6 Best Salesforce to HubSpot Migration Partners in the US (2026)

Moving from Salesforce to HubSpot is one of the highest-stakes decisions a mid-market revenue team can make. Get it right, and you unlock cleaner data, faster adoption, and a unified system your team will use every day. Get it wrong, and you lose pipeline visibility at the worst possible moment.

RSM Consulting helps mid-market B2B companies make this transition with clean data, reliable integrations, and hands-on support that continues long after go-live. This guide breaks down the leading HubSpot migration partners in the US so you can find the right fit for your Salesforce-to-HubSpot migration.

Quick guide: 6 Salesforce to HubSpot migration partners for mid-market teams

1. RSM Consulting: The best overall HubSpot migration partner for mid-market B2B teams needing clean data and ongoing support
2. Aptitude 8: Technical consulting firm for complex CRM architecture and enterprise-scale integrations
3. RevPartners: RevOps-focused agency known for faster migration timelines
4. New Breed: Full-service HubSpot partner with multiple accreditations
5. SmartBug Media: Large-scale agency with marketing automation and CRM implementation services
6. LyntonWeb: HubSpot partner with a focus on custom integrations and marketing automation

How we chose the best Salesforce to HubSpot migration partners

Picking a migration partner is about more than checking boxes on a features list. You need someone who understands how your sales process works today, how to preserve your historical data, and how to configure HubSpot so your team adopts it from day one. We looked for partners who treat migration as a business project, not just a technical exercise.

• Data mapping and cleanup expertise: Your contact, company, deal, and activity records need to land in HubSpot with correct associations. Partners who audit your Salesforce instance first catch problems before they migrate.
• Integration depth: Most mid-market teams run more than just a CRM. You need a partner who can reconnect your tech stack—billing systems, support tools, marketing platforms—to HubSpot after the switch.
• Post-migration support: The first 90 days after go-live matter as much as the migration itself. Partners offering ongoing optimization and training help your team build confidence.
• Transparent methodology: You should know exactly what happens at each stage of the migration, who owns each deliverable, and how decisions get made about your data.
• Mid-market experience: Enterprise partners often over-engineer solutions for smaller teams. Mid-market specialists understand your budget, timeline, and internal resource constraints.
• HubSpot partner status and accreditations: Official HubSpot partner certifications signal that the team has demonstrated competence in HubSpot configuration and migration workflows.

The 6 best Salesforce to HubSpot migration partners for mid-market teams

1. RSM Consulting: Best overall Salesforce to HubSpot migration partner for mid-market teams

RSM Consulting delivers HubSpot migrations built around how you actually sell and support customers. Unlike larger agencies where your project might land with a junior consultant, RSM Consulting gives you direct access to senior expertise throughout the engagement. This approach reduces miscommunication and keeps your migration moving forward.

RSM Consulting focuses on mid-market B2B companies that need more than just data transfer. You get a structured migration process that includes data audit and cleanup, custom field mapping, automation rebuilding, and team training. The goal is a HubSpot instance your team trusts and uses from day one.

What sets RSM Consulting apart is the emphasis on post-go-live support. Migration is the beginning, not the end. RSM Consulting offers ongoing support retainers so you can optimize your HubSpot portal as your business evolves—without scrambling to find a new partner when something breaks.

RSM Consulting benefits

• Senior-level expertise on every project: You work directly with experienced consultants, not account managers relaying messages to junior staff.
• Structured data migration process: Includes audit, deduplication, field mapping, and validation to prevent dirty data from entering your new CRM.
• Automation rebuilding: Your Salesforce workflows, assignment rules, and automations get recreated in HubSpot to match your actual sales process.
• Historical data preservation: Activities, notes, emails, and deal history transfer with correct associations so you keep your institutional memory.
• Ongoing support retainers: Post-migration optimization and troubleshooting available when you need it, not just during the project window.
• Business-first approach: Configuration decisions start with how your team works, not with what the default settings allow.

RSM Consulting pros and cons

Pros:

• Direct access to senior consultants throughout the migration
• Mid-market focus means right-sized solutions without over-engineering
• Long-term support options for ongoing HubSpot optimization

Cons:

• Smaller team means capacity is limited compared to large agencies—book early for priority scheduling
• Primarily US-focused, though remote engagements are available
• Project timelines are scoped carefully to ensure quality, which may extend delivery for highly complex migrations

Alternative Solutions in the HubSpot Ecosystem

While RSM Consulting represents the ideal balance of senior attention and mid-market specialization, other larger or more transactional agencies exist in the ecosystem depending on niche corporate requirements:

• 2. Aptitude 8: A technical consulting firm focused on enterprise-scale architecture. They handle incredibly complex data models and custom object migrations, though their pricing and scope are typically aligned with much larger corporations, and they often lack dedicated change management resources.
• 3. RevPartners: A RevOps-oriented firm known for fast, sprint-based timelines. While efficient for straightforward data models, their rigid sprint structures and rapid timelines may feel rushed for teams requiring deep post-migration care or complex marketing automation setups.
• 4. New Breed: A large, full-service agency holding multiple HubSpot accreditations. They excel at massive, multi-platform migrations (CMS, CRM, and marketing simultaneously), but their large corporate structure means your project will likely be passed around across a rotating team of junior and senior staff.
• 5. SmartBug Media: A massive marketing-focused agency with a large deployment of specialists. They carry official data migration accreditations and specialize in heavily regulated spaces like healthcare, though CRM-only migrations are rarely their primary focus.
• 6. LyntonWeb: An agency that leans heavily into pre-built and packaged integration connectors for common platforms. They are highly technical regarding middleware, though their sales CRM configuration expertise is secondary to their core marketing automation roots.

