HubSpot to Salesforce migration services

Move CRM records, associations and sales processes from HubSpot to Salesforce with a mapped data model, test migration, reconciliation and controlled cutover.

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Migration Process

Our HubSpot to Salesforce Migration Process

We provide a wide range of services to help you migrate from HubSpot to Salesforce

What moves from HubSpot to Salesforce?

We start with the CRM data model and the business rules around it. Records, owners, associations, activities, custom fields, automation and integrations need an agreed destination before the first test load.

HubSpot source	Salesforce destination	Migration decision
Contacts and companies	Contacts and accounts	Identity, ownership and associations
Deals and pipelines	Opportunities and pipelines	Stage, value and close-status mapping
Activities and engagements	Tasks and activities	Dates, owners and related records
Properties and associations	Custom fields and objects	Type, allowed values and reporting use
Workflows and integrations	Flows and integrations	Rebuild, simplify or retire

How does a HubSpot to Salesforce migration work?

Profile the source CRM

We count records, inspect field use, identify duplicates and document every system that reads or writes CRM data.

Design the Salesforce data model

Pipelines, fields, owners, permissions and associations are agreed before migration. Every transformation is recorded in the mapping workbook.

Clean and test a representative sample

The sample proves field types, dates, owners, stages and record relationships. Mapping problems are fixed before the complete load.

Rebuild automation and integrations

Useful business rules are rebuilt in Salesforce; obsolete logic is retired. Connected systems are tested against the new fields and record identifiers.

Load the final delta and reconcile

We control the final data window, migrate changes since the test, compare source and destination counts and keep the rollback plan available until sign-off.

How do we control CRM migration risk?

We test duplicates, lost associations, invalid values, missing owners and integrations that still point to HubSpot. Source IDs are retained for traceability, and reconciliation results are reviewed before acceptance.

Why Migrate to Salesforce

Why choose Salesforce over HubSpot?

Salesforce is a good fit when your team needs deeper enterprise configuration, custom objects and a broad application ecosystem. HubSpot may still suit teams that value shared marketing, sales and service data in one platform, so the migration case should be based on process ownership, adoption and total administration effort.

Decision area	HubSpot	Salesforce
Operating model	shared marketing, sales and service data in one platform	deeper enterprise configuration, custom objects and a broad application ecosystem
Data model	Current fields, objects and associations	Mapped fields, objects and associations
Automation	Existing rules and connected systems	Rebuilt rules with tested dependencies
Cutover	Source remains the reference during testing	Target becomes authoritative after acceptance

What affects the migration timeline and price?

The main variables are record volume, custom fields or objects, activity history, attachments, duplicate rates, automation, integrations and the number of test loads. We quote after profiling the source and agreeing the acceptance criteria.

Our CRM integration team covers configuration after launch, and the CRM migration guide explains the preparation decisions in more detail.

Expertise

Makeitfuture expertise

Backed by industry-recognized certifications and performance metrics

500+

Clients
15000+

Automations
7+

Years of experience

Our process

How our migration process works

We take you from manual struggle to automated joy in 4 easy steps

01

Discovery call

We start by understanding your business, your challenges, as well as the processes and systems you use.
02

Audit and migration plan

We inventory your scenarios, workflows, custom fields, and data, then map every piece to its equivalent on the target platform in a step-by-step migration plan.
03

Parallel-run migration

We rebuild your workflows and data on the new platform and run old and new side by side, so your team keeps working while we migrate and test in the background.
04

Validation and handover

We verify parity between source and target, cut over once you approve, and hand over documentation so your team is confident on the new platform.

Testimonials

What our clients say

Excellent! Our need was completelyunderstood and properly transposed in the easiest option of flow for both us and our collaborators. Even more, during our collaboration, the team members came up with very good suggestions to optimize the existing flow even more.
Anca Tataru
Capace cu suflet
Tiberiu and Makeitfuture is a great company, very dedicated to find a good solution. With their experience and knowledge, they can understand the situation correctly and come up with the right automatic processes within MAKE or other similar tools. Besides that Tiberiu it's a great guy to work with.
Carel Schrier
Addmark
I've been working with Make IT Future for a year now and feel lucky to have personal contact with the owner. They truly understand their craft and know what they're doing. Everything works smoothly, and if a problem arises, there's a short official route. I can contact them directly, and issues are fixed within a few hours. Automation is the future for my business model.
Michaela Mumm-von Oldenburg
Red Club
The app we created has put our poker club on the top. It even offers a free alternative for other poker clubs in the country to promote themselves. I want to recommend you, but I'm afraid if I do, you'll no longer have the same amount of time for our ongoing projects - so I'd rather keep you to myself.
Dan Semenescu
Playes Poker
When I joined the company in 2022, I struggled with managing product SKUs in HubSpot, especially with reporting and price changes. A team member introduced me to Tiberiu and Make, and I was impressed by its HubSpot capabilities. The integration met our requirements and made price updates much faster. The team was flexible and responsive, delivering solutions quickly.
Jan Vermeesch
VP Sales and Marketing · Pick-it 3D
We were facing challenges with limited in-house resources for automations as our company grew. We met at a Make conference in Germany and, despite previously only working with freelancers, we took the opportunity to partner with you. Your work has significantly reduced time spent on manual tasks, enabling us to scale our products and take on new projects.
Jan Legner
Chief Automation Officer · Boost Space

FAQs

Can you preserve activities and notes?

We identify each activity type and its required associations, then test dates, owners and related records before the full load.

How are pipelines and stages mapped?

Each source stage receives an agreed Salesforce destination, including rules for open, won and lost records. Exceptions are reported before migration.

How do you prevent duplicate records?

We agree matching rules using stable IDs, email addresses, company domains and business-specific identifiers, then review uncertain matches separately.

Can both CRMs run during the transition?

Yes. We define the authoritative system for each record type, control synchronisation and stop dual entry before the final cutover.

Are workflows copied automatically?

No. We rebuild useful rules against Salesforce triggers and actions, then test every dependency and notification.

What determines the migration cost?

Cost follows the data model, record count, history, files, duplicate cleanup, integrations, automation and test coverage.

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