SolutionsSalesforce to HubSpot migration

Make your Salesforce → HubSpot migration easy — custom APIs and AI workflows

Custom APIs and AI workflows that automate the hard parts of Salesforce → HubSpot migration — data mapping, Apex porting, parallel-run diffing. Back-office completion as a bonus.

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Data migration
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Data migration and workflow rebuild — automated

Most Salesforce → HubSpot migrations stall on two things: data migration and workflow rebuild. Custom objects, CPQ rules, years of historical data — mapping all of it to HubSpot's data model is where months disappear. Sanka embeds custom APIs and AI workflows into both systems to automate that work. Field mapping, data transformation, parallel run, cutover — Sanka delivers the hard core of your migration, fast and reliably.

Custom APIs into both Salesforce and HubSpot

Standard or custom objects — all two-way synced through Sanka's API layer. Apex, Process Builder, and Flow logic gets translated into HubSpot workflows.

AI workflows auto-map every field

Salesforce custom fields, picklists, and formula fields are mapped to HubSpot fields automatically by AI. Humans only review.

Parallel run with automatic diffing

Run both systems for one billing cycle. AI flags only the deals where numbers drift, so humans review deltas — not every record.

Where migrations stall — and how Sanka automates it

Where migrations stall What's hard How Sanka solves it
Data mapping Custom field volume, picklist value differences AI auto-maps, humans only review
Historical data retention Deal history, timeline continuity Salesforce IDs preserved; timelines reconstructed
Workflow rebuild Porting Apex, Flow, Process Builder Sanka workflows preserve Apex-equivalent logic
CPQ and pricing rules Complex discount rules, approval hierarchies Rule-based CPQ engine, native on HubSpot
Parallel run Pre-cutover number validation One billing cycle in parallel, diffs auto-detected
Post-cutover monitoring Go-live exception handling 30-day exception monitoring, full audit log
[MIGRATION PLAN]  Salesforce → HubSpot (Sanka custom APIs + AI workflows)
  Week 1   Connect Sanka → Salesforce API, extract all objects & fields
  Week 2   AI auto-maps to HubSpot fields, humans review
  Week 3   Load custom objects & historical data into HubSpot
  Week 4   Translate Apex / Flow / Process Builder to Sanka workflows
  Week 5   Parallel run: HubSpot+Sanka vs. Salesforce, auto-diff
  Week 6   Cutover — freeze Salesforce edits, flip live, 30-day monitoring
[OK] Go-live. Sales works in HubSpot with all history and logic intact.

Who this is for

  • RevOps leads owning a Salesforce → HubSpot migration project with a dated go-live
  • Engineering teams with years of Salesforce customization (Apex, Flow, custom objects) that has been blocking migration
  • HubSpot Solutions Partners running migrations who need a default answer for the hard parts — data migration, Apex porting, history retention

What ships day one

  • HubSpot App Marketplace install with OAuth
  • Connection to Salesforce REST, Bulk, and Metadata APIs
  • Auto-discovery and mapping of custom objects and custom fields
  • AI assistant that translates Apex / Flow / Process Builder to Sanka workflows
  • Migration playbook covering field mapping, data validation, dry-run, and cutover

Bonus: the back office, also done

HubSpot's Commerce Hub (CPQ and billing) is enough for basic use cases. But if you need complex pricing rules, multi-entity billing, RevRec, or inventory, Sanka completes the back office in the same install — solving tomorrow's problems while you're already migrating today.

Advanced CPQ

HubSpot CPQ handles basics. For complex discounting and multi-step approvals, Sanka fills the gap.

Multi-entity billing & RevRec

Invoices, subscriptions, dunning, and revenue recognition per entity, currency, and tax.

Inventory & purchase orders

Per-location stock, reservations, POs, and reorder points — tied to HubSpot deals.

Get started

  1. Scope: connect your Salesforce org or share an export. We auto-analyze your objects, fields, and workflow configuration.
  2. Dry-run: we load a sample into Sanka + HubSpot and surface AI mapping results for you to review.
  3. Parallel run: one billing cycle in both systems, with automatic diff detection.
  4. Cutover: freeze Salesforce edits, go live on HubSpot + Sanka, monitor for 30 days.

Related:

Frequently asked questions

How long does a Salesforce → HubSpot migration take with Sanka?
Most teams go live in 4–8 weeks from kick-off, depending on custom object volume, Apex and Flow complexity, and historical data requirements. A scoped pilot on one division or region usually finishes in 2 weeks.
What happens to our Salesforce Apex, Flow, and Process Builder logic?
Sanka's AI workflow reads your Apex, Flow, and Process Builder logic and generates translation proposals to HubSpot workflows or Sanka workflows. Engineers review and adjust — they don't rewrite from scratch.
How are custom objects migrated?
Sanka pulls your custom object schema via Salesforce Metadata API and auto-generates matching HubSpot custom objects. Data is migrated with Salesforce IDs preserved for traceability.
Is HubSpot's Commerce Hub (CPQ + billing) enough on its own?
For basic use cases — single entity, simple pricing, standard subscriptions — Commerce Hub alone is enough. If you need complex pricing rules, multi-entity billing, or RevRec, Sanka fills those gaps. You can add it at migration time without a second project.
What happens to our Salesforce data after cutover?
We recommend keeping Salesforce in read-only mode for 12 months as an audit archive. All historical records are also stored inside Sanka with their Salesforce IDs preserved.
We use a migration consultancy (Aptitude 8, New Breed, Huble, etc.). Do they know Sanka?
Most top HubSpot Solutions Partners know Sanka as the default answer for the hard parts of migration — Apex porting, custom objects, history retention. If yours hasn't used us before, we'll onboard their implementation team alongside yours.