HubSpot to Salesforce Migration — Contacts, Deals & Workflows
ERPPlugs migrates your HubSpot CRM to Salesforce, transferring contacts, companies, deals, tickets, workflows, and marketing engagement data. The connector converts HubSpot properties to Salesforce fields, maps deal pipelines to opportunity stages, and preserves contact-company associations as account-contact relationships. HubSpot lists convert to Salesforce campaigns or reports. A sandbox preview validates everything before the production migration. Most transfers complete in 4-10 hours.
Migrate contacts, companies, deals, tickets, and marketing data from HubSpot to Salesforce with pipeline mapping and relationship preservation.
Record transfer accuracy with validation
Marketing engagement history preserved
Average migration for enterprise HubSpot portals
Setup steps from connection to completed migration
What this connector does
HubSpot-to-Salesforce migrations frequently happen when companies need Salesforce's advanced CPQ, territory management, or enterprise compliance capabilities. The migration is nuanced because HubSpot's data model — where contacts, companies, and deals are tightly coupled with marketing engagement data — does not map one-to-one onto Salesforce's lead-contact-account-opportunity structure.
ERPPlugs solves the lead-versus-contact problem with configurable lifecycle-stage routing. Contacts at early stages (Subscriber, Lead) can map to Salesforce leads, while those at MQL or beyond become Salesforce contacts with associated accounts. This routing logic is fully customisable during setup. Deals convert to Salesforce opportunities with pipeline and stage mapping, and HubSpot tickets migrate as Salesforce cases for Service Cloud teams.
Marketing data is where most migration tools fall short, but ERPPlugs preserves it. Form submission history becomes Salesforce activity records on the matching contact. HubSpot list memberships convert to Salesforce campaign members. Email engagement data — opens, clicks, and replies — transfers as timestamped activities so sales reps can see a contact's full engagement history in Salesforce. Every active HubSpot workflow is documented in a structured export, giving your Salesforce admin a blueprint for recreating automation logic in Flow Builder.
At a glance
- Category
- data-migration
- Capabilities
- 10
- Synced data types
- 5
- Setup time
- ~5 minutes
What changes when you plug ERPPlugs in
See how automation transforms your HubSpot-Salesforce workflow.
| Task | Manual Integration | ERPPlugs |
|---|---|---|
| Engagement data migration | Export HubSpot data as CSV losing engagement tracking and form submission history | All contacts, companies, deals, and tickets migrate with engagement data via API |
| Lead vs contact routing | Manually decide whether each contact should be a Salesforce lead or contact | Lifecycle-stage-based rules automatically route contacts to leads or contacts |
| Workflow-to-Flow documentation | Recreate HubSpot workflows in Salesforce Flow without documentation of the logic | Every active HubSpot workflow is documented for efficient Salesforce Flow recreation |
| Marketing attribution transfer | Lose marketing attribution data and list memberships during manual import | Marketing data transfers as Salesforce campaign members and activity records |
| Migration timeline & audit logs | Spend months on a consulting-led migration with unpredictable timelines and costs | Migration completes in hours with predictable pricing and detailed audit logs |
Built for teams that need reliable automation
The HubSpot <-> Salesforceconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.
Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.
Marketing Operations Manager
Owns the marketing tech stack and needs form submissions, email engagement data, and list memberships to transfer to Salesforce for campaign attribution reporting.
Salesforce Administrator
Receiving the migrated data and needs clean, well-structured records with correct lead-contact routing so Salesforce automation rules work from day one.
Chief Revenue Officer
Sponsoring the consolidation onto Salesforce for unified pipeline visibility. Needs deal data, tickets, and marketing engagement to land in a single source of truth.
How data flows and what gets synced
The bridge between HubSpot and Salesforce, and the exact records that move across it.
HubSpot
ERPPlugs Engine
Salesforce
| Data Type | Direction | Frequency |
|---|---|---|
| Contacts | HubSpot → Salesforce | One-time migration |
| Companies (Accounts) | HubSpot → Salesforce | One-time migration |
| Deals (Opportunities) | HubSpot → Salesforce | One-time migration |
| Tickets (Cases) | HubSpot → Salesforce | One-time migration |
| Marketing Data | HubSpot → Salesforce | One-time migration |
Common automation scenarios
Real workflows this connector automates for you.
