Welcome to SmartBug on Tap. In this episode, "HubSpot and Salesforce: How to Integrate and When to Migrate," SmartBug's Senior Director of Channel Sales Casey Peddicord and Solution Architect Alex Bisaillon (a.k.a. “Biz”) tackle one of the biggest questions B2B companies face: Should you keep both HubSpot and Salesforce connected—or is it time to fully switch? They break down how to decide between integrating and migrating, based on real-world experience helping companies align their revenue tech stacks.
📚 What You’ll Learn:
- When to integrate Salesforce and HubSpot—and how to do it right
- When it makes more sense to fully migrate from Salesforce to HubSpot
- How to avoid common integration traps that lead to reporting gaps and sales friction
- The truth about Salesforce complexity vs. HubSpot usability
- How to identify the true source of truth in your CRM ecosystem
- What your team needs to prepare before making a platform switch
💡 Key Highlights and Moments
[00:14] Welcome and why this integration/migration debate matters now
[02:00] Most common reasons companies integrate HubSpot and Salesforce
[03:42] What makes a HubSpot/Salesforce integration actually successful
[05:30] Signs your integration isn’t working as intended
[07:29] Choosing the right source of truth (and why it matters for reporting)
[09:09] Red flags that it’s time to consider migrating off Salesforce
[12:47] Getting stakeholder buy-in for a big move to HubSpot
[14:24] How to execute a successful phased migration strategy
[22:44] Top migration tips from hundreds of real-world client projects
[28:55] What to look for in a migration partner (and red flags to avoid)
🚀 Connect with our experts:
👉 Contact SmartBug: https://www.smartbugmedia.com/contact-us
👉 Contact Paul: pschmidt@smartbugmedia.com
👉 Contact Biz: abisaillon@smartbugmedia.com
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