The 7 Sins of HubSpot Data Migration (& How to Avoid Them)

A HubSpot data migration touches everything from your contact records to workflows, email templates, integrations, reporting, and compliance. And when you’re under pressure to deliver results for the next Board meeting, the last thing you want is for migration to cause campaign downtime, damage your prospect profiles, or delay those performance reports.

With all this in mind, we’ve outlined the seven most common (and costly) sins of HubSpot data migration, along with practical steps to avoid them. Each one can affect your ability to secure budget, run campaigns on time, and show marketing ROI to the C-suite.

Too often, marketers jump into migration without a clear plan. They assume it’s as simple as exporting and importing contact lists, when in fact it’s a full-scale review of your marketing infrastructure. 

A successful HubSpot data migration starts with scoping. Before we start moving data around, we need to define what should come from the old account into HubSpot. And we’re not talking solely about your contact data, but historical engagement, form submissions, scoring models, email preferences, and more. You also need to understand what won’t import over automatically, like email templates, automation logic, and certain integrations that will need to be rebuilt.

How to avoid it:

• Break the migration into logical phases: contact data first, then assets, then workflows and integrations.

• Assign clear responsibilities across teams: marketing ops, legal, IT, and leadership.

• Set expectations about what will and won’t be preserved, and allow time for testing.

• Align the project to business priorities, like proving ROI sooner or enabling more streamlined campaign management.

If you skip the planning, you’ll spend far more time fixing issues later, and those delays can be costly when your marketing budget is up for debate.

Data integrity isn’t solely a CRM concern. The quality of your marketing data directly affects segmentation, campaign performance, and attribution reporting. Bringing over outdated, duplicated, or incomplete records creates noise in your shiny new HubSpot system, slows down your teams, and undermines the insights you rely on to prove marketing value.

I’ll say it again, just for emphasis: Never underestimate the downfalls of poor data quality! Importing unsubscribed or bounced contacts can hammer email performance, while bringing over non-compliant records creates legal risk. And leaving duplicate contacts in the system causes confusion for sales and marketing alike, along with potentially inflating your figures.

How to avoid it:

• Run a thorough data audit before the migration: remove duplicates, standardise formats, and validate key fields like email and company name.

• Identify which records are actively engaged and which can be archived or suppressed.

• Use HubSpot’s data hygiene tools, or a specialist partner like MarCloud, to ensure the data that enters HubSpot is clean, usable, and compliant.

Remember that clean data is both easier to work with and essential for accurate reporting.

Download the Salesforce Marketing Cloud to HubSpot Migration Made Simple eBook.

Field mapping is where many HubSpot migrations unravel. Salesforce and HubSpot don’t treat properties the same way, and custom fields often behave differently than expected. If you skip over the mapping stage or assume everything will simply work, you risk losing important information, or worse, corrupting it.

For example, lead scores, lifecycle stages, and date fields might not align between platforms. If these aren’t carefully mapped and tested, your workflows and reports won’t function as expected in HubSpot.

How to avoid it:

• Document every field in your current system and figure out its purpose, format, and usage.

• Map these fields to HubSpot equivalents (or custom properties) and test with a sample dataset.

• Don’t forget to check picklists, multi-selects, and custom values because these often cause unexpected issues post-migration.

Proper mapping ensures you’re not just moving data, but intentionally aligning with HubSpot, so your reports remain trustworthy.

It’s too easy to focus on the technical side of migration and overlook the legal side. But when you’re handling personally identifiable information (PII), marketing data migration becomes a compliance exercise as much as a technical one.

Moving contacts between systems (especially across borders) comes with strict rules under GDPR, CCPA, and similar frameworks. And while HubSpot has built-in privacy tools, they can only work if the data is migrated properly in the first place.

How to avoid it:

• Audit opt-in status and data origin for all records before migrating.

• Use HubSpot’s privacy and subscription settings to carry over consent accurately.

• Involve your legal or compliance officer early, particularly if your audience spans multiple regions.

A single compliance error could expose the business to fines or reputational risk, which is not something the CMO wants to explain.

Contact data is only half of what needs to be migrated to HubSpot. What about the emails you’ve sent, the landing pages you’ve built, the forms that trigger your workflow, and the automations that keep things streamlined? These marketing assets don’t transfer over automatically. They will need to be rebuilt in HubSpot.

Many teams only realise this once the new platform is live and they’re asked to send a nurture series or publish a gated asset, only to discover it’s missing or unusable. Cue panic!

How to avoid it:

• Create a list of all current marketing assets, especially those used in the past six months.

• Export what you can (HTML templates, images, copy) and rebuild essential assets natively in HubSpot.

• Plan time for testing to ensure rebuilt assets look and perform as intended.

A structured rebuild avoids last-minute scrambles and ensures your campaigns aren’t on pause.

Most marketing teams rely on a plethora of connected tools: CRMs, webinar platforms, ad accounts, analytics, event tools, and more. If those integrations aren’t planned and tested as part of your migration, you risk major disruption.

A vital part of moving platforms is maintaining data flow, permissions, and reporting continuity. Even a short break in sync can lead to lost leads, attribution gaps, and confused internal stakeholders.

How to avoid it:

• Audit your current integration stack and document what each tool connects to, how often it syncs, and what data it handles.

• Use HubSpot’s App Marketplace for native integrations, or APIs where a custom integration is needed, before you go live.

• Monitor sync behaviour during testing to spot discrepancies early on.

Getting integrations right means your tech stack keeps working for you post-migration.

Even with careful planning, migration rarely goes perfectly the first time. What matters is how well you’ve prepared to spot and correct issues before they cause wider damage.

Teams that skip testing or rush to go live without a rollback plan can be left with missing data, broken automations, and frustrated teams. This quickly diminishes confidence in both the new platform and the marketing team running it.

How to avoid it:

• Set up a staging environment and run partial migrations to validate field mapping, workflows, and reporting logic.

• Create a rollback plan in case major issues arise.

• Post-migration, build reports to verify that record counts, campaign performance, and lead flows match expectations.

Migration isn’t complete when the data moves; it’s complete when everything works as expected!

HubSpot is a powerful platform, but only when it’s fed the right data, connected to the right tools, and set up in a way that aligns with how your team works. If you treat migration as a one-off admin or IT task, you’ll likely find yourself patching problems for months. But if you approach it as a strategic project, you’ll be set up for smoother campaigns, stronger reporting, and a more confident seat at the C-suite table.

Need help planning your HubSpot data migration? Our in-house specialists can guide you through it. Contact us for an informal chat about your migration challenges.