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CRM migration · Shani Wolf, HubSpot, monday & Amplemarket partner · for B2B tech companies

Switching CRM without losing your data

To HubSpot, or to monday CRM. From a Salesforce that costs a fortune and nobody logs into, from a Dynamics that only collects forms, from spreadsheets, or from a legacy system everyone works around. It starts with a migration plan that says what moves, what gets rebuilt and how many weeks. Then I do the work myself, inside your systems.

Book a platform call How does it work?
15+years in B2B40+companies$14M+pipeline influenced
Walking a colleague through data and systems on screen HubSpot Solutions Partner
HubSpot Solutions Partnermonday.comAmplemarketGammaMakeFathom

Sounds familiar?

Where are you moving from?

Salesforce is expensive, and sales works in WhatsApp and ExcelFrom Salesforce We pay for HubSpot Pro and use it for forms. The leads live in DynamicsFrom Dynamics We outgrew monday: boards instead of a CRM, and the price went up without a decisionFrom monday A system only one person understands, and four HubSpot accounts opened along the wayFrom a legacy system We're a Microsoft 365 shop. The CRM has to live next to Outlook, Teams and SharePointMicrosoft 365 Projects already run on monday. We want leads and deals in the same placeTo monday CRM
From Salesforce

From Salesforce to HubSpot, or alongside it

You don't always leave. Sometimes Salesforce stays the system of record for sales and HubSpot becomes the marketing layer, with a two-way sync. Sometimes the whole sales team moves. The decision follows who actually works where.

What moves
  • Contacts, companies and deals, with their history
  • Pipeline stages remapped to the real process
  • Two-way sync: object by object, direction by direction
  • Reports leadership reads, from day one
2systems in parallel during the switch
0records lost
1 quarterfrom plan to a team that runs it alone
$0HubSpot onboarding fee, through a partner
From Dynamics

Lead management moves from Dynamics to HubSpot, up to SQL

The common case: paying for HubSpot Pro and using it for forms, while the leads live in Dynamics. The migration moves lead management to HubSpot up to the point where sales takes over, and leaves Dynamics doing what it does well.

What moves
  • Forms, leads and lead scoring in HubSpot
  • Handoff to sales at SQL, with the full context
  • Dynamics keeps what it does well, and stays connected
  • A migration plan before you commit to a scope
3stages: plan, implementation, support
1–2weeks for the plan
1 quarterfor the implementation
$0onboarding fee, through a partner
From monday

monday CRM or HubSpot? Sometimes both

When monday runs projects beautifully but the leads live in boards, the price climbed without a decision and marketing automation doesn't exist, you test: HubSpot for marketing and sales, monday for the work, a sync between them. Or a full move. 90 days in a sandbox before anyone decides.

What gets tested
  • A HubSpot sandbox with your data, before the decision
  • monday stays for projects, connected with two-way Data Sync
  • Leads, pipeline and marketing automation in HubSpot
  • Savings: dormant seats and add-ons nobody checked
90days of testing before a decision
+58%how much monday's price rose at one client, in 8 months
2systems that talk instead of compete
$0onboarding fee, through a partner
From a legacy system

A legacy system, an old website, or four portals opened along the way

A legacy site everyone is afraid to touch, a system only one person understands, or several HubSpot accounts opened at different times that nobody works in. First you find the right account (the one with the discount), then you build on it.

What moves
  • Mapping: what exists, what's in use, what can be switched off
  • URL-by-URL redirects, with no traffic lost
  • The data moves once, clean
  • The team works without the one person who knew
4 → 1HubSpot portals, merged into the one with a 90% discount
181redirects in one site migration
0traffic lost
1 quarterper project
Microsoft 365 and SharePoint

HubSpot in an organization that lives in Microsoft 365

Outlook, Teams, SharePoint, Copilot. The CRM doesn't replace them, it connects to them: SharePoint as the operational home, HubSpot as the commercial home, and automations between the two. And if there's no operational home yet, you start there.

