Salesforce Migration • Decision Guide — By Kasey Chan, GrowthKitty
The conversation about migrating from Salesforce to HubSpot usually starts with cost and ends with timeline. Both are the wrong things to focus on first. The decision that determines whether the migration succeeds is made in week one.
Are you migrating your data, or your process? Migrating your data means recreating your Salesforce setup in HubSpot. Migrating your process means using the migration to fix what was broken in Salesforce before bringing it across. The second is harder and almost always the right call.
1. Custom fields with no obvious HubSpot equivalent. Audit every custom field and decide: migrate it, replace with a HubSpot native property, or retire it. Most teams have 30 to 40 percent of fields that should be retired.
2. Duplicate contacts and companies. Salesforce is notoriously bad at preventing duplicates. Pre-migration deduplication is the most time-consuming part and the one most teams skip.
3. Activity history gaps. Emails, calls, and notes in Salesforce do not always migrate cleanly into HubSpot engagement objects.
4. Pipeline stage mismatches. Salesforce opportunity stages rarely map one-to-one to HubSpot deal stages. This is your chance to rationalise your pipeline.
5. Reporting breaks on day one. Your Salesforce reports will not work in HubSpot. Build reporting requirements before migration, not after.
GrowthKitty has led 20 plus CRM migrations including multiple Salesforce to HubSpot projects. Average time saved by doing data architecture before the migration: six weeks.
Does this sound like your situation?
Kasey works directly with B2B teams to fix exactly these problems — no juniors, no handoffs.