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.
















































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.
Standard or custom objects — all two-way synced through Sanka's API layer. Apex, Process Builder, and Flow logic gets translated into HubSpot workflows.
Salesforce custom fields, picklists, and formula fields are mapped to HubSpot fields automatically by AI. Humans only review.
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.
HubSpot CPQ handles basics. For complex discounting and multi-step approvals, Sanka fills the gap.
Invoices, subscriptions, dunning, and revenue recognition per entity, currency, and tax.
Per-location stock, reservations, POs, and reorder points — tied to HubSpot deals.
Get started
- Scope: connect your Salesforce org or share an export. We auto-analyze your objects, fields, and workflow configuration.
- Dry-run: we load a sample into Sanka + HubSpot and surface AI mapping results for you to review.
- Parallel run: one billing cycle in both systems, with automatic diff detection.
- Cutover: freeze Salesforce edits, go live on HubSpot + Sanka, monitor for 30 days.
Related: