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.
Start free assessmentWhat lands in HubSpot CRM, with its history and attachments.
Salesforce CRM
HubSpot 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
- 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
Comprehensive by default, customizable on request.
Relationships, not just records
The graph survives. Deals stay attached to the right contacts and companies, activities stay on the record they belong to, and many-to-many links are rebuilt in HubSpot CRM.
Your custom fields come with you
They are found in Salesforce CRM and created in HubSpot CRM before a single record is written. Not flattened into a notes field.
History, not just the current state
Notes, calls, emails and meetings, with their file attachments, owners and timestamps intact.
Owners, pipelines and stages are reconciled
Matched to your HubSpot CRM users and stages rather than reset to a default.
Nothing is silently rewritten
Where a conversion is genuinely lossy, the original value comes across alongside the converted one, so you can always see what the data was before we touched it.
A field with no home is brought along
If HubSpot CRM has no native place for something you use, we can create one for it rather than drop it.
Every write can be undone, and a stop is only a pause.
Undo the whole thing
Every write into HubSpot CRM is recorded, so one action reverses the migration. If it is not what you expected, restore and retry.
Paused, not lost
A stop, an error or an API limit pauses the run at its last checkpoint rather than killing it. Nothing is lost and nothing is written twice.
Read-only in Salesforce CRM
Nothing is ever written back into Salesforce CRM. It is the system you are leaving, and we only read it.
A last catch-up before you switch over
After the main load, one action brings across everything that changed in Salesforce CRM since, so you can verify with both systems live and then switch over.
What an undo takes back out
In HubSpot CRM after the migration
After you undo
- Every record we wrote
- Removed
- The history and attachments that came with them
- Removed
- The custom fields we created to hold them
- Left in place, emptyHidden from your page layouts. We can clear them up separately, on request.
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 a single record is written. You see that mapping 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 our team sets 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 and events land as HubSpot activities on the record they belong to, with the files still attached and the owners and timestamps intact.
- Who actually runs the migration?
- You create an account, connect both apps, and get the free assessment. Our team runs the migration itself and stays reachable while it does. Nothing moves until you ask for it.
- Can I keep working in Salesforce while this happens?
- Yes. Nothing is ever written back into Salesforce, we only read it. After the main load, one action brings across everything that changed in Salesforce since, so you can verify with both systems live and switch over when you are ready.
- What if the result is not what I expected?
- Every write into HubSpot is recorded, so one action takes every record we wrote back out again. You can sort out what was wrong and run it again.
- What does it cost?
- One price, one time, based on how many records the migration moves. The free assessment counts them in your Salesforce and gives you the exact price before you commit to anything. There is no subscription and no card form.
Next step
Create an account, connect Salesforce CRM and HubSpot CRM, and see what will come across before you commit to anything. Nothing moves until you ask for it.
Start free assessment