Salesforce to HubSpot CRM Migration: Data Integrity Mapping & Checklist
Migrating from Salesforce to HubSpot CRM is a significant step toward improving user adoption, lowering software costs, and unifying marketing teams. However, a migration can be complex without a clear strategy. To prevent data loss or pipeline interruption, you need a systematic data mapping and migration plan.
1. The Core Challenge: Rebuilding Relational Data Models
Salesforce and HubSpot structure customer data differently. Salesforce uses a complex, highly customized relational database model with custom objects, while HubSpot relies on standard contact, company, deal, and ticket objects. Before transferring data, you must map Salesforce fields to HubSpot's properties.
2. Step 1: Data Deduplication and Cleanup
Do not migrate obsolete data. Before starting the migration, clean up your Salesforce database by deleting duplicate contacts, inactive leads, and closed-lost opportunities from years past. This helps reduce HubSpot storage fees and improves team efficiency.
3. Step 2: Custom Object and Property Mapping
Map Salesforce custom objects to HubSpot's custom objects or properties. Ensure that field types match (e.g. text fields, dropdown selections, checkbox fields) to prevent formatting errors during data transfer.
- Verify that email addresses serve as the unique identifier for contacts
- Unify company domains to trigger HubSpot's automatic organization mapping
- Map opportunity histories to pipeline deal stages