Salesforce to HubSpot: migrate, integrate or stay

Neighbourhood team member in a black NBH tee, smiling, on a coral shape

Migrate, integrate or stay put, and a straight answer on which.

If your team uses a small part of Salesforce and needs an admin for every change, moving to HubSpot usually makes sense. If Salesforce is built deeply around how you operate, keep it and connect HubSpot to it, with a written field map that says which system owns each field. We do both, and we will tell you which one fits.

We have been a HubSpot partner since 2015 and a Diamond Partner since 2019, and we have worked with 300+ businesses. Your PM is your builder: the person who scopes your migration or integration is the person who builds it and trains your team. Below is how we decide, what moves, how the sync works, and what it costs.

Last checked October 2026.

Should you migrate to HubSpot, integrate the two, or stay on Salesforce?

Most people searching HubSpot vs Salesforce are really asking one of three questions. A Salesforce renewal is a good moment to answer it properly, before the contract decides for you.

How we place a business on the first call. The answer is confirmed once we have seen how your team actually uses Salesforce.
Migrate to HubSpotIntegrate bothStay on Salesforce
Usually fits whenYour team uses a small part of Salesforce, changes need an admin, or marketing already runs in HubSpotSales lives in Salesforce, marketing lives in HubSpot, and both are worth keepingSalesforce is heavily customised, tied into other platforms and run by people who know it well
What we doMap every object, field, owner and stage on paper, migrate with history, rebuild the reports people still openAgree which system owns each record and field, set the sync to respect it, test on your own recordsTell you so, and connect HubSpot where marketing needs it
What you end up withOne system your own people can runTwo systems that agree on every customerNo migration you did not need
HubSpot tier to checkEnterprise if you rely on Salesforce custom objectsProfessional or Enterprise on at least one hubThe same as integrate, if you connect

We are a HubSpot partner, so ask us to show our working. Our longer comparisons are HubSpot vs Salesforce for 60 to 200 people, which includes where Salesforce genuinely wins, and HubSpot or Salesforce at 100 people.

What moves in a Salesforce to HubSpot migration?

Every Salesforce object gets a HubSpot home on paper before anything moves. Records bring their calls, meetings, tasks and notes with them, and how much logged email comes across is agreed per migration. Reports and automations do not copy across, so we rebuild the ones your team still opens and leave the rest behind.

The usual mapping. Your field map is written for your portal, and you approve it before the test migration.
In SalesforceIn HubSpotWhat to watch
AccountsCompaniesDuplicate accounts merged before they arrive
Contacts and leadsContactsHubSpot matches contacts on email, so two people sharing one address need a decision first
OpportunitiesDeals, in a pipelineStages mapped to how your team sells today
Users and ownersUsers and record ownersOwners matched person by person, so nobody loses their book
Notes, tasks and callsActivity on the record it belongs toThe cut-off date for history is agreed up front. Logged email history is scoped per migration, because of its volume and attachments
Custom objectsCustom objectsThese need a HubSpot Enterprise subscription, so we check it early
Reports, dashboards, flows and workflow rulesRebuilt as reports, dashboards and workflowsOnly the ones someone still uses. Fields nobody fills in stay behind

How does a Salesforce to HubSpot migration run?

  1. Read what you have. An inventory of objects, fields, owners, stages, reports and automations, and a look at which of them anyone actually uses.
  2. Agree the map. Every object and field gets a HubSpot home, or a decision to retire it. You sign off the map and the history cut-off before anything moves.
  3. Build HubSpot first. Pipelines, properties and views are set up around how your team sells now, so records land somewhere that makes sense.
  4. Test migration. A sample moves first and we check records side by side with Salesforce before the full run.
  5. Full migration, then the delta. The full export goes across, your team keeps working, and the records that changed in the meantime go across in a final pass just before switch-over.
  6. Train, then switch. Your team is trained on the new portal while it is built, so switch-over is never their first look at it. We suggest keeping Salesforce read only for a while so people can check nothing is missing.
  7. Clean up what came across. Legacy Salesforce fields are removed from HubSpot so nobody reports off the wrong one. We did exactly that for Chief Executive Women, along with rebuilding the Salesforce reports their team relied on.

Most Salesforce moves are planned as a full implementation, which runs 8 to 12 weeks including the migration, depending on data volume and custom objects. You will know your length once we have seen a sample export. The phases and the week by week plan are on HubSpot implementation and onboarding, and the general approach to a CRM move is on CRM implementation and migration.

How does the HubSpot Salesforce integration work?

HubSpot’s own Salesforce integration syncs contacts, companies, deals, activities and other supported records in both directions. It works well once someone has decided which system owns each field and which records should sync at all. Left on its defaults, it copies every disagreement from one side to the other, and whichever system writes last wins.

