This guide covers the overall picture of cost, duration, and execution.
Step 1: Create a migration management sheet
First, prepare a management sheet that visualizes the whole project. Google Sheets or Excel is fine. This example works well: https://docs.google.com/spreadsheets/d/1m9YTtZuqEK5DUJCqbv58xC2K12DQgeZpDdD7X1yd6Jc/edit?gid=546468007#gid=546468007 Include items like:- Requirements definition
- Data design
- Mapping
- Data migration
- Testing
- Go-live and enablement
Step 2: Prepare the team and roles
A migration project should have at least one owner, ideally two.| Role | Responsibility |
|---|---|
| Technical owner | Understands data structures and HubSpot |
| Business owner | Understands Salesforce operations |
Step 3: Cost range by migration method
Costs vary widely depending on the approach.| Method | Cost range | Notes |
|---|---|---|
| In-house | JPY 0 (labor only) | Requires skills and time; higher risk |
| Migration tools | From tens of thousands of JPY | CSV tools or API connections; good cost performance |
| Partner support | From hundreds of thousands of JPY | End-to-end support from requirements to enablement |
Step 4: Expected timeline by scale
Timelines vary by implementation scale.| Scale | Typical timeline |
|---|---|
| Small (one department, contacts only) | 1 to 2 months |
| Medium (multiple departments, contacts and deals) | About 3 months |
| Large (company-wide) | 6 months or more |
Step 5: Project schedule overview
A migration schedule is easier to manage if you break it into five phases:- Goals and resourcing: clarify the why and who
- Requirements and data design: organize Salesforce and HubSpot fields
- Data mapping: map each field accurately
- Migration execution: move data via CSV or API
- Testing, go-live, enablement: validate and onboard the organization
Summary: move at the pace that fits your company
Salesforce to HubSpot migration is a project that delivers results when well prepared.- If you want to start small: use tools + a small team
- If you want more certainty: partner with an external expert
If you want to discuss HubSpot migration, contact us here: https://sanka.com/ja/contact/