Salesforce to HubSpot, planned properly.
For Southeast Asian enterprises, with nothing left behind.
A Salesforce to HubSpot migration with Azend moves standard and custom objects, custom fields, owners and activity history into HubSpot, rebuilds automations as HubSpot workflows, and cuts over on a planned date after test rounds with your users.
What leaders measure.
The metrics we instrument in HubSpot. Named, never promised.
What moves where.
Every Salesforce object has a home in HubSpot.
- Accountmaps toCompaniesHierarchies, owners and custom fields.
- ContactLeadmaps toContactsOne record per person, lifecycle stage set.
- Opportunitymaps toDealsStages, amounts, close dates, pipelines by market.
- Casemaps toTicketsStatus, priority and conversation history.
- ProductPrice BookOpportunity Productmaps toProductsLine itemsIn every currency you sell in.
- TaskEventEmailmaps toCallsMeetingsTasksEmailsWith dates, owners and linked records.
- Custom objectsmaps toCustom objectsOr a standard object, where one fits.
- Usermaps toUsersTeamsOwners matched before the first load.
A model, not a result: every field is mapped in a sheet your team signs off before the first test load.
Automations are rebuilt, not copied.
Flows, process rules and Apex logic are reviewed one by one. Each is kept, rebuilt or retired.
Keep
Logic the business still needs, rebuilt as HubSpot workflows.
Rebuild
Complex logic moved to custom code actions or integrations.
Retire
Workarounds nobody needs once the data model is right.
How cutover works.
Audit
Objects, fields, automations, integrations and reports inventoried and ranked.
Map
Owners matched, duplicates resolved, rules signed off.
Test rounds
Sample loads, then full loads, checked by your own users.
Freeze and cut over
Changes frozen for a short window, final data loaded, integrations switched.
Verify
Record counts and key accounts reconciled. Teams start work in HubSpot.
Salesforce stays live until cutover.
Pipeline and forecast never pause.
A model, not a result: the length of each phase depends on your data and is set in the audit.
Risks handled.
Questions.
Can HubSpot handle our custom objects?
Yes, on an Enterprise subscription, which HubSpot requires for custom objects.
Will our reports and dashboards move?
Reports are rebuilt in HubSpot against the new data model, starting with the ones leadership actually uses.
Can we keep Salesforce running during the migration?
Yes. Access can also be kept for reference after cutover, if your contract allows.
Is HubSpot right for us if Salesforce works?
Not always. If Salesforce is stable, adopted and deeply built around you, the case is weaker. We will tell you. Full answer
Move with a plan, not a leap.
A strategy call scopes your Salesforce org, data, total cost of ownership and a cutover date that suits the business.