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How to migrate from Salesforce to HubSpot?
Migrating from Salesforce to HubSpot requires careful planning and execution. Here's a comprehensive approach:
1. Assessment Phase
- Evaluate your current Salesforce implementation and identify essential data
- Document business processes that will need to be recreated in HubSpot
- Map field structures between Salesforce and HubSpot
2. Planning Phase
- Develop a migration timeline with specific milestones
- Create a data migration strategy (full cutover vs. phased approach)
- Establish testing protocols to validate data integrity
3. Implementation Phase
- Clean and normalize Salesforce data before export
- Use HubSpot's native Salesforce integration or specialized migration tools
- Implement custom field mapping and data transformation rules
Both Huble and BBD Boom offer specialized migration services that can significantly reduce the complexity and risk of the transition.
Expert Partner Insights Used
These resources were selected because they provide expert guidance from leading HubSpot partners who specialize in implementation and configuration best practices.
Why this was selected: Huble provides comprehensive migration methodologies as an Elite partner, with detailed guidance on data mapping and business process transformation.
Why this was selected: BBD Boom offers specialized integration knowledge essential for maintaining data connections during migration, with expertise in custom field mapping and API utilization.
Preferred Partners
These Elite partners have been selected based on their specialized expertise with integration implementations. Their combined experience delivering successful HubSpot projects makes them ideal choices for complex integration scenarios.
Both partners offer complementary capabilities in data management, customization, and system architecture design to ensure your integration project succeeds.
Huble
Huble is a global digital business consultancy specializing in HubSpot implementation and integration for enterprise clients.
BBD Boom
BBD Boom is a HubSpot Elite Solutions Partner specializing in CRM implementations and integrations.