How do we migrate from Salesforce to HubSpot without losing deal and activity history?
Migrating from Salesforce to HubSpot preserves deal and activity history through a phased approach: configure HubSpot pipelines and deal stages first, map Salesforce fields to HubSpot properties, import records in batches using migration tools, and verify data accuracy with post-import audits. The process typically runs three months when both systems operate in parallel during the transition.
Deal records (amounts, stages, close dates, associated contacts) transfer through HubSpot's native import tools or third-party platforms like Skyvia or MigrateMyCRM that handle bulk historical data. The critical preparation step is property mapping: Salesforce and HubSpot do not treat data types the same way, so fields like lead scores, lifecycle stages, and date formats need explicit mapping rules before import. Activity history (emails, calls, notes, tasks) requires the HubSpot Engagements API or a third-party migration tool because native import does not cover engagement records. Products and line items on deals do not sync through the native Salesforce-HubSpot integration for historical records; this requires a custom migration approach. Two known data limitations apply: HubSpot sets the contact creation date to the import timestamp rather than the original Salesforce creation date, and workflow enrollment history cannot transfer. Running both systems in parallel for 30 to 60 days after the initial migration lets your team validate data before decommissioning Salesforce.