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.

2systems in parallel0records lost$0onboarding fee, through a partner
A working session in the office HubSpot Solutions Partner

Who it's for

Three situations I keep meeting

What you get

A 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.

The migration plan
  • 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
1–2weeks for the plan
1 quarterto move a whole team
2systems in parallel
$0HubSpot onboarding fee

How does it work?

From the plan to a team working in HubSpot, in a quarter

  1. Plan

    Mapping, scope, timeline
  2. Cleanup

    Duplicates, fields, the history that has to move
  3. Build

    Pipeline, automations, sync
  4. In parallel

    Both systems run until the team has moved
  5. Handover

    Training and reports. Salesforce goes, or stays connected

Frequently asked questions

How long does a Salesforce to HubSpot migration take?
The plan takes one to two weeks. Moving a whole sales team, with its history and integrations, usually takes a quarter, with both systems running in parallel in the first weeks. HubSpot itself talks about roughly three months.
Can we keep Salesforce and add HubSpot for marketing only?
Yes, and it's a common setup: Salesforce stays the system of record for sales, HubSpot runs forms, scoring, nurturing and campaigns, and the native two-way sync moves leads and deals. The real question is which objects and fields sync, and in which direction.
What happens to the deal history?
It moves, if you decide it has to. The plan fixes what moves as history (closed deals, activities, emails) and what starts from zero. Data that moves without a cleanup just moves the mess to a new system.
What does it cost?
The license under the new pricing (there's a calculator), the migration plan as a short fixed-price project, and the implementation scoped in the plan. Through a partner, HubSpot's own onboarding fee is waived.

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.