, or custom fields. This flexible approach to migration from Salesforce to HubSpot ensures that only high-value, relevant data is moved, helping maintain a clean and performance-optimized HubSpot CRM.
Delta Migration is a critical component of our Salesforce to HubSpot migration services. After the initial full migration from Salesforce to HubSpot, Delta Migration captures and transfers only new or updated records created during the transition window. This ensures your HubSpot portal remains fully synchronized with Salesforce until your organization officially completes the move.
Yes. When you migrate Salesforce to HubSpot with Switch, all key relationships are preserved, including account-to-contact associations, deal ownership, activity history, and custom object links. Maintaining these connections during the migration from Salesforce to HubSpot ensures that reports, automation workflows, and dashboards continue functioning accurately without manual reconfiguration.
Yes. As part of our Salesforce to HubSpot migration services, Switch automatically detects Salesforce custom fields and recreates them as properties in HubSpot. For advanced CRM structures, we also support the creation of custom objects to ensure a seamless migration from Salesforce to HubSpot. Field mapping can be automated or manually refined to maintain structural integrity and reporting accuracy.
Yes. Our white-glove Salesforce to HubSpot migration services include end-to-end project management, pre-migration audits, sandbox testing, phased execution, post-migration QA, and team enablement. This comprehensive approach to migration from Salesforce to HubSpot is ideal for enterprises with complex workflows, multi-team dependencies, or highly customized Salesforce environments.
Pricing for Salesforce to HubSpot migration services is primarily based on record volume (contacts, companies, deals, activities) and the inclusion of advanced components such as asset migration, workflow recreation, or onboarding support. Whether you need a full migration from Salesforce to HubSpot or a selective transfer, you pay only for the scope and components required.
Yes. In addition to data transfer, our Salesforce to HubSpot migration services include asset migration such as workflows, templates, reports, and dashboards. During the migration from Salesforce to HubSpot, these assets are carefully adapted and recreated within HubSpot’s architecture to preserve operational continuity and automation logic wherever technically feasible.
Yes. After you migrate Salesforce to HubSpot, we provide structured onboarding to accelerate adoption. This includes automation configuration, reporting setup, user permissions management, and process alignment. Our post-migration support ensures your team maximizes the value of your migration from Salesforce to HubSpot from day one.
Here's a quick case study :)
As a solo marketer, I needed a team that could not only set up the technical side of things but also help me think strategically—OneMetric delivered on all fronts. They completely revamped our HubSpot CRM and marketing automation, making it possible for me to work more efficiently and focus on the bigger picture. Their guidance in shifting towards an ABM strategy has been invaluable, allowing us to tailor our marketing more effectively. From creating a sleek newsletter design to building out insightful reporting, they’re always thinking ahead. If you’re looking for a dedicated, hardworking team to level up your marketing efforts, OneMetric is your go-to!
Julie Taylor
Head of Marketing
Relatable? We should definitely talk.
All that we’ll cover when we speak:
- Opportunities to increase the ROI of your HubSpot investment
- Your current GTM motions and future roadmap
- Challenges that you face with your overall revenue stack
- Missed revenue opportunities due to gaps in your funnel
- What would "wins" look like for you?
