A Salesforce to HubSpot migration, finished before the contract ran out
A six-month move from Salesforce to HubSpot had one hard stop: the Salesforce contract ended in October. We closed it out in time, and the client called the attribution data solid.
SalesforceHubSpotOctober 2026From The FullFunnel Dozen
Migration timeline
6 months
From Salesforce to HubSpot, finished before the Salesforce contract expired
StartComplete, before renewal
Salesforce contract end: October 2026.
The short answer
Finishing meant moving the last of the data: lookup fields that link deals, sites, and companies, partner records still keyed by ID, and deal attribution. Every lookup came across twice, as a field and as a labeled association, and contract terms were added so invoicing can run from HubSpot.
FromSalesforce
ToHubSpot
DurationSix months
IssueOctober 2026
How it worked
Problem, fix, proof
01
The problem
What was left to move?
By October, only one executive was still working in Salesforce, but the remaining data was the hard part: lookup fields connecting deals, sites, and companies, and carrier, broker, and partner records that showed IDs instead of names. All of it had to land before the Salesforce contract ran out at the end of the month.
02
The fix
How did we move it?
Four pieces of work closed the gap:
Backfilled the last lookup fields on deals, sites, and companies into HubSpot, each as a field with a labeled association as backup
Swapped carrier, broker, and partner IDs for real names
Reconciled deal attribution against campaigns
Added contract dates and auto-renew flags to support automated invoicing
Every relationship stored twice: a field and a labeled association.
03
The proof
How do we know it’s done?
The client declared the migration complete and described the attribution data as solid. Running invoicing from auto-renew status is the next step on their side. It’s planned, not live yet.
The result
What changed?
Salesforce could lapse on schedule. The relationships between records came across intact, and partner data now reads in plain names.
In Salesforce
In HubSpot
Lookup fields on deals, sites, and companies
Field plus a labeled association
Carrier, broker, and partner IDs
Real names
Deal attribution
Reconciled against campaigns
Contract terms
Contract dates and auto-renew flags
Deadline
Salesforce contract end, October
Final stretch
Lookups, IDs, and attribution
Status
Declared complete by the client
Sound familiar?
Is a renewal date setting your migration deadline?
