Migration Brief
HubSpot Sales Hub to Salesforce Sales Cloud
1. Executive Summary
This migration covers 77 HubSpot Sales Hub workflows across 10 functional groups. The recommended architecture consolidates these into 25 purpose-built automations in Salesforce.
The approach prioritizes understanding business intent over preserving technical structure. Each functional group has a dedicated domain plan with workflow summaries and Salesforce recommendations.
2. Current State
| Metric | Count |
|---|---|
| Total workflows (in scope) | 77 |
| Sales workflows | 51 |
| Ambiguous scope | 26 |
| Enabled | 77 |
| Disabled | 0 |
3. Migration Principles
- Consolidate redundant workflows into single, well-structured automations
- Replace HubSpot workarounds with native Salesforce capabilities
- Follow the Handler Pattern: one Entry Flow per object, shared Sub-Flow library
- Do not migrate dead automations or marketing-scoped workflows
- Ensure all field dependencies exist before building automations
- Build modular, reusable components where business logic is shared across groups
4. Functional Group Overview
| Group | Workflows | Recommended Automations | Priority | Key Dependencies |
|---|---|---|---|---|
| Contact Data Enrichment | 8 | 4 | high | Clay platform, RB2B, Trustpilot API |
| AE-BDR Lead Routing | 11 | 1 | high | Sales team territory assignments, Lead source classification |
| Sales Sequence Management | 10 | 3 | high | External sequence platforms, Sales engagement tools |
| Deal and Lead Qualification | 6 | 4 | high | External reporting sheets, Sales qualification criteria |
| Content Download Nurture | 9 | 1 | medium | Clay platform for data sync, Email templates, Content assets |
| Sales Activity Notifications | 5 | 5 | medium | Slack API, Gong integration, Email delivery system |
| HeyReach Outbound Integration | 4 | 3 | medium | HeyReach platform, Instantly platform |
| Event Management | 4 | 2 | medium | Event management platform, Task assignment logic |
| Generic Form Follow-up | 7 | 1 | low | External webhook endpoints, Form-specific email templates |
| Marketing List Management | 5 | 1 | low | Marketing automation platform, Compliance requirements |
5. Recommended Build Sequence
- Contact Data Enrichment (high) — Critical for sales data quality and prospecting effectiveness - multiple redundant workflows need consolidation
- AE-BDR Lead Routing (high) — Core sales routing process with significant architectural problems - 11 workflows doing similar routing with maintenance overhead
- Sales Sequence Management (high) — Complex sequence management with workarounds for platform limitations - needs streamlined Salesforce approach
- Deal and Lead Qualification (high) — Core lead qualification and opportunity creation process - fundamental to sales pipeline
- Content Download Nurture (medium) — Marketing nurture functionality staying in HubSpot - only sales handoff components need migration
- Sales Activity Notifications (medium) — Important for sales team coordination but not core to lead processing workflow
- HeyReach Outbound Integration (medium) — Specialized outbound tool integration - needs evaluation of Salesforce equivalent functionality
- Event Management (medium) — Events generate sales leads but registration management could remain in marketing platform
- Generic Form Follow-up (low) — Generic form follow-up primarily marketing function staying in HubSpot - minimal sales components
- Marketing List Management (low) — Marketing functionality remaining in HubSpot - minimal sales impact