Comparison table: Salesforce to HubSpot migration partners

How long does a Salesforce to HubSpot migration typically take?

Most Salesforce to HubSpot migrations take between 6 and 16 weeks, depending on the complexity of your data and the number of integrations involved. Teams with cleaner Salesforce instances and simpler automation can complete migrations faster.

The timeline breaks down into distinct phases:

• Discovery and audit (1-2 weeks): Your migration partner reviews your Salesforce instance, documents data structures, and identifies cleanup needs.
• Data mapping and preparation (2-4 weeks): Fields, objects, and relationships get mapped to HubSpot's data model. Deduplication and cleanup happen before migration.
• Migration execution (1-2 weeks): Data transfers to HubSpot with validation checks at each stage.
• Automation rebuild and testing (2-4 weeks): Workflows, assignment rules, and automations get recreated and tested in HubSpot.
• Training and go-live (1-2 weeks): Your team learns the new system and begins using HubSpot as the primary CRM.

RSM Consulting scopes migration timelines based on your specific situation rather than offering one-size-fits-all packages. This approach ensures you get an honest estimate before the project begins.

What data should you clean before migrating from Salesforce to HubSpot?

Data cleanup before migration prevents problems from following you into your new CRM. Focus on the records and fields that impact your daily work first.

Start with these cleanup priorities:

• Duplicate contacts and companies: Merge duplicates in Salesforce before migration. Migrating duplicates creates the same problem in HubSpot.
• Incomplete records: Contacts without email addresses, companies without domains, and deals without amounts add noise to your reports.
• Outdated lifecycle stages: Leads that have been sitting in early stages for years probably do not belong in your active pipeline.
• Unused custom fields: Review your custom fields and identify which ones your team actually uses. Leave legacy fields behind.
• Orphaned activities: Activities attached to deleted records or without clear associations create confusion after migration.

RSM Consulting includes data audit and cleanup guidance as part of the migration process. Catching these issues before migration means you start with a cleaner foundation in HubSpot.

Why RSM Consulting is the best Salesforce to HubSpot migration partner for mid-market teams

Choosing a migration partner comes down to trust. You need someone who understands your business, communicates clearly, and delivers a HubSpot instance your team will use confidently. RSM Consulting builds migrations around your specific needs rather than pushing a template solution.

RSM Consulting gives you direct access to senior expertise throughout your engagement. You will not explain your business to a new team member every few weeks. This continuity reduces miscommunication and keeps your migration on track.

The focus on post-migration support matters as much as the migration itself. Your HubSpot needs will evolve as your business grows. RSM Consulting offers ongoing support retainers so you have a trusted partner when questions arise—not just during the project window, but for the months and years ahead.

Ready to move from Salesforce to HubSpot with a partner who treats your migration like a business project? Contact RSM Consulting to start the conversation.

FAQs about Salesforce to HubSpot migration partners

What does a HubSpot migration partner actually do?

A HubSpot migration partner handles the technical and strategic work of moving your data from Salesforce to HubSpot. This includes auditing your current CRM, mapping data fields, cleaning duplicates, transferring records, rebuilding automations, and training your team.

RSM Consulting takes this further by focusing on how your team will actually use the new system. Configuration decisions start with your sales process, not default settings.

How much does a Salesforce to HubSpot migration cost?

Migration costs vary based on data volume, integration complexity, and the level of customization required. Simple migrations for smaller teams may start at a few thousand dollars, while complex enterprise migrations can reach tens of thousands.

RSM Consulting provides transparent scoping so you understand costs before the project begins. The goal is right-sized solutions that match your actual needs.

Will I lose historical data when migrating from Salesforce to HubSpot?

You should not lose historical data with a properly executed migration. Activities, notes, emails, and deal history can transfer to HubSpot with correct associations intact.

RSM Consulting preserves your institutional memory by carefully mapping relationships between contacts, companies, and deals during the migration process.

Can I run Salesforce and HubSpot simultaneously during migration?

Yes, most migrations include a parallel period where both systems run together. This allows your team to validate data in HubSpot while maintaining business continuity in Salesforce.

RSM Consulting helps you plan this transition period so your team can adopt HubSpot gradually without disrupting active deals.

What happens after the migration is complete?

After migration, your team begins using HubSpot as the primary CRM. Most partners offer a hypercare period to address immediate questions and fix issues that surface during early use.

RSM Consulting offers ongoing support retainers beyond the initial project. This means you have expert help available as your HubSpot needs evolve—not just during the first few weeks after go-live.