Salesforce to HubSpot migration services delivered end to end for Australian businesses, from a single Sales Cloud org to a multi-org salesforce to hubspot crm migration with Apex triggers and Marketing Cloud in scope.
Built here. Your data stays here.
Three stages. No surprises. Your live Salesforce data stays untouched until cutover, delivered personally by the founder.
Week 0
15-minute scoping call. We map your Salesforce org, the object model, custom Apex, Flows and Marketing Cloud pieces that must translate to HubSpot for the Salesforce to HubSpot migration and the cleanup decisions to make on the way. Fixed-price quote inside 48 hours.
Weeks 1–N
Full migration run in a sandbox HubSpot org first. Both systems then run in parallel for two weeks, every transaction, contact, balance and report cross-checked against the source. No risk to live operations.
Cutover
Production cutover on a planned window, typically a weekend. Team training, monitoring active, 30 days post-launch support. Salesforce safely retired with full history preserved.
Every migration project starts from a set of concrete data on the source platform and ends with the same data, cleaned and validated, on the target. Here is the shape of that move.
Where your data lives today, in Salesforce.
The same data, cleaned and validated, in HubSpot, ready for day one.
What actually comes across
Moving the balances is the easy part. The work is the history: the invoices still open, the codes that do not exist in HubSpot, the attachments nobody wants to lose, and the customer records that have drifted over years. All of it has to arrive reconciled, not approximately.
What has to move
Codes mapped to their HubSpot equivalents, records deduplicated on rules you approve, then both systems run side by side until the balances agree. Cutover happens on a window you choose.
See how a conversion runsWhat you get
Every salesforce to hubspot crm migration is different. Here is what we typically cover when you migrate Salesforce to HubSpot with us.
Every contact, company and associated metadata, phone, email, custom fields, tags, owner assignments, migrated to HubSpot with relationships intact.
Duplicates merged, dead records removed, and data enriched where possible.
Open deals, closed-won history, pipeline stages, deal values and associated notes, all transferred to HubSpot.
Pipeline stages are mapped so your sales reporting does not reset to zero.
Emails logged, call notes, meeting records and task history, the full context moves with each contact. Your reps do not lose relationship history.
Attachments and file links are migrated where supported.
Automations, sequences and workflows do not transfer between CRM platforms. We rebuild them in HubSpot so your sales process keeps running.
Lead scoring, assignment rules and nurture sequences are all reconfigured.
Email, calendar, accounting, support desk, any systems connected to Salesforce need reconnecting to HubSpot. We handle the full integration layer.
The goal is that your team sees no gap in how they work day-to-day.
Price moves with record volume, custom fields, pipeline complexity, workflow rebuilds, connected systems, and how much historical activity needs to come across. Here is how we scope it.
Tell us what must survive in HubSpot, what workflows or reports cannot break, and whether the move fits one fixed-price migration or needs phased delivery.
Once data scope, workflow rebuilds, connected systems, and cutover risk are clear, you get fixed-price scope covering cleansing, migration, validation, and go-live. No open-ended estimates.
If the move includes heavy history, connected systems, or adjacent rebuild work, we can split it into core migration first, then history, then integrations. Each phase has its own price and sign-off.
Why HELLO PEOPLE
DIY spreadsheet migrations, vendor migration tools, and offshore migrators all promise to move your data. Here's how HELLO PEOPLE compares on the things that actually matter to an AU SMB owner.
| Concern | HELLO PEOPLE | DIY spreadsheets | Vendor migration tool | Offshore migrators |
|---|---|---|---|---|
| Data preserved end-to-end | 100% + validated at every step | Usually yes, no validation | Advertised complete, some fields drop | Depends on the vendor |
| Downtime during cutover | Zero. Parallel run + weekend cut | Days to weeks | Hours to days | Often days |
| AU BAS / GST / payroll fit | AU-native, understood | You own the risk | Usually generic | Variable |
| Pricing model | Fixed price, one-time | Your team's time forever | Per-record or flat fee | Per-hour + revisions |
| When something breaks | We own the fix, no charge | You own it | Support ticket queue | Time-zone gap |
| Data cleansing | Included in scope | Optional, often skipped | Usually not | Quoted separately |
| Post-cutover support | 30 days included, plan optional | None | Chat support tier | Depends on contract |
A Perth-based services group with 60+ staff moved off their legacy accounting stack to a modern cloud platform, taking multiple entities across in one coordinated cut. Chart of accounts consolidated, payroll continuity preserved through cutover, and BAS lodgement continued on time.
