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crm migration
Salesforce CRMHubSpot CRM

Move your Salesforce CRM data into HubSpot CRM

Your custom fields, your history, your relationships. Not only the fields both apps happen to have in common.

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We run Salesforce CRM to HubSpot CRM migrations. The assessment is free and comes before any commitment.

Running this for a client? Explore partnership options.

What moves

See where each object lands in HubSpot CRM.

Salesforce CRM

Accounts
Companies
Contacts
Contacts
Leads
Contacts
Person Accounts
Contacts
Opportunities
Deals
Tasks and events
Activities on the record they belong to with the files still attached
Notes
HubSpot notes, on the record they were written about
Opportunity record types and stages
Deal pipelines, each with its own stages
Custom fields
Created as custom properties on the object they belong to
Users
Matched to your HubSpot owners by email
Contact and company links
HubSpot associations, including many to many
Attached files
HubSpot files, on the record they belong to
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What comes across

Keep the data that matters to you.

Keep records connected

Keep deals linked to contacts and companies, and activities linked to their records in HubSpot CRM.

Your custom fields come with you

We find your custom fields in Salesforce CRM and plan how their values will travel to HubSpot CRM before migrating their records.

Bring your activity history

Your activity history arrives on the record it belongs to. This page names which types transfer and any limit on them.

Match owners, pipelines and stages

We match them to your HubSpot CRM users and stages.

Review changes before the run

The plan flags values that change during migration. The original value comes across beside the converted one.

Keep data with no matching field

Where possible, we create a field in HubSpot CRM for data with no matching field.

A Contacts plan showing standard fields, a custom field, usage percentages and migration switches.
Demo output. Our HubSpot demo uses synthetic records. This Contacts plan shows custom field usage and which fields will migrate. View at full size.

Demo output from our own system. Synthetic records, not customer data.

Limits and changes

Know what changes and what stays behind.

Each row explains a limit and what you can do about it. Open the details for the reason and supporting source.

Needs setup or a plan change

A custom object type has to exist in HubSpot before its records can land

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HubSpot lets a connected app define a new custom object type only after HubSpot has reviewed that app, and only on its Enterprise plans.

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So where you use Salesforce custom objects, we set the type up with you first rather than creating it behind your back, and the records and their fields follow.

How many custom fields HubSpot will hold depends on your plan

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The number of custom properties you can create per object depends on your HubSpot subscription. If an object in Salesforce carries more custom fields than your plan allows, they cannot all land.

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The free assessment counts them first, so you see that before you commit.

Missing required fields can block records

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HubSpot rejects records that are missing fields your admin requires. Some fields are required only when another field has a particular value. We report which field is missing so you can correct it.

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We report missing required fields during the migration. The assessment does not check these rules. Fill in the missing values in your source CRM or ask your HubSpot admin to change the rule, then we retry without duplicating records.

Linking records requires Edit Associations permission

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HubSpot calls links between records associations, such as a deal linked to a company. Without Edit Associations permission, HubSpot blocks us from creating those links.

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Connect using a HubSpot user with Edit Associations permission. If you have already connected, ask your admin to grant that user the permission. We can then retry the missing links.

Stay in control

Paused runs resume. You can undo the migration.

Undo the migration

One action removes the records we wrote to HubSpot CRM. Review what will remain before you undo and retry.

Paused runs resume

A paused run resumes where it stopped, without losing progress or duplicating records.

Read-only in Salesforce CRM

We only read Salesforce CRM. Nothing is written back to it.

Catch up before switching over

Keep working in Salesforce CRM while you check the results. Then bring across the latest changes before switching over.

What undo removes and what remains

In HubSpot CRM after the migration

The records we wrote
Removed
The history and attachments that came with them
Removed
Except products and price lists, where we brought them across
Left in placeThese may be used in your quotes or reports, so removing them could affect other work.
The custom fields we created
Left in place, emptyWe can remove these separately on request.
What it costs

One payment, based on the records you move.

From $799

Covers up to 20,000 records. Larger migrations use higher tiers. You pay once per migration, with no recurring charge.

Get your exact price for free

Connect Salesforce CRM to see your record count and price before you commit.

A 30-day money-back guarantee

Ask for a refund within 30 days of your migration being marked complete. We reverse the migrated data out of HubSpot CRM and refund you.

View pricing.

FAQ

Questions about moving Salesforce CRM to HubSpot CRM

Will my Salesforce custom fields come across?

Yes. The free assessment finds them in Salesforce, and they are created as custom properties on the matching HubSpot object before records are migrated. You see that on your plan before anything runs, and you can drop the custom fields nobody fills in any more rather than carry them over.

What happens to my Leads and Person Accounts?

Both land as HubSpot Contacts, which is where HubSpot keeps people. Accounts become Companies and Opportunities become Deals, so the shape of your pipeline comes with you.

What about my Salesforce custom objects?

We agree which ones are coming during the assessment, and we set each one up in HubSpot with you first. Once the object is there, its records and their fields follow.

What happens to my activity history?

Your Salesforce tasks, calls, emails and events land as HubSpot activities on the record they belong to, with the files still attached and the owners and timestamps intact. Your Salesforce notes come across too. Salesforce keeps a note as a file on the record, so we read them the way we read your files, and each one lands as a HubSpot note on the record it was written about, dated when it was written.

Who actually runs the migration?

We run the migration and stay reachable. Connect Salesforce for the free assessment and price, then HubSpot to complete the plan. Nothing moves until you ask.

Can I keep working in Salesforce while this happens?

Yes. We only read Salesforce and never write back to it. Keep working while you check the results, then bring across the latest changes before switching over.

What if the result is not what I expected?

You can undo the migration, correct the issue and run again. Created fields, shared catalogue data and any other items listed as retained stay in place.

What does it cost?

One payment, based on the records that move. The free assessment of Salesforce gives you the exact count and price before you commit. Payment is by invoice, with no subscription.

Next step

Create an account and connect Salesforce CRM for your free assessment. See your record count and price before you commit. Nothing moves until you ask.

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