The best consultants for Salesforce to HubSpot migrations do more than move your data. They map your Salesforce data model to HubSpot’s object structure, rebuild your automations and workflows in the new platform, reconfigure your integrations, and get your sales team up and running without losing weeks of productivity.
This roundup evaluates seven HubSpot consulting agencies on migration-specific criteria: HubSpot accreditation status, verified Salesforce-to-HubSpot case studies, automation and integration rebuild capability, and post-migration support. Simple Machines Marketing leads the list for growing B2B companies. The remaining agencies are ranked by fit for specific use cases.
Quick answer: The shortlist at a glance
| Rank | Agency | Best for | HubSpot tier |
| 1 | Simple Machines Marketing | Growing B2B companies ($5M–50M) needing a structured migration | Platinum |
| 2 | New Breed | Migration as full RevOps rebuild | Elite |
| 3 | RevPartners | Fast-track exit from Salesforce | Elite |
| 4 | Aptitude 8 | Enterprise complexity and custom objects | Elite |
| 5 | Instrumental Group | Dual CRM + marketing automation exits | Elite |
| 6 | elefante RevOps | Manufacturers with ERP integrations | Diamond |
| 7 | MarCloud Consulting | Salesforce Marketing Cloud / Pardot migrations | Diamond |
How we evaluated these agencies
Salesforce-to-HubSpot migration fails for predictable reasons: data models are mapped incorrectly, automations are not rebuilt before cutover, integrations break silently, and field teams lose context on active deals. The agencies on this list were evaluated against the criteria that prevent those failures:
- HubSpot partner tier and accreditation — Diamond and Elite tiers signal sustained client outcomes and platform depth. HubSpot’s Accreditations are useful credentials for migration execution; very few partners hold it.
- Verified Salesforce-to-HubSpot case studies — Not generic CRM migration references. Agencies were evaluated on documented experience migrating specifically from Salesforce.
- Automation rebuild capability — Moving contacts and deals is the easy part. Translating Salesforce workflows, assignment rules, and lead routing logic into HubSpot is where migrations succeed or fail.
- Integration handling — Salesforce-connected stacks often include ERPs, marketing automation tools, and billing systems. Agencies were evaluated on whether they scope integrations as part of the migration, not as a post-launch afterthought.
- Post-migration support — The first 30 days after go-live is where silent failures surface. Attribution breaks, scoring resets, and automations that ran silently in Salesforce simply stop.
The 7 best consultants for Salesforce to HubSpot migrations
1. Simple Machines Marketing — Best for growing B2B companies
Simple Machines Marketing is a HubSpot-accredited consulting agency specializing in Salesforce-to-HubSpot CRM migrations for U.S.-based B2B companies. The firm has completed migrations for companies in B2B technology, professional services, manufacturing, and coatings — managing data schema mapping, automation rebuilds, integration configuration, and sales team adoption.
WHAT SETS THEM APART
Simple Machines has two in-house HubSpot Certified Trainers and is a Supered accredited partner, which enables them to bring a unique approach to training and process enforcement. The firm operates with a RevOps mindset on every migration. Rather than treating the project as a data transfer, they use the migration as an opportunity to clean up pipeline stages, improve deal visibility, and build the reporting infrastructure the business actually needs going forward. The planning phase is disproportionately heavy by design — every object, property, and integration is mapped before a single record moves.
Their four-phase migration process:
- Audit and planning — Data schema and property mapping between Salesforce and HubSpot objects, object relationship alignment, custom automation inventory, risk assessment, and phased timeline
- Data migration — Validation, cleanup, deduplication, field formatting, and association and ownership mapping
- Automation and integration rebuild — Workflow and sequence recreation, report and dashboard setup, and integration configuration for marketing tools, ERP, and connected systems
- Training and adoption — Role-based training sessions, documentation, and admin enablement for self-management post-launch
PUBLISHED CASE STUDIES
- Advisory Services Firm Optimizes Email Channel with Salesforce to HubSpot Migration — A clean, low-risk migration with post-migration email marketing setup
- Coatings Manufacturer De-Risks a Salesforce-to-HubSpot Migration — Structured planning and data-mapping approach for a manufacturing client
Best for: B2B companies between $5M and $50M in annual revenue — technology companies, manufacturers, and professional services firms — that want a structured, methodology-driven migration with a partner accountable through go-live and adoption.
Not the right fit if: You are an enterprise company with a dedicated in-house CRM team and need deep custom object engineering or multi-region CRM consolidation.
simplemachinesmarketing.com
2. New Breed — Best for RevOps transformation during migration
New Breed is one of HubSpot’s most decorated Elite Partners, holding all eight of HubSpot’s complex accreditations — including Data Migration and Solutions Architecture. With over 500 implementations and more than 200 active customers, New Breed brings a level of pattern recognition to Salesforce-to-HubSpot migrations that most agencies do not have.
