Our Guide for a Successful Migration from Salesforce to HubSpot

Regardless of the solution you opt for, here are some insights from our experience to guide you through a smooth transition:

• Ensure you perform a full backup of your Salesforce data before you kickstart the migration process.
• Allocate a minimum of two weeks during which both your Salesforce and HubSpot licenses are active concurrently.
• Allow yourself an additional buffer of at least 10 days beyond your target migration date.
• Avoid the pitfall of initiating a partial migration if you wish to transfer your activities (emails, notes, tasks) as this can complicate and increase the cost of migrating these data types.
• Make a comprehensive list of your current Salesforce integrations, check for native integrations with HubSpot, or plan for the development of custom integrations if necessary.
• A change in such a critical tool in your workflow presents an ideal opportunity to assess the efficiency of your current processes before replicating them, allowing for enhanced productivity and stronger team synergy.