What gets built
  • A SharePoint hub with subsites and permissions, instead of folders
  • HubSpot connected to Outlook, Teams and the client folder
  • Power Automate flows, inside the licenses you already pay for
  • An AI assistant that answers from your own content
53,000scattered files at one client, before
1front door, after
8companies in one hub
6weeks to launch
To monday CRM

To monday CRM, when it's the right tool

A team that already lives in monday, simple deals, and marketing that doesn't lean on heavy automation: monday CRM. You set up the pipeline, automations and forms on the same work OS that runs the projects, and connect marketing if and when it's needed.

What gets set up
  • A pipeline with real stages and consistent statuses
  • Forms and automations: lead in, task opened, reminder out
  • Connected to the project boards: from closed deal to active client
  • A leadership dashboard: pipeline, lead source, close rate
1system for the work and the sales
0copy-paste between tools
1 quarterfrom setup to a team that runs it alone
2platforms I'm a partner of
Capybara avatar
Dana B.
Projects & Infrastructure Lead, international investment group
Investments

This was a real step change for us. It suddenly came to life.

How does it work?

From the plan to a team that runs it alone, in a quarter

  1. Migration plan

    What moves, what gets rebuilt, how many weeks. One to two weeks

  2. Cleanup

    The data moves once, clean

  3. Build

    Pipeline, automations, integrations, inside the portal

  4. In parallel

    Both systems run together until the team has moved

  5. Handover

    Training, and reports leadership reads. The knowledge stays with you

What 15 years of B2B marketing looks like in practice

15+Years in B2B, from agency to in-house to fractional
40+Companies: SaaS, cyber, fintech, enterprise
$14M+Pipeline influenced at clients, last six months
3xAverage efficiency gain once the systems talk to each other

Real projects, no names, with the numbers

Enterprise · Salesforce + HubSpotRebrand and migrationA full move to HubSpot in the middle of a rebrand, synced to Salesforce across 40 countries, with no data or leads lostBased on a true story Investment group · Microsoft 36512 versions → 1 homeA SharePoint hub with an AI assistant for 8 companies and 1,000+ employees, six weeks from sign-off to launchBased on a true story
30 minutes

A platform call

HubSpot, Salesforce or monday? And if you're switching, where to start. 30 minutes on your needs, your team and your budget, and you leave with a reasoned decision.

Pick a time

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Frequently asked questions

How long does a Salesforce to HubSpot migration take?
It depends on the number of objects and integrations. The plan takes one to two weeks; moving a whole sales team usually takes a quarter, with both systems running in parallel in the first weeks. HubSpot itself talks about roughly three months.
Do you lose data in a migration?
Not if you map first: which objects, which fields, which history has to move. The data moves once, after a cleanup, and both systems run in parallel until the team has moved. That is exactly what the migration plan fixes.
Do we have to leave Salesforce completely?
No. For some companies Salesforce stays the system of record for sales and HubSpot runs marketing, with the native two-way sync. The question is who works where, not which system is better.
What does a HubSpot migration with guidance cost?
Three parts: the license (new pricing, there's a calculator), the migration plan (a short fixed-price project), and the implementation (scoped in the plan, before you commit). Through a partner, HubSpot's own onboarding fee is waived.
HubSpot or monday CRM for a B2B company?
monday CRM fits teams that already work in monday and want simple deal management. HubSpot fits B2B companies that want marketing, sales and automation in one system. Sometimes the answer is both, with a sync: monday for the work, HubSpot for leads and marketing. 90 days in a sandbox settle it on your own data.
What about Microsoft 365 and SharePoint?
HubSpot connects to Outlook and Teams, and SharePoint stays the operational home for documents and knowledge. Instead of replacing, you connect: a quote closed in HubSpot opens a client folder in SharePoint, and the monthly report goes out on its own. It has a page of its own.

Last updated: October 2026

Shani Wolf

Written by

Shani Wolf
Fractional CMO · MarTech & CRM consulting · HubSpot, monday & Amplemarket partner

15+ years in B2B marketing, from global enterprises to high-growth startups. I get into the systems, the data and the automations and build and fix them myself, so the marketing budget turns into a predictable, measurable revenue engine.

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