Salesforce to HubSpot, without losing a deal in flight.
We've migrated 60+ teams off Salesforce to HubSpot. Custom Apex translated to programmable workflows. Flows rebuilt as standard workflows. AppExchange dependencies reviewed and replaced. Same-day rollback if anything breaks.
Salesforce migrations that actually finish clean.
Four real Salesforce to HubSpot engagements.
Series B SaaS off Salesforce in 8 weeks
Promptly migrated from Salesforce Sales Cloud to HubSpot Enterprise. Custom objects, deep automations, 5+ integrations rebuilt.
Multi-region migration scaled cleanly
AdLib's 3-region Salesforce setup migrated to HubSpot in 10 weeks with zero downtime per region.
Salesforce to HubSpot in 6 weeks
IPS Group ran on Salesforce Professional for 5 years. Migrated cleanly with full activity history preserved.
Salesforce + 11 systems unified
Anchor migrated from Salesforce + 11 connected systems into one HubSpot architecture. 12-week engagement.
When Salesforce to HubSpot fits, and when it truly doesn't.
Below is the honest read.
Right fit when
- Salesforce is costing more than the value it delivers and HubSpot covers your motion.
- You want sales, marketing, and service on one platform, not three.
- Your Salesforce setup has 1 to 5 years of customization that can be cleanly translated.
- You'd accept a 24 to 48 hour data freeze during cutover.
- You're willing to clean source data before migration.
Wrong fit when
- Your Salesforce has 5+ years of complex Apex code and Flow logic that isn't trivially repeatable.
- You require AppExchange-only integrations with no HubSpot equivalent.
- Your buyer mandates Salesforce on a procurement-approved vendor list.
- Regulatory or legal commitments lock you into Salesforce for the next 12+ months.
Salesforce concepts translated to HubSpot.
Below is the structure.
Objects + activity history
Accounts, Contacts, Leads, Opportunities, Custom Objects, Cases all carried over. Activity history, files, notes preserved. Field mapping documented.
Apex + Flow → workflows + code
Apex translated to Operations Hub programmable workflows. Flows translated to standard HubSpot workflows. Validation rules to property validation. Custom logic preserved.
AppExchange → HubSpot
AppExchange dependencies reviewed. Native HubSpot replacements identified. Custom integrations rebuilt where needed. Salesforce sync optional during transition.
From kickoff to Salesforce sunset.
Six steps.
Audit
Salesforce audit covering objects, customization depth, AppExchange dependencies, integration list, custom code, reporting layer. Output: migration plan with effort and risk.
Architecture
Field mapping, custom object plan, Apex/Flow translation map, integration rebuild plan, reporting equivalence. Sign-off before build.
Build
Senior team rebuilds the target HubSpot config in sandbox. All workflows, sequences, custom code, integrations validated against the architecture before any data lands.
Migrate
Three-wave data migration. 10% pilot, 50% bulk, full cutover with 24-48 hour freeze. Same-day rollback if cutover fails.
Train
Live training for AEs, SDRs, marketers, service reps, ops admins. Knowledge Base articles for 'where is X in HubSpot' style questions.
Operate
30 days of weekly check-ins. Sunset Salesforce at day 30 if everything is clean. Optional managed-ops retainer takes over from day 31.
Inside a Salesforce to HubSpot migration.
Below is the typical scope, fixed-fee from $48,000 for standard, $98,000+ for enterprise.
Audit + Plan
- ·Salesforce audit covering data, automations, integrations, custom code
- ·Field mapping document
- ·Apex/Flow translation map
- ·Risk register with rollback paths
Build
- ·HubSpot sandbox configured with custom objects and properties
- ·All workflows translated
- ·Apex translated to programmable workflows
- ·Integrations rebuilt and validated
Cutover
- ·10% pilot wave
- ·50% bulk wave
- ·Full cutover with 24-48 hour freeze
- ·Validation against source numbers
Train + Hand off
- ·Role-specific training
- ·Knowledge Base for 'where is X in HubSpot'
- ·Source CRM sunset plan
- ·Optimization roadmap
Fixed-fee. Volume + complexity aware.
Light Salesforce migrations: $48,000. Standard (custom objects, multiple integrations, 10K-100K contacts): $68,000. Enterprise (deep Apex, multi-region, 100K+ contacts): $98,000+.
Things people ask.
How does Apex code translate?+
Apex translates to Operations Hub Enterprise programmable workflows in TypeScript or Python. Most logic translates 1:1. Some Apex patterns (Visualforce, Lightning components) don't have equivalents and we propose alternatives.
What about Salesforce Flows?+
Flows translate to standard HubSpot workflows. Most Flow patterns map cleanly. Complex multi-screen Flows may need to be redesigned as HubSpot quote-or-form workflows depending on the use case.
Custom objects?+
Recreated 1:1 in HubSpot. Custom Object schema, fields, associations preserved. We map every relationship and validate before migration.
What about AppExchange apps?+
Each AppExchange app reviewed individually. Native HubSpot replacements for 80% of common apps. Custom integrations rebuilt for the rest. 5% of apps have no equivalent and we propose alternatives.
Can we run Salesforce and HubSpot in parallel?+
Yes for 30 to 90 days post-cutover. We typically keep Salesforce in read-only mode so the team can reference historic data. Sunset at day 60 to 90 once we're sure nothing was missed.
How do we get started?+
Book a 30-minute strategy call. Proposal within 48 hours if we're a fit.
How INSIDEA works
