Migrating from Salesforce CRM to HubSpot can be a strategic move depending on your business needs. While Salesforce is feature-rich and customizable, HubSpot offers simplicity, marketing automation, and cost-effectiveness. Understanding the process is crucial, especially for those with Salesforce admin or developer experience. At SevenMentor, our Salesforce course in Pune equips learners with CRM migration knowledge, making professionals industry-ready.
Here’s a step-by-step guide to help you successfully migrate from Salesforce to HubSpot:
 

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Step 1: Evaluate What Needs to Be Migrated Identify key data points to transfer:
 

• Contacts
• Companies (Accounts)
• Deals (Opportunities)
• Notes, Activities, and Tasks
• Custom objects (if needed)

Through Salesforce training in Pune, you’ll learn how to audit Salesforce data for quality and relevance before migration.
 

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Step 2: Clean and Prepare Your Salesforce Data Before exporting:
 

• Remove duplicates
• Fix inconsistent field data
• Archive irrelevant records

This step ensures you only migrate useful and accurate data. Salesforce classes in Pune at SevenMentor include real-time projects to help you practice data cleaning and exporting techniques.
 

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Step 3: Export Data from Salesforce Use tools like:
 

• Salesforce Data Loader
• Salesforce Reports & Dashboards
• Third-party tools (e.g., Dataloader.io)

Export your data in CSV format, ensuring you keep consistent field labels.
 

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Step 4: Set Up HubSpot for Migration Before importing data:
 

• Customize HubSpot properties to match Salesforce fields
• Set user roles and permissions
• Create custom pipelines and deal stages

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Step 5: Import Data into HubSpot HubSpot offers built-in Salesforce to HubSpot migration tools. You can use:
 

• HubSpot’s native Salesforce integration
• HubSpot Import tool for CSV files
• Third-party integration tools like Zapier, Trujay, or PieSync

Map fields correctly during import to avoid data mismatches.
 

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Step 6: Verify and Test Your Data After import:
 

• Review records to ensure accuracy
• Test contact ownership, deal pipelines, and workflows
• Check reporting metrics

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Step 7: Rebuild Automations and Workflows Recreate essential automations such as:
 

• Lead nurturing workflows
• Task triggers
• Email sequences

SevenMentor’s Salesforce training in Pune also introduces students to cross-platform workflow setups, preparing them for advanced CRM admin roles.
 

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Step 8: Train Your Team Provide documentation and training to help your team adjust to the HubSpot interface. This transition phase is critical for adoption and productivity.
 

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Step 9: Deactivate Salesforce Licenses (if required) Once everything is successfully migrated and tested, you can begin phasing out or deactivating your Salesforce subscription.
 

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Conclusion CRM migration can be a smooth process if handled methodically. Whether you're switching due to cost, simplicity, or marketing automation capabilities, knowing how to manage CRM systems is key. Enroll in the Salesforce course in Pune by SevenMentor to gain end-to-end knowledge on Salesforce data handling, integrations, and CRM strategies. Our Salesforce classes in Pune and hands-on Salesforce training in Pune will prepare you for real-world CRM challenges, including successful migrations to platforms like HubSpot.

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