Salesforce to HubSpot Migration

A CRM your team will actually use

20+ years connecting business systems
Works with Xero, MYOB and the systems you already use
Fixed quote after a free chat

Salesforce to HubSpot CRM migration for Australian businesses

Simpler CRM

Why move? Salesforce is a great CRM for businesses that need everything it offers. Many Australian businesses don't, and end up paying for complexity their team never really takes to. Our Salesforce to HubSpot migration moves you across cleanly, without losing data or momentum.

Why businesses are switching

Why Businesses Leave Salesforce

It's rarely that Salesforce is bad. Usually it's simply more than you need.

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You are paying for features nobody uses

Salesforce is very powerful, but if your team only uses a small part of it, you’re paying enterprise prices for little more than a contact list. HubSpot covers what most businesses actually need, for less.

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Your team avoids the CRM

If your sales team enters data reluctantly (or not at all), the tool is often the problem. HubSpot is easier to use, so people are more likely to keep it up to date.

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You need a dedicated Salesforce admin

When your CRM needs a full-time administrator just to keep running, something has gone wrong. HubSpot is designed for business users to manage without specialist help.

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Simple changes take too long

In Salesforce, a new field, workflow change or report often means a request to a specialist and a wait. In HubSpot, your own team can make most of those changes.

What Gets Migrated

We move everything that matters: your data, your processes and your integrations.

CRM Data

Contacts, companies, deals, activities, tasks, notes, email history, attachments

Sales Process

Pipelines, deal stages, forecasting data, quote templates, product catalogues

Automation

Lead scoring, email sequences, approval processes, task automation, notifications

Integrations

Email, calendar, accounting connections, marketing tools, custom API connections

How It Works

Audit your Salesforce

We look at what your team actually uses, not just what has been set up. Most Salesforce setups have layers of unused customisation, so we work out what matters and what can be left behind.

Set up HubSpot properly

We set up the pipelines, fields and automation around how your team actually sells, rather than using a generic template.

Migrate and validate

We move your data across in stages, checking accuracy at each step. Your team keeps using Salesforce until HubSpot is ready and verified.

Train and support

We train your team on HubSpot using their own deals and contacts, not dummy data, and stay on to support them through the changeover.

CRM migration process from Salesforce to HubSpot

Salesforce to HubSpot Migration FAQs

No. We migrate your contacts, companies, deals, activities, custom fields and history, check the data at every stage, and keep Salesforce running until you are fully settled in HubSpot.

It depends on how much data and customisation is involved, and you get a timeline with the fixed quote. Your sales team keeps working in Salesforce while we set up HubSpot, and the final switch-over is kept short so selling isn’t disrupted.

Yes. Most Salesforce automation can be rebuilt in HubSpot, often more simply. Where a straight copy doesn’t make sense, we design a simpler process that gets the same result with less upkeep.

Usually cost and complexity. Salesforce is powerful but expensive, and often needs a dedicated admin. HubSpot gives many businesses the CRM features they actually use for less, and staff find it easier to pick up.

Thinking About the Switch?

Tell us about your Salesforce setup. We'll give you an honest assessment of whether HubSpot makes sense for your business — and what the migration would involve.

Talk to Us