Salesforce to HubSpot Migration

Move from Salesforce to HubSpot Without Losing a Single Record.

Salesforce to HubSpot migrations fail when data mapping is rushed and testing is skipped. Trainedge runs a structured, documented migration process — every contact, company, deal, and activity moved, verified, and live in HubSpot before we hand over.

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What Gets Migrated

Your complete revenue history. Moved intact.

  • Contacts — all fields, custom properties, activity history, email correspondence
  • Companies / Accounts — with all associated contacts and deals linked correctly
  • Deals / Opportunities — pipeline stage mapping from Salesforce to HubSpot
  • Activity history — calls, meetings, notes, tasks
  • Email sequences and templates — rebuilt in HubSpot format
  • Reports and dashboards — rebuilt in HubSpot with equivalent logic
Our Migration Process

Five steps. Zero data loss. One clean handover.

1

Salesforce Audit

We extract a full inventory of your Salesforce data — objects, fields, relationships, and record counts. We identify what to migrate, what to archive, and what to leave behind.

2

Data Mapping

We map every Salesforce field to the corresponding HubSpot property. Custom properties are created in HubSpot before migration begins. Nothing is improvised.

3

Test Migration

We run a test migration with a sample dataset and validate every record type. You review and approve before we touch your full dataset.

4

Full Migration

We run the full migration in a maintenance window. All records are verified against the Salesforce source. Discrepancies are resolved before cutover.

5

Training and Go-Live

We train your team on HubSpot, confirm all workflows are running, and provide a 30-day post-migration support period for any issues.

Pricing

Fixed price. No data loss. 30-day support included.

Fixed project fee from
$7,500

Includes: Salesforce audit, data mapping documentation, test migration, full migration, record verification, team training, and 30-day post-migration support. Timeline: 4–6 weeks depending on data volume and complexity.

Larger migrations scoped individually. Book a free migration assessment and receive a fixed quote within 48 hours.
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Ready to move to HubSpot the right way?

Start with our free RevOps maturity assessment to understand your current data and infrastructure before we migrate anything.

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Free 45-minute assessment · Written summary within 72 hours · No obligation