Unified CRM Migration: From 3 Portals to HubSpot with Seamless Salesforce Sync

  • February 2, 2026
  • Girikon
Background

A leading auto repair insurance provider serving customers through multiple national automotive brands. The organization operates distinct sales motions supported by multiple HubSpot portals and Salesforce orgs, and initiated a strategic consolidation to unify CRM operations and enable scalable data integration via Amazon S3.

The Challenge 

  • Fragmented CRM Data: Four HubSpot portals created data silos and limited cross-entity visibility.
  • Inconsistent Data Models: Misaligned custom properties and objects across portals increased complexity.
  • Manual Marketing Operations: Separate management of forms, workflows, and assets reduced efficiency.
  • Limited Campaign Insights: No unified view of customer journeys or campaign performance.
  • Complex CRM Integrations: Maintaining multiple Salesforce integrations was error-prone and difficult to govern.
  • Governance Limitations: Lack of centralized permissions, reporting, and data standards.
  • Vehicle Data Sync Complexity: High-volume vehicle data required secure, scalable syncing via Amazon S3.
Products Used

  • HubSpot 
  • AWS
  • Census
  • Data Profiler (data migration application)
Approach and Key Features

Data Model Consolidation: Designed a unified CRM data model with a new Policies custom object. Consolidated properties from all portals into a single HubSpot instance while leveraging Business Units to preserve brand separation.

Large-Scale Data Migration: Migrated ~22 million records across standard and custom objects (Contacts, Companies, Deals, Vehicle Policies) with rigorous deduplication, validation, and zero data loss.

Marketing Asset Migration: Rebuilt and standardized emails, landing pages, forms, and CTAs, enabling centralized governance while maintaining brand-specific configurations.

HubSpot–Salesforce Integration via Amazon S3: Enabled HubSpot S3 exports to AWS S3, used Census for real-time data synchronization with Salesforce, and structured vehicle data in S3 with selective, performance-optimized mapping into HubSpot.

The Result

Unified CRM Operations: A single HubSpot environment improved efficiency across sales and marketing teams.

Reduced Redundancy: Consolidated properties, workflows, and templates eliminated duplication.

Enhanced Visibility: Improved insights into customer journeys and cross-brand campaign performance.

Reliable Data Integration: Streamlined S3- and Census-based integrations improved sync accuracy between HubSpot and Salesforce.

Higher Data Quality & Automation: Reduced manual effort through standardized processes and automated data flows.

Share this post on: