Move your CRM without losing the connections
Accounts, contacts, opportunities and everything that ties them together — migrated into Salesforce with the relationships intact, duplicates resolved by you rather than by a guess, and a record-by- record account of what landed.
Reconciliation ledger, HubSpot to Salesforce. 4 of 6 records shown reconciled at the destination. 2 held for review: fails destination validation rule; duplicate of HS-CO-40938. Every record is accounted for.
After an acquisition, two CRMs become one
Consolidating two Salesforce orgs is the hardest version of this work, and the one with the most visible consequences. Two finance teams will compare pipeline numbers against the result. Both organizations sold to some of the same companies. Their setups have drifted for years.
The transfer is the easy part. The work is deciding which customer record survives, which team’s field definitions win, and what happens to the history hanging off whichever record loses — and then proving, afterwards, that nothing went missing in the process.
What comes across, and what doesn’t
A CRM migration loses less than a call migration does, but what it loses is structural rather than cosmetic — so it is worth being precise about before you commit.
Comes across
- Accounts, contacts, leads and opportunities
- The relationships between them, resolved to real parents
- Record ownership, so sharing and forecasting still work
- Custom fields, mapped one by one to their destination
- Activity history, within what the destination can represent
- Original record identifiers, kept for traceability
Doesn’t come across
- Relationship shapes Salesforce cannot express
- Field change history, unless you build somewhere to keep it
- Source-system automation and workflow logic
- Records your destination’s validation rules reject
- Attachments beyond the destination’s size limits
The awkward one is relationship shape: source systems often let two records relate in ways Salesforce has no direct equivalent for. We map each of those explicitly and show you where a concept has no home, before the work starts.
Data can land and still be silently wrong
Salesforce will happily create a record while leaving individual fields empty, if the account doing the loading lacks permission to write them. No error is raised. The record count comes back perfect and the data is quietly incomplete — and nobody notices until a rep opens an account and the history is blank.
Bulk loads have the same property at a larger scale: a job that reports as finished still hands back separate lists of records it failed to process. Anyone counting completed jobs rather than verified records will report success over a partial migration.
So we check permissions against the mapping before loading, and we read every record back afterwards to confirm what is actually there — not what we were told we wrote.
Where you’re moving from
- HubSpot to SalesforceHubSpot to Salesforce with the object graph intact — every association resolved to a real parent, and a per-record account of what landed.
- Salesforce to SalesforceMerging two Salesforce orgs after an acquisition — reconciling schemas that diverged, deduplicating accounts that exist in both, and proving what landed.
Also on the way: Pipedrive, Microsoft Dynamics. We build the adapter once and it serves every customer who needs it, so if you are moving from something not listed here, tell us — it may already be in progress.
How long it takes
| Records | Typical elapsed time | What drives it |
|---|---|---|
| Single object set | 2–4 weeks | Accounts, contacts and opportunities with a clean mapping |
| Full CRM, one source | 4–8 weeks | Custom objects and activity history extend the mapping phase |
| Two-org consolidation | 8–16 weeks | Deduplication and reconciling two setups dominate the schedule |
| Multi-org or phased | Scoped individually | Usually staged by business unit rather than done in one cutover |
Mapping and adjudication take the time, not the transfer. The ranges above assume your team is available for the decisions only you can make — which record wins, which field definition survives.
Questions we get asked
Tell us what you’re consolidating.
Send us the source system and a rough sense of the object count. We’ll come back with a scope, a timeline, and the decisions we’d need from you.