Migrating from Salesforce to HubSpot demands precise schema mapping to maintain structure, relationships, and accuracy. Focusing on key data, mapping Salesforce objects to HubSpot properties, and handling custom objects effectively ensures accurate reporting and streamlined workflows. Early planning and testing prevent costly errors, protect data integrity, and set your CRM system up for long-term success.
During a Salesforce to HubSpot migration, one of the biggest challenges lies in keeping every piece of business data intact. Data mapping ensures that information flows accurately from one system to another, preventing losses that can disrupt decision-making and customer relationships. When executed correctly, it acts as a business continuity safeguard that transforms migration into an opportunity to clean, refine, and strengthen your data foundation.
Data mapping is the process of matching fields and relationships between Salesforce and HubSpot to ensure data consistency. Each Salesforce object, such as Leads, Contacts, Accounts, and Opportunities, must align with corresponding HubSpot properties. Without this mapping, businesses risk broken workflows, lost context, and incomplete reporting. In essence, data mapping acts as a blueprint, ensuring that valuable business information is transferred without disruption.
Skipping or delaying data mapping often leads to duplicated records, reporting errors, and workflow failures. For business leaders, this means poor visibility into the sales pipeline and unreliable insights. Early schema mapping prevents these issues, enabling a faster transition, higher user adoption, and cleaner data that supports revenue growth and decision-making.
Identify every object, field, and relationship in your Salesforce setup. Understand how Contacts connect to Accounts and how Opportunities link to revenue. This foundation ensures that nothing vital slips through during transfer.
Not every field needs migration. Focus only on the data that drives marketing, sales, and service operations. Keeping your HubSpot environment lean improves efficiency and adoption.
Map Salesforce fields to HubSpot properties carefully. Align data types - text with text, date with date - to avoid mismatches. Proper mapping ensures reports and automations function as expected.
When Salesforce has unique data that HubSpot doesn’t, use custom objects. These maintain complex relationships and ensure no valuable context is lost during migration.
Before full migration, run trial imports to check data accuracy and relationship integrity. Testing small data sets reduces risks and builds confidence in your mapping plan.
Maintain a record of your mapping logic for future reference and audits. Use HubSpot’s import tools and Application Programming Interface (API) to automate repetitive actions, reducing manual effort.
A well-executed mapping process transforms migration into a growth opportunity, creating a HubSpot CRM environment that delivers reliable insights from day one.