A smooth migration from Salesforce to HubSpot

Saysimple is a platform that helps companies centralise their customer communication with smart automations. With Saysimple, you streamline the interaction between your organisation and your customers, resulting in faster response times, higher customer satisfaction and more efficient internal processes. Easily add channels, such as WhatsApp, Instagram, Messenger and webchat, to communicate personally and at scale from one clear platform.

Carel Schrier

1 Jul 2026 - 9 min leestijd

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A smooth migration from Salesforce to HubSpot

Smart data imports

Training & adoption

Strategic guidance

About Saysimple

Switch from Salesforce to HubSpot

Looking for even better collaboration

Saysimple had been using Salesforce in combination with Pardot for some time to streamline sales and marketing activities. The service department, however, used a separate system, which caused internal communication to become fragmented. In addition, the integration between the website and Pardot was not optimal, and several other areas for improvement were visible.

During the first conversations, we therefore mapped out all wishes and needs in detail. It quickly became clear that HubSpot would be a perfectly suited alternative, a match made in heaven! Marketing, sales and service now work seamlessly together within one integrated system. Thanks to the various integrations, Saysimple can now deploy its processes even more efficiently.

Integration with multiple systems

All key data available in one place

Purchasing HubSpot is only the beginning, the real work starts after that. HubSpot offers countless standard integrations as well as the option to build custom solutions. For Saysimple, the integration with Stripe was essential, so that financial information became directly visible on the customer record.

We also built integrations with, among others, Bubble (for call integration), Exact (the accounting package) and Slack (for internal communication). These integrations ensure that data is automatically written to the customer record, resulting in a complete 360-degree customer view. Crucial for optimal collaboration and for working together more efficiently and effectively.

Approach

Tight planning & maximum results

With a strategic approach and a clear step-by-step plan, we ensure that migrations from Salesforce to HubSpot run smoothly and successfully. We focus on a seamless transition in which data, processes and teams are optimally aligned. The result: a perfectly set up HubSpot environment that delivers maximum value from day one.

Our approach consists of five clear steps.

We start with a thorough analysis of existing processes, workflows and data structures. What is working well? Where are the bottlenecks? And how do we align HubSpot with this in the best possible way? Based on this, we create a concrete and clear migration plan, with room for optimisations, so that HubSpot delivers value right away.

Valuable data must above all be usable. That is why we ensure careful field mapping and a controlled transfer of all customer data. Redundant or outdated data is cleaned up, so that HubSpot not only works more efficiently but also stays organised. Every field and every data connection is carefully assessed.

We set up HubSpot fully to measure: customised pipelines, smart marketing tools, workflows that take work off your hands, and dashboards for real-time insight. We also build integrations with existing systems, so that everything works together perfectly. The result is a powerful, efficient and scalable platform.

Before going live, we test every component in detail: data transfer, workflows, forms, reporting and more. Together with the customer, we process feedback right away. Thanks to this iterative approach, HubSpot fits perfectly with day-to-day practice and adoption becomes easier.

A good system only becomes truly valuable once teams can actually work with it. That is why we provide hands-on training with clear explanations, practical examples and tips. We remain available for questions and actively contribute ideas for optimisations. This way, Saysimple benefits not only now but also in the future from an optimally set up HubSpot environment.

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“The switch to HubSpot has not only given us more overview, but also real connection between teams. It feels like every department is finally speaking the same language.”

Joey Drieskens Customer Success & Retention Marketeer