data moves one way owner of the field
How a HubSpot Salesforce integration settles who owns what HubSpot owns the fields marketing captures, such as form answers and email engagement. Salesforce owns the opportunities and sales activity. Both feed a written field map in the middle, which says which system wins for each field. A new lead passes from HubSpot to Salesforce, and the outcome of the deal passes back from Salesforce to HubSpot. HubSpotOwns form answers andmarketing engagement Written field mapWhich system wins,field by field SalesforceOwns opportunities andsales activity A new lead goes to sales The deal outcome comes back to marketing
The field map is the part most integrations skip. You see it, in writing, before anything syncs, and the next admin can read it.
From HubSpot’s Salesforce integration requirements, last updated by HubSpot on 2 October 2026. Check them against your own subscriptions before you plan.
RequirementWhat HubSpot says
HubSpot subscriptionProfessional or Enterprise on Marketing, Sales, Service, Data or Content Hub, or Smart CRM
Salesforce editionAn edition with API access, or Salesforce Professional. Group Edition is not supported
Who installs itA Salesforce system administrator with API Enabled and the other listed permissions
InstancesOne Salesforce instance per HubSpot account
API callsThe integration uses part of your daily Salesforce API limit, and one contact sync can take up to four calls

Where integrations go wrong

Two examples from portals we have been asked to look at, both anonymised. At a not-for-profit, couples shared one email address in Salesforce. HubSpot matches contacts on email, so the sync kept colliding, and in their words, “we know that it’s a problem with the data in Salesforce, but HubSpot gets blamed for it.” At another business, a sync was overwriting where leads came from: a lead that arrived from Google search read as an offline source two days later, which wiped out the first-touch attribution marketing reported on.

Both are ownership problems, and both are fixed the same way: decide which system wins for each field, write it down, and test it on your own records before the sync is switched on.

Is HubSpot cheaper than Salesforce, and what does a move cost?

It depends on how many seats you need, which hubs or clouds you are on, and how much of each your team actually uses. Licence prices are only one line. A fair comparison counts all of these:

What to put side by side before a renewal. Current licence prices are on HubSpot’s pricing page and Salesforce’s Australian pricing page.
Cost lineWhat to count
LicencesSeats people actually log into, and whether some only need to read. One business told us losing Salesforce’s read-only seats was a big part of why HubSpot appealed.
Admin timeWho changes a field, a stage or a report, and how long it takes. A prospect put it to us plainly: “You need a degree in Salesforce to be able to set it up.”
Add-ons and connectorsPaid apps, marketing tools bolted onto the CRM, and the tier you need for features like custom objects
The move itselfMapping, migration, rebuilding reports and training, paid once
The contractWhen the Salesforce term ends, and what a renewal locks you into

Salesforce moves start from around $12,000, plus the HubSpot licence. The final price is set once we have seen a sample export, because the number of objects, the amount of history and how clean it is decide the cost. What a HubSpot build costs a 100 person Australian business explains what moves a build price.

Our two minute take on HubSpot against Salesforce, Pipedrive and Zoho. Watch it on YouTube.

What do teams that left Salesforce say about it?

LDK Healthcare, a Brisbane retirement living and aged care brand, used Salesforce before we built its HubSpot CRM. Anthony Browne at LDK: “As a prior user of Salesforce I would never go back as HubSpot mixed with Neighbourhood support has delivered beyond our expectations.”

At Chief Executive Women, we removed legacy Salesforce fields from HubSpot, merged thousands of duplicate contacts into one profile per member, and built 30+ custom properties for membership. The team got 29 hours a week back.

A clinic group came to us less than a year after moving to Salesforce, before more of the business was built around it. The team found it cumbersome, hard to customise and expensive for what they used, so we moved them to HubSpot.

What people ask about Salesforce and HubSpot.

Can HubSpot and Salesforce work together?

Yes. HubSpot’s Salesforce integration syncs contacts, companies, deals and activity in both directions. It needs a HubSpot Professional or Enterprise subscription and a Salesforce edition with API access. It works well once someone has decided which system owns each field. We set those rules with you, write them down, and test them on your own records first.

Should we move from Salesforce to HubSpot?

Sometimes. A move makes sense when your team uses a small part of Salesforce, struggles to change anything without an admin, or already runs marketing in HubSpot. When Salesforce is built deeply around how you operate and the people running it know it well, keeping it and connecting HubSpot is often the better answer.

What moves in a Salesforce to HubSpot migration?

Accounts, contacts, leads, opportunities, owners, notes, tasks and calls, plus the custom objects you actually use. Custom objects in HubSpot need Enterprise. Reports, dashboards, flows and workflow rules do not copy across, so we rebuild the ones your team still opens.

Do we lose our history when we leave Salesforce?

No. Calls, meetings, tasks and notes come across attached to the record they belong to, up to a cut-off date you agree. Logged email history is scoped per migration, because of its volume and attachments. We check a sample of records side by side after the move, and suggest keeping Salesforce read only for a while so your team can confirm nothing is missing.

How long does a Salesforce to HubSpot migration take?

We plan most as a full implementation, which runs 8 to 12 weeks including the migration. Where yours lands depends on data volume, custom objects and how clean the data is, and we confirm it once we have seen a sample export.

How much does a Salesforce to HubSpot migration cost?

Salesforce moves start from around $12,000, plus the HubSpot licence. The final price is set once we have seen a sample export, because the number of objects, the amount of history and how clean it is decide the cost.

Is HubSpot cheaper than Salesforce?

It depends on your seats, your hubs or clouds and how much of each you use. Count admin time, add-ons and the contract term as well as licences. We are a HubSpot partner, so ask us to show our working with your real setup.

How do you decide which system owns a record?

By asking who creates it and who changes it. If sales updates opportunities in Salesforce, Salesforce owns them. If marketing captures contacts through HubSpot forms, HubSpot owns those fields. We agree what happens when both sides change the same value and hand you the map in writing.

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