Migrate from HubSpot to Salesforce
Contacts, deals, activities, and marketing.
Migrations
Migrate to Salesforce
Insight
ForceFolks migrates companies to Salesforce from CRMs and help desks, HubSpot, Microsoft Dynamics 365, Zoho, Pipedrive, Zendesk, and more, as an architecture-led project: we map the source, design a clean Salesforce model, rehearse the load, reconcile every record, and cut over with minimal downtime. We also modernize existing orgs from Classic to Lightning.
According to ForceFolks, a Salesforce migration must protect data integrity and adoption. The platform change creates value only when the team uses the new system.
What does migrating to Salesforce involve?
A CRM migration is more than an export-import. It means mapping your source data and automations, designing a clean Salesforce data model, cleansing and de-duplicating records, rehearsing the load in a sandbox, reconciling counts and values, and cutting over in a controlled window, so you land on a clean org with history intact, not a copy of old debt.
Which systems can you migrate to Salesforce from?
Common sources include HubSpot, Microsoft Dynamics 365, Zoho CRM, Pipedrive, and Zendesk, plus other CRMs, help desks, and spreadsheets. We also modernize existing Salesforce orgs from Classic to Lightning Experience. The migration pages below cover the most-requested sources.
How it works
How a migration to Salesforce works
An architecture-led migration that protects data integrity and history.
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Audit & mapping
We review your source data, objects, and automations, then define a field-level mapping to Salesforce.
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Target architecture
We design the Salesforce data model, security, and processes: a clean org, not a copy of old debt.
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Data preparation
We cleanse, de-duplicate, and transform the source data before anything moves.
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Trial migration
We load into a sandbox and reconcile record counts and values against the source.
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Cutover
We run the final, validated load in a planned window with minimal downtime.
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Hypercare
We verify, train users, and support closely through the first weeks live.
By source
Move from your current CRM or help desk
Architecture-led migrations, with history preserved and automations rebuilt natively.
Migrate from Dynamics 365 to Salesforce
Accounts, opportunities, cases, custom entities.
Migrate from Zendesk to Salesforce
Tickets to cases, users, and knowledge.
Migrate from Zoho to Salesforce
Leads, deals, activities, and custom modules.
Migrate from Pipedrive to Salesforce
Deals, persons, organizations, and pipelines.
Modernize
Already on Salesforce? Modernize the org
Not moving from another system: upgrading the one you have.
Salesforce Classic to Lightning
Move to the modern Lightning UI, with customizations rebuilt natively.
Salesforce rescue
Recover a stalled, failed, or over-customized org.
Salesforce data migration
The underlying service behind every migration.
FAQ
Frequently asked questions
How do you migrate to Salesforce without losing data?
We treat migration as engineering: a field-level mapping, data cleansing and de-duplication, a trial load into a sandbox, and reconciliation of record counts and values against the source: before any cutover. Nothing goes live until the data is validated, so history and records carry over intact.
Do you rebuild our automations during a Salesforce migration?
Yes. Automations are re-implemented natively as Salesforce Flows rather than copied across, so they're maintainable. We document the new automation and data model so your team can own it after go-live.
Can our team keep working during the migration?
Yes. We plan cutover in a controlled window and provide hypercare afterward, so day-to-day work continues with minimal disruption. For help desks and support teams, routing and SLAs are configured before go-live.
Keep exploring
Keep exploring
Make Salesforce work across the business.
Tell us what Salesforce must do. ForceFolks will assess your Clouds, integrations, data, automation, team capacity, and delivery risks. You will receive a recommended path to a working implementation.