The Revenue Marketing Blog by The Pedowitz Group

Salesforce to HubSpot Migration: TPG's Enterprise Migration Service

Written by Jeff Pedowitz | Jun 15, 2026 5:48:55 PM

HubSpot Migration Services

TPG has run hundreds of CRM migrations across 19 years. We move enterprise and mid-market B2B companies from Salesforce to HubSpot with full data integrity, preserved attribution history, and zero disruption to live pipeline.

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By the Numbers

Stat What It Means
19 Years Running B2B CRM Migrations
100% Data Integrity on Every Migration
60 Average Days to Go-Live (Mid-Market)
0 Pipeline Disruptions on Completed Migrations

Why Salesforce to HubSpot Migrations Fail Without Expert Support

The technical lift is manageable. The decisions behind the technical lift are where most migrations break down. Attribution history disappears. Custom objects get mapped wrong. Sales adoption collapses 90 days post-launch because the team was never trained on the new model.

Attribution History Gets Orphaned

Without a deliberate mapping strategy, multi-touch attribution data from Salesforce campaigns does not transfer to HubSpot. You lose 12-36 months of revenue proof points.

Custom Object Complexity Breaks Timelines

Enterprise Salesforce instances carry years of custom objects, workflows, and validation rules. Undocumented complexity routinely doubles migration timelines.

Integration Dependencies Go Undiscovered

Marketing automation, ERP, billing, and support tools often connect to Salesforce in ways that are invisible to the migration team until go-live day.

Sales Teams Reject the New System

A technically clean migration fails commercially when sales reps revert to spreadsheets. Adoption is a people and process problem, not a platform problem.

TPG's Migration Methodology: 3 Phases, No Surprises

We built our migration methodology from the lessons of migrations that failed before we took them over. Every phase produces a documented deliverable. Nothing moves forward without sign-off.

Phase 01 — Audit and Architecture (Weeks 1-3)

Full Salesforce instance audit. Custom object inventory. Attribution data mapping. Integration dependency mapping. Data quality scoring. Go/no-go recommendation with documented risks before any migration begins.

Phase 02 — Migration and Configuration (Weeks 4-8)

Phased data migration with validation checkpoints. HubSpot property and pipeline configuration. Workflow and automation rebuild. Integration re-connection. Parallel operation period for data validation before cutover.

Phase 03 — Adoption and Optimization (Weeks 9-12)

Sales team training. Reporting configuration for CMO and CRO dashboards. 30-day hypercare support. Attribution validation against historical baselines. Post-migration optimization roadmap.

What TPG's Migration Engagement Covers

Every engagement includes the technical migration and the change management work that makes it stick. The list below is not aspirational. It is what we deliver on every engagement.

  • Full Salesforce audit with data quality report
  • Custom object and workflow documentation
  • Attribution history mapping and preservation strategy
  • HubSpot property architecture design
  • Pipeline and deal stage migration with validation
  • Integration re-mapping (MA, ERP, billing, support)
  • Sales and marketing team training (live and recorded)
  • CMO and CRO reporting dashboard configuration
  • 30-day post-migration hypercare
  • Post-migration optimization roadmap

"We had run the migration once internally and lost 18 months of attribution data. TPG came in, rebuilt the mapping architecture from scratch, and preserved everything. The CFO could reconcile the new HubSpot reports against the old Salesforce baselines on day one."

— VP of Revenue Operations, B2B SaaS Company (250-500 employees)

Who This Service Is Built For

TPG's migration service is designed for enterprise and mid-market B2B companies. The right fit looks like this:

  • You are an active Salesforce CRM customer evaluating or committed to HubSpot
  • Your Salesforce instance has 3 or more years of custom configuration, custom objects, or complex workflow automation
  • You need to preserve multi-touch attribution history for board reporting or investor metrics
  • You have active pipeline and cannot afford any disruption to sales productivity during cutover
  • Your team has tried a self-serve migration and hit a wall, or you want to avoid the first attempt entirely

If your situation is simpler, we will tell you in the audit phase and scope accordingly.

Related Services

Most migration clients continue with at least one of these after go-live.

  • HubSpot CRM Implementation: Full CRM configuration and adoption support for teams new to the platform
  • Revenue Attribution Configuration: Multi-touch attribution model design and HubSpot reporting buildout
  • Marketing Automation Migration: Move from Pardot, Marketo, or Eloqua to HubSpot Marketing Hub
  • RevOps Consulting: Ongoing revenue operations advisory after the migration is complete

Ready to Plan Your Migration?

Start with a 30-minute audit call. We review your Salesforce configuration, flag the risks, and tell you exactly what a clean migration will take.

Schedule Your Migration Audit

Frequently Asked Questions: Salesforce to HubSpot Migration

How long does a Salesforce to HubSpot migration take?

A mid-market B2B company with moderate Salesforce complexity should plan 8 to 12 weeks from kickoff to go-live. Enterprise organizations with 100+ users, complex custom objects, and multiple integrations typically need 16 to 24 weeks. Migrations done in under 4 weeks almost always require a remediation project within 18 months.

Will we lose our attribution data when migrating from Salesforce to HubSpot?

Not if the migration is architected correctly. TPG preserves attribution history by designing a dedicated mapping strategy before any data moves. Teams that migrate without a defined attribution strategy routinely lose 12 to 36 months of revenue attribution data. The decision about how to preserve attribution must happen in the pre-migration architecture phase.

What does a Salesforce to HubSpot migration cost?

Migration costs range from $25,000 to $150,000+ depending on Salesforce configuration complexity, number of integrations, and data volume. A mid-market company with standard configuration and 3 to 4 integrations typically falls between $40,000 and $75,000, including data migration, HubSpot configuration, training, and 30-day hypercare.

Can we run Salesforce and HubSpot in parallel during the migration?

Yes, and TPG recommends a minimum 2-week parallel operation period after go-live. During parallel operation, both systems are updated simultaneously so the team can validate data accuracy and catch any migration gaps before Salesforce is decommissioned.

Do you migrate custom Salesforce objects to HubSpot?

Yes. TPG audits every custom object in the pre-migration phase and determines the correct HubSpot equivalent: a standard HubSpot object, a custom HubSpot object (requires Enterprise tier), or a redesigned data structure that achieves the same reporting outcome with less complexity. Many Salesforce custom objects can be replaced with standard HubSpot objects, simplifying the instance significantly.

What HubSpot tier do we need for the migration?

The minimum recommended tier for most mid-market B2B migrations is HubSpot Sales Hub Professional. Custom objects, advanced reporting, and predictive lead scoring require the Enterprise tier. TPG provides a tier recommendation as part of the pre-migration audit based on your specific data model and reporting requirements.

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