Read the full case studyWe had been putting off the switch for over a year. They made it painless, scoped it clearly, migrated everything, and our team was up and running in HubSpot within weeks. The data was cleaner than it had been in years.
A structured process so you know what is happening at each stage. No ambiguity, no surprises.
We audit data quality, volume, complexity and connected integrations. You get a clear scope and a fixed price before anything starts.
Duplicates merged, dead records removed, formats standardised. Your data is cleaned in Salesforce before anything moves.
HubSpot is set up to match your business, accounts, custom fields, user roles, tax settings. No generic template.
Contacts, companies, deals, pipeline stages, notes, activity history, custom fields, automations and email templates, extracted, transformed and loaded into HubSpot. Validated against the source at every step.
Balances checked. Reports compared. Edge cases tested. Your team reviews the data in HubSpot before we go anywhere near production.
We cut over at the right moment and stay close for the first month. Salesforce stays accessible as a reference until you are confident.
Depends on record volume, custom object depth, pipeline complexity, Apex and Flow rebuilds, and whether Marketing Cloud or Pardot are in scope. We scope your Salesforce org first, then quote fixed price before any work starts.
About 4 to 8 weeks for most Australian businesses. A single Sales Cloud org runs at the shorter end. Multi-org consolidations with Marketing Cloud, Pardot, and Apex rebuilds sit at the longer end.
Yes. Custom Salesforce to HubSpot migration is where we spend most of our time, including custom objects rebuilt as HubSpot custom objects, Flows and Process Builder rebuilt as HubSpot workflows, and Apex triggers ported to workflow actions or custom code.
Yes. We are a Perth-based Salesforce HubSpot migration company delivering across Australia, including a lot of work for Melbourne and Sydney SaaS and services teams. Delivery is remote and the team is local.
No. Open deals, closed-won history, pipeline stages, deal values, and activity notes all migrate with associations intact. Reports do not reset to zero.
Yes. Salesforce stays live until cutover. Both systems run in parallel for the final validation window so reps never lose access to their pipeline.
Yes. CRM-connected accounting, phone systems, marketing tools, and ERP integrations are rebuilt against HubSpot as part of the scope. HubSpot Operations Hub is used where two-way sync with a remaining Salesforce org is needed.
Yes when in scope. Marketing Cloud email templates, Journeys, and Data Extensions plus Pardot Engagement Studio programs and scoring are rebuilt in HubSpot Marketing Hub with subscription and consent records preserved.
Where people go after Salesforce varies, and we scope the move to whichever system you have chosen: Xero, MYOB AccountRight, MYOB Business, MYOB Acumatica, QuickBooks Online, Reckon, NetSuite, Microsoft Dynamics 365 Business Central, Sage 50, Sage 300, Sage Intacct, Odoo, Zoho Books, FreshBooks, Saasu, SAP Business One, Oracle and Workday. If the one you have picked is a poor fit for how you actually work, we will say so before you have paid for a conversion into it.
The parts that decide the timeline are the same wherever you land: the chart of accounts, the general ledger, the customer and supplier master, open purchase orders and sales orders, opening balances and payroll history, and how much history you export out of the old system and import into the new one, rather than leave behind in a readable archive. Hosted files, local files and vendor exports each come out differently.
If you are looking because Salesforce is too old, out of support or reaching end of life, that is a question of timing rather than whether. It is worth comparing the alternatives and moving away on your own schedule rather than on the one the vendor picks for you.
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Tell us about your Salesforce org, which HubSpot hubs are in scope, and what pipeline reports, Apex logic, or Marketing Cloud pieces cannot break for your Australian sales team. We come back with a Salesforce to HubSpot migration plan and fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
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