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Two platforms, one source of truth.

Running both systems? Moving from one to the other? We’re fluent in both — which means we give you straight advice instead of selling you a platform. Integration and migration, in either direction.

Native two-way sync  •  SF → HS & HS → SF migration  •  Platform-neutral advice

Scope Your Migration

Integration: keep both systems in sync

Many teams run HubSpot for marketing and Salesforce for sales. We make them talk to each other cleanly.

Native HubSpot ↔ Salesforce sync

Object mapping, sync direction, inclusion lists, and conflict rules configured so records stay consistent across both platforms.

  • Contacts, companies, and deals mapped to your model
  • Clear rules for who wins when data conflicts
  • Requires Sales Hub Pro+ / Marketing Hub Pro

Custom properties & ops

Custom contact, company, deal, and ticket properties plus Operations Hub data sync to connect the rest of your stack.

  • Field-level mapping across systems
  • De-duplication and data hygiene
  • Two-way app syncs via Operations Hub

Migration: move in either direction

Switching platforms is where most consultancies can’t help you — because they only know one side. We’ve lived in both for years.

Salesforce → HubSpot

Cutting Salesforce costs or complexity? We migrate your data, rebuild your automation in HubSpot, and train your team — without losing history.

HubSpot → Salesforce

Outgrowing HubSpot? We move you to Salesforce and re-implement what made you successful, mapped to the new platform.

Per-source data migration

Each source imported via HubSpot’s tools or Operations Hub, with field mapping and de-dupe. You provide a clean export; we handle the rest.

Parallel-run & cutover

We plan the switch so nothing breaks — phased migration, validation, and a clean cutover with a fallback plan.

Why CRMD for the switch

We’re one of the few firms that runs a deep Salesforce practice and a HubSpot practice. So when you ask “should we even move?” you get an honest answer — not a sales pitch for whatever we happen to sell. That’s the CRM Doctors difference.

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