Our Services
Apollo
Apollo
A U.S.-based global financial technology company needed to migrate its entire CRM from Salesforce to HubSpot in under three months — before its Salesforce contract expired. INSIDEA executed a structured migration covering thousands of records, complete object relationship mapping, and full historical activity data, while maintaining a live sync between both platforms until Salesforce was safely decommissioned. Custom HubSpot workflows, advanced dashboards, and integrations with data enrichment and intelligent scheduling tools were deployed as part of the transition. The result was a fully operational, future-ready HubSpot ecosystem – delivered on time, with near-zero disruption to sales operations.
| Metric | Before | After |
|---|---|---|
| CRM Platform | Salesforce (legacy) | HubSpot Sales Hub Enterprise |
| CRM Record Migration | Scattered across Salesforce | Fully migrated to HubSpot |
| Historical Activity Data | Locked in Salesforce | Preserved in HubSpot |
| Reporting and Dashboards | Salesforce-native only | Custom HubSpot dashboards live |
| Sales Automation | Manual Salesforce workflows | Automated HubSpot workflows |
| Data Enrichment | Limited CRM data | Enriched via third-party integration |
| Meeting Scheduling | Manual rep assignment | Intelligent, rules-based routing |
A global provider of AI-driven lending automation software needed to migrate its entire CRM infrastructure from Salesforce to HubSpot – preserving thousands of records, complex object relationships, and years of historical activity data – all within a strict deadline tied to the expiration of its Salesforce contract.
The company operated a mature, complex Salesforce CRM environment supporting a global sales organization. With a decision made to transition to HubSpot for greater automation flexibility and scalability, the project immediately presented significant technical challenges. Thousands of records needed to be migrated with full object relationships intact. Historical activity data – including emails, calls, notes, meetings, and tasks – had to be preserved to protect continuity of customer relationships. Compounding the complexity, the migration had to be completed in under three months, with business operations continuing uninterrupted throughout.
INSIDEA designed and executed a comprehensive HubSpot onboarding and CRM migration program tailored to the complexity and timeline constraints of the project. The approach began with a thorough data audit and object mapping exercise, followed by a staged migration that moved records, relationships, and historical activity into HubSpot with precision. A temporary one-way sync pipeline kept both platforms aligned during the transition. Once data was in place, INSIDEA built custom automation workflows, replicated Salesforce reporting inside HubSpot, and implemented two strategic integrations to enrich the new CRM environment and enable smarter sales scheduling.
The migration was completed on schedule, with the company fully operational on HubSpot before its Salesforce contract expired. Every record, relationship, and historical activity log was successfully transferred – delivering a clean, enriched CRM foundation that positioned the sales team for greater efficiency and scalability from day one.
"We worked with INSIDEA to move our CRM from Salesforce to HubSpot, and we are very happy with how it went. At every stage, we knew exactly what was being done and what was needed from us - the migration plan was clear and the communication was excellent. What impressed us most was the speed of responses and the flexibility to handle changes during the project. Because of their expertise, the migration was smooth, with almost no downtime. Their support after the move has also been excellent. We strongly recommend INSIDEA."
This approach is built for organizations managing complex CRM environments where data accuracy, operational continuity, and tight deadlines are non-negotiable. If your business is evaluating a CRM platform transition or looking to unlock greater automation and reporting capabilities within HubSpot, INSIDEA's structured methodology can deliver the outcome you need - without disrupting what is already working.
The timeline depends on the volume of records, complexity of object relationships, and the number of integrations involved. For enterprise-level migrations involving thousands of records across multiple object types – plus historical activity data – the process typically spans several weeks to three months. A structured migration plan, staged validation, and careful testing are essential to meeting tight deadlines without compromising data integrity.
Maintaining data integrity requires thorough pre-migration auditing, precise object mapping, and validation testing at every stage. Each record type must be correctly associated with its destination object in the new platform – for example, ensuring that Salesforce Leads, Contacts, Accounts, and Opportunities map accurately to HubSpot Contacts, Companies, and Deals. A staged migration approach with quality checks between phases prevents relationship breakage and data loss.
Historical activity data – including emails, call logs, meeting records, tasks, and notes – holds the full context of every customer relationship. Without it, sales teams lose visibility into prior conversations and interactions, which can negatively impact deal progression, customer engagement, and onboarding continuity. Migrating this data ensures that teams can pick up exactly where they left off in the new CRM environment.
Yes. While Salesforce and HubSpot use different architecture for reporting and automation, experienced HubSpot implementation partners can rebuild and often improve upon existing Salesforce dashboards and workflows within HubSpot. This includes custom reporting frameworks for sales leadership, automated lifecycle stage updates, lead routing logic, and pipeline management sequences tailored to the organization’s specific processes.
HubSpot’s ecosystem supports a wide range of integrations that can significantly enhance CRM functionality post-migration. Data enrichment platforms can automatically populate contact and company records with firmographic intelligence, improving the quality of outreach. Intelligent meeting scheduling tools can route prospects to the most relevant sales representatives based on geography, deal size, or business rules – reducing friction in the sales process and accelerating time to engagement.
Whether you are migrating from Salesforce or onboarding HubSpot from scratch, INSIDEA ensures your data, history, and workflows make it across - on time and fully operational.
