---
title: "Step-by-step guide: Salesforce to HubSpot migration guide"
description: Learn how to migrate from Salesforce to HubSpot with this detailed step-by-step guide, covering everything from planning to post-migration optimisation.
image: https://pixel-lab.uk/hubfs/PL_Linked_in_FRI_Migration.jpg
---

![Step-by-step guide: Salesforce to HubSpot migration guide](https://pixel-lab.uk/hubfs/PL_Linked_in_FRI_Migration.jpg)

# Step-by-step guide: Salesforce to HubSpot migration guide

Migrating from **Salesforce to HubSpot** is a significant move that requires careful planning and execution to ensure data integrity, workflow continuity, and minimal downtime. Below is a **detailed step-by-step guide** covering everything from preparation to post-migration optimisation.

Salesforce to HubSpot migration

4:28

## Step 1. Pre-migration planning

Define Objectives and Stakeholders

- Identify key reasons for migrating (cost, usability, marketing needs, etc.)
- Appoint a migration lead and team from sales, marketing, and IT

Audit Existing Salesforce Data

- Assess data types: Leads, Contacts, Accounts, Opportunities, Activities, Custom Fields
- Identify obsolete, duplicate, or unused data to clean up
- Document all Salesforce customisations (objects, workflows, reports)

Map Data Structure

- Match Salesforce objects to HubSpot equivalents:
  
    - **Contacts** → Contacts
    - **Accounts** → Companies
    - **Opportunities** → Deals
    - **Tasks/Events** → Activities
- Note custom fields and plan their recreation in HubSpot

Evaluate HubSpot Licenses and Features

- Ensure chosen HubSpot plan (CRM Suite, Sales Hub, etc.) covers necessary features
- Understand limitations on API usage, record limits, and workflows

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## Step 2. Salesforce data cleanup

Remove Redundancies

- Deduplicate contacts, companies, and deals using Salesforce tools or third-party apps

Standardise Fields

- Normalise values in picklists (e.g., Country, Industry)
- Rename fields if needed for clearer mapping

Export Cleaned Data

- Use Salesforce's Data Export or Data Loader to extract CSVs
- Export each object separately (Contacts.csv, Companies.csv, etc.)

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## Step 3. Prepare HubSpot for import

Customise HubSpot Properties

- Create **custom properties** in HubSpot to match Salesforce fields
- Setup **custom deal pipelines** if necessary

Define Import Order

1. Users (invite users and assign roles)
2. Companies
3. Contacts (with Company ID mapping)
4. Deals (linked to Contacts/Companies)
5. Activities (calls, tasks, notes, emails – if using third-party tools)

Setup Integrations

- Decide whether to use:
  
    - HubSpot's **Salesforce Integration** (for parallel running)
    - **Third-party migration tools**: Trujay, Import2, Data2CRM
    - **Manual CSV Import**

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## Step 4. Migrate the data

Option 1: Manual CSV Import

- Use HubSpot’s guided CSV import wizard
- Import in batches respecting order:
  
    - Companies → Contacts (with Company Domain) → Deals
- Match fields manually during import
- Use unique identifiers (e.g., Salesforce ID stored in a custom field) to maintain relationships

Option 2: Use a Migration Tool (Recommended for complex setups)

- Tools like Syncmatters:
  
    - Automate field mapping
    - Maintain record relationships
    - Offer rollback options

Migrate Activities and Attachments (Optional)

- Use APIs or tools like ShuttleCloud or HubLynx to transfer:
  
    - Emails, Notes, Tasks
    - File attachments
- HubSpot API may be needed for historical email logging

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## Step 5. Validate data post-migration

Spot Check Critical Records

- Confirm data integrity in sample records (contacts, deals)
- Ensure associations (Contacts ↔ Companies ↔ Deals) are correct

Review Custom Properties

- Verify dropdown values, required fields, and formatting

Confirm Workflows and Lists

- Recreate Salesforce workflows in HubSpot using Automation
- Rebuild segmented lists for marketing or reporting

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## Step 6. Go live and enable users

Training and Documentation

- Provide team training on HubSpot’s navigation, tools, and reports
- Share quick-start guides for common actions

Decommission Salesforce

- After 1-2 weeks of dual-system validation, turn off Salesforce access
- Cancel licenses to avoid billing

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## Step 7. Post-migration optimisation

Rebuild Reports and Dashboards

- Use HubSpot’s report builder to recreate essential sales and marketing dashboards

Integrate Third-Party Apps

- Reconnect calendar, email, Slack, and other tools to HubSpot

Monitor Performance

- Use HubSpot analytics to monitor adoption and performance
- Set regular review cycles for data cleanliness

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## Tips for Success

- **Back up everything** before migration
- **Test imports** in a sandbox environment
- Keep **Salesforce IDs in HubSpot** for traceability
- Have a **rollback plan** in case of major issues
- Use **HubSpot support** and **community forums** for guidance

### Download Our Salesforce to HubSpot Migration Checklist

### Book a 1:1 consultation to discuss your project

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