Salesforce migrations tend to go wrong the same way every time: records and automation copied over as-is, duplicates and all, with nobody using the move as a chance to actually clean things up. We treat a migration as a cleanup project first and a data-move second.
From HubSpot, a spreadsheet, or another CRM — with duplicate and stale-record cleanup as part of the move, not an afterthought.
A Salesforce instance that's calcified over a decade of ad-hoc customisation, brought back to something maintainable.
Workflow rules, Flows, and custom objects built or untangled to match how your team actually sells today.
Into Salesforce, off it, or cleaning up the one you have.
Including what gets cleaned up versus copied as-is — your call, laid out plainly.
So the next person who touches your Salesforce org isn't starting from zero either.
Typical range for a single-org migration or cleanup. Multi-org or heavily customised instances quoted separately.
Request a scopeYes, both directions — see our HubSpot Migration & Integration page for the HubSpot-specific side of that same conversation.
Only if you ask us to — by default we flag duplicate and stale records during the move rather than silently carrying them over.
Both — Flows and declarative automation where that's genuinely enough, custom Apex where the logic actually needs it.
It's the normal starting point, not a blocker — the assessment phase is specifically for mapping what's actually there before touching anything.
Fill in the form and we’ll tell you plainly what fixing it involves — scope, price, and timeline, in writing.
WP Please
Legacy systems, cloud cost and AI work for businesses that can't afford downtime.
