Salesforce ↔ HubSpot
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 syncSF → HS & HS → SFPlatform-neutral advice
Integration
Keep both systems in sync
Many teams run HubSpot for marketing and Salesforce for sales. We make them talk cleanly.
Native HubSpot ↔ Salesforce sync
Object mapping, sync direction, inclusion lists, and conflict rules configured so records stay consistent across both platforms.
Custom properties & ops
Custom contact, company, deal, and ticket properties plus Operations Hub data sync to connect the rest of your stack.
Migration
Move in either direction
Switching platforms is where most consultancies can’t help — because they only know one side.
Salesforce → HubSpot
Cutting Salesforce cost 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 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
Honest advice, because we sell both.
We’re one of the few firms running a deep Salesforce practice and a HubSpot practice. So when you ask “should we even move?” you get a straight answer — not a pitch for whatever we happen to sell.
FAQ
Frequently asked questions
Should we move from Salesforce to HubSpot?
It depends on cost, complexity, and your team's needs. CRMD runs both practices, so we give platform-neutral advice and can migrate you in either direction without losing history.
Can you migrate from HubSpot to Salesforce too?
Yes. We migrate in both directions and re-implement your automation on the new platform.
Will we lose data or history in a CRM migration?
No. We map fields, de-duplicate, and can run systems in parallel with a validated cutover so nothing is lost.
Thinking about a platform change?
Get a platform-neutral read before you commit.