Migrate from Salesforce to HubSpot with Your Customer Data Intact

In brief

Migrated more than 48,000 customer records from Salesforce to HubSpot.
Cleansed and validated CRM data before migration to improve data quality.
Connected sales, marketing, accounting, communication, and payment systems in one configured HubSpot environment.
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Protecting CRM Data Through a Controlled Migration

CRM migration requires accurate data mapping, validation, and careful process planning. Poor migration controls can affect customer records and daily sales operations.

The organization relied on Salesforce for customer relationships and sales operations. As business needs changed, it decided to move to HubSpot while updating its sales, marketing, and operational processes.

The migration required accurate transfer of more than 40,000 CRM records. The organization also needed connected applications and uninterrupted access throughout the transition.

A Structured HubSpot Migration Creates a Stronger CRM Foundation

The Salesforce to HubSpot migration aligned the new CRM with sales, marketing, and operational processes. The new setup supported daily business activities from launch.

Customer records, companies, deals, activities, and historical engagement data were cleansed, mapped, validated, and migrated into HubSpot. Custom properties, pipelines, workflows, permissions, and reporting were configured before launch.

DocuSign, Aircall, Zapier, QuickBooks, Mailchimp, ZeroBounce, and payment gateway services were integrated with HubSpot. These connections linked customer management, communication, billing, and marketing activities within one CRM environment.

The HubSpot implementation changed how teams managed customer data, sales activities, marketing processes, and business applications. Teams gained access to standardized processes within one connected CRM environment.

These connected processes replaced fragmented CRM operations with standardized workflows and shared customer information across teams.

Work Changed Across Sales, Marketing, and Customer Operations

Sales

  1. Sales teams worked with standardized pipelines, properties, and workflows.
  2. Automated processes reduced administrative work and improved visibility across active opportunities.

Marketing

  1. Marketing teams managed email campaigns and customer data through a configured HubSpot environment.
  2. Connected applications supported consistent communication between marketing and sales processes.

Operations

  1. Business teams worked with connected applications across CRM, accounting, communication, document management, and automation.
  2. Centralized reporting gave leadership greater visibility into business activity.

From Disconnected CRM Processes to a Connected HubSpot Platform
The organization moved from Salesforce to HubSpot while preserving critical customer information and historical engagement data. The migration also addressed duplicate records and outdated CRM information.

Teams moved from disconnected applications and manual processes to standardized HubSpot workflows. The new CRM environment provided a centralized platform for daily operations and a scalable foundation for future business growth.

The Role of Unboxx

CRM migration requires careful planning, data validation, and system configuration. Unboxx managed the Salesforce to HubSpot transition while preparing the new CRM for daily business operations.

Unboxx cleansed, mapped, validated, and migrated customer records before configuring HubSpot. The team also established pipelines, properties, workflows, permissions, reporting, and user enablement.

The implementation connected business applications across sales, marketing, communication, accounting, and document management. This created a connected CRM environment for ongoing business operations.

This included:

Migrating Salesforce records into HubSpot through structured data cleansing, mapping, validation, and migration processes.
Configuring pipelines, properties, workflows, permissions, reporting, and marketing processes for daily CRM operations.
Connecting DocuSign, Aircall, QuickBooks, Mailchimp, Zapier, ZeroBounce, and payment gateway services.
Preparing teams for HubSpot adoption through user training and a fully configured CRM environment.
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