HubSpot and Salesforce: How to Integrate and When to Migrate

Welcome to SmartBug on Tap. In this episode, "HubSpot and Salesforce: How to Integrate and When to Migrate," we tackle one of the biggest questions B2B companies face: Should you keep both HubSpot and Salesforce connected—or is it time to fully switch?

Join Casey Peddicord, Senior Director of Channel Sales at SmartBug, and Alex Bisaillon (a.k.a. “Biz”), a Solution Architect at SmartBug, as they break down how to decide between integrating and migrating, based on real-world experience helping companies align their revenue tech stacks.

🎤 Speakers
Casey Peddicord (Host): Senior Director of Channel Sales at SmartBug, helping companies build revenue operations systems that drive scale
Alex Bisaillon (Guest): Solution Architect at SmartBug with over a decade of experience in HubSpot and Salesforce systems, integrations, and platform strategy

📚 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)

📣 Thinking about migrating off Salesforce or improving your integration?
We’ve helped hundreds of companies build clean, scalable integrations—or fully transition from Salesforce to HubSpot. If you’re exploring either path, we’d love to talk.

👉 Contact SmartBug: https://www.smartbugmedia.com/contact-us
👉 Contact Casey: cpeddicord@smartbugmedia.com
👉 Contact Biz: abisaillon@smartbugmedia.com

🔔 Subscribe to our channel and turn on notifications to keep learning how to get more out of your HubSpot investment with expert-level strategies and platform tips.

💬 Are you currently juggling Salesforce and HubSpot? Tell us what’s working (or what’s not!) in the comments. 👇

#HubSpotCRM #SalesforceIntegration #HubSpotMigration #SmartBugMedia #CRMStrategy #RevOps #B2BMarketing #SalesEnablement #MarketingOperations #HubSpotExperts #RevenueTechStack #SalesforceToHubSpot #PlatformStrategy

Видео HubSpot and Salesforce: How to Integrate and When to Migrate канала Learn & Grow with SmartBug