CRM migrations, automated — custom APIs and AI workflows
Custom APIs and AI workflows that automate the hard parts of CRM migration — field mapping, logic porting, parallel-run diffing — across Salesforce, HubSpot, Pipedrive, Zoho, and more.
Any CRM → any CRM — data migration and workflow rebuild, automated
Every CRM migration stalls on the same two problems: data migration and workflow rebuild. Custom objects, years of historical deals, CPQ rules, routing logic, automations — mapping all of it to the destination's data model is where months disappear. Sanka embeds custom APIs and AI workflows into both the source and destination CRM to automate that work. Field mapping, data transformation, parallel run, cutover — Sanka delivers the hard core of your migration, fast and reliably, across Salesforce, HubSpot, Pipedrive, Zoho, Dynamics, and more.
Standard or custom objects — all two-way synced through Sanka's API layer. Apex, Flow, HubSpot workflows, Pipedrive automations, and Zoho Deluge logic get translated between platforms.
Custom fields, picklists, formula fields, and lookup relationships are mapped between CRMs automatically by AI. Humans only review.
Run both CRMs for one billing cycle. AI flags only the deals where numbers drift, so humans review deltas — not every record.
Use cases
Two migration paths we run most often. Each has its own deep-dive page.
The most common path. Custom APIs and AI workflows automate Apex translation, custom-object mapping, and parallel-run diffing.
See the playbookFor teams pulled toward Salesforce by enterprise security, industry clouds, or M&A consolidation. History, workflows, and back office intact.
See the playbookMigration paths we cover
| Source | Destination | Typical driver |
|---|---|---|
| Salesforce | HubSpot | Renewal sticker shock, TCO, speed of change |
| HubSpot | Salesforce | Enterprise complexity, strict permission models |
| Pipedrive | HubSpot | Outgrowing sales-only CRM, need marketing + service |
| Zoho | HubSpot / Salesforce | Data quality, integration ecosystem |
| Dynamics 365 | HubSpot | Lighter admin overhead, faster RevOps |
| Legacy / custom CRM | HubSpot / Salesforce | Modernization, AI-native workflows |
Where migrations stall — and how Sanka automates it
| Where migrations stall | What's hard | How Sanka solves it |
|---|---|---|
| Data mapping | Custom field volume, picklist value differences | AI auto-maps, humans only review |
| Historical data retention | Deal history, timeline continuity | Source IDs preserved; timelines reconstructed |
| Workflow rebuild | Porting Apex / Flow / Deluge / Pipedrive automations | Sanka workflows preserve source-equivalent logic |
| CPQ and pricing rules | Complex discount rules, approval hierarchies | Rule-based CPQ engine, native on the destination CRM |
| Parallel run | Pre-cutover number validation | One billing cycle in parallel, diffs auto-detected |
| Post-cutover monitoring | Go-live exception handling | 30-day exception monitoring, full audit log |
[MIGRATION PLAN] Source CRM → Destination CRM (Sanka custom APIs + AI workflows)
Week 1 Connect Sanka → Source CRM API, extract all objects & fields
Week 2 AI auto-maps to destination fields, humans review
Week 3 Load custom objects & historical data into destination CRM
Week 4 Translate source automations (Apex / Flow / Deluge / etc.) to Sanka workflows
Week 5 Parallel run: destination+Sanka vs. source, auto-diff
Week 6 Cutover — freeze source edits, flip live, 30-day monitoring
[OK] Go-live. Sales works in the new CRM with all history and logic intact.
Who this is for
- RevOps leads owning a CRM migration project with a dated go-live
- Engineering teams with years of source-CRM customization (Apex, Flow, Deluge, custom objects) that has been blocking migration
- HubSpot Solutions Partners and Salesforce consultancies running migrations who need a default answer for the hard parts — data migration, logic porting, history retention
What ships day one
- App Marketplace install with OAuth (HubSpot, Salesforce, and partner CRMs)
- Connections to source CRM REST, Bulk, and Metadata APIs
- Auto-discovery and mapping of custom objects and custom fields
- AI assistant that translates Apex / Flow / Deluge / Pipedrive automations to Sanka workflows
- Migration playbook covering field mapping, data validation, dry-run, and cutover
Bonus: the back office, also done
HubSpot's Commerce Hub and Salesforce Revenue Cloud handle basic use cases. For complex pricing rules, multi-entity billing, RevRec, or inventory, Sanka completes the back office in the same install — solving tomorrow's problems while you're already migrating today.
HubSpot CPQ and Revenue Cloud handle basics. For complex discounting and multi-step approvals, Sanka fills the gap.
Invoices, subscriptions, dunning, and revenue recognition per entity, currency, and tax.
Per-location stock, reservations, POs, and reorder points — tied to CRM deals.
Get started
- Scope: connect your source CRM or share an export. We auto-analyze your objects, fields, and automation configuration.
- Dry-run: we load a sample into Sanka + the destination CRM and surface AI mapping results for you to review.
- Parallel run: one billing cycle in both systems, with automatic diff detection.
- Cutover: freeze source edits, go live on the destination CRM + Sanka, monitor for 30 days.
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