How to migrate from Salesforce CRM to HubSpot step-by-step

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[size=78%]A step-by-step guide on how to make a complete migration from Salesforce to HubSpot safely, quickly and efficiently. Learn it. Do. Grow! Posted in15 Nov 2021 by NA5 Labs: HubSpot Experts So you're thinking about migrating from Salesforce to HubSpot? It won't be an easy task and it won't happen overnight... But you already knew that! Let me tell you what you (probably) don't know: With good process planning, milestones and deadlines , the migration can be done in a way that everyone (analysts, managers and directors) can see the operation's gains and without generating headaches for the person responsible for its implementation. HubSpot itself used Salesforce in its commercial operation until 2019. Without a doubt, this proves the power and relevance of this system. [/size]


However, it is important to remember that when Salesforce was implemented (more than 10 years ago), HubSpot was still a platform mainly aimed at Marketing teams. But the fact is that after so long, HubSpot finally migrated its entire Salesforce database to its own platform. And these were the results: 31% improvement Finland Email List in PPR (Productivity Per Rep) 30% increase in ASP ( Average Sale per Deal ) 16% reduction in Sales Cycle Length Sounds like a dream, right? Don't worry, NA5 Labs has prepared a complete content about migration, with everything you need to know. In this article you will learn about: Why Migrate to HubSpot For whom and when we recommend migration What are the steps for a safe and frictionless migration What are the benefits for your operation? With so much to say, let's not go any further.






Let's get straight to the point: Why Migrate to HubSpot HubSpot is the most powerful CRM on the planet ! But the platform goes far beyond that: it has a complete arsenal of tools for Sales, Marketing and Customer Service fully integrated. And to improve even more, HubSpot has invested heavily in the new CMS Hub modules — for creating pages — and Operations Hub for data processing and integrations —, for RevOps to act more and more focused on the business strategy. And all this centralized! Data converges in one place, with no loss of information. A full plate so that RevOps can monitor how each part of the operation impacts on customer relationships before, during and after closing a deal. Migrating to HubSpot, therefore, is more than changing a sales platform (Salesforce) for an equivalent one.

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Migrating from Salesforce CRM to HubSpot can be a strategic move depending on your business needs. While Salesforce is feature-rich and customizable, HubSpot offers simplicity, marketing automation, and cost-effectiveness. Understanding the process is crucial, especially for those with Salesforce admin or developer experience. At SevenMentor, our Salesforce course in Pune equips learners with CRM migration knowledge, making professionals industry-ready.
Here’s a step-by-step guide to help you successfully migrate from Salesforce to HubSpot:
 
Step 1: Evaluate What Needs to Be Migrated Identify key data points to transfer:
 

• Contacts
• Companies (Accounts)
• Deals (Opportunities)
• Notes, Activities, and Tasks
• Custom objects (if needed)

Through Salesforce training in Pune, you’ll learn how to audit Salesforce data for quality and relevance before migration.
 
Step 2: Clean and Prepare Your Salesforce Data Before exporting:
 

• Remove duplicates
• Fix inconsistent field data
• Archive irrelevant records

This step ensures you only migrate useful and accurate data. Salesforce classes in Pune at SevenMentor include real-time projects to help you practice data cleaning and exporting techniques.
 
Step 3: Export Data from Salesforce Use tools like:
 

• Salesforce Data Loader
• Salesforce Reports & Dashboards
• Third-party tools (e.g., Dataloader.io)

Export your data in CSV format, ensuring you keep consistent field labels.
 
Step 4: Set Up HubSpot for Migration Before importing data:
 

• Customize HubSpot properties to match Salesforce fields
• Set user roles and permissions
• Create custom pipelines and deal stages

Step 5: Import Data into HubSpot HubSpot offers built-in Salesforce to HubSpot migration tools. You can use:
 

• HubSpot’s native Salesforce integration
• HubSpot Import tool for CSV files
• Third-party integration tools like Zapier, Trujay, or PieSync

Map fields correctly during import to avoid data mismatches.
 
Step 6: Verify and Test Your Data After import:
 

• Review records to ensure accuracy
• Test contact ownership, deal pipelines, and workflows
• Check reporting metrics

Step 7: Rebuild Automations and Workflows Recreate essential automations such as:
 

• Lead nurturing workflows
• Task triggers
• Email sequences

SevenMentor’s Salesforce training in Pune also introduces students to cross-platform workflow setups, preparing them for advanced CRM admin roles.
 
Step 8: Train Your Team Provide documentation and training to help your team adjust to the HubSpot interface. This transition phase is critical for adoption and productivity.
 
Step 9: Deactivate Salesforce Licenses (if required) Once everything is successfully migrated and tested, you can begin phasing out or deactivating your Salesforce subscription.
 
Conclusion CRM migration can be a smooth process if handled methodically. Whether you're switching due to cost, simplicity, or marketing automation capabilities, knowing how to manage CRM systems is key. Enroll in the Salesforce course in Pune by SevenMentor to gain end-to-end knowledge on Salesforce data handling, integrations, and CRM strategies. Our Salesforce classes in Pune and hands-on Salesforce training in Pune will prepare you for real-world CRM challenges, including successful migrations to platforms like HubSpot.