IMPLEMENTATION & MIGRATION
Salesforce Essentials
HubSpot
Migrate from Salesforce Essentials to HubSpot seamlessly
Move your entire sales ecosystem from the constraints of Salesforce Essentials to the power of HubSpot. Our proprietary transformation layer ensures your leads, accounts, and deal histories transition with zero data loss.
100%
Data Fidelity
48 hrs
Avg. Migration
90k rec/m
Engine Speed
"Salesforce Essentials limits API accessâhow do you move my data?"
SuprSwitch utilizes a proprietary direct data extraction method that bypasses standard Salesforce Essentials connector limitations to reach your core data.
"Will my activity history and email logs remain attached to my Contacts?"
Yes, our in-house engine performs deep relational mapping to ensure every Task, Event, and Note stays linked to its original record in the HubSpot Timeline.
"What happens to the custom fields I built in the Essentials Setup?"
Our native schema mapping automatically identifies your custom Essentials fields and replicates them as HubSpot Properties before the transfer begins.
Why SuprSwitch
Better than a CSV export-import nightmare
Manual migrations between Salesforce Essentials and HubSpot often result in broken associations and lost notes. SuprSwitch eliminates the manual labor.
Owner Preservation
We maintain the 'Owner' field relationships, ensuring that records assigned to specific reps in Salesforce stay with them in HubSpot.
Data Sanitization
Our transformation layer sanitizes messy Salesforce phone numbers and address fields into HubSpot's standardized formats.
Timestamp Integrity
Unlike manual imports, we preserve the original 'Created Date' timestamps so your historical reporting remains accurate.
Enterprise Security
Your data is processed through our secure, proprietary engineânever leaving our encrypted environment during the transformation.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Full-Spectrum Data Coverage
We map every core Salesforce Essentials object to its HubSpot counterpart with surgical precision.
Leads
All records
Leads
Contacts
💡 Converted into HubSpot Contacts with specific 'Lead Status' property mapping.
Accounts
All records
Accounts
Companies
💡 Mapped directly to HubSpot Companies while maintaining parent-child hierarchies.
Opportunities
All records
Opportunities
Deals
💡 Pipeline stages are synchronized to HubSpot Deal Stages without losing probability data.
Tasks & Events
All records
Tasks & Events
Engagements
💡 Migrated as HubSpot Activities, preserved on the record timeline for full context.
Contacts
All records
Contacts
Contacts
💡 Differentiated from Leads to ensure B2B account associations remain intact.
Attachments
All records
Attachments
Files
💡 Files stored in Salesforce Essentials are extracted and re-linked to relevant records.
Under the Hood
The SuprSwitch Advantage
Our proprietary technology outpaces standard migration tools by focusing on deep-schema transformation.
Native Schema Mapping
In-House EngineA purpose-built transformation layer that understands the structural nuances of Salesforce Essentials data objects.
Direct Extraction
No API LimitsWe don't rely on standard bulk APIs, allowing us to migrate thousands of records without hitting Salesforce governor limits.
Logic Transformation
Logic PreservationAutomated mapping of Picklist values and multi-select fields into HubSpot dropdown and checkbox properties.
Fidelity Validation
Real-time AuditsOur system runs a record-by-record validation check to ensure every field matches the target destination.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
Our Migration Framework
A structured, four-phase approach to moving your data with total confidence.
1
Schema Discovery
We analyze your Salesforce Essentials custom fields and determine the optimal mapping for HubSpot Properties.
Day 1
2
Secure Extraction
Our proprietary engine extracts data from Salesforce, maintaining the integrity of related objects.
Day 1
3
Data Normalization
The transformation layer reformats data to match HubSpot's specific architectural requirements.
Day 2
4
Portal Injection
Final injection into your HubSpot portal followed by a comprehensive data validation report.
Day 2
Proprietary deduplication logic prevents redundant records from entering your clean HubSpot portal.
Support for high-volume note and attachment migration that standard tools often fail to capture.
Automated re-association of Contact-to-Company and Deal-to-Contact links during the injection phase.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
FAQs
Common Questions About Migration
Technical
Does Salesforce Essentials' limited API access block the migration?
We use a proprietary transformation layer that accesses the underlying data structure, bypassing the limited API features often found in Essentials.
Ownership
Will my sales team keep their record assignments?
Yes. Our engine maps Salesforce Lead and Opportunity owners to the corresponding Users in HubSpot automatically.
Customization
Can you move custom fields I've created?
Absolutely. We first identify your custom fields in Salesforce and then programmatically create matching Properties in HubSpot before moving the data.
Quality
How do you handle duplicate records during the move?
Our in-house engine uses a delta-check process that ensures duplicates are identified and merged based on your unique criteria.
Coverage
Are notes and call logs included in the migration?
Unlike other services, SuprSwitch migrates your entire 'Activity History' so your reps can see every past email and call logged in Salesforce.