Are you considering moving your CRM operations from Hubspot to Salesforce? Whether it's due to cost, complexity, or integration needs, this guide will walk you through the process step by step. Let's dive into why you might want to make this switch and how to do it smoothly.

Introduction to Hubspot and Salesforce

HubSpot offers an all-in-one platform that integrates sales, marketing, and customer service tools. It's user-friendly, cost-effective, and ideal for businesses looking to streamline their operations and improve customer engagement. HubSpot is particularly popular among businesses that want to align their marketing and sales efforts more closely.

Salesforce, on the other hand, is a powerful CRM platform known for its robust features and customization options. It's widely used by businesses of all sizes due to its ability to handle complex sales processes and integrate with a wide range of third-party apps. However, it can be complex and expensive, especially for smaller businesses or those with simpler CRM needs.

Why Migrate from Hubspot to Salesforce?

As businesses grow, their CRM needs evolve. While HubSpot is excellent for small to medium-sized businesses, scaling enterprises often find themselves needing more advanced tools. Here’s why Salesforce becomes the go-to choice:

• Scalability: Salesforce can handle large volumes of data and complex processes, making it ideal for growing organizations.

• Advanced Customization: Unlike HubSpot, Salesforce allows extensive customization to tailor the CRM to your unique business needs.

• Comprehensive Reporting: Salesforce offers advanced analytics and reporting capabilities that are crucial for data-driven decision-making.

• Integration Capabilities: With a robust API and numerous third-party integrations, Salesforce seamlessly connects with other enterprise systems.

• Automation: Salesforce excels in automating complex workflows, saving time and boosting efficiency.

If your organization is hitting limitations with Hubspot, such as basic automation or restricted scalability, it might be time to make the switch.

Pre-Migration Steps

Preparation is key to a smooth migration. Here’s what you need to do before diving in:

• Assess Your Needs: Identify why you’re migrating and what you hope to achieve with Salesforce. Engage stakeholders to gather requirements.

• Data Cleanup: Review your HubSpot data for duplicates, outdated information, or irrelevant records. Clean data ensures a smooth transition.

• Data Mapping: Create a mapping document that aligns HubSpot fields with their corresponding fields in Salesforce. This step avoids confusion during the migration process.

• Set Up Salesforce: Configure your Salesforce instance by creating custom fields and understanding its data structure (e.g., leads, contacts, accounts).

• Plan for Disruptions: Minimize downtime by scheduling the migration during non-critical business hours.

Migration Process

Choosing a Migration Method

You have several options when it comes to transferring your data:

• Manual Export/Import: Export data from HubSpot as CSV files and import them into Salesforce using tools like Data Import Wizard or Data Loader. This method is cost-effective but labor-intensive.

• Custom Scripts: For highly customized migrations, developers can create scripts using APIs from both platforms. This method offers flexibility but requires technical expertise.

• Third-Party Tools: Platforms like Superjoin offer automated migration services that handle the heavy lifting for you. These tools are faster and reduce errors but may come at a cost.

Executing the Migration using Superjoin

Step 1: Install the Superjoin add-on on Google Sheets or add-in on Excel. Use our guides for the installation:

• Installing Superjoin on Google Sheets

• Installing Superjoin on Microsoft Excel

Step 2: Connect Salesforce to Google Sheets. Choose “Hubspot” as the source.

Click on Connect to connect to your Hubspot account and follow the on-screen instructions.

Step 3: Preview data. After connecting, preview your Salesforce data to ensure you are selecting the correct data for import. You can filter and sort the data in this step.

Step 4: Import data to Google Sheets. Choose the data you want to import, such as Companies, Leads, or Deals, and click "Import."

Step 5: Prepare this data for Salesforce. Create a copy of the sheet and change column names according to your column mapping sheet. Ensure proper mapping of Salesforce fields to Hubspot columns.

Step 6: Export data to Salesforce. In the Superjoin side panel, click on Sources, navigate through Your Sources and click on the Salesforce source you want to export the data to.

Step 7: Create new Export

A pop-up will come up at the bottom of the side panel. Click on Export to Salesforce.

Step 8: Fill Source Data

Choose the sheet with the data that you want to export to Salesforce and the row with the header cells of the sheet that you want to export.

Step 9: Map user fields: 

Map fields from your Google Sheet to corresponding fields in the Salesforce object. This step ensures that data is transferred correctly between Salesforce and Google Sheets.

Step 10: Select rows or sheet to export

You can choose to export specific rows or the entire sheet. If you want to export specific rows, further select the rows you want to export.

Step 11: Export Data

Verify the data and the rows the data will be transferred to. Click on Update, this action exports all data from your Google Sheets into HubSpot account.

Other third-party tools for migration:

There are various tools that can be used to migrate data from Salesforce to Hubspot.

1. MigrateMyCRM

   1. Offers custom migrations and automated options

   2. Can connect across 25+ CRMs
      
      

2. Zapier

   1. Is not a dedicated migration tool

   2. Connects across different apps

While these are great tools, they help only in migration. This is an additional cost, & there is reliance on external vendors. With Superjoin, you have complete control of the process.

Post-Migration Steps

Once the migration is complete, it’s time to fine-tune your new CRM setup:

• Validate Data Integrity: Cross-check the migrated data in Salesforce against the original records in HubSpot to ensure accuracy.

• Check Relationships: Verify that relationships between objects (e.g., contacts linked to accounts) have been preserved.

• Train Your Team: Provide training sessions for your team to familiarize them with Salesforce’s features and workflows.

• Optimize Workflows: Leverage Salesforce’s automation tools and integrations to streamline processes and maximize efficiency.

• Monitor and Adjust: Regularly review how well the new system is meeting your needs. Gather user feedback and make necessary adjustments.

By following these steps, you can ensure a seamless transition from HubSpot to Salesforce while unlocking the full potential of your new CRM system.

Conclusion

Migrating from Salesforce to HubSpot can be a strategic move for businesses looking to streamline operations and reduce costs. By following these steps and choosing the right migration tools, you can ensure a smooth transition that enhances your business operations.

Try out Superjoin today on your own or book a demo to start your migration today.