The CRM Shuffle: How to Move to HubSpot

This series breaks down CRM migrations into three essentials: data, integrations, and processes. Moving from Salesforce to HubSpot is all about untangling your tech stack, rethinking daily workflows, and documenting what really matters.

We’ve seen it all at RevPartners, and the playbook is simple: prep early, document everything, and focus on essentials. Do that, and even the most complex migration becomes manageable.

In part 1, we'll break down how a HubSpot Elite Partner thinks about CRM migrations, from simple imports to complex, multi-system transitions. We'll walk through the three core components that drive migration complexity (data models, integrations, and day-to-day processes) and explain how each one impacts scope, risk, and timeline before you ever touch a migration tool. 👇

In part 2, we'll break down why data creates so much complexity during CRM migrations, how objects, fields, and associations actually map between systems, and where teams tend to run into trouble. It explains why getting data right is foundational to building a true system of record and unlocking the reporting, automation, and insights teams expect from a modern CRM. 👇

Part 3 is all about how to think about integrations during a CRM migration, from essential vs. nice-to-have tools to cutover timing and QA constraints. It shows how tech stacks, processes, and go-live planning intersect and how to avoid the surprises that cause migrations to stall or disrupt day-to-day work.👇

In part 4, we'll break down why daily user actions, automations, and handoffs matter more than just moving data between systems. We'll walk through how to identify essential processes, rebuild them in a new CRM, test them with real users, and ensure teams can actually operate smoothly after go-live.👇

To wrap it up, we'll look at how to migrate from Salesforce to HubSpot using the three variables RevPartners relies on: data, integrations, and processes. It ties together everything covered in the series and shows how these elements intersect, why documentation matters, and how to approach migrations with realistic expectations and a clear path to a single source of truth.👇