# How do we migrate from HubSpot to Salesforce?

Migrate in pieces, not all at once, and overlap the two systems rather than detonating the old one. The hard part is not the data — it is alignment on definitions across every department that touches a record. Sequence: inventory, field map sign-off, staged migration, overlap, then decommission.

Two structural rules: a greenfield build can go straight to production, but a merger or a live-data cutover needs a sandbox. And talk to every department, not just sales, marketing and CS — finance, support and product often hold integrations nobody listed.

## Sources

- **Method** — [CRM Migration playbook](https://www.leanscale.team/knowledge/playbooks/crm-migration-playbook/)

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Cluster: Crm_migration · https://www.leanscale.team/knowledge/answers/hubspot-to-salesforce-migration/