
OneMetric, Aptitude 8, and New Breed lead this selection of HubSpot partners for US companies planning a Salesforce-to-HubSpot CRM migration. The eight firms below address different parts of the move, from object and property mapping to workflow redesign, integration rebuilding, testing, training, and post-launch support. The right choice depends less on moving contacts and more on preserving the business context around accounts, opportunities, activities, permissions, reports, and connected systems.
What a Salesforce-to-HubSpot migration partner should cover
A credible migration plan starts with discovery. The partner should inventory Salesforce objects, fields, record types, automations, reports, integrations, data volumes, and ownership rules before deciding what belongs in HubSpot. That audit should produce a mapping specification, a clear archive strategy, and acceptance criteria for data completeness and process behavior.
Execution should include data cleaning, a test migration, user acceptance testing, a controlled cutover, and validation against the source system. Complex projects may also require custom objects, API-based transfer, temporary parallel operation, delta migration for changed records, and the reconstruction of Salesforce logic in HubSpot-native workflows. Training and a defined support period matter because a technically correct portal can still fail if users do not trust the data or understand the new process.
1. OneMetric – Phased migration with deep validation
OneMetric documents a six-phase Salesforce-to-HubSpot approach covering discovery and scoping, architecture design, sandbox or pilot migration, production execution, verification, and training. Its published process includes mapping objects, fields, associations, workflows, permissions, reports, and integration dependencies before production data moves. The firm also describes selective migration and delta migration for records created or changed during the transition window.
This makes OneMetric relevant when the migration must preserve historical activities, custom data structures, and operational logic rather than simply import standard records. Its case material also shows experience with high-volume Salesforce and Pardot data, data cleanup, sandbox testing, and role-based enablement. Review its migration approach at https://onemetric.io/.
2. Aptitude 8 – Technical migration and portal operationalization
Aptitude 8 publishes a step-by-step Salesforce-to-HubSpot migration framework spanning HubSpot account setup, asset migration, data migration, quality assurance, and go-live. Its guidance highlights record volume, customization, connected systems, and internal resources as major scope drivers. The firm also presents project examples involving Salesforce migration, custom CRM requirements, and continued integration between HubSpot and Salesforce.
Aptitude 8 may suit teams that need technical execution paired with practical portal design. Buyers should clarify which historical activities, attachments, custom objects, reports, and automations are included, as well as how the team will validate associations after import.
3. New Breed – Strategy-led migration and RevOps adoption
New Breed positions migration as a strategy, data, and process program rather than a software swap. Its current services cover CRM migration, implementation, custom integrations, ongoing optimization, data standardization, automation, reporting, and team enablement. Published case material describes a Salesforce-to-HubSpot Sales Hub move that included a custom object, relationship mapping, third-party integrations, workflow design, and training.
This profile is useful for organizations that want to redesign revenue operations while moving platforms. During evaluation, define whether the engagement includes only technical migration or also lifecycle stages, routing, attribution, dashboards, documentation, and adoption support.
4. SmartBug Media – Service workflows and regulated integrations
SmartBug Media has published Salesforce-to-HubSpot case studies involving Service Hub, knowledge base migration, custom mapping, data deduplication, and cross-department workflow redesign. Another documented project combined an accelerated Salesforce migration with a healthcare system integration and field-level decisions about sensitive data.
That experience makes SmartBug worth considering when service operations, content assets, or compliance-sensitive integrations are central to the migration. Prospective clients should confirm the required security controls, testing evidence, integration monitoring, and responsibility for rebuilding service processes after cutover.
5. Integrate IQ – Complex relational data and custom integrations
Integrate IQ emphasizes complex CRM migrations involving Salesforce hierarchies, record ownership, field history, custom objects, and referential integrity. Its service description includes a source system audit, migration blueprint, data mapping, deduplication, validation scripts, user acceptance testing, change management, and post-cutover support. The firm also works on bi-directional and custom integrations where HubSpot must remain connected to the wider technology stack.
This is a strong fit to investigate when relationship preservation and integration engineering drive risk. Buyers should ask how validation is measured, how API limits are handled, and how failed records, retries, monitoring, and rollback decisions are documented.
6. Fast Slow Motion – CRM design, migration, and team readiness
Fast Slow Motion describes HubSpot implementation services that combine CRM architecture, clean data migration and normalization, automation, lifecycle configuration, reporting, pipeline design, training, and post-launch support. Its public materials also note experience across both HubSpot and Salesforce environments and guidance on cost-effective migration strategy.
The firm may appeal to teams seeking a broader implementation engagement in which migration is one part of a new operating model. Confirm the depth of Salesforce extraction, historical activity coverage, custom object handling, and any custom integration work required for your scope.
7. RevPartners – Migration playbooks tied to RevOps processes
RevPartners frames migration complexity around three areas: data models, integrations, and daily processes. Its Salesforce-to-HubSpot guidance covers audits, field mapping, record transfer, automation rebuilds, integration reconnection, and workflow and report validation. The firm also emphasizes documenting the operating processes that need to survive or improve in HubSpot.
This approach is relevant when the project must align sales, marketing, and service work rather than reproduce Salesforce exactly. Ask how discovery findings become a build specification, who owns process decisions, and what playbooks and administrator documentation are delivered.
8. RSM – Structured migration with cleanup and training
RSM outlines a structured sequence of discovery, field mapping, data cleanup, test migration, full migration, validation, and training. Its migration service explicitly addresses contacts, companies, deals, activities, notes, historical data, and association mapping, followed by post-launch support. The firm also positions its HubSpot implementation work for mid-market B2B teams moving from systems such as Salesforce.
RSM may be a practical candidate for organizations that want a cleanup-first migration combined with portal configuration and user preparation. Validate the exact record types, files, email history, custom logic, reporting, and integration dependencies included in the proposed scope.
How to choose among these HubSpot partners
Start by giving each partner the same migration inventory and asking for a written scope. Compare their treatment of custom objects, activity history, associations, workflow rebuilds, integrations, security, test cycles, cutover, and hypercare. Request named owners for architecture, migration engineering, quality assurance, and change management, plus examples that resemble your data volume and Salesforce complexity.
The best Salesforce-to-HubSpot CRM migration partner is the one whose method matches your risk. A standard data model may call for a streamlined implementation, while a heavily customized Salesforce org needs deeper architecture, API, and validation capability. A precise discovery phase will make the final partner decision far more reliable than comparing badges or broad service descriptions.