Operelio
HubSpotSalesforce

How to migrate HubSpot to Salesforce Leads

14 of the 14 columns in a HubSpot export, mapped into 14 Salesforce Leads fields under Salesforce's own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your HubSpot export first

Built on HubSpot’s export columnsChecked against Salesforce’s import rulesUpdated October 3, 2026

One HubSpot row, through the templatecopied as it ischanged on the way
  • First Name to First NameDavid
  • Last Name to Last NameGarcia
  • Email to Emaillowercaseddavid.garcia@meridian.example.com
  • Phone Number to Phone+44 20 7946 0432
  • Company Name to CompanyMeridian
  • Job Title to TitleHead of Marketing
  • Website URL to Websitemeridian.example.com
  • Street Address to Street8 Quay Street
  • City to CityManchester
  • State/Region to State/ProvinceGreater Manchester
  • Postal Code to Zip/Postal CodeM3 3JE
  • Country/Region to CountryUnited Kingdom
  • Lifecycle Stage to DescriptionCustomer
  • Lead Status to Lead StatusConnected

Check your HubSpot export before you import it

Looks for the 14 columns this template reads, and what Salesforce would skip.

Drop your HubSpot CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

HubSpot to Salesforce in three steps

Step 1Export from HubSpot
  1. Go to CRM, then Contacts, and open the view you want to export.
  2. Click Export in the upper right.
  3. Choose CSV, XLSX or XLS and enter an export name.
  4. Choose the language for the column headers and click Export.
  5. Download the file from the link HubSpot emails you.

You need Export permissions, and files over 2 MB arrive as a ZIP.

HubSpot: Export records
Step 2Paste into the template
  1. Paste the export at A1 of Paste HubSpot export here.
  2. Start here checks all 14 columns were found.
  3. Save Salesforce Leads import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 14 headers as a CSV

Step 3Import into Salesforce
  1. From Setup, type Data Import Wizard in Quick Find, select it and click Launch Wizard.
  2. Under Standard Objects, choose Leads.
  3. Choose whether to add new records, update existing ones or both, and how to match them.
  4. Drag in your CSV, check the encoding and click Next.
  5. Check the mapping, map any field left over, click Next, then Start Import.
Salesforce's Data Import Wizard, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does HubSpot's export fill Last Name and Company, which Salesforce requires?

Last Name comes from HubSpot's Last Name column; Company comes from HubSpot's Company Name column. The checker above counts the rows with Last Name or Company blank.

Will custom HubSpot properties transfer?

This template maps the 14 standard fields listed above. Custom properties appear in the export but need manual mapping in Operelio to reach Salesforce.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

Upload your HubSpot export and download a file Salesforce can import. No credit card needed. The push into Salesforce is from Starter.

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