When
Enterprise adopts Salesforce as the company-wide CRM and retires HubSpot CRM
ERPPlugs migrates contacts, companies, deals, and tickets to Salesforce with lifecycle-stage-based lead-contact routing and owner mapping.
When
Sales team needs Salesforce CPQ but marketing data lives in HubSpot
ERPPlugs transfers deal and contact data to Salesforce while marketing engagement history becomes Salesforce activity records for lead scoring.
When
Company merges two HubSpot portals into one Salesforce org after acquisition
ERPPlugs runs sequential migrations from each HubSpot portal with cross-portal de-duplication and record merging in Salesforce.
When
IT mandates Salesforce for SOX compliance and audit trail requirements
ERPPlugs migrates all CRM data with full audit logging so the compliance team has a documented chain of custody for every record.
What's included
Everything this connector automates out of the box, no extra setup required.
Key Benefits
What changes for your team once this connector goes live.
Flexible Lead Routing
Control whether HubSpot contacts become Salesforce leads or contacts based on lifecycle stage.
Marketing Data Preserved
Form submissions, email engagement, and list memberships transfer as activities and campaigns.
Sandbox Preview
Validate the full migration in a Salesforce sandbox before touching production.
Workflow Documentation
Every active HubSpot workflow is documented for Salesforce Flow recreation.
Try the HubSpot → Salesforce Migration Connector Free
Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between HubSpot and Salesforce inside 5 minutes.
Compliance-ready. Live in minutes.
What you get out of the box for statutory compliance — and the exact steps to go live.
Compliance & Compatibility
HubSpot
HubSpot Free, Starter, Professional, Enterprise (CRM, Marketing, Sales, Service)
Salesforce
Salesforce Essentials, Professional, Enterprise, Unlimited
Setup in Minutes
Connect Source
Authorize ERPPlugs to read your HubSpot data via OAuth.
Map Fields
Auto-map or custom-map HubSpot properties to Salesforce fields and objects.
Preview & Validate
Run a test migration in a Salesforce sandbox and review results.
Execute Migration
Migrate all records to production Salesforce with real-time tracking.
7-Day Free Trial
Start free for 7 days — no credit card required
Connect your ERP and start syncing in 5 minutes. Try ERPPlugs free for 7 days — no commitment, no payment details, cancel anytime.
- Full access to all 150+ ERP connectors
- Real-time data sync across every integration
- No credit card required to start
- 7 days, cancel anytime — no long-term commitment
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Docs, guides, and other ways to get more out of HubSpot.
Frequently Asked Questions
ERPPlugs lets you define the mapping rule based on HubSpot lifecycle stage. For example, contacts with lifecycle stage Subscriber or Lead can map to Salesforce leads, while those at MQL or beyond map to Salesforce contacts with an associated account. You configure the threshold during the field mapping step.
ERPPlugs transfers form submission history, email engagement data, and list memberships. Form submissions become Salesforce activities linked to the correct contact. List memberships convert to Salesforce campaign members. Email open and click data transfers as activity records so your sales team can see engagement history in Salesforce.
HubSpot workflows and Salesforce Flows use fundamentally different engines, so a 1:1 automated conversion is not possible. ERPPlugs documents each active HubSpot workflow — triggers, conditions, and actions — in a structured export so your Salesforce admin can recreate the logic using Flow Builder or Process Builder.
HubSpot tickets migrate as Salesforce cases. Ticket pipelines map to case record types, and ticket stages map to case status values. Associated contacts, companies, and conversation threads transfer with each case so your support team has full context in Salesforce Service Cloud.
Yes. Each HubSpot deal pipeline becomes a Salesforce opportunity record type with its own sales process. Deal stages map to opportunity stages with probability values set to match your HubSpot configuration. Multi-pipeline setups transfer cleanly so reporting remains accurate after migration.
ERPPlugs supports HubSpot Free, Starter, Professional, and Enterprise editions across all hubs — CRM, Marketing, Sales, and Service. The available data for migration varies by edition since some objects and properties are only available in higher-tier plans. ERPPlugs detects your edition and adjusts the migration scope automatically.
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