Short answer
A HubSpot to Salesforce migration moves companies, contacts, deals, tickets and activity into Salesforce accounts, contacts, opportunities and cases, and rebuilds workflows as Salesforce flows. Firms usually move when they need deeper customization, an industry data model such as Financial Services Cloud, or enterprise-scale reporting and security.
Why firms make this move
HubSpot is fast to adopt, but some firms reach the point where they need complex processes, granular sharing, industry objects or integrations with core systems that Salesforce handles better. Many keep HubSpot for marketing and move sales and service to Salesforce, connected by the native connector.
Deciding what stays in HubSpot and what moves is the first design decision.
What moves
- Companies, contacts and their associations
- Deals, pipelines and line items
- Tickets and conversations
- Emails, calls, meetings, notes and tasks
- Custom objects and properties
How the data maps
| From | To |
|---|---|
| Company | Account |
| Contact | Contact or person account |
| Deal | Opportunity |
| Ticket | Case |
| Workflow | Flow |
| Custom object | Custom object |
See the field-by-field map ↓ · Migration architecture ↓
What to watch out for
- Lifecycle stages that need a Salesforce equivalent
- Associations that become lookups or junction objects
- Marketing data if HubSpot marketing is retired
- Sharing model design that HubSpot did not need
How Vantage Point runs the migration
- Discovery and data inventory: what exists, what is clean, what is worth moving
- Target design: objects, record types, households or companies, ownership and security
- Field-by-field data mapping document, signed off by business owners
- Cleanup and deduplication before the move, not after
- Test loads into a sandbox with reconciliation reports
- User acceptance testing with real scenarios
- Cutover: final delta load, integrations switched, old system set to read-only
- Hypercare and adoption support
Typical timeline
Typically 8 to 14 weeks, depending on whether HubSpot marketing stays.
Frequently asked questions
Should we keep HubSpot for marketing?
Often, yes. Many firms run HubSpot marketing on a Salesforce CRM using the native connector.
What about Financial Services Cloud?
If you are a financial firm, migrating directly into FSC gives you households, financial accounts and action plans from day one.