Migrating from HubSpot to Salesforce is a strategic leap for businesses ready to scale their CRM and marketing capabilities. While HubSpot’s all-in-one solution serves startups well, Salesforce offers enterprise-grade customization, automation, and reporting, unlocking greater growth potential.
However, migrating isn’t just about shifting CRM data. For many organizations, the real complexity lies in replicating and enhancing the marketing workflows, a space where Prolifics delivers significant value. We go beyond CRM migration to offer streamlined marketing automation migration, ensuring no business momentum is lost in transition.
Why Migrate from HubSpot to Salesforce?
Businesses looking to mature beyond the limitations of HubSpot often do so for the following reasons:
- Enterprise-Level Customization: Salesforce enables tailored workflows, automation rules, and reporting that can evolve with your growing business.
- Marketing Automation at Scale: Salesforce Marketing Cloud (or Account Engagement) delivers deeper personalization, advanced segmentation, and multichannel engagement capabilities.
- Scalable Architecture: Salesforce is built for organizations with complex structures, multiple departments, and layered approval workflows.
- Robust Ecosystem: Salesforce integrates seamlessly with a wide range of enterprise tools across sales, service, marketing, and analytics.
CRM Migration Is Straightforward—Marketing Migration Is Where We Excel
Migrating contacts, companies, and deals from HubSpot CRM to Salesforce is typically straightforward. However, recreating the value embedded in HubSpot Marketing, campaigns, nurture tracks, lead scoring models, forms, and workflows often complicates the process.
This is where Prolifics excels. We deliver:
- Automated mapping of HubSpot assets to Salesforce Marketing Cloud or Account Engagement equivalents
- Custom connector development for smoother data and engagement transitions
- Accelerated migration of email templates, landing pages, workflows, and lists
- Marketing performance baselines to track pre- and post-migration impact
If your business relies heavily on HubSpot Marketing, this is the migration that requires careful orchestration, and our expertise ensures continuity, compliance, and performance retention.
Common Challenges in HubSpot to Salesforce Migration
Despite the benefits, organizations face key challenges:
- Data Mapping Gaps
CRM and marketing platforms differ in structure, terminology, and logic, especially for custom fields, campaign assets, and workflows. - Loss of Marketing Intelligence
Without expert mapping, you risk losing behavioral insights, attribution data, or historical performance benchmarks. - Integration Downtime
Third-party tools connected to HubSpot (email platforms, ad networks, CRMs) often require reconfiguration and testing. - User Resistance and Training Gaps
Teams familiar with HubSpot may find Salesforce more complex without guided onboarding.
How Prolifics Resolves These Challenges
Our end-to-end migration methodology includes:
- Smart Data Mapping: Using proprietary accelerators, we analyze, clean, and align data structures from HubSpot to Salesforce, covering CRM and Marketing layers.
- Full-Funnel Marketing Asset Migration: We migrate campaigns, automation flows, and templates with fidelity, ensuring campaign continuity and lead lifecycle integrity.
- Custom Integration and Testing: From APIs to third-party connectors, we ensure your marketing stack remains tightly integrated.
- Change Management & Enablement: We deliver tailored enablement plans with persona-based training, stakeholder engagement, and hands-on support.
Step-by-Step Migration Strategy
- Discovery & Audit
- Analyze your HubSpot CRM and Marketing usage
- Document assets: contacts, workflows, forms, campaigns, lists, emails, custom properties
- Migration Planning
- Define scope: CRM-only or CRM + Marketing
- Create a project plan with roles, milestones, and testing cycles
- Salesforce Setup
- Configure objects, fields, and permissions
- Set up Marketing Cloud or Account Engagement as needed
- Map custom workflows and data hierarchies
- Data & Asset Export
- Export contacts, emails, templates, and workflows from HubSpot
- Archive non-critical or historical data separately
- Transformation & Cleanup
- Cleanse data
- Map workflows and automation logic to Salesforce equivalents
- Migration Execution
- Use Data Loader and Marketing Migration tools
- Migrate in stages with validation checkpoints
- QA & User Acceptance Testing
- Validate field mapping, automation triggers, and campaign accuracy
- Run parallel campaigns for comparison
- Training & Post-Migration Support
- Role-specific onboarding
- Workflow walkthroughs and reporting setup
- Continuous optimization post-launch
Conclusion
A CRM migration from HubSpot to Salesforce can be simple, but if you’re also replacing HubSpot Marketing, you need more than data transfer. You need a trusted partner who understands both platforms and can translate your marketing strategy seamlessly.
Prolifics delivers full-lifecycle support, from CRM and marketing automation migration to post-migration optimization. Whether you’re scaling your sales pipeline or amplifying your marketing engine, we’ll make sure your move to Salesforce is smooth, secure, and ROI-driven.
Ready to go beyond CRM migration?
Partner with Prolifics to migrate your entire marketing and CRM stack from HubSpot to Salesforce, without losing your momentum or marketing intelligence.
Contact us today to start your tailored CRM + Marketing migration journey.
