---
title: 8-Point Checklist For Salesforce to HubSpot Migration
description: Minimize risk and downtime with our 8-point data audit checklist for a smooth Salesforce to HubSpot migration. Ensure low-risk cutover and fast ROI.
---

[Salesforce to HubSpot ](https://vajraglobal.com/knowledge-hub/salesforce-to-hubspot)

# [8-Point Checklist For Salesforce to HubSpot Migration](https://vajraglobal.com/knowledge-hub/salesforce-to-hubspot/8-point-audit-checklist-for-smooth-salesforce-to-hubspot-migration/)

 Written by [Vajra SEO](https://vajraglobal.com/knowledge-hub/salesforce-to-hubspot/author/vajra-seo) | Oct 16, 2025 1:54:57 PM

## TL;DR

*Running an 8-point data audit checklist before a Salesforce to HubSpot migration reduces cost, timeline, and risk. The audit highlights duplicate records, orphaned entries, unused fields, and hidden automations, keeping the cutover predictable. Treat the audit as a documented project artifact and involve executives for sign-off. The result: faster ROI (return on investment), fewer surprises, and measurable KPIs (key performance indicators). *

Migrating from Salesforce to HubSpot can be smooth if data is clean and dependencies are understood. A focused pre-migration data audit checklist identifies duplicates, unused fields, broken automations, and reporting dependencies. This upfront work minimises downtime and ensures business continuity. For executives, it delivers predictable timelines; for technical teams, it reduces last-minute fixes. Planning with clear mappings and governance also keeps KPIs measurable post-migration.

## What Is A Pre-Migration Data Audit?

A pre-migration data audit is a structured review of your Salesforce data and workflows before moving to HubSpot. It examines records, fields, automations, integrations, and reporting dependencies. The goal is to uncover issues early, create a mapping plan, and establish governance for a low-risk cutover.

## Why Should You Run A Data Audit Before Migration?

Skipping an audit is the single biggest risk to timeline, cost, and trust. CEOs want continuity and ROI, while technical leads need data fidelity and low-risk cutovers. Messy data, hidden automations, or mismatched schemas can trigger downtime, reporting gaps, and lost revenue. A focused audit turns guesswork into a clear plan, aligning leadership and engineering teams and reducing surprises at launch.

## How Can You Conduct An 8-Point Audit Effectively?

**1. Owner & Record Hygiene** — Identify unassigned records and orphaned Accounts/Contacts. Assign owners or implement reassignment rules to maintain accountability.

**2. Duplicate Analysis** — Quantify duplicates across Accounts, Contacts, and Leads. Apply merge rules, select dedupe tools, and validate with sample exports.

**3. Field Inventory & Usage** — Catalog each field, noting populated versus empty entries. Remove unused fields and document essential custom fields for mapping.

**4. Picklists & Data Normalisation** — Identify inconsistent values, e.g., “NY” vs “New York.” Standardise values and define canonical lists.

**5. Lifecycle & Pipeline Logic** — Document stages, conversion triggers, and pipelines. Map Salesforce stages to HubSpot and flag automations relying on them.

**6. Historical Data & Retention** — Decide which history to migrate, such as activity logs or closed deals. Set retention cutoffs and export archival snapshots.

**7. Integrations & Automations** — Inventory connected systems and workflows. Record dependencies and plan phased cutovers.

**8. Reporting & Dashboards** — List reports, data sources, and custom calculations. Prioritise which reports to rebuild first in HubSpot.

## How Can HubSpot Help With Migration?

HubSpot’s flexible object model allows schema-first mapping of Salesforce objects like Contacts, Companies, Deals, and custom objects. Built-in import tools and deduplication rules ensure clean data during migration. Critical workflows can be recreated in HubSpot while audit insights guide temporary fallbacks. Reports are validated against pre-migration snapshots, and integrations are reconfigured gradually using the audit’s dependency map.

## Takeaways & When To Call Experts

- Run the 8-point data audit checklist to reduce migration risk and keep leadership aligned.
- Treat the audit as a versioned project artifact with executive sign-off.
- Engage migration experts for complex objects, heavy automation, or large datasets. They can run dry-runs, automate deduplication, and validate reporting parity, saving time and minimising errors.

## FAQs

**1. How long does a comprehensive Salesforce data audit usually take?****  
**Typically 2–4 weeks, longer for heavy customisations or legacy workflows.

**2. Can the audit be performed while Salesforce is live?****  
**Yes. Use read-only exports, sandboxes, or staging datasets to avoid disruptions.

**3. What are the most common red flags found?****  
**Orphaned records, overlapping automations, unused fields, and historical data lacking source tracking.

**4. How do we decide what historical data to migrate?****  
**Move only what supports current KPIs; archive older data securely for compliance and reference.

[View full post](https://vajraglobal.com/knowledge-hub/salesforce-to-hubspot/8-point-audit-checklist-for-smooth-salesforce-to-hubspot-migration/)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Vajra SEO"
  },
  "dateModified" : "2025-12-15T10:13:20.969Z",
  "datePublished" : "2025-10-16T13:54:57Z",
  "headline" : "8-Point Audit Checklist For Smooth Salesforce To HubSpot Migration",
  "image" : {
    "@type" : "ImageObject",
    "height" : 450,
    "url" : "https://3011891.fs1.hubspotusercontent-na2.net/hubfs/3011891/8-Point%20Audit%20Checklist%20For%20Smooth%20Salesforce%20To%20HubSpot%20Migration.webp",
    "width" : 1200
  },
  "mainEntityOfPage" : "https://vajraglobal.com/knowledge-hub/salesforce-to-hubspot/8-point-audit-checklist-for-smooth-salesforce-to-hubspot-migration/",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
      "width" : 60
    },
    "name" : "Salesforce to HubSpot"
  }
}
```