Salesforce to HubSpot: Stress-free Migration, Maximum Impact.
Our Salesforce to HubSpot migration service takes the hassle out of switching CRMs. We ensure a smooth and seamless transition by expertly transferring your valuable data, minimising disruption, and maximising your team's productivity in HubSpot
Your Salesforce to HubSpot Migration: A Step-by-Step Guide
Stage 1 - Needs Assessment
Every Salesforce migration is unique, but there's always a method to the madness!
Our team will work closely with you to figure out exactly what data needs to make the jump from Salesforce to HubSpot. We'll chat about the essentials: contacts, leads, accounts, opportunities, and any custom objects you're using. Should we bring over activity history and timelines too? What about those existing automations – are they worth keeping?
This initial chat helps us understand your needs and gives us a solid foundation for providing a tailored quote.
Stage 2 - Salesforce Audit
Once we're on the same page about the project, we'll dive deep into your Salesforce setup.
Our team will take a close look at how you've customised Salesforce to see if any tweaks are needed on our end. We'll also analyse your current automations and figure out how to recreate their magic within HubSpot.
Stage 3 - The Plan
Once we've gathered all the necessary information, we'll put together a detailed migration plan for you to review.
This gives you the chance to make sure our approach is spot on. Your dedicated CRM migration expert will work closely with you to fine-tune the plan, including the timing of the move to minimise disruption to your business.
Stage 4 - Migrate
Once approved, we'll proceed with the migration as planned.
Once the migration is complete, we'll thoroughly check everything and fix any issues our software flags up.
Finally, we'll schedule a video call to review the successful migration with you and make sure you're delighted with the results
Salesforce to HubSpot migration pricing
Starter
Hands-On, Top-Tier Support
Migrates Contacts, Leads, Accounts and Opportunities from Salesforce to HubSpot.
Sales activities migrated (emails, calls, meetings and tasks).
Growth
Hands-On, Top-Tier Support
Migrates Contacts, Leads, Accounts and Opportunities from Salesforce to HubSpot.
Sales activities migrated (emails, calls, meetings and tasks).
Migrate Salesforce Custom Objects to HubSpot Custom Objects (requires an Enterprise-tier Hub).
Enterprise
Migrates Contacts, Leads, Accounts and Opportunities from Salesforce to HubSpot.
Sales activities migrated (emails, calls, meetings and tasks).
Migrate Salesforce Custom Objects to HubSpot Custom Objects (requires an Enterprise-tier Hub).
Non-standard use case support