Salesforce to HubSpot Migration Services

We help B2B companies move from Salesforce to HubSpot cleanly — without data loss, disruption, OR Rework.
Salesforce-to-HubSpot Migration

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.

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.

Our Proven Migration Process

Audit & Planning

  • Data schema and property mapping
  • Object relationship alignment
  • Custom automation inventory
  • Risk assessment and migration timeline

Data Migration

  • Data validation and cleanup
  • Deduplication and formatting
  • Association and ownership mapping

Automation & Integration Rebuild

  • Workflow and sequence recreation
  • Report and dashboard setup
  • Integration configuration for marketing, ERP, and other systems

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:

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.

Proven Experience

With over 20 migrations completed and a five-star rating in HubSpot’s directory, Simple Machines brings the expertise needed to de-risk migrations. See how we’ve helped companies like yours move cleanly from Salesforce to HubSpot

“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.”

Dominique Shelton Leipzig, CEO and Founder, Global Data Innovation
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 HubSpot.

Case Study

Coatings Manufacturer De-Risks a Salesforce-to-HubSpot Migration

Simple Machines applied a structured planning and data-mapping approach.

Ready to move off Salesforce?

Tell us about your current setup. We’ll scope the migration, flag the risks, and give you a realistic timeline — no pressure.

Frequently asked questions about Salesforce to HubSpot migration

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.

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.

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.

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.

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.

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.