From HubSpot to Salesforce
in 4 Weeks — B2B SaaS
A 25-person B2B Analytics SaaS team outgrew HubSpot after closing their Series A. TrueSolv migrated the full CRM to Salesforce in 4 weeks — zero records lost, pipeline visibility up 40%.
HubSpot couldn't keep up with post-Series-A complexity
A 25-person B2B Analytics SaaS team in the United States had been using HubSpot to manage their sales pipeline. After closing a Series A round, they realised HubSpot no longer matched the complexity of their deals or the reporting expectations of their investors. Leads were falling through the cracks, forecasts were unreliable, and no one could answer how much was actually in the pipeline with any confidence.
- Dirty CRM data: Duplicate contacts and inconsistent deal fields across HubSpot data.
- Process gaps: No standardised opportunity stages or shared definitions across the team.
- Lead assignment: Lead routing handled manually — some leads went uncontacted for days.
- No reliable forecast: Sales forecasts built in spreadsheets, updated on gut feel.
- Migration risk: Risk of data loss or business disruption during the migration window.
A complete Salesforce setup and clean migration in 4 weeks
TrueSolv delivered a complete Salesforce setup and HubSpot-to-Salesforce migration under the Growth package. The full project, from discovery call to go-live, was completed in four weeks.
Designed a SaaS-specific data model in Sales Cloud with custom fields for subscription type, contract value, and trial status. Configured user roles, profiles, and permission sets to match the team structure.
Ran a full audit of all HubSpot records before migration. Removed duplicates, normalised field values, and mapped every HubSpot property to the correct Salesforce field. Migrated 5,000+ contacts, companies, and deal records with complete history and zero data loss.
Defined standardised opportunity stages with clear entry and exit criteria. Built quota targets for each sales rep and surfaced them in a shared dashboard accessible to the VP Sales.
Configured automatic lead routing rules based on account size and territory. Set up email and calendar sync so all outbound activity is captured in Salesforce without manual logging.
Delivered a real-time pipeline dashboard covering open pipeline by stage, deal velocity, and rep-level performance. Leadership now starts every week with a single, trusted number.
"Our investors kept asking for pipeline numbers and we genuinely didn't know. TrueSolv moved us from HubSpot to Salesforce in four weeks, and I haven't opened a forecasting spreadsheet since."
The migration was the thing we kept putting off because we were scared of breaking something. TrueSolv ran a full audit first, cleaned out years of duplicates, and moved everything over with zero loss. From day one in Salesforce, the pipeline was clean, leads were routing automatically, and we finally had a number we could put in front of our board. The 90% forecast accuracy within 30 days was genuinely surprising — I'd expected months of tuning.
Clean data, reliable forecasts, and a pipeline the board trusts
The migration delivered immediate results — from data quality and lead capture through to forecasting accuracy and onboarding speed.
Built with
Your Series A pipeline deserves
better than HubSpot and spreadsheets.
If your forecasts live in a spreadsheet and leads are falling through the cracks, we'll migrate you to Salesforce in 4 weeks — zero data loss, full pipeline visibility from day one.
Other Case Studies
Salesforce + Stripe Integration for Subscription Billing
Connected Salesforce with Stripe — real-time MRR sync, renewal automation, churn alerts.
Salesforce Transformation for a National UK Nonprofit
Custom LWC, Google Maps service directory, and workflow automation.
User Management with a Custom AppExchange Package
Automated user permissions for 1,000+ users. Passed Salesforce Security Review.
Learn More In Blog
Insights, how-to's and Salesforce best practices from the TrueSolv team
Zero Copy Data Strategy For Salesforce Leaders
Your data pipeline costs are high because duplication is still the default. Zero Copy changes that entirely.
How to Upload Custom Metadata Type Records from CSV
Salesforce said no to Data Loader for custom metadata. Here is what actually works for admins who hit this wall.
Data 360 Lineage For Trusted Numbers
Two reports. Two very different numbers. One very uncomfortable meeting. Here's how Data 360 Lineage solves it.
Salesforce External Client Apps Integration Governance
Most orgs have integrations nobody fully owns. Built by a consultant who left, configured by an admin who guessed.
Salesforce Health Check Service for Secure CRM
Find security gaps, slow automation, dirty data, and brittle integrations — then fix them.
Salesforce Spring '26 Release — Top Features by TrueSolv
Spring '26 brings meaningful updates to Agentforce, Einstein, and Flow.
