SALESFORCE TO HUBSPOT MIGRATION
Salesforce may be doing everything your business needs. But if a small change needs an admin, sales keeps notes elsewhere and marketing can’t see what happened to an enquiry, it’s worth asking whether the setup still fits.
We help Australian teams compare fixing Salesforce with moving to HubSpot. If a move makes sense, we’ll work through the records, costs, connected tools and training before anyone switches systems.
WHY TEAMS MOVE
Salesforce can be the right home for a team with complex sales work and people to manage it. If yours is working well, you may only need to fix a report, tidy a process or connect marketing properly. Moving CRMs takes time and money too.
The question changes when reps avoid the system and simple requests pile up with the admin. Maybe a customer fills in a form, but sales can’t see what they asked for. Or the pipeline looks healthy until someone tries to explain where those deals came from.
HubSpot may make that daily work easier if sales and marketing need to see the same customer record. We’ll compare the effort of staying with the cost, features and ongoing work of a move before recommending one.
MIGRATION COMPLEXITY
A rule may block incomplete deals. We check those rules, access to records and connected tools before moving anything.
Salesforce leads and accounts don’t always line up with HubSpot contacts and companies. We check what people need, then choose where it belongs.
HubSpot’s native Salesforce connector can sync selected records while both systems run. Agree who owns each detail, the sync direction and when it stops.
Keeping Salesforce running during setup can help. But updating both without a handover leaves people unsure which deal or list is current.
WHAT GETS MAPPED
Check which leads become contacts, accounts become companies and opportunities become deals. Test the links between them.
Keep details such as territory or renewal date. A custom record for a site or subscription may need a HubSpot custom object or a simpler home.
Ask sales what each stage means. Leave unused stages behind without accidentally changing the forecast.
Check who owns and can edit records. Test HubSpot permissions with real roles before rollout.
Ask which calls, emails, tasks and old notes sales needs. Test how they appear and archive what stays behind.
Agree what counts as a lead or won deal. Compare familiar Salesforce reports before trusting a new dashboard.
List the forms, calendars, Airtable bases and other tools exchanging customer details. Decide what stays and who fixes mismatches.
Show sales where to update a deal and marketing where to check an enquiry. Train with their own examples.
WORKING IN HUBSPOT
A rep can open a contact, see the company, deal, last conversation and next task together. That only works if we bring across the right history and leave behind fields nobody needs.
When fields and stages match the real sales process, people have a better reason to keep deals current. We test daily tasks with the team instead of assuming a new interface will change habits on its own.
A form enquiry can sit alongside the contact and deal, so sales can see why someone got in touch. Marketing can check what happened next without chasing a separate spreadsheet.
Someone still needs to own fields, access, reports and questions after launch. That might be an in-house CRM manager, a lighter internal owner or a partner helping alongside your team.
A simpler screen alone won’t make a CRM easier to use. The records have to make sense, people need to know what to update and the reports must answer the questions your business actually asks. HubSpot features and subscriptions vary by plan, so we’ll check what you need before you buy.
MIGRATION PROCESS
We look at the Salesforce records people open, the reports they trust, the permissions they need and the tools sending data in and out. We ask sales and marketing what slows them down. Then we agree what to move, what to change and what can stay in an archive.
We choose between the native connector, controlled exports and imports, or a staged mix based on what needs to move. We check sample contacts, companies, deals, owners and history in HubSpot. We also agree who updates each system while both are running and when that changes.
We test the reports and follow-up steps people will actually use, then walk the team through finding a customer, updating a deal and handing an enquiry over. After cutover, someone needs to own questions, data cleanup and changes as the team settles in.
BEFORE YOU MIGRATE
COMMON TRAPS
A field added for a campaign years ago might no longer mean anything. Ask who uses it before creating the same clutter in HubSpot. Keep the details that help someone sell, serve a customer or report accurately.
If a contact changes in both CRMs, which version wins? Agree the rules and test a few real records before you connect everything. A controlled export may be better when old fields need significant cleanup.
If reps kept notes outside Salesforce, ask why. Give them a way to find a customer, log the conversation and see the next action in HubSpot. Let them try it with their own deals before the switch.
Marketing may move first while sales stays in Salesforce. That can work for a while, but list syncing and handover take attention. Set a named owner and a decision point for ending the split.
Ask which old notes and emails people read before a customer call. Test whether they transfer in a form the team can use. Keep an accessible archive for anything that can’t or shouldn’t move.
