Salesforce to HubSpot · Shani Wolf, HubSpot, monday & Amplemarket partner
FromSalesforce to HubSpot, without losing your data
Salesforce is expensive, the sales team works in WhatsApp and Excel, and marketing can't build automation on it. There are two ways out: a full move of sales, or HubSpot as the marketing layer next to Salesforce with a two-way sync. I've done both from the inside: I connected Salesforce to HubSpot at a global company in 40 countries, and I build it today for B2B tech companies.
Who it's for
Three situations I keep meeting
Salesforce for sales, Excel for marketing
20 seats nobody opens, lead scoring in a spreadsheet, and marketing that can't build automation. HubSpot for marketing, synced to sales.
Alongside SalesforceYou inherited Salesforce from the investors
The system came with the round, not with the process. The team is small, the needs are simple, the annual bill is neither. A full move, one quarter.
Full moveABM and partner scoring
80% of leads come through partners and need scoring, nurturing and reporting. Salesforce stays the system of record, HubSpot runs marketing, and a Claude-based automation layer keeps the two in sync.
Alongside SalesforceA migration plan, then the migration
Stage one, before you commit to a scope: a plan that says what moves, what gets rebuilt, how many weeks, and who works where. Then the implementation, inside the portal, with both systems running in parallel.
- Object and field mapping: what moves, what stays, what's dead
- Pipeline remapped to the real process, not the one in the deck
- Two-way sync, object by object, direction by direction
- Team transition plan: who moves when, and what happens to Salesforce
How does it work?
From the plan to a team working in HubSpot, in a quarter
Plan
Mapping, scope, timelineCleanup
Duplicates, fields, the history that has to moveBuild
Pipeline, automations, syncIn parallel
Both systems run until the team has movedHandover
Training and reports. Salesforce goes, or stays connected
Frequently asked questions
How long does a Salesforce to HubSpot migration take?
Can we keep Salesforce and add HubSpot for marketing only?
What happens to the deal history?
What does it cost?
Last updated: October 2026
Written by
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.