On this article, we’ll discover 10 frequent pitfalls that enterprises encounter when migrating from Salesforce to HubSpot, and the best way to keep away from them.
As we transfer deeper into 2025, extra enterprise organizations are making the strategic determination to go away behind complicated, expensive CRM platforms like Salesforce in favor of HubSpot’s extra versatile, user-friendly ecosystem.
However migrating from a deeply embedded platform like Salesforce stays a high-stakes problem. And not using a clear, strategic method, organizations danger dropping worthwhile information, disrupting vital integrations, or ending up with a HubSpot occasion that replicates the complexity they aimed to go away behind.
10 issues to keep away from when transferring from Salesforce to HubSpot
Migrating from Salesforce to HubSpot is just not a plug-and-play operation. The stakes are excessive. Poor planning can result in misplaced information, damaged processes, annoyed groups, and months of disruption.
So how do you make the transfer with out missteps?
Listed here are 10 strategic pitfalls to keep away from — discovered from serving to enterprise groups navigate this actual journey.
1. Assuming “migration” means a one-to-one port
Many enterprises method CRM migration as a direct reproduction of their Salesforce setup, each object, discipline, automation, and report. However this “carry and shift” mindset imports previous complexity and prevents groups from benefiting totally from HubSpot’s streamlined structure.
The end result: an over-engineered system that frustrates customers and inflates prices.
How you can keep away from it: Deal with migration as transformation. Audit your current setup to establish what’s important, what’s out of date, and what wants rethinking. Don’t replicate unused fields or legacy workflows simply because they exist. Design your HubSpot setting round present enterprise wants, native performance, and future scalability. Concentrate on simplification, not duplication.
2. Skipping strategic alignment on why you are migrating
When groups aren’t aligned on why they’re transferring to HubSpot, the venture splinters quick. Gross sales desires higher usability. Advertising desires built-in campaigns. Ops desires automation.
If there’s no unifying aim, each determination turns into a compromise, and the result’s typically a system that serves nobody significantly effectively.
How you can keep away from it: Outline the strategic objective early, and make it stick. Whether or not it is quicker time-to-value, improved usability, price discount, or higher reporting, agree on the “why” with government stakeholders. Let that form your venture scope, priorities, and success metrics. When trade-offs emerge (and they’re going to), return to this north star.
3. Overlooking the enterprise course of redesign alternative
Salesforce environments typically evolve into an internet of customizations and workarounds. Merely migrating these processes to HubSpot hardwires inefficiencies into the brand new system. It additionally bypasses the prospect to align workflows with HubSpot’s extra intuitive capabilities.
How you can keep away from it: Map your income workflows finish to finish: lead seize, routing, qualification, gross sales phases, renewals, and repair handoffs. Determine ache factors, redundancies, and damaged logic. Redesign processes round the way you need groups to work, not how they had been pressured to within the previous system. Use the migration to reimagine, not protect.
4. Neglecting information technique till migration begins
Knowledge points are a number one explanation for migration delays. And not using a plan, groups scramble to resolve discipline mismatches, deduplication errors, historic inconsistencies, and reporting gaps—all beneath tight go-live strain.
How you can keep away from it: Begin your information technique effectively upfront. Audit what information you could have, what’s clear, what’s cluttered, and what’s lacking. Align on what ought to migrate, what might be archived, and the way data will map into HubSpot. Be conscious of platform-specific constraints resembling file limits, customized property limits, and file dimension restrictions. Proactively plan for information archiving methods to deal with historic data that don’t require energetic migration. Outline possession for information high quality going ahead. Migration is your second to reset, use it to ascertain higher habits.
5. Underestimating the complexity of integrations
Most CRMs sit on the middle of a a lot wider tech stack. When integrations break, whether or not with advertising platforms, billing instruments, or help programs, enterprise processes grind to a halt. Poor planning right here can derail even the very best migration.