Reports, permissions and new starters still need attention after cutover. Name an internal owner, show people who to ask and agree what outside help you’ll need. Migration isn’t finished when the records appear.
DECIDR RESULT
We first helped Decidr set up HubSpot for marketing while sales stayed in Salesforce. Airtable and other tools connected to that marketing setup. For a while, the teams were working across both CRMs.
Keeping lists in sync became painful, and sales had to check two places to understand what was happening. It’s a good example of why a temporary split needs clear ownership, even when each tool has a job.
Decidr later moved sales fully off Salesforce. Sales and marketing now use HubSpot, and a full-time in-house CRM manager looks after the system.
WHY CLCK
We’re a HubSpot Platinum Solutions Partner based in Melbourne, working with teams across Australia. We’ll start by asking what Salesforce does well for you and where it gets in the way. You should know if staying and fixing the setup is the better choice.
If you do move, we can work through the records and history people need, what the Salesforce connector can and can’t do, and when everyone starts updating HubSpot instead. We’ll test real sales tasks and reports with your team, then agree how they’ll get help after the switch.
RECOMMENDED MIGRATION SUPPORT
Still deciding? Compare staying with Salesforce, connecting both tools and moving fully into HubSpot.
HubSpot vs Salesforce comparisonSee how we plan moves involving more than one system.
HubSpot migration servicesIf other teams and tools need setting up too, see our wider HubSpot work.
Broader HubSpot implementation supportMeet our Australian team and see how we help after launch.
HubSpot Platinum Solutions Partner in AustraliaIf your sales team is leaving Pipedrive instead.
Pipedrive to HubSpot migrationIf the move starts with email automation and contact lists.
ActiveCampaign to HubSpot migrationIf newsletters and forms are the starting point.
Mailchimp to HubSpot migrationIf your customer records are in Zoho rather than Salesforce.
Zoho to HubSpot migrationFAQS
That depends on your records, custom objects, history, connected tools and any sales process changes. We’ll check those things and agree a cutover plan before giving you a timeframe. A contact import and a staged move across teams are different jobs.
The price depends on cleanup, custom records, history, integrations, reports and training. We’ll scope those parts first. HubSpot subscriptions and other tools are separate costs, so compare the full running cost with fixing Salesforce. Moving doesn’t automatically mean a cheaper bill.
For some teams, yes. Decidr started with marketing in HubSpot, then moved sales fully off Salesforce. Check the features, reports and integrations your team needs and who’ll manage the new CRM. If Salesforce works well, fixing or connecting it may make more sense.
It can share selected records during a transition. We’ll check the fields, ownership and what happens when values disagree. A controlled export, cleanup and import may fit better if the old setup needs changing. Neither route fixes bad records on its own.
Leads, contacts, accounts, opportunities, owners, fields and some activity history can be assessed for moving into HubSpot contacts, companies and deals. Calls, notes, emails, tasks and old deal history need a closer look. What moves and how it appears depends on the method and your setup. Keep an accessible archive for anything left behind.
A custom object is a record for something like a property or subscription. We’ll check whether it needs a HubSpot custom object, a field on another record or an archive. We’ll also check your proposed HubSpot plan and permissions before promising the same setup.
There’ll be a new place to find people and update deals. We’ll show sales how to look up a customer, change a stage and see the next task. Let people try their own examples before cutover and know who to ask afterwards.
Often, yes. Salesforce may stay live while HubSpot is tested, with a connector or controlled final import. Agree who updates each CRM, how changes are checked and when sales switches. Without an owner and cutover plan, you risk conflicting versions of a deal.
Not always. Decidr has a full-time in-house CRM manager, but a smaller team may have an internal owner and outside help. Somebody still has to handle access, fields, training and data quality. We can agree ongoing help if you need it.
Fixing Salesforce may be better if people use it well and the changes are small. Moving may make sense when sales avoids it, marketing can’t see follow-up and admin work keeps piling up. Compare subscriptions, work and ongoing ownership before deciding.
Yes. We can help with training, reports, follow-up and handover after the switch. We’ll agree what’s included in the migration and what ongoing help you want. Your team should still know who owns the system day to day.
NEXT STEP
Book a free migration session. Tell us what’s working in Salesforce, what’s getting in the way and what your team needs to find each day. We’ll talk through whether to fix, connect or move, and what needs checking before anyone switches.