Salesforce -> HubSpot Migration Complete Guide
A practical guide to the steps and key points for migrating from Salesforce to HubSpot.
Many companies are planning or executing a move from Salesforce to HubSpot. Beyond the technical steps, the key question is how to see the project through as a team.
This guide is based on the "Salesforce to HubSpot Migration Online Course" and explains how to run a migration project in practice.
Do not compare features alone. Also confirm who will operate the system after migration, whether teams can enter and review data easily, and whether core reporting can be preserved.
At minimum, assign a technical owner who understands the data structure and a business owner who understands the current operation. Small migrations often take 1 to 2 months, medium migrations around 3 months, and larger company-wide migrations 6 months or more.
Use this simple payback formula as a starting point:
For example, if the monthly difference is JPY 250,000 and the migration cost is JPY 1,000,000, the simple payback period is about 4 months. In practice, it is safer to plan for 6 to 9 months after accounting for training and parallel operations.
Instructor
The course is taught by Haegun Kim (CEO, Sanka Inc.). He is a professional with deep experience in both Salesforce and HubSpot, and has supported many SMB and mid-market implementations (up to about 500 employees).- Expert in both Salesforce and HubSpot design and operations
- Experience across manufacturing, services, retail, and wholesale
- Specialist in cost reduction and sales operations design using Sanka
Course goal: not just to migrate, but to finish strong
The goal is not only to learn how to migrate data. We focus on reworking team processes through migration and building a foundation to use HubSpot effectively. Specifically, the target outcomes are:- Understand the Salesforce migration process
- Complete Salesforce data export
- Complete HubSpot data import
Course format: bootcamp style and highly practical
Key features:- Supports redesigning the entire workflow, not just migration know-how
- Uses practical templates and checklists
- Visualizes project progress and ensures each phase is completed
Who this course is for
This course is a good fit for:- Teams struggling with Salesforce cost and usability
- PMs or IT owners responsible for CRM migration
- IS teams lacking MA/CRM migration know-how
- Sales, marketing, or CS leaders looking for cost reduction
- People who only want basic Salesforce or HubSpot usage
- Companies not considering any MA/CRM migration today
Participation benefits
Reasons to Consider Migration
The main reasons for moving from Salesforce to HubSpot usually fall into three areas: cost, operational complexity, and cross-team alignment. Migration is not automatically the right answer for every company, so evaluate whether the target operating model, team structure, and data model fit HubSpot before making the move.| Perspective | HubSpot migration is a good fit when | Staying on Salesforce is a good fit when |
|---|---|---|
| Cost | You have many view-only users and want to redesign licensing | You fully use advanced Salesforce capabilities |
| Operations | You want a standard, low-maintenance setup | You have dedicated admins or developers |
| Collaboration | You want marketing and sales data in one flow | Complex integrations or custom logic are central |
Cost, Resources, and Timeline
Start with a migration management sheet that tracks requirements, data design, field mapping, migration execution, testing, and adoption in one place.| Phase | Main work | Output |
|---|---|---|
| Requirements | Define goals, scope, and migration targets | Requirements list |
| Data design | Review objects, fields, and permissions | Data dictionary |
| Mapping | Map Salesforce fields to HubSpot fields | Mapping sheet |
| Migration | Extract, transform, and import data | Migration log |
| Testing | Validate counts, fields, and workflows | Test results |
Cost Simulation
Compare more than the monthly license fee. Include one-time migration cost, operating cost, training, and any parallel-run period.| Cost item | What to check |
|---|---|
| License cost | Current and future monthly cost, including view-only users |
| Initial cost | Design, migration, configuration, training, partner support |
| Operating cost | Admin effort, support questions, permission management |
| Opportunity cost | Rework, data entry pause, disruption during transition |
Text
Payback period (months) = Initial migration cost / Monthly cost difference
