Event Details
October 14th - 16th,
2025
Moscone Center,
San Francisco
If your business is preparing to scale, switching from HubSpot to Salesforce is a smart move. HubSpot’s marketing and CRM tools are a great starting point—but as your sales pipeline, team size, and data complexity grow, Salesforce provides the power and flexibility you need.
But here's the catch: migrating your data is a high-stakes task. Done right, it sets the foundation for a seamless transition. Done poorly, it can create data chaos. So if you're wondering how to import data from HubSpot to Salesforce the right way, you’ve come to the right place.
In this blog, we’ll break down both platforms, then walk you through a detailed and up-to-date blueprint for migrating your data in 2025.
HubSpot is known for its easy-to-use marketing automation and CRM system, popular among startups and small to mid-sized businesses. It’s a great place to manage leads, email marketing, and basic contact records—all in one user-friendly interface.
Salesforce, on the other hand, is a highly customizable enterprise-grade CRM that offers advanced automation, deeper reporting, and scalability. It supports complex workflows, large data volumes, custom objects, and tight integration with external platforms, making it ideal for growing businesses that need more power under the hood.
At BKONECT, we help clients move between platforms without losing vital data or performance—because we know that what worked for your business in year one isn’t necessarily what will take you through years five and ten.
Migrating CRM data isn’t just about dragging and dropping spreadsheets. Here’s a precise and proven blueprint to follow in 2025:
Before anything gets moved, you need to know what you’re working with. In HubSpot, review your:
1. Contacts
2. Companies
3. Deals
4. Custom properties
5. Notes and activity history
Identify duplicates, outdated entries, and fields you no longer use. The cleaner your data is going in, the better your Salesforce setup will be.
This is where many teams slip up. Salesforce and HubSpot store information differently, so you’ll need to map HubSpot fields (like “Lead Source” or “Lifecycle Stage”) to their Salesforce counterparts (like “Lead Source” or “Status”).
If your Salesforce org uses custom fields or objects, make sure they’re in place before the import. BKONECT recommends creating a detailed field mapping document to track each data point and where it will land.
HubSpot allows you to export your data as CSV files. You can export Contacts, Companies, and Deals separately—each with their own structure. Be sure to include all associated properties.
Don't forget to export:
1. Contact timelines
2. Notes and activity logs
3. Email subscription statuses (if relevant)
Pro tip: Label your CSVs clearly so there’s no confusion during the import stage.
Once exported, open each CSV file and make sure all fields align with your Salesforce field names. Fix formatting issues, remove unnecessary columns, and double-check date formats and dropdown values.
Remember, Salesforce is stricter than HubSpot about data formatting—especially with picklists and required fields. This is your last chance to make sure the files are import-ready.
Salesforce offers two main tools for data migration:
1. Data Import Wizard (best for Contacts, Leads, and Accounts)
2. Data Loader (ideal for larger, more complex data sets)
Alternatively, third-party tools like Skyvia, Zapier, or Trujay offer automated syncing between HubSpot and Salesforce. BKONECT often recommends these for large teams or businesses with ongoing integrations.
Never import everything all at once. Start with a small data set (e.g., 100 records) and test the import. Confirm:
1. Fields are mapping correctly
2. Relationships between objects are preserved
3. No data is missing or misaligned.
Only move forward with the full import once everything checks out.
Once testing is successful, import the full data sets in batches—starting with Companies, then Contacts, then Deals and Notes. After the import, spend time validating that everything landed in the right place.
Run reports, spot-check records, and get feedback from users to ensure your Salesforce org is functioning as expected.
The decision to import data from HubSpot to Salesforce is a strategic one—and it’s not something to rush. With the right planning and execution, you can retain data integrity, improve CRM performance, and give your team a stronger platform to grow on.
At BKONECT, we’ve helped businesses of all sizes make this transition with confidence. If you’re preparing for your next big move, let’s talk about how we can help streamline your migration and maximize your CRM’s potential.
