Moving from HubSpot to Salesforce? We have uploaded historical HubSpot data into Salesforce and moved HubSpot accounts across. Contacts, companies and deals come over with their links, and the notes, emails, calls and files behind them come too, on the right records, with owners and dates kept.
900+ integrations completed · Salesforce partner · We sign BAAs
How a HubSpot to Salesforce data migration runs
Records and associations from HubSpot exports, activities and files through the API
Properties to fields, lifecycle stages and pipelines to Salesforce values
Accounts, contacts, opportunities, then activities and files, tested in a sandbox first
HubSpot's record export covers contacts, companies, deals, tickets, calls and custom objects, with their property values and associations, as CSV or Excel files. That gives us the records and which contact belongs to which company and deal.
Activities are a different story. HubSpot's own help pages say contact activities like calls and notes are not part of the standard export, and point to individual exports, activity reports or the engagements API. So notes, emails, calls and meetings are pulled through the API, with their dates and associations.
Files in HubSpot's files tool download one at a time, so files and attachments are pulled through the API too, then loaded into Salesforce Files on the record they belong to.
What's included
HubSpot contacts land as Salesforce leads or contacts, by a rule you choose, such as lifecycle stage.
HubSpot companies become accounts, with contacts linked by their HubSpot company ID.
Deals become opportunities on the right account, and each HubSpot pipeline and stage maps to a Salesforce stage and sales process.
Tickets become cases where service history needs to come over.
Notes and logged emails loaded as activities on the right contact, account or opportunity, with original dates.
Calls go to a custom activity object so long notes fit; meetings become events.
Attachments pulled through the API and loaded into Salesforce Files, counted against file storage.
Custom properties mapped to fields, dropdown values mapped to picklist values, and anything without a home built in Salesforce first.
HubSpot owners matched to Salesforce users, with inactive users for people who have left, and original created dates kept.
Merged before the load and caught after it by duplicate rules on phone and email.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We look at your HubSpot portal and your Salesforce org and tell you how your data should land. No obligation.
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How it works
Your HubSpot objects, properties, pipelines and activity history, and your Salesforce org.
Priced by project, not by the hour. You approve before we start.
Records exported, activities and files pulled, mapping signed off, sandbox load checked.
Production loaded and checked against HubSpot, then your team moves over.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Yes. They are not in HubSpot's standard record export, so we pull them through HubSpot's API and load them as activities on the right records with their dates.
That is your call, and we help you make it. One way to split them is by lifecycle stage: people not yet qualified as leads, customers and qualified people as contacts on an account.
Each pipeline and stage maps to a Salesforce opportunity stage, with a sales process or record type per pipeline where they differ.
Yes. They are pulled through the API and loaded into Salesforce Files on the right records.
Yes. The migration can move the CRM data and leave marketing in HubSpot; we scope how the two should stay in step on the call.
By project, not by the hour. The first call is free, and you get a project quote after it.
