Why Migrate from HubSpot to Salesforce?
Many businesses start with HubSpot for its ease of use but eventually need to migrate HubSpot to Salesforce as they scale. Salesforce offers more advanced customization, deeper analytics, and enterprise-grade features that growing companies require.
The HubSpot to Salesforce migration process can seem daunting, but with the right approach and tools, you can transfer HubSpot contacts to Salesforce, migrate deals, companies, and custom fields without losing data or disrupting your business operations.
Before You Start: Migration Checklist
Before beginning your HubSpot Salesforce data transfer, ensure you have:
Step 1: Connect Your HubSpot Account
The first step in your HubSpot to Salesforce migration is connecting your HubSpot account. You'll need to create a Private App in HubSpot to generate an API access token.
How to Get Your HubSpot API Token
Follow these steps to create a Private App and generate your access token:
Steps to Get Your HubSpot API Token
1. Log into HubSpot
Navigate to your HubSpot account at app.hubspot.com
2. Access Settings
Click the settings icon (gear icon) in the top navigation bar
3. Navigate to Integrations
In the left sidebar, go to Integrations → Private Apps
4. Create a Private App
- Click "Create a private app" button
- Give your app a name (e.g., "Salesforce Migration Tool")
- Add a description (optional)
5. Configure Scopes
Go to the Scopes tab and select the required permissions:
6. Create the App
- Click "Create app" button
- Review the warning dialog and click "Continue creating"
7. Copy Your Access Token
- Click "Show token" button
- Copy the access token (starts with pat-na1-...)
Important: Store this token securely - you won't be able to see it again. If you lose it, you'll need to generate a new one.
Step 2: Connect Your Salesforce Account
After connecting HubSpot, you'll need to authorize access to your Salesforce account. This uses OAuth 2.0 for secure authentication.
Step 3: Create Salesforce Users
Before migrating data, you need to ensure all HubSpot users exist in Salesforce to preserve HubSpot data in Salesforce with correct record ownership.
Our automated HubSpot Salesforce migration tool will:
Step 4: Select What Data to Migrate
Choose which HubSpot objects you want to move from HubSpot to Salesforce. Common objects include:
Contacts
Individual people and their information
Companies
Organizations and account data
Deals
Sales opportunities and pipeline
Activities
Tasks, notes, emails, and meetings
Products
Product catalog and line items
Quotes
Sales quotes and proposals
Learn more about what data can be migrated in our Data Mapping Guide.
Step 5: Review Field Mappings
One of the most critical steps when you migrate HubSpot custom fields to Salesforce is ensuring proper field mapping. Our tool automatically maps standard fields and suggests mappings for custom fields.
Automatic Field Mapping Features:
Step 6: Handle Contact Migration
When you transfer HubSpot contacts to Salesforce, you have flexibility in how contacts are handled:
Option 1: Contacts Only
All HubSpot contacts become Salesforce Contacts
Option 2: Leads Only
All HubSpot contacts become Salesforce Leads
Option 3: Split by Lifecycle Stage
Automatically route based on HubSpot lifecycle stage (e.g., Subscribers → Leads, Customers → Contacts)
Step 7: Run Pre-Flight Validation
Before executing your HubSpot to Salesforce data transfer, run a validation check to catch potential issues:
Step 8: Execute the Migration
Once validation passes, you're ready to start your HubSpot to Salesforce migration. Our tool provides:
Average Migration Speed: 1,650 records per minute. Most migrations complete in under 2 hours.
Step 9: Verify Your Data
After your HubSpot Salesforce data transfer completes, verify everything migrated correctly:
Common Migration Challenges
Here are common issues when you migrate from HubSpot to Salesforce and how to solve them:
Problem: Custom fields don't exist in Salesforce
Solution: Use our one-click field creation feature to create them during migration
Problem: Picklist values don't match
Solution: Map HubSpot values to existing Salesforce picklist options or create new ones
Problem: Users don't exist in Salesforce
Solution: Create Salesforce users directly in the wizard before migrating data
Problem: Duplicate records
Solution: Our tool checks for duplicates based on email and prevents duplicate creation
Migration Cost and Timeline
How Long Does HubSpot to Salesforce Migration Take?
The HubSpot to Salesforce migration time depends on your data volume:
Small
< 10,000 records
30-60 minutes
Medium
10,000-50,000 records
1-2 hours
Large
> 50,000 records
2-4 hours
How Much Does HubSpot to Salesforce Migration Cost?
The HubSpot to Salesforce migration cost varies by provider:
Manual Migration: $0 (but takes weeks)
Export/import CSV files, manually map fields, fix errors
Consulting Services: $5,000-$50,000+
Hire a Salesforce consultant to handle the migration
Data Booster: One-time payment, no subscription
Automated migration in under 2 hours. See pricing
Ready to Migrate from HubSpot to Salesforce?
Start your migration today and complete it in under 2 hours with our automated tool.