How you can keep away from it: Stock all related programs and assess how they work together with Salesforce. Classify them: maintain (and rewire), change, or retire. Perceive information dependencies, sync guidelines, and customized logic. Plan for phased integration rollouts, and take a look at them in isolation. Integration work is commonly as complicated because the core migration — finances time and assets accordingly.
6. Treating change administration as an afterthought
Even a wonderfully configured HubSpot occasion will fail if individuals don’t undertake it. Resistance comes when customers really feel programs are “executed to them” quite than constructed with them. Lack of coaching, unclear expectations, and poor communication can all result in low utilization and a breakdown in cross-team alignment.
How you can keep away from it: Deal with change administration as a proper workstream. Determine champions throughout groups who can provide suggestions and construct inner momentum. Supply role-based enablement in order that advertising, gross sales, and ops every perceive their piece of the system. Maintain communication clear and targeted on the worth of the change. Have a good time early wins to drive adoption.
7. Misjudging what’s ‘customized’ vs. ‘native’ in HubSpot
HubSpot has robust out-of-the-box performance, nevertheless it’s not a one-for-one match with Salesforce’s object mannequin or customization choices. Making an attempt to recreate Salesforce’s complicated structure can result in over-engineering, plugin sprawl, or reliance on fragile workarounds, all of which damage usability and future scalability.
How you can keep away from it: Perceive how HubSpot handles customized objects, automation, and reporting. Use native instruments each time doable. For instance, Salesforce’s Apex triggers can typically get replaced by HubSpot’s extra user-friendly workflow automations. In case you want superior performance, validate whether or not HubSpot can help it instantly, whether or not a vetted integration is out there, or whether or not you actually want customized improvement. Design with long-term maintainability in thoughts, leaning into HubSpot’s strengths quite than replicating legacy complexity.
8. Failing to redefine reporting expectations
Reporting in Salesforce is highly effective however typically propped up by customized fields and third-party instruments. Migrating to HubSpot with out revisiting KPIs and report design can frustrate stakeholders used to “the previous method.” Worse, making an attempt to duplicate legacy dashboards could overload HubSpot or miss the purpose of its extra streamlined method.
How you can keep away from it: Stock vital experiences early. Perceive that are actually used and which had been created to fill previous system gaps. Reframe reporting conversations round enterprise questions, not technical outputs. HubSpot’s reporting engine is constructed round its clear object mannequin and structured properties, enabling quicker report creation and higher information visualization than complicated query-based programs. Leverage HubSpot’s customized experiences, dashboards, and attribution instruments natively. When wanted, pair with BI instruments like Looker or Tableau, however don’t lead with complexity.
9. Overloading the MVP with “day 2” scope
In an effort to get all the things proper on day one, groups typically overload the MVP with options, automations, and edge-case necessities. This bloats timelines, introduces danger, and delays worth supply. It additionally crowds out the power to check, be taught, and refine based mostly on actual consumer suggestions.
How you can keep away from it: Outline what should be stay at go-live, the core information, processes, and customers. Push non-essential options to a clearly outlined “part 2.” Launch with a clear, usable system that solves key ache factors and permits groups to work successfully. Then iterate based mostly on adoption and evolving wants.
10. Not defining long-term possession and governance
Even a profitable migration will erode over time if there’s no plan for ongoing possession. With out clear governance, new fields proliferate, workflows battle, reporting breaks, and information high quality declines. In lower than a yr, your new system can really feel as bloated because the previous one.
How you can keep away from it: Arrange governance from day one. Outline who owns the CRM, who manages requests, and the way adjustments are prioritized. Set up naming conventions, documentation practices, and common audits. Put money into a RevOps perform (or associate) to information steady enchancment. The true ROI comes not simply from the migration, however from what occurs after.
Switching from Salesforce to HubSpot is an enormous transfer — however for a lot of organizations, it’s the suitable one. It affords quicker time to worth, a cleaner consumer expertise, and the agility at present’s companies demand.
