Salesforce to HubSpot Conversion for Australian Businesses

Switching from Salesforce to HubSpot? We handle the full migration — contacts, companies, deals, pipeline stages and everything else your business depends on.

Perth-based. Australia-wide. Fixed-price quotes. Your team keeps working while we move the data.

Salesforce to HubSpot data migration diagram
Perth Based. Australia Wide.
18+ Years in Custom Software
Zero Downtime Migrations
Fixed-Price Quotes
100% Australian Team
Salesforce to HubSpot Migration

Salesforce to HubSpot Data Migration

Switching from Salesforce to HubSpot is a big decision, and the migration is usually the part businesses dread most. What about the historical data? What about payroll? What about the integrations?

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. We deliver fixed-price migrations for businesses across Australia — Perth, Melbourne, Sydney, Brisbane and everywhere in between.

Team planning Salesforce to HubSpot migration strategy
Sound Familiar?

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Duplicates, outdated contacts, broken formatting — if you bring that mess into the new system, you have just migrated the problem.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

Share what you are running in Salesforce and what matters most in HubSpot. We will tell you what is involved and give you a realistic price.

What We Migrate

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.

Pricing

How we price Salesforce to HubSpot migrations

Most businesses want a straight answer on cost. Here is how we approach it.

Free 15-minute call

Tell us what you are running on Salesforce and what you need in HubSpot. We will tell you if it is straightforward or needs deeper scoping.

Fixed-price quote

Once the scope is clear, you get a fixed price covering data cleansing, migration, validation and go-live. No hourly billing, no open-ended estimates.

Staged delivery for complex projects

Large migrations can be broken into phases — core data first, then history, then integrations. Each phase has its own deliverable and sign-off.

Our Process

From Salesforce to HubSpot — step by step

A structured process so you know what is happening at each stage. No ambiguity, no surprises.

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Assess your Salesforce data

We audit data quality, volume, complexity and connected integrations. You get a clear scope and a fixed price before anything starts.

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Cleanse and prepare

Duplicates merged, dead records removed, formats standardised. Your data is cleaned in Salesforce before anything moves.

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Configure HubSpot

HubSpot is set up to match your business — accounts, custom fields, user roles, tax settings. No generic template.

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Migrate data

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.

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Test and validate

Balances checked. Reports compared. Edge cases tested. Your team reviews the data in HubSpot before we go anywhere near production.

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Go live and support

We cut over at the right moment and stay close for the first month. Salesforce stays accessible as a reference until you are confident.

Why HELLO PEOPLE for your migration

01

Fixed-price, always

You get a clear price before we start. No hourly billing that spirals. No surprise invoices.

02

100% Australian team

Your data is handled entirely by our Perth-based team. No offshore processing, no third-party access.

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Zero downtime

Your team keeps working in Salesforce while we prepare HubSpot. The cutover is planned, tested and clean.

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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.

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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.

Operations Manager Australian business
Industries

Salesforce to HubSpot migration by industry

Different industries have different data and compliance requirements. Here is how we help.

Professional Services - Salesforce to HubSpot migration

Professional Services

Client relationships, proposals and project history — migrated to HubSpot so your sales pipeline stays intact.

Retail & eCommerce - Salesforce to HubSpot migration

Retail & eCommerce

Customer records, purchase history and marketing segments — transferred so your campaigns continue without a reset.

Trades & Services - Salesforce to HubSpot migration

Trades & Services

Client sites, quoting history and repeat job data — moved to HubSpot so the sales team has full context.

FAQs

Common questions about Salesforce to HubSpot migration

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.

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

Ready to switch from Salesforce to HubSpot?

Tell us what you are running, what matters most, and we will come back with a clear plan, fixed price and realistic timeline.

Tell Us About Your Salesforce to HubSpot Migration

Describe your current Salesforce setup — data volume, connected systems, timeline requirements. We will come back with a clear plan and fixed-price quote.

Prefer a quick chat? Call 0425 531 127 – we're Perth-based and we answer the phone.