Salesforce to HubSpot Migration — Leads, Opportunities & Reports
ERPPlugs migrates your Salesforce org to HubSpot CRM with full fidelity, covering leads, contacts, accounts, opportunities, tasks, and custom objects. The connector maps Salesforce picklists, record types, and lookup relationships to their HubSpot equivalents automatically. A sandbox preview lets you verify results before the production run. Migrations typically complete in 4-12 hours depending on data volume.
Migrate leads, contacts, accounts, opportunities, and custom objects from Salesforce to HubSpot with relationship mapping and validation.
Record accuracy including custom objects
Custom objects supported per migration
Average migration time for enterprise orgs
Relationship and lookup field preservation
What this connector does
Salesforce-to-HubSpot migrations are increasingly common among mid-market companies looking to consolidate their sales and marketing tools on a single platform. The difficulty lies in Salesforce's data model complexity — custom objects, record types, lookup relationships, and picklist dependencies all need careful handling to avoid data loss during transfer.
ERPPlugs addresses this complexity head-on. The connector reads your Salesforce schema via the Metadata API, identifies every standard and custom object, and creates matching structures in HubSpot. Opportunity stages map to HubSpot deal pipelines with correct probability values. Salesforce campaigns convert to HubSpot marketing lists. Lookup and master-detail relationships become HubSpot associations, preserving the connections between contacts, accounts, and opportunities that your reporting depends on.
The migration supports incremental runs for phased rollouts, letting you transfer closed-won deals first, then active pipeline, then historical data. Each phase picks up only new or modified records, so there is no duplication. A post-migration reconciliation report compares record counts, field completeness, and relationship integrity between the two systems, giving your team confidence that the HubSpot instance is production-ready.
At a glance
- Category
- data-migration
- Capabilities
- 10
- Synced data types
- 6
- Setup time
- ~5 minutes
What changes when you plug ERPPlugs in
See how automation transforms your Salesforce-HubSpot workflow.
| Task | Manual Integration | ERPPlugs |
|---|---|---|
| Object & relationship migration | Export Salesforce data via Data Loader, losing relationships between objects | All standard and custom objects migrate with relationships intact via API |
| Custom object recreation | Manually recreate custom objects and picklist values in HubSpot one by one | Custom objects auto-create in HubSpot with matching schemas and associations |
| Record type mapping | Spend weeks mapping Salesforce record types to HubSpot property groups | Record types convert to HubSpot property groups and pipelines automatically |
| Opportunity history transfer | Lose opportunity stage history and forecasting data during manual transfer | Full opportunity history transfers with stage timestamps and probability values |
| Migration cost & speed | Pay a systems integrator tens of thousands of dollars for a multi-month project | Complete migration in hours at a fraction of the cost of manual consulting |
Built for teams that need reliable automation
The Salesforce <-> HubSpotconnector 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.
Salesforce Administrator
Manages a complex Salesforce org with custom objects, validation rules, and automation. Needs the migration to handle schema complexity without losing data integrity.
Revenue Operations Lead
Owns pipeline metrics and forecasting. Requires opportunity stages, amounts, and close dates to transfer accurately for uninterrupted revenue reporting in HubSpot.
VP of Sales
Sponsoring the CRM switch to reduce costs and simplify the tech stack. Needs the migration to complete quickly with minimal disruption to the selling team.
How data flows and what gets synced
The bridge between Salesforce and HubSpot, and the exact records that move across it.
Salesforce
ERPPlugs Engine
HubSpot
| Data Type | Direction | Frequency |
|---|---|---|
| Leads & Contacts | Salesforce → HubSpot | One-time migration |
| Accounts | Salesforce → HubSpot | One-time migration |
| Opportunities | Salesforce → HubSpot | One-time migration |
| Tasks & Events | Salesforce → HubSpot | One-time migration |
| Custom Objects | Salesforce → HubSpot | One-time migration |
| Campaigns | Salesforce → HubSpot | One-time migration |
Common automation scenarios
Real workflows this connector automates for you.
When
Company moves from Salesforce to HubSpot to unify sales and marketing on one platform
ERPPlugs migrates leads, contacts, accounts, opportunities, and campaigns to HubSpot CRM and Marketing Hub in a single coordinated run.
When
Startup outgrows Salesforce Essentials pricing and switches to HubSpot free CRM
ERPPlugs transfers contacts, deals, and activities to HubSpot with custom field creation and owner mapping for the new team structure.
When
Enterprise consolidates multiple Salesforce orgs into one HubSpot portal
ERPPlugs runs phased migrations from each Salesforce org with de-duplication rules to produce a single clean HubSpot database.
When
Company retains Salesforce for complex CPQ but moves pipeline management to HubSpot
ERPPlugs migrates pipeline-relevant data — opportunities, contacts, accounts — while leaving CPQ configurations in Salesforce untouched.
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.
Preserve Relationships
Lookup fields, master-detail, and cross-object references convert to HubSpot associations.
Schema Analysis
Pre-migration analysis flags field mismatches and unsupported data types before transfer.
Phased Rollout
Incremental migration mode lets you transfer records in stages with zero duplication.
Reconciliation Report
Post-migration counts and checksums confirm every record landed correctly.
Try the Salesforce → HubSpot Migration Connector Free
Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between Salesforce and HubSpot 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
Salesforce
Salesforce Essentials, Professional, Enterprise, Unlimited, Developer
HubSpot
HubSpot Free, Starter, Professional, Enterprise
Setup in Minutes
Connect Source
Authorize ERPPlugs to read your Salesforce org via OAuth or connected app.
Map Fields
Auto-map or custom-map Salesforce fields and objects to HubSpot properties.
Preview & Validate
Run a test migration on a sample batch and review the mapping results.
Execute Migration
Migrate all records with real-time progress tracking and error logging.
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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Frequently Asked Questions
ERPPlugs reads your Salesforce custom object schemas, including all custom fields and relationships, and creates matching custom objects in HubSpot. Lookup and master-detail relationships are converted to HubSpot associations. The connector supports up to 50 custom objects per migration and preserves all field-level data types.
Yes. ERPPlugs maps each Salesforce opportunity stage to a HubSpot deal stage. If your Salesforce org uses multiple record types with different stage sets, ERPPlugs creates separate HubSpot pipelines for each. Probability percentages, forecast categories, and close dates are all carried over to the corresponding HubSpot deal fields.
ERPPlugs converts Salesforce report filters into HubSpot saved views and custom reports where HubSpot supports the equivalent filter logic. Dashboard widgets that rely on Salesforce-specific aggregations may need manual recreation, but the underlying data is fully available in HubSpot for new report creation.
ERPPlugs maps Salesforce user IDs to HubSpot user accounts by matching email addresses. Records are assigned to the correct owners in HubSpot automatically. If a Salesforce user does not have a HubSpot account, records are assigned to a default owner you specify during setup.
Yes. ERPPlugs supports phased migrations where you transfer records in batches — for example, migrating closed-won opportunities first, then active pipeline deals. Each phase picks up only new or modified records since the last run, so there is no data duplication between phases.
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