Migrating from Salesforce to HubSpot can feel overwhelming. You’ve got contacts, companies, deals, automations, and reporting to think about, not to mention the risk of data loss or disruption. That’s where we come in. As certified partners in both platforms, we’ll handle the end-to-end migration, so you don’t have to stress about broken workflows, corrupted records, or missed opportunities.
Many businesses considering a move to HubSpot are doing so for one of two reasons: Salesforce is too complex for what they need, or HubSpot offers a more intuitive experience for their team. But no matter the reason, the actual move is rarely straightforward. This is your chance to switch platforms with zero disruption, full data integrity, and a fresh setup that works from day one.
From the initial planning through to setup and post-migration checks, we manage every part of your Salesforce to HubSpot migration. That includes data mapping, custom property creation, automation rebuilds, and reporting setups.
Data integrity is our top priority. We make sure all your contact, company, deal, and custom object data is migrated cleanly and accurately, without duplicates, missing fields, or messy exports. So you know your database is 100% reliable.
As expert marketers and platform specialists, we optimise your new HubSpot setup to reflect best practices, ensuring you get more value from the platform, faster. Your migration comes with momentum.
When we say end-to-end, we mean it. We take care of the technical migration, but also the strategic bits that make HubSpot work for your business in the long-run.
We start by understanding your current Salesforce setup: what’s working, what’s not, and what needs to come across. We look at your CRM structure, marketing and sales automation, reporting, and integrations. This is an opportunity to cut any deadweight and reduce database bloating before migrating to your shiny new tool.
— Katie Lukashow, Marketing DirectorThe MarCloud team is meticulous and results-oriented. They consistently listened to our concerns and developed a completely customized solution. They also took the time to create training tools to ensure we could effectively implement and operationalize the system.
No two migrations are the same. Based on your goals and how your data is structured, we’ll map out a custom migration plan that includes timelines, responsibilities, and what will be rebuilt in HubSpot - we never ‘lift and shift’! We leave the bad stuff behind, optimising your HubSpot account. You’ll have oversight of the plan at all times.
— Nicoll, Digital Marketing Manager, BruntwoodWhat sets MarCloud apart from the very few other dedicated Marketing Cloud automation consultancies is their expert-level product knowledge and the fact that they are genuinely great to work with.
Safely transfer your data to HubSpot using a top-of-the-bar technical team and expert processes. Then we validate and test to ensure everything in your new HubSpot account lands exactly where it should, fully functional and error-free. You’ll know your data is reliable from the start.
— Nadine, Marketing Operations, Oxford EconomicsMarCloud is a great partner to work with: fantastic knowledge, high quality of work, great communication and consistency in the team throughout the project.
We recreate essential workflows, email templates, lists, dashboards and reports within HubSpot, based on how your team works and your future plans. This includes aligning your lifecycle stages, pipeline, lead scoring, and more. As we said before, everything is custom planned to cover your unique circumstances.
— David, Head of Marketing, Twig EducationThe entire team at MarCloud were fantastic to work with on our recent Pardot project. They provided clear timelines and communication throughout and produced professional and concise documentation for our team as a part of their wrap-up. We couldn’t recommend them highly enough.
Once you’re live in HubSpot, we can stick around to help your team settle in. That means training, troubleshooting, and tweaks to make sure everything is running smoothly and support you in the long-term, so you can deliver greater ROI from your marketing automation efforts.
— Redacted for confidentiality, DirectorConstantly kept us updated on the project. Provided complete clarity to the team when answering questions and showcasing solutions. Were extremely quick to offer support on anything required. Gave a thorough handover, so we were left with all the required resources needed. To end, I can’t compliment the team’s professionalism and expertise enough.
Yes, and that’s exactly what we’re here to ensure. We have proven processes to protect your records, custom properties, relationships, and historical activity.
It depends on the complexity of your setup, but most migrations do not take longer than 90 days end to end. Simple migrations are much quicker. We’ll give you a clear timeline upfront so you know what to expect.
We migrate everything you need from Salesforce Sales Cloud, Account Engagement (Pardot), and Marketing Cloud: contacts, leads, accounts, opportunities, emails, automations, segmentation, and custom fields
Absolutely. As part of the migration, we’ll also refine your HubSpot setup so it’s not just a mirror of Salesforce, but an improved, simplified version that your team can hit the ground running with.
Yes. If you’re on the fence, we offer a martech strategy assessment to help you weigh the pros and cons based on your current martech setup and business goals. There’s no pressure to decide then and there, but you’ll come away better informed and confident in your decision.
Tell us what problems you need to solve and our certified consultants will respond to arrange a call.
