HubSpot Integration & Migration
Move to HubSpot, or connect it to Salesforce, without losing your closed-won history.
We migrate and integrate CRMs with historical backfill, custom logic native workflows cannot do, and reconciled dashboards on the other side, so the data stays clean and sales keeps trusting it.
The narrow problem this solves. race conditions
Your HubSpot-to-Salesforce sync has gaps. Records collide on update, deal and line-item automation breaks closed-won history, and a multi-portal setup after an acquisition gives you no consolidated view. Marketing events never mirror into Salesforce campaigns, so attribution falls apart and sales stops trusting the numbers.
A migration makes it worse if it is treated as an export and import. Brittle workflows, dropped associations, and a cutover that breaks tracking and reporting are the usual result. This is the work we go deep on: the seams between systems, done so the data survives the move.
How it works.
A reversible, staged path from messy or disconnected to clean and reconciled.
- 1
Map the data and the seams
We audit both systems: objects, associations, line items, lifecycle, owners, and the sync rules that cause race conditions. You get a documented migration plan before anything moves.
- 2
Build the sync and custom logic
Private apps, CRM cards, and webhook-driven microservices handle what native workflows cannot: deal and renewal automation that preserves history, line-item logic, and event mirroring into Salesforce campaigns.
- 3
Backfill and reconcile
We migrate with historical backfill so closed-won and attribution survive the cutover, then reconcile the dashboards on both sides so the numbers hold from first touch to closed deal.
- 4
Cut over and verify
Staged in a sandbox, validated against your real pipeline, then released with redirects, tracking, and reporting checked. Reversible if something looks off.
Stack and method.
The connective tissue we build with, and the constraints we build within.
HubSpot to Salesforce sync
Private apps and CRM cards that resolve sync gaps and race conditions, with deal, line-item, and renewal automation that keeps closed-won intact.
Microservices and webhooks
Vercel-hosted microservices and webhooks handle the logic native workflows cannot, including event mirroring into Salesforce campaigns for attribution.
Secure, documented, observable
We work within your SSO, access controls, and IT-security review. Integrations are documented and observable, not snowflake configs no one can maintain.
A multi-portal HubSpot migration shipped through IT-security review. kept its history.
For a global services firm, we delivered a multi-portal HubSpot Multi-Account Management build through IT-security blockers, and connected a custom HubSpot-to-Salesforce app that synced marketing events with historical backfill and ROI reporting for a B2B SaaS company. Both preserved closed-won history and reconciled to dashboards sales could trust.
Questions, answered.
- Yes. We migrate with historical backfill and build the custom logic native workflows cannot, including deal, line-item, and renewal automation, then reconcile the dashboards on both sides so closed-won and attribution survive the cutover.
What to do next.
HubSpot Apps, CRM Cards & Integrations
The custom apps and microservices that make the integration and event mirroring actually work.
Continue Related serviceRevOps: Lifecycle, Attribution & Reporting
Once the data is connected, design the lifecycle and dashboards so attribution holds end to end.
Continue Parent pillarCRM, MarTech & RevOps
The full pillar: implementation, integration, automation, RevOps reporting, and managed services.
Continue For your roleFor sales & RevOps leaders
Clean, connected, measurable CRM data your sales team can finally trust.
Continue Free auditGet your free audit
Send us your sync gaps or migration plan. We will show you where the data breaks and how we would fix it.
ContinueFree audit
Show us the sync that keeps breaking. We will show you the way back.
Send us your HubSpot-to-Salesforce gaps, your multi-portal mess, or your migration plan. You get a senior read on where the data breaks and a path that preserves your history.