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Salesforce Migrations
HubSpot to Salesforce Migration
- No obligation - response within 1 business day for your HubSpot to Salesforce Migration
- Trusted by senior FinServ decision-makers for HubSpot to Salesforce Migration
- 9+ years of CRM specialism for financial services and fintech - including your HubSpot to Salesforce migration
TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES
Salesforce Migrations
A smooth move to Salesforce
HubSpot to Salesforce Migration
A HubSpot to Salesforce migration is usually triggered by complex enterprise sales, CPQ needs or a group-wide decision to standardise on Salesforce. Evara is a HubSpot and Salesforce partner, so we know both data models well. We map contacts, companies, deals, custom properties, pipelines, owners, notes and engagement history to Salesforce objects, and rebuild workflows as Flows. For regulated teams we carry audit trails, permissions and consent records across, and test every load before cutover. See our migration and integration services.
Why choose a HubSpot to Salesforce migration?
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Zero-loss migration
Every contact, deal, note and file moves from HubSpot to Salesforce with full field mapping and validation.
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Live in weeks, not months
A proven HubSpot to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.
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No disruption to revenue
We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.
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Salesforce set up the right way
Not a lift-and-shift - we configure Salesforce to your process as part of the HubSpot to Salesforce migration.
- CRM adoption increase
- Records cleaned and unified
- Data accuracy and visibility
- Systems deployed
Not moving off HubSpot?
If you want to keep HubSpot and connect it to Salesforce rather than migrate away from it, we build that integration too.
Frequently asked questions
Common questions about your HubSpot to Salesforce migration
Contacts, companies and deals become Salesforce Leads, Contacts, Accounts and Opportunities, and custom properties, owners, notes, tasks, calls, emails and attachments come with them. Lifecycle stages, lead status and deal pipelines map to Salesforce equivalents such as record types, sales processes and stages. We agree the field mapping with you before anything moves, and keep each original HubSpot record ID in a reference field so every record traces back to its source. That mapping is settled during CRM data model design.
HubSpot workflows do not transfer. We document what each one does and rebuild it as a Salesforce Flow, approval process or assignment rule, which is also the moment to retire the ones nobody uses and simplify the rest. Marketing automation, forms and email sends often stay in HubSpot and connect to Salesforce, or move to a Salesforce marketing product, depending on your plans. Consent and subscription preferences need careful handling, so no opt-out is lost in the switch.
Cleansing and deduplication happen in HubSpot before extraction, along with standardising picklist values and fixing orphaned records and contact to company associations. Test loads then go into a Salesforce sandbox, where we reconcile record counts and sampled values against the source and agree sign-off before cutover. Your team is trained on the new objects, page layouts and permission model before go-live, which matters most in financial services, where access and audit rules are strict. Our Salesforce services cover adoption and support.
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