When your CRM becomes a roadblock instead of a growth tool, it’s time to move on.
For many businesses, Salesforce is too much. Too much cost, too much complexity, too much of a headache to make updates. Migrating to HubSpot frees up budget for growth while giving them the tools they need in an easy-to-use platform.
Simple Machines is a HubSpot-accredited consulting agency specializing in Salesforce-to-HubSpot CRM migrations for U.S.-based B2B companies. We ensure each migration preserves data integrity, improves pipeline visibility, and builds a system designed for sales and marketing alignment.
HUBSPOT ACCREDITED
HubSpot Onboarding Accreditation
Simple Machines holds HubSpot’s Onboarding Accreditation, recognizing our team’s ability to onboard new HubSpot customers the right way.
Successful migration is more than exporting and importing
Where should notes and files be stored? What’s the best way to map leads vs contacts? What integrations are going to need attention after migrating? These are the types of questions you only know to plan for through experience. We ensure data models, automations, and integrations are carefully mapped to ensure nothing gets lost in translation. Here’s our proven migration process:
01
Audit & planning
Data schema and property mapping
Object relationship alignment
Custom automation inventory
Risk assessment and migration timeline
02
Data migration
Data validation and cleanup
Deduplication and formatting
Association and ownership mapping
03
Automation & integration rebuild
Workflow and sequence recreation
Report and dashboard setup
Integration configuration for marketing, ERP, and other systems
04
Training & adoption
Role-based training sessions
Documentation and office hours
Admin enablement for self-sufficiency
Why choose Simple Machines
We go beyond technical migration to align your CRM with how your business can really grow. What sets us apart:
20+
migrations completed
5-star
rating in HubSpot’s directory
Simple Machines brings the expertise needed to de-risk migrations.
Pre-migration planning first
We know what successful planning entails. Every object, property, and integration is mapped before data moves.
Platform experience
We understand how the HubSpot and Salesforce data models are different, and how to map them correctly.
RevOps mindset
Every migration is an opportunity to clean up your pipeline stages, reporting, and process. We build for where your business is going, not where Salesforce had you stuck.
Accredited HubSpot Partner
HubSpot Onboarding Accreditation — not just a reseller badge. We’ve been vetted on implementation quality.
Client success
“Simple Machines was a great partner in CRM migration from Salesforce and in setting up our email marketing afterwards. Charlie and Christine are knowledgeable, clear, and good at translating our business requirements and workflows into matching processes in HubSpot.”
CASE STUDY
Advisory Services Firm Optimizes Email Channel with Salesforce to HubSpot Migration
Simple Machines helped GDI see a nearly 37% open rate and 42% company engagement rate in HubSpot.
Read the case study →
CASE STUDY
Coatings Manufacturer De-Risks a Salesforce-to-HubSpot Migration
Simple Machines applied a structured planning and data-mapping approach.
Read the case study →Frequently asked questions about Salesforce to HubSpot migration
How long does a Salesforce to HubSpot migration take?
Most migrations take 6–12 weeks depending on data volume, integration complexity, and the number of custom automations being rebuilt. Simple engagements with clean data and few integrations can complete in 4–6 weeks. We provide a detailed timeline after the audit phase.
What data can be migrated from Salesforce to HubSpot?
Contacts, companies, deals/opportunities, activities, notes, attachments, and custom properties can all be migrated. We also map Salesforce Leads and manage the Lead-to-Contact conversion as part of the data modeling process.
Will we lose data during the migration?
Not if planned correctly. Our process includes data validation, deduplication, and test migrations before the full cutover — so data integrity issues are caught before they become problems. We maintain a Salesforce read-only environment during migration as a safety net.
Do you help with Salesforce automations and workflows after the migration?
Yes. We inventory all active Salesforce workflows, assignment rules, and sequences, then rebuild the equivalent logic in HubSpot. Where native HubSpot tools offer a better approach, we recommend the upgrade rather than a direct copy.
What size companies do you work with?
We primarily work with U.S.-based B2B companies between $5M and $100M in annual revenue — typically companies with 10–200 employees who have outgrown their current CRM setup or need HubSpot implemented properly for the first time.
Do you need to be a HubSpot partner to do a CRM migration?
No, but accreditation matters. Simple Machines holds HubSpot’s Onboarding Accreditation, which means our implementation approach has been vetted by HubSpot directly. This is different from being a basic reseller.