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SALESFORCE-HUBSPOT INTEGRATION & MIGRATION GUIDE

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DATA MIGRATION: SALESFORCE TO HUBSPOT


Whether you’re planning to integrate Salesforce with HubSpot, or migrating from Salesforce to HubSpot CRM, it can be challenging to navigate the whole process. To help you make the right decision, we’ve put together a detailed guide so that you can have a seamless transition. When done right, Salesforce-HubSpot integration can be extremely helpful in maintaining consistency between your marketing and sales teams. If you've decided that Salesforce is no longer the CRM for you, this guide will also help you ensure the migration goes smoothly.

HUBSPOT, SALESFORCE, OR BOTH: WHICH ONE IS BETTER FOR YOU?

Woman on laptop with tech overlayWhen we think of a CRM, Salesforce is perhaps the first platform that comes to our mind. That’s because it has been in the game for the longest time and is used by a range of businesses. On the other hand, HubSpot also offers a powerful, easy-to-use CRM, making it a viable alternative to Salesforce. Before you decide on which CRM to use, here are a few things you should keep in mind.

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GETTING STARTED WITH SALESFORCE TO HUBSPOT MIGRATION

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The typical timeline for Salesforce to HubSpot migration is 6-8 weeks from start to finish, with a 2-week discovery and 2-week buffer of contract overlap. Before you start the migration process, here are a few things you should keep in mind.

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4 STEPS TO A SUCCESSFUL SALESFORCE-HUBSPOT INTEGRATION

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Similar to the migration process, the following are the key considerations when opting for HubSpot and Salesforce integration.

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17 THINGS WE WISH WE KNEW SOONER ABOUT THE HUBSPOT AND SALESFORCE INTEGRATION

Man thinking in front of whiteboardThis section focuses on the functionalities that we think people can get more use out of, as well as some things you should watch out for during HubSpot-Salesforce integration.

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START YOUR HUBSPOT-SALESFORCE INTEGRATION PROJECT

Anyone can connect HubSpot and Salesforce, but not everyone can really integrate them. With this guide, we’re sure you'll feel confident to begin navigating the process. If you need help setting up your HubSpot-Salesforce integration or would like to discuss what your business needs from HubSpot’s sales and marketing automation tools, we’d love to chat with you.

The Revenue River team specializes in all things HubSpot, and we have helped several businesses migrate/integrate their data from Salesforce. Contact us to learn more about how we can help.