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CRM Platforms · Migration Guide

Switching from HubSpot to Salesforce

HubSpot has a native Salesforce importer built for going the other direction; moving from HubSpot into Salesforce runs through Salesforce’s own import tools and usually needs a bit more setup work.

Jump to migration steps Read the full comparison
Bill BelcaminoBy Bill Belcamino · Last updated September 13, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from HubSpot to SalesforceVerified Sep 13, 2026
Quick verdict: This is a heavier lift than most CRM migrations because Salesforce doesn’t ship a one-click HubSpot importer the way HubSpot does for Salesforce. Plan on Salesforce’s Data Import Wizard or Data Loader for standard objects (contacts, accounts, opportunities), with custom fields and workflow logic rebuilt by hand.
Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams switch from HubSpot to Salesforce

    Deeper customization

    Salesforce’s Apex/Flow customization layer goes further than HubSpot’s usage-credit model for teams with complex, non-standard sales processes.

    Consolidated new bundles

    Salesforce’s Core/Advanced/Max editions (from $195/user/mo) now fold in AI, Slack, and analytics that used to be sold separately, which makes for simpler pricing than before, even if the entry price is higher than HubSpot’s.

    Enterprise scale

    Large sales orgs with complex approval chains, territory management, or multi-brand structures often outgrow HubSpot’s more opinionated data model.

    How to migrate your data

    There’s no native “Import from HubSpot” button inside Salesforce, so this runs through Salesforce’s own generic import tooling.

    StepWhat happens
    1Export from HubSpotExport contacts, companies, deals, and tickets as CSV from HubSpot’s data export tool (Settings → Import & Export → Export).
    2Clean and map fieldsMatch HubSpot properties to Salesforce fields, including any custom properties. This is the step most teams underestimate.
    3Import standard objectsUse Salesforce’s Data Import Wizard (small/medium volumes) or Data Loader (bulk, custom objects) to bring in Leads, Contacts, Accounts, and Opportunities.
    4Rebuild automationHubSpot workflows and sequences don’t transfer, so recreate the equivalent logic in Salesforce Flow.
    5Reconnect integrationsRe-point your marketing, support, and billing tools at Salesforce instead of HubSpot.
    6Validate and reconcileSpot-check record counts and key fields between systems before decommissioning HubSpot.
    Consider a migration partner for large datasets: several third-party services specialize in HubSpot-to-Salesforce data migration and can handle field mapping, deduplication, and historical activity timelines more reliably than a manual CSV export for anything beyond a few thousand records.

    Pricing during the transition

    PlanHubSpotSalesforce
    Entry paid tier$20/seat/mo (Sales Hub Starter, standard price)Starter Suite: $25/user/mo (Sales Cloud Core: $195/user/mo)
    Mid tier$90/seat/mo billed annually (Sales Hub Professional), plus a $1,500 one-time onboarding feeAdvanced: $395/user/mo
    Top tier$150/seat/mo billed annually (Sales Hub Enterprise), plus a $3,500 one-time onboarding feeMax: $550/user/mo

    Salesforce’s Sales Cloud editions fold in Slack, Tableau Next analytics and built-in AI that used to be priced separately (the full Agentforce for Sales suite is included only in Max), so factor that into a like-for-like comparison rather than comparing sticker price alone.

    Feature-parity checklist

    FeatureHubSpotSalesforce equivalent
    Workflow automationWorkflows/sequencesFlow Builder (more powerful, steeper learning curve)
    AI featuresBreeze (credit-based)Agentforce for Sales included in Max; add-on from $125/user/mo on Core and Advanced
    Custom objectsLimited on lower tiersNative, extensive on all paid editions
    Onboarding fees$1,500 (Professional) or $3,500 (Enterprise), one-timeTypically implementation-partner driven; varies widely
    Related

    Not sure this is the right direction?

    Read the full head-to-head before you commit, or check the reverse migration if you’re coming from Salesforce instead.

    HubSpot vs Salesforce: full comparison Switching from Salesforce to HubSpot instead
    Verified data

    Security & access: what changes when you switch

    Security, offline and access rules that differ between HubSpot and Salesforce. Rows where both tools are the same (2) are left out; the full side-by-side is on each tool’s page: HubSpot, Salesforce.

