Migrate from Salesforce to HubSpot with structure and control.
A structured 6 to 12 week migration from Salesforce to HubSpot designed for stability and control. This process covers CRM data, pipeline structures, core business processes, and reporting to ensure your new setup works from day one.
Trusted by
When Salesforce no longer fits
Historical data must be preserved
Years of customer history, deal progression, and activity records represent your company's institutional knowledge.
Pipelines need to stay accurate
Active deals are in motion and cannot be disrupted. A Salesforce to HubSpot migration must ensure that pipeline forecasting remains accurate and deal velocity is maintained.
Reporting continuity matters
Leadership relies on specific KPIs and dashboards to steer the business. After a Salesforce to HubSpot migration, you need immediate access to these metrics without waiting weeks for reconstruction.
Teams rely on existing processes
Your sales team depends on specific HubSpot workflows, automations, and integrations to manage their daily tasks. A Salesforce to HubSpot migration should not force your team to start from scratch or disrupt their momentum.
Risk of copying problems
Your Salesforce instance likely has years of accumulated technical debt and messy data. A CRM migration is a unique opportunity to clean up your architecture—but only if done intentionally.
No room for downtime
Revenue operations cannot pause during a CRM migration. Your business continues to move, and your Salesforce to HubSpot transition must account for active deals and daily activities.
What the Migration Sprint does
The Migration Sprint is a structured move from Salesforce to HubSpot with a clear scope and sequence. We focus on migrating the right data—not just all data—and rebuilding your CRM pipelines in a practical, high-performance way.
By preserving reporting logic and cleaning up technical debt along the way, we ensure you don't simply copy old issues into a new system.
The goal is simple: a clean start in HubSpot without losing business context.
Delivered in 6-12 weeks.
What's included in the migration sprint
Migration planning
- Current state assessment of Salesforce
- Field and object mapping
- Data model alignment for HubSpot
- Migration scope definition
- Risk assessment and timeline
Data migration
- Contacts, companies, and deals
- Historical activity where relevant
- Data transformation and cleanup
- Validation and quality checks
- Duplicate detection and merging
Pipeline and process setup
- Pipeline reconstruction in HubSpot
- Deal stages and lifecycle logic
- Ownership and routing rules
- Core automation workflows
- Email sequences where needed
Reporting continuity
- Recreation of key reports
- Critical dashboard rebuild
- Metric validation against Salesforce
- Forecast reporting setup
Integration coordination
- Assessment of current integrations
- HubSpot replacement recommendations
- Critical integration setup and testing
Team enablement
- Admin training on HubSpot
- Team onboarding sessions
- Documentation and quick guides
- Go-live support
We collaborate with companies all around the world
How it works
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Weeks 1-2: Discovery and design
Salesforce assessment, migration strategy, field mapping, and data model planning.
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Weeks 3-4: Mapping and validation
Detailed mapping, transformation rules, test migration of sample data, stakeholder validation.
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Weeks 5-6: Test migration
Full test migration, quality validation, process testing, issue resolution.
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Weeks 7-12: Final migration and go-live
Production migration, final QA, team training, cutover, go-live support.
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Timeline: 6 to 12 weeks
Depends on data volume, customization, and integration complexity.
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Post-migration support included for 2 weeks
What failed migrations cost you
Lost productivity
Without structure, teams lose 30-40% productivity for 2-3 months while figuring out the new system and fixing data issues.
Data quality issues
Poor migration means copying 100% of Salesforce's problems into HubSpot - duplicates, bad data, broken relationships.
Revenue disruption
Chaotic migrations add 15-20% to sales cycle time while teams work around system issues and missing functionality.
Reporting gaps
Without planning, leadership operates blind for weeks or months while someone rebuilds dashboards from scratch.
Failed integrations
Uncoordinated migrations break critical tools, forcing teams into manual workarounds that persist long after migration
Team resistance
Chaotic migration kills trust in the new system before teams even start using it - adoption suffers permanently.
Pricing
Fixed-scope 6-12 week migration. Final pricing depends on:
- Total record volume
- Number of custom objects and fields
- Pipeline and process complexity
- Integration requirements
- Reporting complexity
- Team size and training needs
Straightforward setup, under 50K records, standard objects, basic pipeline, core reporting.
Moderate complexity, 50K-200K records, some customization, multiple pipelines, integrated reporting.
Complex instance, 200K+ records, extensive customization, multiple business units, sophisticated reporting, many integrations.
Lower CRM costs, faster performance, easier adoption, and elimination of Salesforce complexity typically deliver 3-5x ROI in year one.
Frequently Asked Questions
Minimal to none. We migrate while Salesforce stays live, then do a quick cutover. Most teams experience less than 24 hours of read-only mode.
You maintain access as long as needed. We recommend keeping it read-only for 30-60 days post-migration for reference.
Yes, but it adds complexity. Most teams prefer complete migration because managing two systems simultaneously is difficult.
We assess whether they're needed in HubSpot. Some map to custom objects, some consolidate into standard objects, some may not need to migrate.
Some Salesforce integrations have HubSpot equivalents. We assess each and recommend replacements or alternatives.
We migrate deal data including stages and close dates. Active deals continue with minimal disruption during cutover weekend.
We rebuild critical automation in HubSpot. Not everything needs replication - migration is a chance to simplify.
No. We clean during migration. Often better to clean as we migrate rather than cleaning data that won't move.
We include 2 weeks of post-migration support. Most issues are minor and resolve quickly with proper planning.
Why WX for Salesforce migration
Migration specialists
We've migrated hundreds of companies from Salesforce and other CRMs to HubSpot. We know what breaks, what's essential, and how to move fast.
HubSpot platform experts
HubSpot Platinum Partners. We build HubSpot properly from day one, not recreate Salesforce in HubSpot.
Business continuity focus
Migration happens around your revenue operations, not instead of them. Your business keeps running.
Clean slate approach
We don't just copy everything. We use migration as a reset to simplify and eliminate accumulated issues.
Full-service execution
Strategy, data migration, process rebuild, reporting, training, support - complete end-to-end service.
This is a good fit if
Salesforce no longer supports how you work or costs too much
You want structured, guided migration to HubSpot
Data continuity and business context matter
You prefer expert-led migration over DIY
Leadership wants a clean, professional transition
You're committed to HubSpot (not just testing)
Move platforms with confidence
A CRM migration is a big step. It deserves structure, experience, and careful execution.
Start your move to HubSpot the right way - with a team that's done it hundreds of times.
6-12 weeks. Complete migration. Minimal disruption.
Your migration team
CEO
COO
Lead of RevOps &
Commercial Growth