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salesforce to hubspot

The Salesforce to HubSpot
Knowledge Hub

Your one-stop resource for answers, guidance, insights, and strategies on every aspect of migrating from Salesforce to HubSpot.

A CRM migration is an opportunity to rethink how your teams work, how data drives decisions, and how your organisation connects with customers at every touchpoint. Businesses today need a platform that’s intuitive, integrated, and agile enough to keep pace with evolving sales, marketing, and service demands. The right migration can unlock efficiency, provide real-time insights, and align your teams around a single source of truth.

Welcome to the Salesforce to HubSpot Migration Knowledge Hub. We’ve created this resource to help leaders, marketers, and sales teams navigate every stage of the migration journey, from planning and execution to optimisation and measurement. Think of it as a comprehensive guide answering all your questions, offering best practices, case studies, and actionable insights to make the move smoother and more strategic.

Explore the sections below to understand why HubSpot offers a better experience, what the migration process entails, and how your organisation can leverage the transition to drive efficiency, growth, and better customer engagement.

Pre-Migration Assessment
Migration in Action
Team Enablement
Continuous Optimisation

Pre-Migration Assessment

Discover insights to evaluate your current setup with checklists, data audits, and readiness benchmarks, and determine your organisation’s readiness for migration.

Migration in Action

Explore detailed process walkthroughs, automation setups, and API mapping guides to execute your migration efficiently.

Team Enablement

Explore insights and frameworks designed to help your teams adapt quickly through training, adoption strategies, and effective change management.

Continuous Optimisation

Learn how to maximise HubSpot’s value post-migration with best practices for reporting, dashboard creation, and continuous performance improvement.

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Job Description:

We are seeking a highly talented and motivated fresher for the position of HubSpot implementation specialist to join our team. As a HubSpot Implementation Specialist, you will play a critical role in the successful deployment and utilization of HubSpot's suite of marketing, sales, and customer service tools. Your primary responsibility will be to guide the clients through the implementation process, execute the implementations, and ensure that the business objectives are achieved by effectively utilizing HubSpot's features and functionalities.

Roles and Responsibilities:


  • HubSpot Implementation: Lead the implementation of HubSpot's marketing, sales, and customer service tools for clients, ensuring smooth deployment and integration with their existing systems and processes.
  • Requirements Gathering: Collaborate with clients to understand their business requirements, goals, and objectives, and translate them into effective HubSpot configurations and workflows.
  • Solution Design: Design and develop customized solutions within HubSpot to meet clients' specific needs, including creating workflows, email templates, landing pages, and lead scoring models.
  • Data Migration: Plan and execute data migration from clients' existing systems to HubSpot, ensuring data integrity and consistency.
  • Training and Support: Provide comprehensive training to clients' teams on the effective use of HubSpot, including best practices, workflows, and reporting. Offer ongoing support and troubleshooting to resolve any issues or challenges faced by clients.
  • Integration and Automation: Identify opportunities to integrate HubSpot with other systems, such as CRM platforms, and develop automated processes to streamline data flow and optimize efficiency.
  • Reporting and Analytics: Create and maintain reports and dashboards in HubSpot to track key metrics, measure campaign performance, and provide actionable insights to clients.
  • Continuous Improvement: Stay up to date with the latest features and updates in HubSpot and proactively suggest enhancements and improvements to clients' implementations.

Qualifications and Experience:


  • Strong project management skills with the ability to manage multiple implementations simultaneously, set priorities, and meet deadlines.
  • Excellent communication and interpersonal skills to effectively collaborate with clients, understand their requirements, and provide training and support.
  • Analytical mindset with the ability to interpret data and provide actionable insights to clients.
  • HubSpot certifications, such as HubSpot Marketing Software Certification, HubSpot Sales Software Certification, or HubSpot Service Hub Software Certification, are preferred.
  • Bachelor's degree in marketing, business administration, or a related field is advantageous.

Join our dynamic team and leverage your HubSpot expertise to drive the success of our clients' marketing, sales, and customer service initiatives. Apply now and be part of our mission to deliver exceptional results through effective HubSpot implementation.