    What changesHubSpot (today)Salesforce (after)
    SOC 2 reportSOC 2 Type IIsourceSOC 2 reportType not stated by vendorsource
    ISO/IEC 27001Not publishedCertifiedsource
    Other certificationsSOC 1 Type II, SOC 3, HIPAA attestation, EU Cloud Code of Conduct, TRUSTe Certified PrivacysourceSOC 1, SOC 3, ISO/IEC 27017, ISO/IEC 27018, PCI DSS Level 1, HITRUST CSF, C5, HDS, ENS High, ISMAP, APEC PRP, EU/UK BCR for Processorssource
    HIPAA (BAA)BAA availableEnterprisesourceBAA availablesource
    Single sign-on (SAML/OIDC)YesProfessionalsourceYesAll editionssource
    SCIM user provisioningYesProfessionalsourceYesAll editionssource
    Two-factor authenticationYesEnforcement: Free (optional to require); mandatory on Starter, Professional, EnterprisesourceYesEnforcement: All editionssource
    Admin audit logYesStartersourceYesEssentialssource
    Data residency choicesUS, EU, Canada, AustraliaStartersourceUS, EU, UK, Canada, Australia, Japan, India, Brazil, Singapore, South Korea, Indonesia, Israel, Switzerland, South Africa, UAEsource
    EncryptionAES-256 at rest; TLS 1.2 or 1.3 in transitsourceTLS in transit (2048-bit RSA certificates); AES-256 on replication links between data centerssource
    Offline modePartialCRM records cannot be created, edited, or viewed in the mobile app without a connection; only Mobile Notetaker can record meetings offline and link them to CRM records once back online.sourceWorks offlineThe Salesforce mobile app (iOS/Android) caches recent records for offline viewing and, when admins enable Offline Edit, lets users create, edit and delete records offline; pending changes sync automatically and conflicts are flagged on reconnect.source
    Desktop appsBrowser onlysourceNot published
    Offline limitsOffline meeting recording (Mobile Notetaker) is available on Sales Hub or Service Hub Professional and EnterpriseSales Hub / Service Hub ProfessionalsourceMobile apps only (not the browser); if users don't customize their cache, it holds up to 30 recent records for their five most recent objectssource
    IP allowlistingYesStartersourceYesAll editions (per-profile ranges on Enterprise and up)source
    Device & session controlsYesAll plansAdmin-set inactive session timeout (15 minutes to 3 days); users can review and remotely log out their own sessions on other devices.sourceYesEssentialsAdmin-set session timeout for inactive users; option to lock sessions to the originating IP address (Enterprise and up).source
    Editorial assessment

    Before you cut over

    • Set up single sign-on in Salesforce on All editions before you invite the team, so accounts are created through your identity provider rather than by hand.

    Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

    Frequently Asked Questions

    Does Salesforce have a native HubSpot importer?

    No, there’s no dedicated one-click connector. Most teams use Salesforce’s Data Import Wizard or Data Loader with a HubSpot CSV export, or a third-party migration service for larger datasets.

    What’s the hardest part of this migration?

    Rebuilding HubSpot’s workflows and sequences as Salesforce Flows, and remapping custom properties; neither transfers automatically.

    Should I use Data Import Wizard or Data Loader?

    Data Import Wizard for small-to-medium volumes of standard objects; Data Loader (or a partner tool) for bulk imports and custom objects.

    Do I need a migration partner?

    Not required, but recommended for anything beyond a few thousand records: dedicated migration services handle deduplication and historical activity timelines more reliably than manual CSV work.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.

    HubSpotPricing, free plan, AI cost & every comparison›SalesforcePricing, free plan, AI cost & every comparison›
    HubSpot vs SalesforceHead-to-head comparisonAttio vs HubSpotHead-to-head comparisonActiveCampaign vs HubSpotHead-to-head comparisonGoHighLevel vs HubSpotHead-to-head comparisonHubSpot vs KeapHead-to-head comparisonHubSpot vs KlaviyoHead-to-head comparison
    Salesforce to HubSpotSwitching guideAttio to HubSpotSwitching guideHubSpot to AttioSwitching guideActiveCampaign to HubSpotSwitching guideGoHighLevel to HubSpotSwitching guideHubSpot to ActiveCampaignSwitching guide

    Sources

    Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

    Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

    Cite this page: HelpCompare, “Switching from HubSpot to Salesforce: A Step-by-Step Migration Guide”, helpcompare.com/hubspot-to-salesforce-migration/ (updated ).

    Source links on this site are checked every month; last check . How sources are checked.

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    01 · CompareWhich tool fits your team, side by side.132 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    About the author

    Bill Belcamino

    Founder and author, HelpCompare

    Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

    “I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

    Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 13, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill