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Told to move your HubSpot team to Salesforce? Test your plan first

By Shivanath DevinarayananPublished 7 min read
Written forThe Salesforce owner with an org that isn't working“Our Salesforce org is stuck.”

The short answer

Should a small team on HubSpot move to Salesforce, or stay?

Move only when you can name the record, permission or integration your process needs that your HubSpot plan does not give, and the date you hit it. Stay when the problem is a process nobody owns. List your process objects, check each against your plan's limits, and name the day-90 owner. At Mindcat, we start with that test.

A hand points at a pipeline board, one note above a gold ceiling line. Card: Custom objects need Enterprise

Takeaways

  1. 01Name the object, permission or integration your plan lacks, and the date you hit it, or stay.
  2. 02HubSpot custom objects need Enterprise; association labels need Professional or Enterprise.
  3. 03Salesforce Web Services API is a $25 per user per month add-on on Pro Suite and Professional.
  4. 04Count active workflows before any quote: each one is a rebuild, not an export.
  5. 05Name who owns the new system on day 90. A process nobody owns moves with you.

If you run on HubSpot and a partner is pitching you Salesforce, read this first. This is not for teams already contracted to move.

Why does a headcount rule not settle it?

Because it names no plan and no limit. The comparison pages we read for this post give a number of people, anywhere from 50 to 200, below which you are told to stay on HubSpot and above which to move. None of them showed where the number came from. A 20-person team with a custom billing process can outgrow a plan. A 120-person team with plain deals can stay on it for years.

Our rule: move off HubSpot only when you can name the record, permission or integration your process needs that your HubSpot plan does not give, and the date you hit it. Stay when the problem is a process nobody owns. You can do that test in an afternoon, with HubSpot's own help pages open.

If you would rather have someone else do it, send us the process and we write back whether to move, in writing.
A desk with a laptop and checklist under a wall chart showing two open doors, Stay and Move, and the words Name the limit
Stay or move: name the limit first.

Which of your objects sit above your HubSpot plan?

Start with what you track besides contacts, companies and deals: units, contracts, installations, policies, batches. Each one is an object. Then read what your plan allows. These are HubSpot's statements, read on 19 October 2026.

Your process needsHubSpot says
A record type of your own (custom object)An Enterprise subscription is required.
A pipeline for that custom objectAn Enterprise subscription is required.
Labels on how two records relateA Professional or Enterprise subscription is required.
A pipeline for the lead objectA Professional or Enterprise subscription is required.
Extra pipelines, in totalFree tools 0. Starter 15. Professional 100 (350 on Flexible Seats and Credits portals). Enterprise 350.

The pipeline limits depend on your portal's pricing model, so open Data Management, then Data Model, then the Limits tab, and read your own numbers. Do not copy ours.

Five needs and the HubSpot plan each requires, from custom objects (Enterprise) to the Limits tab
Five needs, and the plan each one sits on.

If every object you track fits inside your current plan, the plan is not your reason to move. If one does not, you have a named object and a price question: the next HubSpot tier, or a different system. That is a fair question to ask a partner who pitches Salesforce, and a fair one to ask HubSpot.

What does the same work cost on the Salesforce side?

Check the same needs against Salesforce's own pages, because it has limits and add-ons too. Salesforce's Pro Suite datasheet lists custom apps and objects, approvals and flows, and access to AppExchange. Your order form sets the numbers, so read the edition's comparison chart on the day you decide.

Integrations are where a surprise hides. Salesforce's add-ons page lists Web Services API, which lets other apps connect through REST, SOAP, Bulk and Streaming APIs, at $25 per user per month, billed annually, in USD. It is an add-on for Pro Suite and Professional, and included in Enterprise and Unlimited. If your process leans on an integration, ask what it needs on each side and who pays for it. We have not checked HubSpot's side of that line, so check it yourself.

What does moving cost besides the data?

Every active workflow. Contacts, companies, deals and notes can be exported and imported. Your HubSpot workflows live in HubSpot's workflow tool, and Salesforce does its automation in its own tools, so treat each active workflow as something to rebuild and price, not something to carry across. Count them before anyone gives you a quote.

Do the same for marketing. If your team sends email from HubSpot, ask the partner in writing what replaces it and whether that is a second project.

Hypha, a HubSpot partner, wrote about keeping both systems, from the Salesforce-to-HubSpot side. Its line works in either direction: "The important part is deciding what each system will own before data starts moving between them." Write down what the CRM does for you today beyond the pipeline: who gets notified, what gets created, what reaches finance. That list is the real size of the move. When the CRM has become the connective layer between departments, Hypha calls replacing it "an operational replatforming project", and we agree with that.

Contacts, companies, deals and notes move with an import; workflows, email and system links are rebuilt
What moves with an import, and what you rebuild.

Who owns the new system on day 90?

