Enabling B2B companies to generate demand across the funnel using HubSpot Marketing Hub.

Migrating from Salesforce to HubSpot

Let’s make it easy for you! We manage every part of the transition to make the full switch smooth. From data migration to process setup, everything is planned, tested, and handled by experienced consultants.

Talk to a Migration Expert

Your Salesforce to HubSpot Migration, Planned and Executed in Phases

This isn't a quick export. We break down the migration in clear phases

Step 1: Discovery & Scoping

Step 2: Mapping & Architecture Design

Step 3: Build Sandbox & Pilot Migration

Step 4: Production Migration Execution

Step 5: Post-Migration Validation & UAT

Step 6: Training, Support & Transition

Yes, this is what I need!

Step 1: Discovery & Scoping

Define lead stages, segment lists, and plan campaigns

Conduct stakeholder interviews and align project teams
Audit current CRM instance and document key findings
Identify critical objects, fields, automations, reports, and integrations
Define migration goals and assess constraints such as compliance, timelines, and downtime tolerance
Review HubSpot license readiness and setup requirements
Determine data to migrate versus data to sunset
Finalize success criteria and confirm project scope

Step 2: Mapping & Architecture Design

Blueprint how Salesforce data, processes, and structure will map into HubSpot

Map data model including objects, fields, and associations
Plan custom objects and properties in HubSpot
Redesign lead lifecycle and pipeline structure if required
Re-architect workflows, automation, validation, and scoring
Map user roles and permissions
Identify integration touchpoints including API dependencies and middleware

Step 3: Build Sandbox & Pilot Migration

Perform test migration in HubSpot sandbox or staging portal

Set up HubSpot sandbox or staging environment
Configure required custom properties and objects
Migrate a sample dataset (10–15% of production data)
Validate data integrity, associations, and field mapping
Test automations, pipelines, reports, views, and permissions
Gather user feedback and refine before full migration

Step 4: Production Migration Execution

Execute the full data migration with minimal impact on live users

Extract all Salesforce data including objects, attachments, notes, and activities
Import data to HubSpot via API with maintained object associations
Migrate custom objects, files, emails, calls, and notes
Rebuild key automations, lists, reports, and views in HubSpot
Track migration progress in real time with QA checkpoints

Step 5: Post-Migration Validation & UAT

Verify all migrated data and confirm smooth team transition

Validate migrated data using scripts and structured review
Spot-check critical records, pipelines, and reports
Facilitate user acceptance testing with representative teams
Perform final data hygiene including deduplication and formatting
Address and resolve any post-migration issues identified

Step 6: Training, Support & Transition

Facilitate HubSpot onboarding and planned Salesforce transition

Deliver persona-based user training sessions for Sales, Marketing, and Admins
Provide access to knowledge base articles and playbooks
Document the final data model, workflows, and system configurations
Offer transition support through office hours and ticketing channels
Decommission Salesforce and remove redundant systems

Our Frequently Asked Questions

How does Switch migrate data from Salesforce to HubSpot without storing it?

Switch performs all migrations securely in the cloud.We never store your data on our servers; only schema or property names are read for mapping.Your business data remains completely private and secure during the process.

All transfers happen directly between Salesforce and HubSpot through encrypted API calls. This approach ensures maximum security while complying with enterprise data policies.

How long does a Salesforce to HubSpot migration typically take?

Most migrations are completed within a few hours after mapping.Full migrations usually take 2–6 hours depending on the volume of records. Selected migrations (specific data sets) are often faster.

Complex setups (custom objects, associations) may take slightly longer, but Switch’s automation ensures efficiency. We aim for minimal downtime so your team can keep working without disruption.

Can I migrate only selected records from Salesforce to HubSpot?

Yes! Switch supports selective migration.You can filter records based on specific criteria (e.g., deal stage, contact status, date range). This allows you to move only the relevant data into HubSpot.

It’s perfect if you want to start fresh with cleaner, more organized CRM data. You stay in full control of what moves over.

What is a Delta Migration and how does it help?

Delta Migration ensures that no updates are missed during your Salesforce to HubSpot transition. After a full migration, your team may still use Salesforce temporarily. Delta Migration lets you sync only new or updated records later.

This prevents duplicate work and ensures your HubSpot instance stays up to date. Your migration stays accurate; even if you keep using Salesforce during the switch.

Will all associations and relationships between records be preserved?

Absolutely. Switch uses a best-in-class mapping approach to preserve all relationships. Contacts, companies, deals, activities, and custom objects retain their correct links. Associations between records are carefully maintained so workflows stay intact.

Your HubSpot CRM will function exactly as expected after migration.

Can Switch create custom properties or objects in HubSpot?

Yes, you can create properties and custom objects directly from the Switch UI. No need to manually set up every field before migration. Switch can match Salesforce fields to HubSpot fields automatically or allow manual mapping.

This makes the setup process faster and more accurate.

Do you offer a white-glove Salesforce to HubSpot migration service?

Yes, we provide a white-glove service for businesses that prefer a fully managed migration. Our team handles everything from setup to verification. Ideal for busy teams who want expert handling of complex data structures.

Comes with a small additional cost for the premium support. You can relax knowing experts are taking care of your migration.

How is pricing calculated for Salesforce to HubSpot migration?

Pricing is based on the number of records in your Salesforce CRM. No hidden costs; your quote reflects your actual migration needs.

Additional services like asset migration or post-migration onboarding are available separately. You only pay for what you need.

Can Switch migrate assets (emails, templates, workflows) from Salesforce?

Yes, Switch can migrate assets as an additional service. This includes templates, workflows, and selected automation assets.

We ensure compatibility and setup in your HubSpot account. Your CRM will be ready to go, not just with data but also with essential tools.

Do you offer post-migration HubSpot onboarding support?

Yes, especially for teams new to HubSpot. We assist with automation setup, processes, and customization.

Our onboarding ensures your team can start using HubSpot effectively right away. We don’t just migrate your data; we help you succeed in your new CRM.

Here's a quick case study :)

As a solo marketer, I needed a team that could not only set up the technical side of things but also help me think strategically—OneMetric delivered on all fronts. They completely revamped our HubSpot CRM and marketing automation, making it possible for me to work more efficiently and focus on the bigger picture. Their guidance in shifting towards an ABM strategy has been invaluable, allowing us to tailor our marketing more effectively. From creating a sleek newsletter design to building out insightful reporting, they’re always thinking ahead. If you’re looking for a dedicated, hardworking team to level up your marketing efforts, OneMetric is your go-to!