How to Move from HubSpot to Salesforce: A Step-by-Step Migration Guide
How to Move from HubSpot to Salesforce: A Step-by-Step Migration Guide
Switching from HubSpot to Salesforce can feel like a confusing task, but with the right strategy, it can be a smooth and rewarding transition.
Whether you’re looking for advanced CRM, better scalability, or enhanced integrations, moving to Salesforce can supercharge your business operations.
In this guide, we’ll break down how to move from HubSpot to Salesforce, covering best practices, potential challenges, and key steps to ensure a seamless migration.
Why Move from HubSpot to Salesforce?
Before jumping into the technical process, let’s first understand why businesses make the switch.
Advanced Customization & Scalability
Salesforce offers more flexibility and customization options compared to HubSpot, making it a better fit for businesses that require advanced workflows, automation, and scalability.
Integrations
While HubSpot has a user-friendly interface, Salesforce excels at integrating with a wide range of third-party applications, offering seamless connectivity with ERP systems, marketing automation tools, and more.
Enterprise-Level Features
For businesses handling complex sales processes, Salesforce provides enterprise-grade functionalities like AI-driven analytics, advanced reporting, and customizable dashboards.
Cost Considerations
The cost of HubSpot vs Salesforce is another deciding factor.
While HubSpot pricing is often appealing for small businesses, Salesforce delivers better value for growing enterprises that need extensive CRM features.
If you’re wondering, can HubSpot integrate with Salesforce?, the answer is yes!
However, integration may not be enough for businesses requiring more advanced CRM functionalities, leading them to opt for a full migration.
How to Move from HubSpot to Salesforce: Step-by-Step Guide
Now that we’ve covered the reasons for switching, let’s get into the actual migration process.
Step 1: Define Your Migration Goals
Before moving any data, clarify your migration objectives:
- Do you want to migrate all historical data or only specific records?
- Are there any redundant contacts, deals, or leads that should be cleaned up?
- What are your must-have Salesforce configurations?
Step 2: Audit and Clean Your HubSpot Data
Migrating cluttered or outdated data can cause inefficiencies in Salesforce.
Take these steps to clean your HubSpot data:
- Remove duplicate contacts and deals.
- Archive irrelevant leads.
- Standardize data formats for fields like phone numbers and addresses.
- Identify any missing critical information.
Step 3: Map Data Fields Between HubSpot and Salesforce
Since HubSpot and Salesforce have different data structures, it’s essential to create a field mapping document.
Some key fields to map include:
- Contacts
- Companies (Accounts in Salesforce)
- Deals (Opportunities in Salesforce)
- Custom properties and tags
- Notes, emails, and call logs
Step 4: Choose a Migration Method
There are multiple ways to migrate data from HubSpot to Salesforce:
Manual Data Export & Import
- Export HubSpot data as CSV files.
- Clean and format the data.
- Import it into Salesforce using the Data Import Wizard or Data Loader.
Third-Party Migration Tools
Several third-party tools can automate and simplify migration:
- HubSpot Native Salesforce Integration (best for partial migration)
- Skyvia, Zapier, or Talend (for more advanced mapping and automation)
- Mulesoft or Jitterbit (for enterprise-level migration)
Hire a CRM Migration Expert
If you have a complex database, working with a HubSpot development consultant ensures a seamless transition while avoiding data loss or inconsistencies.
Step 5: Perform a Test Migration
Instead of migrating everything at once, perform a test migration with a small dataset. Check for:
- Data accuracy
- Field mappings
- Workflow automation issues
Step 6: Full Data Migration
Once your test migration is successful, move ahead with the full migration.
Monitor the process closely and be ready to troubleshoot any errors.
Step 7: Validate and Optimize Data in Salesforce
After migration:
- Verify all records are transferred correctly.
- Adjust Salesforce workflows and automation to match business processes.
- Train your team on Salesforce functionalities.
Step 8: Decommission HubSpot & Optimize Salesforce Usage
Once your team is fully transitioned to Salesforce, you can decommission HubSpot (if needed).
Leverage Salesforce features, dashboards, and reporting tools to maximize your CRM efficiency.
Common Challenges in HubSpot to Salesforce Migration
Data Loss & Corruption
Always back up your data before migration and conduct test imports to identify errors early.
Field Mapping Errors
Use a field mapping document and test with small batches first.
Duplicate Records
Use Salesforce Duplicate Rules & Matching Rules to prevent duplicate entries.
User Adoption Issues
Provide training and resources for your team to adapt to Salesforce.
How to Move from HubSpot to SalesForce – Reddit Perspective
To move from HubSpot to Salesforce, Reddit users recommend exporting data as CSV, using third-party migration tools like Zapier, and ensuring proper field mapping.
Migrating from Salesforce to Hubspot
byu/stevehall757575 inhubspot
Testing small data batches before full migration helps avoid errors.
Final Thoughts: Is Salesforce Right for You?
Moving from HubSpot to Salesforce is an important decision that can enhance your business efficiency, but it requires careful planning and execution.
If you need a flexible, enterprise-grade CRM with powerful automation, Salesforce is the right choice.
Following the steps outlined above will help ensure a smooth and successful migration, allowing your business to unlock Salesforce full potential.
How to Migrate Data from HubSpot to SalesForce – FAQs
How long does it take to migrate from HubSpot to Salesforce?
The migration timeline depends on data volume and complexity.
On average, small migrations take 1-2 weeks, while large enterprise migrations can take up to 2 months.
How to move from Salesforce to HubSpot?
If you’re considering moving in the other direction, the process is similar: export data from Salesforce, clean it, and import it into HubSpot using its import tools or third-party migration services.
How to connect HubSpot to Salesforce instead of migrating?
You can use HubSpot native Salesforce integration to sync contacts, companies, and deals between both platforms.
However, this is best suited for businesses wanting to use both platforms rather than fully migrate.
What is the cost of HubSpot vs Salesforce?
Pricing varies depending on features and user count:
HubSpot Starts with free CRM tools, with paid plans ranging from $50/month to $1,200/month.
Salesforce with pricing ranging from $25/user/month to $300/user/month for different tiers.
Is it easy to migrate from free HubSpot to Salesforce?
Migrating from free HubSpot to Salesforce is possible but requires manual data export and import since free HubSpot lacks native migration tools.
Using third-party tools or hiring a migration expert can streamline the process.
How do I import HubSpot into Salesforce SFCDC?
To import HubSpot data into Salesforce SFCDC, use the Salesforce Data Loader for bulk data transfers.
Is HubSpot easier than Salesforce for Startups and SMEs?
Yes, HubSpot is easier to use than Salesforce due to its user-friendly interface and simplified setup.
However, Salesforce offers more customization and scalability for larger or Enterprises.
How do I sync my HubSpot activity with Salesforce?
You can sync HubSpot activity with Salesforce using HubSpot native Salesforce integration.
Enable the integration in HubSpot, map fields, and set up bidirectional sync to ensure activities like emails, notes, and tasks sync automatically.
