How to Reconnect Hubspot After Moving to a New Salesforce Org

When your team migrates to a new Salesforce production organization, you must properly update the Hubspot integration to keep data syncing smoothly. This guide walks you step by step through preparing the old connection, installing the integration in the new org, and validating that everything works before your users go live.

Before You Change Your Hubspot Salesforce Connection

Before touching the integration in your new Salesforce org, make sure you fully understand what is currently connected in your Hubspot account. This prevents conflicts, duplication, and sync failures.

Review current Hubspot Salesforce integration settings

Start by documenting the existing configuration between Hubspot and your old Salesforce organization:

• Which Salesforce objects are syncing (leads, contacts, accounts, opportunities, tasks).
• Field mappings in the Salesforce integration settings.
• Active sync rules and inclusion lists.
• Existing Salesforce integration users and permissions.

Capture screenshots or export documentation so you can replicate or refine these settings in the new Salesforce org.

Confirm integration ownership in Hubspot

Only a Hubspot Super Admin or an admin with Salesforce integration access can safely modify the connection. Verify that:

• You are logged into the correct Hubspot account.
• You have Super Admin rights, or equivalent Salesforce integration permissions.
• You have admin access to the new Salesforce production org.

If you are unsure about your permissions, coordinate with your operations or CRM administrator first.

Disconnecting the Old Salesforce Org From Hubspot

To move to a new Salesforce organization, you need to disconnect the existing integration in Hubspot in a controlled way. This prevents data from syncing to the wrong org.

Pause sync and plan downtime

Schedule a short maintenance window so that users know the Hubspot to Salesforce sync will be offline while you switch orgs. During this window:

• Avoid importing large lists or running major workflows.
• Ask sales users not to rely on real-time sync for critical deals.
• Stop any third-party tools that push data into Salesforce from Hubspot.

Remove the existing Salesforce connection in Hubspot

In your Hubspot account, navigate to the Salesforce integration settings and disconnect the current Salesforce org. This step stops data flow between Hubspot and the old production environment. Follow these best practices:

• Confirm you are disconnecting the correct org, especially if you have used multiple sandboxes.
• Note any error messages and resolve them before moving forward.
• Verify that the sync status no longer shows the old Salesforce org as connected.

Connecting Hubspot to the New Salesforce Production Org

Once the original org is disconnected, you can safely install the integration with your new production environment. This is where you link Hubspot with the new Salesforce org and authorize the connection.

Prepare the new Salesforce org for Hubspot

In the new production org, verify that:

• You have a dedicated Salesforce integration user with appropriate permissions.
• Required fields and page layouts are created for data coming from Hubspot.
• Validation rules are compatible with the records Hubspot will sync.
• Profiles and sharing rules will allow Hubspot data to be visible to the right users.

Aligning your Salesforce setup before the installation helps prevent sync failures.

Install the Hubspot Salesforce integration in the new org

In Hubspot, go back to the Salesforce integration marketplace listing and start a new connection. When prompted:

1. Log in with your new Salesforce production admin credentials.
2. Approve the requested integration permissions.
3. Complete any package installation steps in Salesforce.
4. Return to Hubspot to confirm that the connection status is now active.

If you need detailed product-specific steps, refer to the official integration documentation provided by Hubspot at this Salesforce integration guide.

Rebuilding Your Hubspot Salesforce Sync Settings

After establishing the connection, you must reconstruct your sync rules, mappings, and preferences so that data behaves consistently with your previous org.

Recreate field mappings between Hubspot and Salesforce

Using the notes you collected from your old configuration, rebuild your field mappings:

• Map key contact and company properties to Salesforce fields.
• Align lifecycle stages and lead statuses between systems.
• Map deal or opportunity fields so pipeline data is consistent.
• Consider removing obsolete mappings that no longer match your new Salesforce design.

Take this opportunity to clean up unused properties and streamline what Hubspot sends to Salesforce.

Review object sync rules in Hubspot

Next, configure what objects sync and in which direction:

• Decide if leads, contacts, or both should sync.
• Choose one-way or two-way sync where appropriate.
• Set inclusion lists to control which records from Hubspot flow to Salesforce.
• Define how duplicates and merge scenarios should be handled.

Make sure your sync logic supports your new org structure, such as new record types or territories.

Testing the New Hubspot and Salesforce Connection

Before enabling the integration for everyday use, validate that records sync correctly and that both systems reflect your expected behavior.

Run controlled sync tests

Create a small test plan to confirm that Hubspot and Salesforce stay aligned:

1. Create a new contact in Hubspot and verify it appears in Salesforce with the correct fields.
2. Update that contact in Salesforce and ensure changes sync back to Hubspot.
3. Create a test lead or opportunity in Salesforce and confirm it syncs accurately.
4. Test workflows or automation that depend on Salesforce data inside Hubspot.

Review sync logs or error messages to catch minor issues before they impact your whole database.

Verify user access and reporting

Once the sync behaves as expected, check how end users experience the integration:

• Confirm sales reps can see Hubspot insights on Salesforce records.
• Ensure marketing can build lists and reports based on Salesforce data in Hubspot.
• Validate that dashboards in both systems show consistent counts and revenue metrics.

If you see unexpected discrepancies, adjust mappings or sync filters and retest.

Ongoing Maintenance for Your Hubspot Salesforce Integration

After migrating to a new Salesforce production org, treat the integration as a living system. Regularly review how Hubspot data flows and adjust settings as your business changes.

• Schedule periodic audits of field mappings and sync rules.
• Document the integration design so new admins understand the setup.
• Monitor sync error reports and fix issues quickly.
• Train users on how Hubspot and Salesforce share data, so they enter information correctly.

If you need strategic help designing or optimizing your CRM stack, you can work with a specialist consultancy such as Consultevo to streamline your overall Hubspot and Salesforce architecture.

By carefully disconnecting the old org, reconnecting Hubspot to the new Salesforce production environment, and thoroughly testing your configuration, you can complete the migration with minimal downtime and preserve clean, reliable data across both platforms.

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