Lesson 3 of 6 • 12 min read • Intermediate

Deals & Opportunities

Your revenue pipeline. Learn how deals migrate and why preserving your sales history is critical.

This Is Your Money

Deals are where the rubber meets the road. Every opportunity, won or lost, represents revenue—past, present, or future. When you migrate HubSpot deals to Salesforce, you're transferring your entire sales history, pipeline, and forecast. This has to be perfect.

What Deal Data Transfers?

Deal Basics
Deal name, amount, close date, and probability
Pipeline & Stage
Which pipeline and what stage the deal is in
Associated Records
Linked accounts, contacts, and products
Deal Owner
Sales rep who owns this opportunity
Custom Properties
Every custom deal field you've created
Stage History
When the deal moved between stages
Closed Information
Won/lost status, closed date, and reason
Revenue Details
Amount, currency, and forecast category

Products Come With Your Deals

Here's something important: when we migrate HubSpot deals to Salesforce, we also bring in the products related to your deals. This means you can see exactly what you sold in each opportunity.

What This Means for You

  • Complete deal context: See which products were included in each deal
  • Revenue breakdown: Understand what drove the deal value
  • Sales history: Track what products your team has been selling
  • Accurate reporting: Run product performance reports in Salesforce

Pipeline Preservation

HubSpot allows multiple pipelines with different stages. Salesforce does too, but they're configured differently. Here's how we preserve your pipeline structure:

Step 1: Identify Pipelines

We scan all your HubSpot pipelines (Sales Pipeline, Partner Pipeline, etc.)

Step 2: Map to Salesforce

You map each HubSpot pipeline to a Salesforce opportunity record type

Step 3: Map Stages

We map deal stages to opportunity stages (Qualification → Prospecting, etc.)

Step 4: Preserve History

Deal stage history becomes opportunity field history tracking

Key Takeaways

  • Deals migrate after accounts and contacts (they need both to link to)
  • All deal data transfers: amount, stage, history, custom fields, everything
  • Products related to deals migrate too, so you can see what you sold
  • Pipeline structure is preserved with proper stage mapping
  • Won and lost deals migrate with full history and closed reasons