HubSpot Data Migration Playbook

    1

    Migrate contacts, companies, and deals into HubSpot without silent data loss - order, dedup, and validation that catches a migration that ran clean but wasn't.

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    Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+18 more

    HubSpot Data Migration Playbook

    Example session with this skill installed

    I need to migrate 5,000 deals and 3,000 companies from Salesforce to HubSpot. How should I handle the deal stages and associations?

    • Read your context and instructions
    • Compiled the hubspot data migration
    1. Build a 'legacy stage to HubSpot pipeline stage' mapping table.
    2. Import companies first.
    3. Store the Salesforce ID in a HubSpot property (e.g., salesforce_id).
    4. Import deals last, using the stored IDs to create associations.
    5. Validate by comparing stage distribution counts.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Execute complex CRM migrations without losing record associations.Prevent duplicate contacts and companies during large-scale imports.Validate migration success with hard count parity and stage distribution audits.Perform idempotent re-runs of failed batches using external ID mapping.

    About this skill

    The problem

    CRM migrations fail quietly. You finish the import only to realize weeks later that associations dropped, duplicates flooded the database, or deal history mapped to the wrong pipeline stages.

    What it does

    • Enforces a strict dependency-ordered import sequence (Companies/Contacts before Deals) to maintain data integrity.
    • Standardizes source-side deduplication by domain and email to prevent messy post-migration cleanups.
    • Implements mandatory external ID tagging and migration run IDs for idempotent retries and easy rollbacks.
    • Defines a formal validation framework including count parity, association integrity checks, and stage distribution audits.

    Why this beats prompting it yourself

    General LLMs often suggest simple CSV uploads that ignore HubSpot API batch ordering and association dependencies. This skill builds in specific safeguards like external ID mapping and post-migration spot-checking protocols that prevent silent data loss.

    Use cases

    • Migrating a client from Salesforce or Pipedrive into HubSpot.
    • Merging two separate HubSpot portals after a company acquisition.
    • Restructuring a messy CRM by exporting, cleaning, and re-importing data.

    Known limitations

    Does not cover migration of attachments, email history, or call logs. Custom object migrations require a finalized schema before using this playbook.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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