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Professional HubSpot to Salesforce Migration
Our automation experts manage your complete CRM transition, preserving all data, converting workflows, rebuilding automations, and training your team.
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01 Discovery & Migration Planning
First, we gain an understanding of your current HubSpot setup and enterprise needs. Our experts will audit your objects, workflows, integrations and custom fields. Then, we interview stakeholders from sales, marketing and operations to create a comprehensive migration roadmap that aligns with your business goals.
02 Salesforce Configuration & Setup
We will set up your Salesforce environment from scratch using enterprise-grade architecture. This includes user roles, permission sets, custom objects, validation rules and the initial deployment of the Make.com automation bridge to maintain HubSpot workflows during the transition period.
- Salesforce org provisioning & configuration
- User roles, profiles, and permission sets
- Custom object creation & field mapping
- Page layouts & record types
- Make.com bridge deployment for zero downtime
03 Data Mapping & Cleansing
We implement intelligent mapping logic based on your qualification criteria to ensure a clean data structure with zero duplicates. This includes complete de-duplication and a data quality audit.
- Field-by-field mapping (HubSpot ↔ Salesforce)
- Lead vs Contact distinction rules
- Data quality audit & de-duplication
- Data transformation rules definition
- Historical data preservation strategy
04 Engagement History Migration
Critical: 60% of migrations lose engagement history. We migrate ALL customer interactions via API-based extraction including emails with threading, call logs with timestamps, meeting records, notes, and task history. Your sales team maintains complete customer context.
- Email conversations → Email Message records
- Call logs → Task records with timestamps
- Meeting history → Event records
- Notes → Salesforce Notes/custom objects
- File attachments → Salesforce Files
05 Workflow & Automation Recreation
WYour HubSpot workflows are redesigned using Salesforce Process Builder, Flow, and Make.com for complex multi-system automation. Includes approval processes, email automation, lead assignment rules, and escalation workflows.
- HubSpot workflow inventory & analysis
- Workflow consolidation (reduce redundancy)
- Salesforce Flow/Process Builder design
- Make.com scenarios for complex workflows
- Integration with Salesforce Email/Pardot
06 Integration Architecture & Connections
We connect all your business tools using Salesforce's 3,000+ AppExchange apps and Make.com automation. From ERP systems and BI tools to marketing platforms and support software, we create secure connections with proper authentication, data flow mapping, and error handling.
- HubSpot integration audit & mapping
- Salesforce AppExchange equivalents setup
- Make.com integration scenarios (1,500+ apps)
- API connections & middleware configuration
- Gmail, Slack, LinkedIn, QuickBooks connections
07 Testing & Go-Live
Before production migration, we test everything in a sandbox environment with your actual data. Then on go-live day, engineers execute the migration with real-time monitoring. Make.com bridge keeps operations running and has a rollback plan.
- Sandbox testing with production-like data
- Final HubSpot data export
- Production migration execution
- Real-time data validation & integration activation
- Rollback plan ready (if critical issues arise)
08 Training & Ongoing Support
We ensure adoption success after launch. We offer role-based training for sales reps, marketing teams, admins and executives. We provide custom documentation, sandbox practice environments and 30-90 day support. We recreate your HubSpot dashboards in Salesforce for continuity. Think of us as your long-term Salesforce partner.
- Your processes have outgrown your CRM
HubSpot was perfect when you only had one sales team and simple deals. Now, however, you have enterprise customers with six-month sales cycles, legal approvals, custom pricing and multi-stakeholder sign-offs.
- Your tools are not connected
Your sales team lives in HubSpot. Finance uses SAP. Support uses Zendesk. Every week, someone has to manually export data, reformat spreadsheets and email updates. Salesforce brings your entire business together in one place, eliminating data silos and the need for constant requests for the latest numbers.
- You can't answer executive questions
"What's our pipeline for Q3 by region and product line?" This simple question takes your operations team two days to answer, because HubSpot's reporting tool cannot slice the data in the way that executives need. Salesforce provides real-time answers to complex business questions.
- You're scaling globally
You've just opened offices in EMEA and APAC. This means different currencies, compliance requirements and sales processes. HubSpot treats your teams in London and Singapore the same way it treats your HQ in Boston. Salesforce scales with your complexity.
- Your board expects enterprise-grade systems
You're doing $50M+ in ARR now. Your board asks, 'Why are we still using HubSpot?' Enterprise customers expect to see Salesforce in your technology stack, it shows that you're serious. 83% of the Fortune 500 use Salesforce. So do your largest customers.
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics
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Clients
Automations
Years of experience
How it works
We take you from manual struggle to automated joy in 4 easy steps
Discovery call
We start by understanding your business, your challenges, as well as the processes and systems you use.
Strategy & Planning
We identify what to automate, how to connect your systems, and create a step-by-step implementation plan.
Implementation
Our experts build, test, and deploy your custom automations, from simple workflows to complex integrations.
QA & Support
We monitor performance, handle maintenance, and continuously optimize your automations.
What our clients say
FAQs
1. Will I lose any data when I migrate from HubSpot to Salesforce?
No, you won't lose any data if you use our professional migration service. We guarantee zero data loss by:
- complete HubSpot backup before migration starts;
- test migration in the Salesforce sandbox first;
- 100% record count validation (every contact, company and deal verified);
- engagement history preservation (notes, emails, calls and meetings);
- a rollback plan in case of any critical issues.
Common mistake: DIY migrations or cheap tools often lose engagement history — 60% of migrations lose customer interaction data. We migrate everything, including email threads, call logs and meeting notes, with the original timestamps preserved.
2. How do you handle the complexity of the difference between a HubSpot contact and a Salesforce lead/contact?
This is the number one challenge of migrating. HubSpot treats everyone as 'Contacts'. Salesforce, however, separates unqualified prospects (Leads) from qualified buyers (Contacts). Our intelligent mapping:
- HubSpot lifecycle stage = 'Customer' or 'Opportunity' → Salesforce Contact (linked to Account)
- HubSpot lifecycle stage = 'Lead,' 'MQL,' or 'SQL' → Salesforce Lead
- Companies with existing deals: always create Account + Contact
- Custom rules based on your qualification criteria
Why this matters: Poor mapping can create duplicate records (the same person as both Lead and Contact), break workflows and make reporting impossible. We get it right from day one.
3. How long does it take to migrate from HubSpot to Salesforce?
Most HubSpot to Salesforce migrations take 4-8 weeks for fast-track implementations or 3-6 months for enterprise projects. Timeline depends on your data volume (how many contacts, companies, and deals), customization needs, and how many integrations need to be rebuilt. A typical mid-market company (100-500 employees) completes migration in 8-12 weeks.
What affects timeline:
- Data volume: 10,000 records vs. 100,000+ records
- Custom fields and objects that need mapping
- Number of workflows to recreate
- Integration complexity (how many connected tools)
- Team availability for testing and training
4. Can you migrate notes, emails, and call history from HubSpot to Salesforce?
Yes, we migrate all engagement history. This is critical—your sales team needs complete customer context. We use API-based migration to transfer:
- Email conversations → Salesforce Email Message records (threading preserved)
- Call logs → Task records with timestamps and duration
- Meeting history → Event records with attendees and notes
- Notes → Salesforce Notes or custom objects
- File attachments → Salesforce Files linked to correct records
Why this matters: Most basic migration tools skip this step. Industry data shows 60% of migrations lose engagement history—meaning your team loses years of relationship context. Sales reps suddenly can't see past conversations, call notes disappear, deal history is gone.
Ready to free your time and grow your business?
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