If you cannot name a person, you are about to move a problem. A team that is unhappy in HubSpot often has the same complaints that would follow it to Salesforce: reps who do not log activity, stages that do not match how deals are really qualified, and a leader who needs a spreadsheet to see the pipeline. A new system does not fix a process nobody owns. It gives that process a new login.

Whichever system you pick, someone has to handle change requests, user setup and release changes after go-live. We wrote how to size that job in the owner question after go-live. Read it before you sign: count 90 days of requests, then decide whether that person is a hire, a retainer or a part of someone's week. If the honest answer is "nobody", stay and fix the process first.

How do you run the test in an afternoon?

Five steps, none of which need us.

  1. 01List every object you track besides contacts, companies and deals, one line each, and the process step that uses it.
  2. 02Check each against your HubSpot plan, using the help pages above and your portal's Limits tab. Mark the ones above your plan.
  3. 03Count your active workflows and the integrations that write to your CRM. Each one is a rebuild.
  4. 04Name the owner of the new system on day 90, and what their week looks like.
  5. 05Write the verdict below in one sentence, with the date you expect to hit the limit.
Five steps: list objects, check your plan, count workflows, name the day-90 owner, write the verdict and date
The afternoon test, in order.
What you foundVerdictWhat has to be true
A named object, permission or integration above your plan, and the date you hit itPrice the moveYou have counted workflows and integrations, and someone owns day 90.
Everything fits today, and a limit is coming within a yearStay, write the trigger dateReview on that date, with the same list.
Everything fits, and the pain is reps not using it or stages nobody trustsStay and fix the processA named owner for the pipeline rules, this quarter.
You cannot name the day-90 ownerStay until you canA moved process with no owner is the same problem on a new system.

The first row is the only reason to move that we would accept. In the other three, moving costs money and brings the same pain along.

When are we the wrong answer?

When you are already contracted to move, or when the work is a software factory with a named delivery date. Our own page says so: "if the work is a software factory with a named delivery date, we are the wrong partner."

If you send us the process, we read it first and write what is worth building. We give no number before week one, and a fixed price for a named piece after it. Stay is a legitimate answer from us, and we put it in writing when the test says so. We do not know your plan or your workflows, so we do not claim Salesforce is better or worse than HubSpot for your team.

For the UAE version of this choice, with Zoho and Bitrix24 in the mix, read CRM in the UAE: how to choose. For a worked example of a HubSpot custom-object limit, read the best CRM for real estate. For what a Salesforce licence includes, see the licensing guide.

If you want the written read, tell us the process you want in Salesforce, the HubSpot plan you are on, and the objects above it. We reply in writing within 24 hours, and the first look is free.

Filed under

Salesforce implementationmove from hubspot to salesforcehubspot to salesforce migrationshould i switch from hubspot to salesforcehubspot custom objects enterprise
Useful to someone on your team?

FAQ

Questions teams ask next

Do you need HubSpot Enterprise for custom objects?
Yes. HubSpot's help pages say an Enterprise subscription is required to create custom objects and to manage custom object pipelines. Association labels, which describe how two records relate, need Professional or Enterprise. Check which subscription your portal has before you decide that HubSpot is too small.
How many custom pipelines does HubSpot allow?
HubSpot's page gives limits by plan and by portal pricing model. On seat-based portals: Starter 15, Professional 100, Enterprise 350. On Flexible Seats and Credits portals: Starter 15, Professional 350, Enterprise 350. Free tools get none. Open the Limits tab of your Data Model to see your own.
Does Salesforce Pro Suite have custom objects?
Salesforce's Pro Suite datasheet lists custom apps and objects, approvals and flows, and AppExchange access. Other limits depend on your order form. Read the edition's own comparison chart on the day you decide, because Salesforce changes plan contents and names.

Sources

  1. 01HubSpot: Create and edit custom objectsAccessed 19 Oct 2026
  2. 02HubSpot: Understand objects, records, properties and associationsAccessed 19 Oct 2026
  3. 03HubSpot: Set up and customize pipelinesAccessed 19 Oct 2026
  4. 04Salesforce: Pro Suite datasheetAccessed 19 Oct 2026
  5. 05Salesforce: Platform add-ons and pricingAccessed 19 Oct 2026
  6. 06Hypha: Can HubSpot replace Salesforce?Accessed 19 Oct 2026
Shivanath Devinarayanan, founder of Mindcat

Written by

Shivanath Devinarayanan

Founder, Mindcat Consulting · Salesforce MVP Hall of Fame

Runs 200+ agents in production. Reads every brief that comes in and signs the work that goes out.

About Shivanath

Implement Around Your Process · the written assessment

We work in real estate and right now, our Salesforce org is stuck.

Industry
Problem

Brief: Real estate. Leads from portals and WhatsApp. Follow-up has no owner. The org is stuck. Stabilise first, then decide what is worth finishing. From: /blog/hubspot-vs-salesforce-stay-or-move.