Salesforce to HubSpot Migration and Conversion Service
Converting, changing, or migrating from Salesforce to HubSpot should not mean losing deals, pipeline history, workflows, or reporting continuity. We handle the full Salesforce to HubSpot migration service end to end for Australian businesses.
Contacts, companies, deals, pipelines, activities, and workflow logic scoped, migrated, and validated. Fixed-price scope, careful testing, and a cutover plan your team can actually work with.
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Quick project scope
Move from Salesforce to HubSpot with a structured CRM migration plan
Moving from Salesforce to HubSpot is usually about simplification, better adoption, or a lower operating cost. The migration still has to preserve pipeline logic, activity history, ownership, and the core workflows the sales team relies on.
We handle the lot. Contacts, companies, deals, pipeline stages, notes, activity history, custom fields, automations, and email templates extracted from Salesforce, cleaned, transformed, and loaded into HubSpot. Validated at every step.
HELLO PEOPLE is a Perth-based software consultancy delivering fixed-price migration services Australia-wide. If you need HubSpot migration services in Australia with a clear scope, quote, and cutover path, this page is designed for that project.
Why businesses delay this migration
These are the fears we hear every week. All of them are solvable with proper scoping and a structured migration process.
Scared of losing data
The biggest fear. Years of contacts, invoices, history, payroll records — what if something goes missing? That fear is why businesses stay on the wrong platform for years.
Downtime during the switch
Your team needs to keep working. Nobody can afford a week where the system is offline and invoices cannot go out or staff cannot be rostered.
Messy data in the old system
Duplicates, outdated contacts, broken formatting — if you bring that mess into the new system, you have just migrated the problem.
Reporting continuity
Your accountant, auditor or management team needs historical reports to still make sense after the move. Broken reporting is a deal-breaker.
Connected systems break
Integrations with other platforms — CRM, payroll, eCommerce — need to work with the new system from day one. Not after a few weeks of scrambling.
Cost blowouts
The migration was quoted at one price but kept growing. Scope creep, unexpected complexity, hidden charges — the project ends up costing double what was promised.
Get Started
Tell us about your Salesforce to HubSpot migration project
Tell us which Salesforce objects, activities, automations, and reports must survive the move into HubSpot. We will scope the data, workflow, and cutover risk, then come back with a fixed-price migration plan.
Salesforce to HubSpot migration — what is included
Every migration is different, but here is what we typically cover for a Salesforce to HubSpot conversion.
Contact and company migration
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.
Deal and pipeline migration
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.
Activity history and notes
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.
Workflow and automation rebuild
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.
Connected system migration
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.
How we price Salesforce to HubSpot migrations
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.
Migration audit call
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.
Fixed-price migration scope
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.
Phase history and integrations separately
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.
From Salesforce to HubSpot — step by step
A structured process so you know what is happening at each stage. No ambiguity, no surprises.
Why HELLO PEOPLE for your migration
Fixed-price, always
You get a clear price before we start. No hourly billing that spirals. No surprise invoices.
100% Australian team
Your data is handled entirely by our Perth-based team. No offshore processing, no third-party access.
Zero downtime
Your team keeps working in Salesforce while we prepare HubSpot. The cutover is planned, tested and clean.
Data cleansing included
We do not just move your data — we clean it first. Duplicates, stale records and formatting issues are fixed before they reach HubSpot.
Reporting continuity
Historical reports, BAS data, compliance records — we validate that HubSpot gives you the same numbers as Salesforce for any given period.
We 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.
Salesforce to HubSpot migration by industry
Different industries have different data and compliance requirements. Here is how we help.
Professional Services
Client relationships, proposals and project history — migrated to HubSpot so your sales pipeline stays intact.
Retail & eCommerce
Customer records, purchase history and marketing segments — transferred so your campaigns continue without a reset.
Trades & Services
Client sites, quoting history and repeat job data — moved to HubSpot so the sales team has full context.
Common questions about Salesforce to HubSpot migration and conversion
How much does a Salesforce to HubSpot migration cost?
Every migration is different — data volume, complexity, connected integrations and the platforms involved all affect the scope. We assess your specific Salesforce setup, map out exactly what needs to happen, and give you a fixed price before any work starts. No hourly billing, no open-ended estimates. Book a free no-obligation scoping call and we will give you a clear number.
Do you provide HubSpot migration services in Australia?
Yes. We provide HubSpot migration services in Australia for businesses moving from Salesforce and other CRMs. That includes data mapping, cleanup, import planning, workflow handling, cutover support, and post-migration validation by our Australian team.
How long does the migration take?
A typical Salesforce to HubSpot migration takes 4 – 8 weeks. We give you a realistic timeline during scoping — not a best-case estimate.
Will we lose any data during the switch?
No. We extract everything from Salesforce, validate counts and balances at each step, and keep your source system untouched until you are confident the migration is complete. There is always a rollback option.
Can our team keep working during the migration?
Yes. We plan the migration so your team continues using Salesforce until cutover. We run parallel systems where needed so there is no operational gap.
Do you clean up our data before migrating?
Yes — data cleansing is included. Duplicates are merged, dead records removed, formats standardised and field mappings validated before anything moves to HubSpot.
Do you handle the integrations with other systems?
Yes. Any platforms connected to Salesforce — accounting, CRM, payroll, eCommerce — need reconnecting to HubSpot. We handle the full integration layer so everything works from day one.
Is our data secure during the migration?
Yes. All data is processed by our Australian team. We use secure, encrypted connections and never store credentials. Your Salesforce data is not modified — we extract a copy for transformation and loading.
Do you only work with Perth businesses?
We are based in Perth but work Australia-wide. Around half our clients are in Melbourne, Sydney or Brisbane. Remote delivery is standard for us.
Get Started
Tell us what Salesforce data and automation cannot break in HubSpot
Tell us which records, reports, automations, and handoffs must still work in HubSpot on day one. We will come back with a clear migration plan, fixed-price scope, and realistic delivery path.
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Tell Us About Your Salesforce to HubSpot Migration
Describe your current Salesforce setup, which HubSpot hubs or workflows are in scope, and what reports, automations, or lifecycle stages cannot be lost. We will come back with a clear migration plan and fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We are Perth-based and we answer the phone.