Most teams that run Salesforce and HubSpot together end up with two versions of the truth: records that overwrite each other, fields nobody owns, and reports that disagree. Others want to leave Salesforce for HubSpot without losing years of history. Revenue Systems Group does both: clean integrations with clear sync rules, and migrations that move your data, automation, and reporting intact.
The short version: For integrations, we decide which system owns each object and field, configure HubSpot's Salesforce connector to match, and monitor sync errors. For migrations, we map every field, rebuild automation natively in HubSpot, test with real data, and cut over with a rollback plan.
Two Ways We Work With Salesforce
| Scenario | What it usually looks like | What we do |
|---|---|---|
| Running both | Marketing in HubSpot, sales in Salesforce, sync errors piling up. | Define system ownership by field, fix the sync, and monitor it. |
| Migrating to HubSpot | Salesforce costs and complexity outgrew the team. | Plan, map, migrate, rebuild automation, test, and cut over. |
What We Build
- Ownership rules: Which system is the source of truth for each object and field, written down and enforced in the sync settings.
- Connector setup: Inclusion rules for what syncs, field mappings, and sync direction, so the right records move and nothing overwrites good data.
- Migration plans: Field mapping, data cleanup before the move, rebuilt workflows and reports, testing, and cutover.
- Monitoring: Regular review of sync errors and duplicates, so problems get fixed before they reach a forecast.
Common Problems We Fix
- Records overwriting each other because both systems think they own a field.
- Duplicates created by mismatched matching rules.
- Lifecycle and deal stages that mean different things in each system.
- Migrations that moved data but not the automation and reporting built on it.
AI & Governance Considerations
AI tools in either system act on the data the sync delivers. If the sync is wrong, AI scoring, summaries, and routing will be wrong faster. We fix ownership and data quality first, then document which AI features read and write which fields, so automated changes do not loop between systems.
Signs Your Salesforce Setup Needs Attention
- Sync errors pile up and nobody reviews them.
- Records overwrite each other between systems.
- Sales and marketing report different pipeline numbers.
- Salesforce licenses cost more than the team can justify.
- A migration is planned, but nobody has mapped the fields.
Example Engagement
A telehealth company engaged us to migrate from Salesforce to HubSpot. We mapped and migrated its data, rebuilt its processes in HubSpot, and set up the outbound infrastructure the team needed to sell from the new system. Read our Salesforce to HubSpot migration guide for the full process.
Frequently Asked Questions
- Should we keep Salesforce and HubSpot, or migrate?
- It depends on cost, complexity, and who uses each system. Many growing teams migrate to HubSpot to run one system. Others keep both with clear ownership rules. We help you decide based on your data and workflows.
- How long does a Salesforce to HubSpot migration take?
- It depends on data volume, customization, and integrations. A focused migration often takes several weeks to a few months, including planning, mapping, testing, and cutover.
- Will we lose historical data in a migration?
- Not if it is planned. We map records, activities, and associations before moving anything, test with real data, and keep a rollback plan through cutover.
- Why do our Salesforce and HubSpot records keep overwriting each other?
- Usually because both systems are allowed to update the same fields. Setting one owner per field and matching sync direction to it fixes most of the problem.