Migrate Deals and Contacts from HubSpot to Salesforce

HubSpot deal stages and Salesforce Opportunity stage names rarely match one-to-one, and HubSpot doesn’t enforce stage probability the way Salesforce does. SuprSwitch maps each HubSpot pipeline’s stages to your target Salesforce Opportunity record type and stage, then applies probability values based on your mapping configuration—you define the rules before migration. Custom deal properties become custom Opportunity fields via our native schema mapping, and we create a side-by-side stage translation document so your team understands what ‘Negotiation’ in HubSpot became in Salesforce. If a deal has properties that don’t exist as fields in Salesforce, we auto-create them as custom fields rather than losing the data.

A typical migration spans 4-6 weeks: 1 week for discovery and schema mapping, 1-2 weeks for test migration and validation, 1 week for user training and sandbox refinement, and then the final production cutover on a scheduled date. During cutover (typically a weekend), your HubSpot instance goes read-only while SuprSwitch performs the final sync in our staging environment and validates data integrity. Your Salesforce instance is then switched live, and HubSpot remains accessible in read-only mode for 30 days as a reference. Sales teams access Salesforce immediately after cutover; we typically schedule the go-live for a low-activity period like a Friday evening to minimize disruption.

Duplicate contacts in HubSpot are a common edge case because HubSpot’s deduplication rules are different from Salesforce’s. Before migration, SuprSwitch performs a mandatory deduplication scan that identifies contacts matching on email, phone, or your custom key fields, then surfaces them in an exception report for you to review and merge in HubSpot first. For deals tied to duplicate contacts, our engine preserves the relationship hierarchy—if two contacts share a deal, we document this as a Activity/Note on the primary contact’s Opportunity so no deal history is lost. We don’t auto-merge duplicates because the business logic is yours; we simply prevent orphaned data by creating detailed mapping logs of which HubSpot contacts mapped to which Salesforce Accounts/Contacts.

SuprSwitch generates a comprehensive Data Integrity Report that compares record counts, field-level checksums, and relationship mappings between source and destination. For multi-select properties (which Salesforce handles as text strings or custom multi-select fields), we validate that all original values are present and properly formatted. Contact-to-Company associations are verified by cross-referencing Account owner relationships, and Company-to-Deal associations are checked through Opportunity AccountId references. If validation detects mismatches—like missing child records or orphaned relationships—we quarantine those records in a secure staging area with detailed error logs explaining what went wrong, so your team can investigate specific issues before certifying the migration. You get a signed-off audit trail, not just a green checkmark.