When you migrate from HubSpot to Salesforce, everything moves—companies, contacts, deals, activities, and more. This guide shows you exactly what transfers and how it all connects.
Understanding what data migrates is the first step to a successful HubSpot to Salesforce migration. Our HubSpot to Salesforce migration tool transfers all your critical business data while preserving relationships between records.
Think of your data like a family tree—you can't have children without parents first. That's why we migrate in a specific order, ensuring every record has a home before we add records that depend on it.
Each learning path breaks down a different type of data. Start with Companies & Accounts to understand the foundation, then explore the rest.
Learn how HubSpot companies become Salesforce accounts and why they're the foundation of your data.
Understand contact migration, account relationships, and how to preserve lifecycle stages.
Discover how deals transfer with full pipeline history, stages, and revenue data intact.
See how your product catalog and deal line items migrate with pricing and quantities preserved.
Learn how tasks, calls, meetings, and emails transfer to maintain your complete activity timeline.
Understand how documents, images, and files migrate while staying connected to their parent records.
Understanding the sequence helps you see how your data connects
Accounts are the foundation. Everything else connects to them—contacts work at companies, deals are with companies, activities happen with companies.
Once accounts exist, we migrate contacts and link them to their companies. Now you have both organizations and people.
With accounts and contacts in place, we migrate deals and connect them to the right companies, contacts, and sales reps.
Products, line items, activities, emails, and files all migrate after the core records exist, ensuring every piece of data has a proper home.
Now that you understand what data migrates, see how our tool makes the entire process simple and automated.