The secret’s to deal with the migration as a strategic initiative, not only a technical one. Avoiding these 10 pitfalls will assist guarantee your transfer unlocks the total potential of your new CRM, and units your groups as much as scale, align, and win.
Why work with Huble to your Salesforce to HubSpot migration?
Migrating from Salesforce to HubSpot is a serious strategic transfer that comes with many potential pitfalls — from misaligned stakeholder expectations to missed information complexities. Avoiding these dangers requires deep experience and a transparent roadmap targeted on each expertise and other people.
As HubSpot’s #1 World Accomplice, Huble combines technical mastery with strategic perception to assist enterprises avoid frequent migration challenges. We information you thru the pitfalls so your migration isn’t only a software program swap, however a transformation that drives real business value.
1. Salesforce and HubSpot expertise
Migrating from Salesforce means coping with layers of complexity: customized objects, Apex code, legacy automations, and deeply embedded processes. At Huble, our staff consists of specialists fluent in each Salesforce and HubSpot, enabling us to:
- Translate Salesforce structure into scalable, native HubSpot buildings
- Rebuild complicated automation, reporting, and integration workflows
- Guarantee zero information loss with precision-driven migration processes
Whether or not your Salesforce occasion is out-of-the-box or extremely custom-made, Huble ensures a streamlined transition to HubSpot with minimal disruption.
2. Strategic migration, not simply technical execution
We don’t simply “carry and shift” information. Huble aligns your CRM migration with enterprise outcomes, making certain the brand new system works more durable, and smarter, to your groups.
Our course of consists of:
- Collaborative workshops to align stakeholders throughout gross sales, advertising, service, and IT
- Defining future-state CRM structure, consumer journeys, and enterprise processes
- Change administration and consumer adoption methods tailor-made for international groups
We act as an extension of your staff, closing useful resource gaps and constructing inner confidence at each stage.
3. Constructed-in governance, international rollouts & change management
Enterprises want construction, scalability, and safety. Huble’s ISO 27001 and ISO 9001 certifications be sure that each migration is ruled, compliant, and future-proof. We offer:
- Structured rollout plans for multi-region or multi-BU implementations
- Enterprise-grade change management and stakeholder governance processes
- A devoted venture staff made up of T-shaped specialists, not generalists
We help your international footprint with multilingual coaching, staggered go-lives, and timezone-aligned help.
4. Integration along with your current tech stack
Most Salesforce customers depend on dozens of integrations. Huble ensures your HubSpot setting doesn’t simply replicate performance, however improves it. We help:
- Customized integrations with ERP, advertising automation, finance, and help instruments
- API-based options for legacy system compatibility
- Streamlined workflows and dashboards designed for every enterprise unit
Our Integration Providers guarantee your new CRM works seamlessly inside your broader digital ecosystem.
5. Ongoing help, optimization & consumer adoption
A profitable migration is only the start. Huble helps your staff lengthy after go-live with ongoing optimization, managed providers, and strategic steerage.
We assist:
- Keep +95% consumer adoption by means of structured enablement
- Constantly evolve HubSpot along with your rising wants
- Ship strategic ROI with real-time insights, automation enhancements, and CX enhancements
With HubSpot Managed Services, we provide proactive, SLA-backed help, so your funding retains paying dividends.
Change your operations from Salesforce to HubSpot with Huble
If you associate with Huble, you’re setting a basis for long-term success on HubSpot.
Our staff brings deep enterprise expertise and a confirmed methodology to make sure your transition from Salesforce is streamlined, strategic, and scalable. We don’t simply transfer information; we provide help to rethink your processes, align your groups, and unlock the total worth of your CRM funding.
Whether or not your aim is to scale back prices, streamline your tech stack, or modernize your buyer expertise, we ensure your migration is a leap ahead, not only a lateral transfer.
Able to plan your migration? Book a HubSpot strategy call with our team today and we’ll provide help to assess your present Salesforce setting, outline a future-ready HubSpot structure, and information you thru a roadmap that ensures quick adoption and long-term success.
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