Migrating from Salesforce to HubSpot

We help you migrate from Salesforce to HubSpot with ease. From data migration to process setup, everything is planned, tested, and handled by experienced consultants.

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Your Salesforce to HubSpot Migration, Planned and Executed in Phases

This isn't a quick export. We break down the migration in clear phases

Step 1: Discovery & Scoping

Step 2: Mapping & Architecture Design

Step 3: Build Sandbox & Pilot Migration

Step 4: Production Migration Execution

Step 6: Training, Support & Transition

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Step 1: Discovery & Scoping

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

Step 2: Mapping & Architecture Design

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

Step 3: Build Sandbox & Pilot Migration

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

Step 4: Production Migration Execution

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

Step 4: Production Migration Execution

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

Step 6: Training, Support & Transition

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.

Complete CRM Migration: Salesforce → HubSpot

Complete Migration Success: Every piece of data moves from Salesforce to HubSpot

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 :)

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!