The back office HubSpot is missing — Salesforce → HubSpot migration playbook

HubSpot doesn't ship CPQ, inventory, multi-entity billing, or RevRec. Sanka does — so your Salesforce → HubSpot migration finishes on time.

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Workflow Engine

Lead→Deal→Quote→Order→Invoice→Payment→Reconciliation→Renewal

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All systems

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Audit trail

100% logged

One workflow engine. One audit trail. One source of truth.

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The back office HubSpot is missing — delivered for your migration go-live

You're moving off Salesforce because HubSpot is simpler, cheaper, and built for the way modern revenue teams work. But HubSpot doesn't have CPQ, doesn't have real inventory, doesn't do multi-entity billing, and its revenue operations stop where Salesforce's kept going. Sanka fills those gaps — so your migration finishes on time, and your ops don't break the day after go-live.

CPQ, native to HubSpot

Products, pricebooks, discounting, approvals, and quote PDFs — on HubSpot deals, without a second CRM object model.

Inventory that HubSpot can trust

Per-location stock, reservations on deal close, purchase orders, reorder points — reflected back to the HubSpot deal timeline.

Billing, RevRec, and multi-entity

Invoices, subscriptions, dunning, consolidated statements, and revenue recognition for the entities HubSpot doesn't model.

What breaks during a Salesforce → HubSpot migration (and how Sanka fixes it)

Salesforce capability	HubSpot gap	Sanka closes it with
Salesforce CPQ	No native CPQ — products and quotes are basic	Products, pricebooks, rule-based discounts, approval routing, PDF quotes
Revenue Cloud / Billing	No multi-entity billing, limited RevRec	Invoices, subscriptions, dunning, RevRec, consolidated statements
Inventory / OMS	Not supported natively	Per-location inventory, reservations, POs, reorder points
Multi-entity / intercompany	Single-currency per portal	Entities, intercompany transfers, currency and tax per entity
Territory management	Basic	Territory + hierarchy model driving quote approvals and routing
Custom approvals	Workflow-based only	Multi-step approvals with escalation and SLA

[MIGRATION PLAN]  Salesforce → HubSpot
  Week 1   Map SF opportunities → HS deals, custom fields, stages
  Week 2   Migrate products, pricebooks, quotes → Sanka CPQ (HubSpot-native)
  Week 3   Move invoices + subscriptions → Sanka Billing; RevRec schedules preserved
  Week 4   Inventory + PO model → Sanka; warehouse transfer history retained
  Week 5   Parallel run: HubSpot + Sanka vs. Salesforce CPQ/Billing
  Week 6   Cutover — freeze SF edits, flip live, monitor exceptions
[OK] Go-live. Sales works in HubSpot. Finance works in Sanka. Everything syncs.

Who this is for

RevOps leads owning a Salesforce → HubSpot migration project with a dated go-live
CFOs at companies where Salesforce CPQ / Revenue Cloud renewal made HubSpot an obvious cost move — but the back-office gaps stopped the plan
HubSpot Solutions Partners running migration engagements who need a default answer for the CPQ / billing / inventory gaps

What ships day one

HubSpot App Marketplace install with OAuth
Two-way sync on deals, companies, contacts, line items
CPQ, billing, inventory, POs, and revenue ops modules pre-configured for migration patterns
Pre-built dashboards for finance, sales ops, and inventory
Migration playbook covering field mapping, data validation, dry-run, and cutover

Migration-ready from day one

Because you don't have time to evaluate a second system mid-migration.

Pre-mapped to Salesforce objects

Products, pricebook entries, opportunity line items, orders, invoices, subscriptions — all have a landing spot.

Parallel-run support

Run Sanka alongside Salesforce for one billing cycle to validate numbers before cutover.

Audit-ready cutover

Every migration action is logged, reversible, and reviewable by finance or audit before go-live.

Get started

Scope: share your Salesforce export or a screen-share of the modules you're migrating.
Dry-run: we load a sample into Sanka + HubSpot and reconcile against Salesforce.
Parallel run: one billing cycle in both systems, side-by-side.
Cutover: freeze Salesforce edits, go live on HubSpot + Sanka, monitor for 30 days.

Frequently asked questions

How long does a typical Salesforce → HubSpot migration take with Sanka?

Most teams go live in 4–8 weeks from kick-off, depending on the complexity of CPQ rules, the number of entities, and historical data retention requirements. A scoped pilot on one division or region usually finishes in 2 weeks.

Do we keep Salesforce CPQ during the parallel run?

Yes. You can keep Salesforce CPQ live for one billing cycle while Sanka runs in parallel inside HubSpot. Once numbers reconcile to your satisfaction, you cut over and freeze Salesforce edits.

Does Sanka work with HubSpot's native Payments / Commerce Hub?

Yes. Sanka augments what HubSpot Commerce Hub does — adding CPQ rules, multi-entity invoicing, RevRec, and inventory. For teams who only need basic invoicing, HubSpot's native payments may be enough; Sanka is for teams hitting its limits.

What happens to our Salesforce data after cutover?

We recommend keeping Salesforce in read-only mode for 12 months as an audit archive. All historical records are also stored inside Sanka with their Salesforce IDs preserved for traceability.

We use a migration consultancy (Aptitude 8, New Breed, Huble, etc.). Do they know Sanka?

Most top HubSpot Solutions Partners are familiar with Sanka as the default answer for CPQ, billing, and inventory gaps. If yours hasn't used us before, we'll onboard their implementation team alongside yours.