Professional HubSpot to Salesforce Migration

Our automation experts manage your complete CRM transition, preserving all data, converting workflows, rebuilding automations, and training your team.

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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

01 Discovery & Migration Planning

First, we gain an understanding of your current HubSpot setup and enterprise needs. Our experts will audit your objects, workflows, integrations and custom fields. Then, we interview stakeholders from sales, marketing and operations to create a comprehensive migration roadmap that aligns with your business goals.

02 Salesforce Configuration & Setup

We will set up your Salesforce environment from scratch using enterprise-grade architecture. This includes user roles, permission sets, custom objects, validation rules and the initial deployment of the Make.com automation bridge to maintain HubSpot workflows during the transition period.

Salesforce org provisioning & configuration
User roles, profiles, and permission sets
Custom object creation & field mapping
Page layouts & record types
Make.com bridge deployment for zero downtime

03 Data Mapping & Cleansing

We implement intelligent mapping logic based on your qualification criteria to ensure a clean data structure with zero duplicates. This includes complete de-duplication and a data quality audit.

Field-by-field mapping (HubSpot ↔ Salesforce)
Lead vs Contact distinction rules
Data quality audit & de-duplication
Data transformation rules definition
Historical data preservation strategy

04 Engagement History Migration

Critical: 60% of migrations lose engagement history. We migrate ALL customer interactions via API-based extraction including emails with threading, call logs with timestamps, meeting records, notes, and task history. Your sales team maintains complete customer context.

Email conversations → Email Message records
Call logs → Task records with timestamps
Meeting history → Event records
Notes → Salesforce Notes/custom objects
File attachments → Salesforce Files

05 Workflow & Automation Recreation

WYour HubSpot workflows are redesigned using Salesforce Process Builder, Flow, and Make.com for complex multi-system automation. Includes approval processes, email automation, lead assignment rules, and escalation workflows.

HubSpot workflow inventory & analysis
Workflow consolidation (reduce redundancy)
Salesforce Flow/Process Builder design
Make.com scenarios for complex workflows
Integration with Salesforce Email/Pardot

06 Integration Architecture & Connections

We connect all your business tools using Salesforce's 3,000+ AppExchange apps and Make.com automation. From ERP systems and BI tools to marketing platforms and support software, we create secure connections with proper authentication, data flow mapping, and error handling.

HubSpot integration audit & mapping
Salesforce AppExchange equivalents setup
Make.com integration scenarios (1,500+ apps)
API connections & middleware configuration
Gmail, Slack, LinkedIn, QuickBooks connections

07 Testing & Go-Live

Before production migration, we test everything in a sandbox environment with your actual data. Then on go-live day, engineers execute the migration with real-time monitoring. Make.com bridge keeps operations running and has a rollback plan.

Sandbox testing with production-like data
Final HubSpot data export
Production migration execution
Real-time data validation & integration activation
Rollback plan ready (if critical issues arise)

08 Training & Ongoing Support

We ensure adoption success after launch. We offer role-based training for sales reps, marketing teams, admins and executives. We provide custom documentation, sandbox practice environments and 30-90 day support. We recreate your HubSpot dashboards in Salesforce for continuity. Think of us as your long-term Salesforce partner.

Why Migrate to Salesforce

Your processes have outgrown your CRM

HubSpot was perfect when you only had one sales team and simple deals. Now, however, you have enterprise customers with six-month sales cycles, legal approvals, custom pricing and multi-stakeholder sign-offs.

Your tools are not connected‍

Your sales team lives in HubSpot. Finance uses SAP. Support uses Zendesk. Every week, someone has to manually export data, reformat spreadsheets and email updates. Salesforce brings your entire business together in one place, eliminating data silos and the need for constant requests for the latest numbers.

You can't answer executive questions

"What's our pipeline for Q3 by region and product line?" This simple question takes your operations team two days to answer, because HubSpot's reporting tool cannot slice the data in the way that executives need. Salesforce provides real-time answers to complex business questions.

You're scaling globally

You've just opened offices in EMEA and APAC. This means different currencies, compliance requirements and sales processes. HubSpot treats your teams in London and Singapore the same way it treats your HQ in Boston. Salesforce scales with your complexity.

Your board expects enterprise-grade systems‍

You're doing $50M+ in ARR now. Your board asks, 'Why are we still using HubSpot?' Enterprise customers expect to see Salesforce in your technology stack, it shows that you're serious. 83% of the Fortune 500 use Salesforce. So do your largest customers.

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

Strategy & Planning

We identify what to automate, how to connect your systems, and create a step-by-step implementation plan.
03

Implementation

Our experts build, test, and deploy your custom automations, from simple workflows to complex integrations.
04

QA & Support

We monitor performance, handle maintenance, and continuously optimize your automations.

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

1. Will I lose any data when I migrate from HubSpot to Salesforce?

No, you won't lose any data if you use our professional migration service. We guarantee zero data loss by:

complete HubSpot backup before migration starts;
test migration in the Salesforce sandbox first;
100% record count validation (every contact, company and deal verified);
engagement history preservation (notes, emails, calls and meetings);
a rollback plan in case of any critical issues.

Common mistake: DIY migrations or cheap tools often lose engagement history — 60% of migrations lose customer interaction data. We migrate everything, including email threads, call logs and meeting notes, with the original timestamps preserved.

2. How do you handle the complexity of the difference between a HubSpot contact and a Salesforce lead/contact?

This is the number one challenge of migrating. HubSpot treats everyone as 'Contacts'. Salesforce, however, separates unqualified prospects (Leads) from qualified buyers (Contacts). Our intelligent mapping:

HubSpot lifecycle stage = 'Customer' or 'Opportunity' → Salesforce Contact (linked to Account)
HubSpot lifecycle stage = 'Lead,' 'MQL,' or 'SQL' → Salesforce Lead
Companies with existing deals: always create Account + Contact
Custom rules based on your qualification criteria

Why this matters: Poor mapping can create duplicate records (the same person as both Lead and Contact), break workflows and make reporting impossible. We get it right from day one.

3. How long does it take to migrate from HubSpot to Salesforce?

Most HubSpot to Salesforce migrations take 4-8 weeks for fast-track implementations or 3-6 months for enterprise projects. Timeline depends on your data volume (how many contacts, companies, and deals), customization needs, and how many integrations need to be rebuilt. A typical mid-market company (100-500 employees) completes migration in 8-12 weeks.

What affects timeline:

Data volume: 10,000 records vs. 100,000+ records
Custom fields and objects that need mapping
Number of workflows to recreate
Integration complexity (how many connected tools)
Team availability for testing and training

4. Can you migrate notes, emails, and call history from HubSpot to Salesforce?

Yes, we migrate all engagement history. This is critical—your sales team needs complete customer context. We use API-based migration to transfer:

Email conversations → Salesforce Email Message records (threading preserved)
Call logs → Task records with timestamps and duration
Meeting history → Event records with attendees and notes
Notes → Salesforce Notes or custom objects
File attachments → Salesforce Files linked to correct records

Why this matters: Most basic migration tools skip this step. Industry data shows 60% of migrations lose engagement history—meaning your team loses years of relationship context. Sales reps suddenly can't see past conversations, call notes disappear, deal history is gone.

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