Industry playbook

Moving a B2B SaaS & technology stack into HubSpot

Start with CRM + lifecycle; integrate subscription and product data.

The playbook

How a B2B SaaS & technology migration runs

Typical source stack

CRM, MAP, sales engagement, help desk, CS

Customer data in scope

Accounts, contacts, deals, tickets, lifecycle and renewal dates

Retain or integrate

Product billing, usage warehouse, product analytics

Recommended approach

Start with CRM + lifecycle; integrate subscription and product data.

The platforms

Platforms in B2B SaaS & technology stacks

Search by name, or filter by how the move is classified.

6

6sense

Marketing Hub

ABM and revenue-intelligence platform. It provides intent data, predictive scoring, segments/audiences, advertising…

Partial move2-16 wksConnector: yes
D

Demandbase

Marketing Hub

Account-based marketing and advertising platform covering account intelligence, intent, segments, ads and sales…

Partial move2-16 wksConnector: yes
T

Terminus

Marketing Hub

Account-based marketing platform covering account targeting, ABM advertising, chat, analytics and sales intelligence.

Partial move2-14 wksConnector: yes
ZS

Zendesk Support

Service Hub

Zendesk Support is a ticketing help desk with users, organizations, tickets, comments, attachments, Help Center…

Replace1-16 wksConnector: no
F

Freshdesk

Service Hub

Cloud help desk with ticketing, contacts, companies, knowledge base, SLA policies and automations.

Replace1-16 wksConnector: yes
I

Intercom

Service Hub

Customer service platform with inbox, tickets, Help Center, workflows and the Fin AI agent.

Replace2-14 wksConnector: unconfirmed
G

Gainsight

Service Hub

Customer success platform (CS, plus separate PX, Communities and Skilljar/Northpass education products) for health…

Partial move2-20 wksConnector: yes
C

ChurnZero

Service Hub

Customer success platform covering health scores, plays, account segments, notes and renewals.

Partial move2-16 wksConnector: yes
T

Totango

Service Hub

Customer success platform covering accounts, health signals, SuccessPlays (playbooks), tasks, touchpoints and…

Partial move2-16 wksConnector: yes
SC

Salesforce CPQ

Revenue Hub

Salesforce CPQ (formerly SteelBrick) is a managed package for configuring, pricing and quoting inside Salesforce…

Partial move3-24 wksConnector: no
SR

Salesforce Revenue Cloud

Revenue Hub

Salesforce's quoting, pricing and revenue-lifecycle suite, built on the Salesforce platform and its standard…

Partial move2-20 wksConnector: yes
OC

Oracle CPQ

Revenue Hub

Cloud CPQ for configuring products, pricing rules, quotes, approvals and documents. Its commerce transactions serve…

Partial move3-24 wksConnector: unconfirmed
SB

Stripe Billing

Revenue Hub

Stripe Billing is Stripe's subscription, invoicing and recurring-payments product. In this motion Stripe stays the…

Integrate1-12 wksConnector: yes
SP

Stripe Payments

Revenue Hub

Payment processing and billing platform with REST APIs. Stripe usually stays as the payment and billing system of…

Integrate1-12 wksConnector: yes
C

Chargebee

Revenue Hub

Subscription billing and revenue management platform for recurring invoicing, payment collection and subscription…

Integrate1-12 wksConnector: yes
C

Clari

Revenue Hub

Revenue platform for forecasting, pipeline inspection, activity capture and conversation intelligence (Copilot). It…

Partial move2-16 wksConnector: unconfirmed
G

Gong

Revenue Hub

Revenue intelligence platform that records and analyzes calls, meetings and emails. It also covers deal and forecast…

Partial move2-16 wksConnector: yes
RI

Revenue.io

Revenue Hub

Salesforce-native revenue orchestration platform combining dialer, sales engagement, conversation intelligence,…

Partial move3-24 wksConnector: unconfirmed
TS

Twilio Segment

Data Hub

Customer data platform that collects events from sources, resolves identities, builds audiences and traits, and…

Partial move2-20 wksConnector: yes
M

mParticle

Data Hub

Customer data platform that collects events and identities, resolves them into profiles with IDSync, and forwards…

Partial move2-20 wksConnector: unconfirmed
R

RudderStack

Data Hub

Warehouse-native, open-source-core customer data platform covering event streaming, Reverse ETL and Profiles…

Partial move2-16 wksConnector: yes
C

Contentful

Content Hub

Headless CMS that stores structured content, assets and metadata, and delivers them through APIs to web and mobile…

Partial move2-16 wksConnector: no
S

Sanity

Content Hub

Headless CMS with a hosted Content Lake of JSON documents, queried through GROQ and HTTP APIs and edited in Sanity…

Partial move2-16 wksConnector: unconfirmed
S

Strapi

Content Hub

Open-source headless CMS with a REST/GraphQL Content API, an admin panel and a media library, and it can be…

Partial move1-16 wksConnector: no
Quick answers

Frequently asked questions

What stays outside HubSpot in b2b saas & technology?

Product billing, usage warehouse, product analytics

How should a b2b saas & technology migration start?

Start with CRM + lifecycle; integrate subscription and product data.

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