Migrations
MigrationDelivered
Salesforce
Forbidden has migration experience moving clients from Salesforce to HubSpot.
Project-level detail for this record is still being verified internally. Treat the summary below as capability and approach, not as a specific delivered claim.
- Group
- CRM and sales
- What typically moves
- Accounts, contacts, opportunities, activity history, notes and attachments, plus the custom objects that carry the commercial model.
- What gets redesigned in HubSpot
- Object model and associations, pipeline stages, record ownership, automation rebuilt as HubSpot workflows, and reporting rebuilt against HubSpot objects.
- Main delivery challenges
- Custom objects and heavy customisation, validation rules and Apex logic with no direct HubSpot equivalent, and integrations pointed at Salesforce as the system of record.
- Forbidden's approach
- Map the object model before moving data, agree what is rebuilt rather than replicated, migrate in a staged sequence with reconciliation at each step.
- Useful discovery questions
- Which custom objects carry commercial meaning, and which are legacy?
- What automation is business-critical versus historical?
- Which integrations currently treat Salesforce as the system of record?
- How much activity history has to move, and how far back?