WHAT SETS THEM APART
New Breed treats migration as an opportunity to redesign pipeline stages, lead scoring models, and attribution during the transition — so the system you go live on outperforms what you left, not just replicates it.
Best for: B2B organizations (0M–00M) that want the migration to double as a RevOps transformation, not just a platform swap.
Not the right fit if: You need a fast, transactional migration without a broader operational redesign.
newbreed.com
3. RevPartners — Best for fast-track migrations
RevPartners is a HubSpot Elite Partner built entirely around RevOps. They hold the record for fastest partner to reach both Diamond and Elite status, and complete migrations in as little as six weeks with documented zero business interruption.
WHAT SETS THEM APART
RevPartners runs both CRM systems in parallel during the transition period — Salesforce and HubSpot simultaneously — so field teams are never cut off from active deals during cutover. Every migration is scoped around pipeline impact and revenue continuity, not just data fidelity.
Best for: Mid-market teams of 50–500 employees that need to exit Salesforce quickly without disrupting active pipeline.
Not the right fit if: Your migration scope includes website changes, or you need marketing strategy work alongside the CRM migration.
revpartners.io
4. Aptitude 8 — Best for enterprise complexity
Aptitude 8 is the largest technical consulting firm in the HubSpot ecosystem and the agency HubSpot’s own team refers for the most complex migrations. They were responsible for Uber Freight’s migration from Salesforce — one of the largest enterprise migrations in the ecosystem — and consolidated Marq’s full stack (Salesforce, Marketo, Zendesk, and Workato) into HubSpot in 90 days, saving 7K per year in licensing.
WHAT SETS THEM APART
Aptitude 8 holds seven HubSpot accreditations, including Data Migration, Custom Integration, and Solutions Architecture. When HubSpot’s native tools cannot replicate Salesforce-specific logic, they build custom applications inside HubSpot.
Best for: Enterprise companies with complex custom objects, Apex triggers, multi-system integrations, or dedicated in-house CRM teams.
Not the right fit if: You need a budget-friendly migration with a straightforward data model.
aptitude8.com
5. Instrumental Group — Best for dual CRM and marketing automation exits
Instrumental Group is a HubSpot Elite Partner and the author of one of the most widely referenced Salesforce-to-HubSpot migration frameworks in the ecosystem. They are Master Training Certified and pair every migration with structured team training using HubSpot’s ADKAR change management methodology.
WHAT SETS THEM APART
Instrumental Group is built for companies leaving both a CRM and a marketing automation platform simultaneously — exiting Salesforce and Pardot together, or moving from Salesforce and Marketo at once. Their People 2.0 migration resulted in 350 event registrants and 4–5 new pipeline deals in the post-migration period.
Best for: Mid-market teams migrating off both CRM and marketing automation who need training and adoption built into the engagement from day one.
Not the right fit if: You need enterprise-level integration engineering or a website migration alongside the CRM work.
instrumentalgroup.com
6. elefante RevOps — Best for manufacturers with ERP integrations
elefante RevOps is a HubSpot Diamond Partner named HubSpot’s #1 Customer First Agency in North America (2024) and Rookie Agency of the Year (2023). Their manufacturing practice handles the ERP-adjacent complexity that sinks most migrations: quote-to-cash handoffs, multi-plant territory mapping, and historical data retention for warranty and compliance.
WHAT SETS THEM APART
Their five-stage migration process includes a dedicated validation pass before cutover — preventing the most common manufacturing failure mode: losing the link between historical CRM records and ERP records, specifically the SKU-to-quote-to-invoice trail that finance and field service depend on.
Best for: Manufacturers between 0M and 00M in revenue with ERP or MES systems (NetSuite, SAP, Microsoft Dynamics, Epicor) that need to stay in sync with HubSpot after migration.
Not the right fit if: You are a professional services or SaaS company without ERP integration requirements.
elefanterevops.com
7. MarCloud Consulting — Best for Salesforce Marketing Cloud and Pardot migrations
MarCloud Consulting is a HubSpot Elite Partner specializing in migrations from Salesforce’s marketing stack — specifically Salesforce Marketing Cloud and Pardot (Salesforce Account Engagement) — to HubSpot Marketing Hub. If your migration is primarily about replacing Salesforce’s marketing automation tools rather than the CRM itself, MarCloud is a specialized fit.
