INTERACTIVE MIGRATION TOOL

HubSpot-to-Salesforce Migration Readiness Assessment Checklist

Is your organization ready to migrate from HubSpot to Salesforce? Migrating your CRM is an opportunity to improve data quality, streamline business processes, strengthen reporting, and prepare your organization for future growth.

Use this checklist to evaluate your organization’s readiness across data, processes, integrations, reporting, technology, and user adoption.

How to use this checklist

Ready (2 pts): Requirements are defined, documented, and validated.
In progress (1 pt): Work has started, but gaps remain.
Not started (0 pts): The requirement has not yet been addressed.
N/A (Excluded): The requirement does not apply to your organization.

Migration Readiness Score 0% (0 / 0 pts)

Select items below to calculate

1. Business Objectives and Migration Scope

Before migrating data, establish why your organization is moving to Salesforce and what the new CRM needs to accomplish.

Assessment Item	Ready	In Progress	Not Started	N/A
We have documented the business objectives driving the migration.
We have identified the business processes Salesforce must support.
Key stakeholders have agreed on the migration scope.
We have identified the teams, departments, and users affected by the migration.
We have defined measurable migration success criteria.
We have established a project timeline, budget, and resource plan.
We have assigned ownership for key migration decisions and approvals.

Key question: Can your organization clearly explain what Salesforce needs to improve and how success will be measured?

2. Data Quality and Migration Readiness

Data quality is one of the most important factors in a successful CRM migration. Inconsistent fields, duplicate records, missing information, and poorly documented relationships can create significant challenges after go-live.

Assessment Item	Ready	In Progress	Not Started	N/A
We have inventoried the data stored in HubSpot.
We have identified which records must be migrated and which can be archived or excluded.
We have identified duplicate, incomplete, outdated, or inconsistent records.
We have established data cleansing and deduplication rules.
We have documented custom properties and their intended Salesforce equivalents.
We have identified required historical activities, notes, emails, and engagement records.
We understand how contacts, companies, deals, and associated records will map to Salesforce objects.
We have defined how record ownership, unique identifiers, and associations will be preserved.
We have confirmed data retention, privacy, consent, and access requirements.
We have a backup and data reconciliation plan.

Key question: Do you know what data you have, what needs to be migrated, and how its accuracy will be validated?

3. CRM Architecture and Salesforce Configuration

Salesforce should be designed around your business requirements rather than simply reproducing your existing HubSpot setup.

Assessment Item	Ready	In Progress	Not Started	N/A
We have identified the appropriate Salesforce edition and licensing requirements.
We have mapped HubSpot records to Salesforce standard or custom objects.
We have documented required Salesforce fields, relationships, and validation rules.
We have defined sales stages, pipelines, and lifecycle processes.
We have reviewed user roles, profiles, permission sets, and data access requirements.
We have identified custom functionality or development requirements.
We have assessed Salesforce storage, data volume, and performance considerations.
We have documented the target architecture and obtained stakeholder approval.

Key question: Is your Salesforce environment designed to support your future business needs, not just your current processes?

4. Workflows, Automation, and Business Processes

HubSpot workflows cannot always be transferred directly into Salesforce. Each automation should be evaluated to determine whether it should be recreated, redesigned, replaced, or retired.

Assessment Item	Ready	In Progress	Not Started	N/A
We have inventoried active HubSpot workflows and automation rules.
We have documented workflow triggers, conditions, dependencies, and outcomes.
We have identified redundant or outdated automation that can be retired.
We have determined which processes should be rebuilt using Salesforce Flow or other appropriate tools.
We have identified workflows that depend on external applications.
We have assessed automation execution order, error handling, and potential conflicts.
We have defined testing scenarios for critical business processes.
Business owners have approved the redesigned processes.

Key question: Have you evaluated whether your existing automation should be improved before rebuilding it in Salesforce?

5. Integrations and Connected Systems

Your CRM may connect to marketing platforms, email systems, customer service tools, finance applications, data providers, and other business-critical systems. Each dependency must be reviewed before the migration.

Assessment Item	Ready	In Progress	Not Started	N/A
We have documented all applications and services integrated with HubSpot.
We understand what data each integration sends and receives.
We have identified Salesforce-compatible connectors, APIs, or middleware solutions.
We have confirmed authentication, access, and security requirements.
We have assessed API limits, synchronization frequency, and expected data volumes.
We have defined how duplicates, synchronization conflicts, and failed transactions will be handled.
We have documented integration owners and support responsibilities.
We have planned end-to-end integration testing before go-live.

Key question: Can your critical business systems continue exchanging accurate data after HubSpot is replaced?

6. Reporting, Analytics, and Business Intelligence

Reports and dashboards often influence daily decisions across sales, marketing, and leadership. Their requirements should be documented before migration begins.

Assessment Item	Ready	In Progress	Not Started	N/A
We have inventoried business-critical HubSpot reports and dashboards.
We have documented key performance indicators and their calculation rules.
We have mapped the source data required for each important report.
We have identified reporting requirements that need new Salesforce configurations.
We have defined reporting access and visibility requirements.
We have established a process for comparing Salesforce reports against trusted source data.
Stakeholders have approved the reports required for go-live.

