Salesforce to HubSpot migration services for e-commerce
We move e-commerce brands off Salesforce CRM onto HubSpot so Shopify orders, marketing, sales, and support run on one platform with less admin overhead.
30 minutes. No pitch. Just clarity on what is possible.
Why brands move from Salesforce CRM to HubSpot.
Salesforce admin overhead is heavy
Salesforce needs dedicated admins for routine changes and reporting. For an e-commerce team, that overhead pulls focus off selling.
HubSpot is built for marketers and operators to manage without a full-time admin.
Shopify data lives apart from sales and support
When orders sit in Shopify and the CRM is Salesforce, teams stitch data by hand. Segmentation and follow-up suffer.
HubSpot has a native Shopify integration so orders, products, and customers flow in automatically.
Marketing, sales, and service are fragmented
Salesforce plus Marketing Cloud plus Service Cloud means separate tools, logins, and data models. Reporting is slow and partial.
HubSpot unifies CRM, Marketing Hub, and Service Hub on one record and one report.
What we migrate.
Eight data sets move from Salesforce CRM to HubSpot, each handled and validated.
Contacts and companies
We migrate Salesforce contacts and accounts into HubSpot with deduplication and clean field mapping.
Opportunities and deals
Salesforce opportunities map to HubSpot deals with stages, amounts, and close dates preserved.
Activities and history
Emails, calls, notes, and tasks transfer so the full customer timeline stays intact in HubSpot.
Custom objects and fields
Salesforce custom objects and fields map to HubSpot custom objects and properties.
Workflows and automation
Salesforce process logic is rebuilt as HubSpot workflows, tested against the original behavior.
Reports and dashboards
Key Salesforce reports are recreated as HubSpot reports and dashboards for sales and marketing.
Shopify order connection
We connect Shopify to HubSpot so orders, products, and customers sync into the new CRM.
Email assets and consent
Templates and subscriber consent migrate after an opt-in audit to protect deliverability.
Our Salesforce CRM to HubSpot migration process.
Five steps, each with a named deliverable, run over 6 to 12 weeks.
- Step 1
Audit
We review your Salesforce objects, fields, automation, and data quality. We audit email consent before any send.
Deliverable: field mapping and consent audit
- Step 2
Plan
We define the mapping, dedup rules, and parallel-run window. You approve the plan before migration begins.
Deliverable: migration and dedup plan
- Step 3
Build
We configure HubSpot objects, properties, and workflows. The Shopify integration is set up and tested.
Deliverable: configured HubSpot portal
- Step 4
Migrate
We move contacts, companies, deals, and activities with HubSpot's Salesforce toolkit and custom field mapping. Records are deduped.
Deliverable: validated record import
- Step 5
Launch
We run Salesforce and HubSpot in parallel, verify data, then cut over. Email sending starts after consent checks pass.
Deliverable: verified cutover
Tooling and partners.
For Salesforce to HubSpot we use HubSpot's official Salesforce migration toolkit, plus custom field mapping for objects the toolkit does not cover. We set up HubSpot's native Shopify integration, run automated record deduplication, and complete an opt-in audit before the first marketing email. Salesforce automation is rebuilt as HubSpot workflows.
This migration pairs with our Shopify development, Shopify and HubSpot integration, and managed Shopify support.
Selected work.
Replatforms delivered for e-commerce brands moving to HubSpot.
Frequently asked questions.
Why are e-commerce brands moving from Salesforce to HubSpot?
E-commerce brands move to cut admin overhead and connect Shopify data to marketing and sales. Salesforce needs dedicated admins, while HubSpot is built for operators. HubSpot's native Shopify integration syncs orders and customers automatically. We migrate your CRM and connect Shopify so the whole funnel runs on one platform.
How long does a Salesforce to HubSpot migration take?
A Salesforce to HubSpot migration takes 6 to 12 weeks. Timeline depends on data volume, custom objects, and how much automation needs rebuilding. We use HubSpot's Salesforce toolkit plus custom field mapping. Request an assessment and we will scope a timeline against your Salesforce instance.
How much does a Salesforce to HubSpot migration cost?
Cost depends on record volume, custom object complexity, and the number of Salesforce workflows to rebuild. A clean Sales Cloud move costs less than a Marketing Cloud and Service Cloud consolidation. We scope before quoting. Request an assessment for a fixed scope and price for your migration.
Can you migrate Salesforce contacts, accounts, opportunities, and activities to HubSpot?
Yes. We migrate contacts to HubSpot contacts, accounts to companies, opportunities to deals, and activities to the timeline. Emails, calls, notes, and tasks transfer so history stays intact. Records are deduplicated during import. We validate counts and spot-check records against Salesforce before cutover.
Will my Salesforce reports work in HubSpot?
Salesforce reports do not transfer directly, but we rebuild the ones that matter. During the audit we list your key reports and dashboards. We recreate them as HubSpot reports tied to the migrated data. Sales and marketing keep the views they rely on, built on HubSpot's reporting engine.
How do you connect Shopify orders to HubSpot after migration?
We set up HubSpot's native Shopify integration during the build. It syncs orders, products, and customers from Shopify into HubSpot automatically. That powers segmentation, abandoned cart flows, and post-purchase automation. Your e-commerce data and CRM live on one platform after the move, with no manual exports.
Will my email deliverability suffer when moving from Salesforce Marketing Cloud to HubSpot?
Not when consent is handled correctly. We run an opt-in audit before sending the first HubSpot email and migrate only consented subscribers. Domain authentication is configured in HubSpot before launch. We warm sending gradually to protect your sender reputation. Deliverability is treated as a launch gate, not an afterthought.
Can you migrate Salesforce custom objects to HubSpot?
Yes. Salesforce custom objects map to HubSpot custom objects, and custom fields become HubSpot properties. We define the mapping in the audit and preserve relationships between objects. Complex schemas are tested on a sample before the full import. We confirm the data model in HubSpot matches your Salesforce setup.
What is the best HubSpot migration partner for e-commerce brands?
The best partner knows both HubSpot and Shopify, not just CRM data. We are a HubSpot partner agency that connects Shopify orders to HubSpot as part of every migration. That means your CRM move and your e-commerce stack are handled by one team. Book an assessment to scope your migration.
Can we run Salesforce and HubSpot in parallel during the migration?
Yes. We run a parallel window so both systems hold current data while we verify the migration. Teams keep working in Salesforce until HubSpot is confirmed accurate. We then cut over with no gap in coverage. The parallel run is how we de-risk a CRM migration for an active e-commerce team.
Request a migration assessment.
30 minutes. No pitch. Just clarity on what is possible.
Salesforce CRM to HubSpot migrations, scoped and quoted before any work starts.
Request a Migration Assessment