WHAT SETS THEM APART
MarCloud has deep knowledge of how Salesforce Marketing Cloud’s data architecture, subscriber lists, journey logic, and send classifications map to HubSpot’s equivalent constructs — a narrow specialization most CRM-focused agencies do not have.
Best for: Companies whose primary migration scope is Salesforce Marketing Cloud or Pardot to HubSpot Marketing Hub, where marketing automation complexity is the main risk.
Not the right fit if: Your migration is primarily a Salesforce CRM (Sales Cloud) migration — MarCloud’s core focus is the marketing automation side of the Salesforce stack.
marcloudconsulting.com
How to choose the right Salesforce to HubSpot migration consultant
- What is your primary migration scope? CRM migration (Sales Cloud to HubSpot CRM), marketing automation migration (Pardot or Marketing Cloud to HubSpot Marketing Hub), or both? The answer determines which type of agency you need.
- Do you have ERP or MES integrations? If Salesforce is connected to NetSuite, SAP, Dynamics, or another ERP, migration complexity increases significantly. Ask any prospective agency to name a reference client on your specific ERP.
- How much operational change do you want alongside the migration? Some agencies deliver a functional HubSpot instance. Others redesign your pipeline stages, lead scoring, reporting, and lifecycle model during the migration. Both are valid — the right one depends on how mature your current RevOps foundation is.
- What is your internal admin capacity after go-live? If you have an in-house HubSpot admin, an agency that trains and hands off is fine. If you don’t, prioritize agencies with a managed-service or retainer tier.
5 questions to ask any migration agency before you sign
Do you hold relevant HubSpot Accreditations? Very few partners hold it. If an agency doesn’t, ask what equivalent proof they offer.
Will you rebuild our automations, or just move the records? Ask specifically how they handle Salesforce workflow rules, assignment rules, lead routing logic, and sequences.
How do you handle the overlap period? The strongest agencies run both CRM systems in parallel for 30–90 days. Ask about delta migration for new records created during the transition and the cutover protocol.
Can you show a case study from Salesforce specifically? A migration from Salesforce is fundamentally different from Zoho or a spreadsheet. Require a Salesforce-specific reference.
What does post-migration support include? Ask about support duration, reporting validation, automation debugging, and training after launch.
Frequently asked questions
How long does a Salesforce to HubSpot migration take?
Most B2B companies complete a migration in 6–12 weeks with an experienced agency. Simple migrations with few integrations can finish in 4–6 weeks. Complex migrations with custom objects and ERP integrations typically run 10–16 weeks. Learn more: How to Migrate from Salesforce to HubSpot: The Complete Guide
How much does a Salesforce to HubSpot migration cost?
Expect $5,000–$15,000 for most growing B2B companies. Cost drivers are data volume, integration count, custom object modeling, automation complexity, and whether training is included. Enterprise migrations can exceed $50,000.
Will you lose data when migrating from Salesforce to HubSpot?
Not if the migration is planned correctly. A structured process includes a full backup before work begins, a parallel test migration on a production-sized data sample with validation rules, and a documented rollback plan.
What data can be migrated from Salesforce to HubSpot?
Contacts, leads, accounts, opportunities, activities, notes, attachments, and custom fields can all be migrated. The Salesforce Lead-to-Contact mapping is one of the most important decisions — HubSpot does not have a Leads object — and how it is handled affects pipeline, lifecycle stage logic, and reporting.
Do you need to keep Salesforce running during the migration?
Yes, for most companies. Running both systems in parallel for 30–90 days ensures field teams are not disrupted while the migration is validated.
What is the biggest risk in a Salesforce to HubSpot migration?
Incorrectly mapping the data model — particularly the Salesforce Lead object to HubSpot Contacts and Companies — and failing to rebuild automation logic before go-live. Both failures produce the same symptom: deals that appear to move correctly but have broken history, attribution, and routing underneath.
Is HubSpot better than Salesforce for B2B companies?
For most B2B companies under 00M in annual revenue, HubSpot offers faster time-to-value, lower total cost of ownership, and significantly lower administrative burden. Salesforce is typically the better choice for companies over 00M that need CPQ, Service Cloud, or deep ERP middleware integrations already built out.
Ready to plan your Salesforce to HubSpot migration?
A poorly executed migration loses historical data, breaks your reporting, and costs months of productivity to unwind. A well-executed one gives you a cleaner CRM, better pipeline visibility, and a system your team will actually use.
Simple Machines Marketing specializes in Salesforce-to-HubSpot migrations for U.S.-based B2B companies — technology firms, manufacturers, and professional services businesses. Schedule a migration assessment to get straight answers on scope, timeline, and cost.