Key question: Will decision-makers have the information they need on day one in Salesforce?

7. Marketing, Sales, and Customer Data Continuity

When both marketing and sales rely on CRM data, migration planning must address how lead management, campaign attribution, consent, and customer engagement will work in the new environment.

Assessment Item	Ready	In Progress	Not Started	N/A
We have documented lead capture, qualification, assignment, and conversion processes.
We have mapped campaign records and the marketing attribution data we need to preserve.
We have assessed email marketing and marketing automation requirements.
We have identified the contact and engagement history sales teams need to access.
We have documented consent, subscription preferences, and suppression requirements.
We have defined how Salesforce will connect with the chosen marketing platform.
Sales and marketing have agreed on lifecycle definitions and handoff processes.

Key question: Will sales and marketing retain the customer context and coordination they need after the migration?

8. Security, Privacy, and Compliance

CRM migrations can introduce risks when sensitive information is transferred, permissions change, or integrations are reconfigured. Security and privacy requirements should be addressed before any production data is moved.

Assessment Item	Ready	In Progress	Not Started	N/A
We have classified the data being migrated by sensitivity and business risk.
We have reviewed applicable privacy, consent, and data retention obligations.
We have defined user access and least-privilege requirements.
We have reviewed authentication, integration credentials, and service accounts.
We have established secure data transfer, backup, and recovery procedures.
We have defined how migration logs, errors, and exceptions will be handled.
Relevant security, privacy, and compliance stakeholders have reviewed the plan.

Key question: Can you demonstrate that customer data will remain appropriately protected throughout the migration?

9. Testing, Cutover, and Business Continuity

Testing helps identify data discrepancies and operational issues before they affect users. A clearly defined cutover plan also reduces the risk of downtime or lost updates.

Assessment Item	Ready	In Progress	Not Started	N/A
We have defined a migration testing strategy and acceptance criteria.
We have tested representative data in a sandbox or controlled environment.
We have validated record counts, field values, relationships, and ownership.
We have tested critical workflows, integrations, permissions, and reports.
We have assigned responsibility for resolving and retesting defects.
We have defined the final data migration window and cutover sequence.
We have documented rollback, recovery, and contingency procedures.
We have established formal go-live approval criteria.

Key question: Can you switch to Salesforce with confidence that the data and critical business processes will work as expected?

10. User Adoption, Training, and Post-Migration Support

A migration is only successful when people can use the new CRM effectively. Training, communication, and ongoing support should be included in the project plan.

Assessment Item	Ready	In Progress	Not Started	N/A
We have identified user groups and their Salesforce requirements.
We have communicated why the organization is migrating and what will change.
We have developed role-specific training and user documentation.
We have identified internal champions or superusers.
We have planned user acceptance testing and feedback collection.
We have established a support process for post-launch questions and issues.
We have defined adoption metrics and a process for monitoring usage.
We have assigned ongoing ownership for Salesforce administration and optimization.

Key question: Are your people, processes, and support resources ready for the transition?

Interpreting Your Migration Results

Your score reflects internal planning readiness across all applicable assessment criteria:

80–100%: Strong Preparation

Your organization has addressed many foundational requirements. Validate remaining gaps, confirm approvals, and finalize cutover plans.

60–79%: Preparation in Progress

Migration plans are taking shape. Prioritize data mapping, integration dependencies, and automation testing before committing to go-live.

40–59%: Significant Gaps Remain

Several core requirements are incomplete. Consider a structured migration assessment to clarify scope and reduce launch risk.

Below 40%: Early-Stage Readiness

Focus on discovery, business goals, data cleanup, and target architecture before attempting execution.

Important: This score is an internal planning indicator. Any unresolved security, compliance, or data integrity issue should be addressed prior to go-live regardless of overall score.

Your Migration Readiness Action Plan

Turn your readiness evaluation into an actionable remediation roadmap:

Priority	Action Item	Suggested Owner
Critical	Resolve security, privacy, data integrity, and recovery gaps.	IT / Security / Project Lead
High	Complete data mapping, cleansing, and relationship validation.	Data Lead / CRM Lead
High	Finalize Salesforce architecture and workflow requirements.	Salesforce Lead / Business Owners
High	Confirm integration dependencies and testing requirements.	IT / Integration Lead
Medium	Rebuild and validate reporting and dashboards.	Sales Ops / Marketing Ops
Medium	Finalize user training and change management.	Project Lead / Dept Managers
Ongoing	Monitor adoption, data quality, and automation post go-live.	Salesforce Admin / Operations

NEED HELP ASSESSING YOUR READINESS?

Ready to Plan Your Migration with Navirum?

Moving from HubSpot to Salesforce is an opportunity to build a stronger CRM foundation. Navirum helps organizations assess Salesforce needs, design CRM architecture, improve data and workflows, and connect business systems safely.

BOOK TIME WITH NAVIRUM →

HubSpot to Salesforce Migration Readiness Assessment Checklist