Short answer
A Salesforce to HubSpot migration moves accounts, contacts, opportunities, activities and custom objects into HubSpot companies, contacts, deals and custom objects, and rebuilds automation as HubSpot workflows. Firms make the move to simplify administration, improve adoption and bring marketing and sales onto one platform.
Why firms make this move
Many mid-sized firms find they are paying for Salesforce complexity they do not use. HubSpot offers a simpler admin model, strong marketing tools and fast adoption, with Enterprise editions supporting custom objects and permissions for more complex needs.
The key decisions are which Salesforce customizations are still needed, how to model them in HubSpot, and how much history to bring.
What moves
- Accounts, contacts and leads
- Opportunities with stages, products and line items
- Activities, emails, notes and tasks
- Custom objects and their associations
- Campaign and marketing history where needed
- Users, teams and ownership
How the data maps
| From | To |
|---|---|
| Account | Company |
| Contact / Lead | Contact (with lifecycle stage) |
| Opportunity | Deal |
| Opportunity products | Line items |
| Task / Event | Task / Meeting |
| Custom object | Custom object (Enterprise) |
| Flow / process | Workflow |
What to watch out for
- Salesforce customizations with no direct HubSpot equivalent
- Custom objects requiring HubSpot Enterprise
- API limits on the Salesforce side during extraction
- Reports leadership depends on that must be rebuilt
- Seat types and HubSpot credits affecting cost
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 6 to 12 weeks for mid-sized orgs.
Frequently asked questions
Can HubSpot handle our Salesforce custom objects?
Yes, with HubSpot Enterprise, which supports custom objects, associations and permissions.
Can we run both systems during the transition?
Yes. The HubSpot–Salesforce connector can keep data in sync during a phased move.