CRM migrations leak. Yours won’t.
We move mid-market companies from HubSpot to Salesforce with zero exposed customer records, no lost pipeline and a written 30-day guarantee. Miss a single success criterion and we fix it free or refund the fee.
- Written 30-day guarantee
- Fixed price after audit
- No spreadsheet exports, ever
- Two full rehearsals before cutover
| Object | HubSpot | Salesforce | Status |
|---|---|---|---|
| Contacts | 48,212 | 48,212 | Matched |
| Companies to Accounts | 9,604 | 9,604 | Matched |
| Deals to Opportunities | 3,317 | 3,317 | Matched |
| Activities and notes | 412,958 | 412,958 | Matched |
| Automations rebuilt | 64 | 64 | Firing |
| Open pipeline value | $18.4M | $18.4M | Matched |
Customer records exposedSigned off before your old CRM is switched off
Migrations don’t fail on the technology. They fail on the things nobody owned.
Your CRM holds every customer, contract and conversation you have. Moving it is the highest-exposure data project most companies ever run, and most vendors treat it like a file transfer.
- Data leaks in transit
- Full customer exports sitting in shared drives, laptops and email threads. Contractors with access long after the project ends.
- Regulatory exposure
- Consent records, opt-outs and deletion requests that don’t make it across, turning the migration team into the source of a GDPR or CCPA problem.
- Silent data loss
- Notes, activity history and attachments that don’t map cleanly and simply disappear. Nobody notices until a renewal call.
- Pipeline blackout
- Cutover weekend turns into three weeks of reps working from memory and a forecast nobody believes.
- Broken automation
- HubSpot workflows don’t convert to Salesforce one-to-one. Lead routing stops quietly and leads go cold.
- Career risk
- The executive who sponsored the migration owns the outcome, and the board conversation if it goes wrong.
The Airtight Method
Five phases, in order, with a sign-off at the end of each. Nothing moves to production until it has worked twice in rehearsal.
Risk Audit
Inventory your data, automations and compliance exposure. You get a written go/no-go report.
Secure setup
Encrypted transfer, least-privilege access, a signed data processing agreement. No spreadsheets.
Mapped build
Field-by-field mapping approved by your team, workflows rebuilt as tested Salesforce Flows.
Rehearsed cutover
Two full rehearsals, then a controlled cutover with a dual-run period and a rollback plan.
Verified closeout
Reconciliation sign-off, access revoked, staging copies destroyed with proof.
An airtight migration, or we make it right.
Before we start, we agree measurable success criteria and write them into your contract. For 30 days after go-live, if any criterion isn’t met, we fix it at no charge. If we can’t fix it, we refund the migration fee.
- Record counts reconcile for contacts, companies, deals and activities
- Deal values, stages and owners match the source system
- Every in-scope automation fires and produces the expected result
- Revenue reports reconcile to HubSpot within an agreed variance
- No exposure of your data attributable to our team
- Every staging copy destroyed and all access revoked, with proof
The executive’s guide to moving from HubSpot to Salesforce
Everything we know about doing this safely, written for the people who will answer for it. Start with the full guide, or go straight to the question on your mind.
Data security and compliance
Where customer data leaks during a migration, and the controls that stop it.
Cost, risk and accountability
What a migration really costs, why it fails, and what a guarantee should cover.
Pipeline and operations
Keeping sales running through cutover, and rebuilding what HubSpot did automatically.
Making the decision
Whether to move, when to move, and who to trust with it.
Find out where your migration could leak before it starts.
The Risk Audit maps your HubSpot data, automations and compliance exposure, then gives leadership a written go/no-go report. The fee is credited to your migration if you go ahead.