Veeva CRM to HubSpot
Life-sciences CRM for pharma and biotech field teams. The legacy version runs on the Salesforce platform and is being replaced by Vault CRM on Veeva's own platform.
Veeva CRM data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 3-5 weeks for a small move and 12-24 weeks for a large one.
Migration checklist for Veeva CRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<50k
Contacts and companies only.
Mid migration
50k-500k
Adds activities and consent mapping.
Large migration
500k+
Adds attachments, integrations and a compliance review.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Veeva CRM: what you need to get in, what lands in HubSpot, and what will not.
Legacy Veeva CRM: Salesforce SOAP/REST/Bulk APIs. Vault CRM: Vault REST API, VQL, Vault Loader and Direct Data API.
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Legacy Veeva CRM: Data Loader or API export of accounts, contacts and call logs to CSV
- Off-platform backup or replica to a SQL database, using tools such as CopyStorm
- Vault CRM: Vault Loader (CSV/JSON), Vault REST API and VQL queries
- Vault CRM: Direct Data API for incremental extraction
- Attachments can be bulk-exported as files
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 12-24 weeks, usually phased.
Talk to a partnerWhere each object lands
In Veeva CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Account / HCP / HCO (permitted enquiry data) | Contacts | partial | Only permitted, consented non-clinical fields. HCOs would map to Companies. |
| Account (HCO / organisation) | Companies | partial | Use external IDs as the key for record linkage. |
| Call / interaction logs | Calls | partial | Call logs can be exported. Mapping to HubSpot engagements is custom work. |
| Appointments / medical events | Meetings | manual | Analyst view: needs scoping and a custom mapping. |
| Referral sources, engagement preferences | Custom objects | manual | Rebuild as contact properties or custom objects. Not covered by sources. |
| Attachments | Files | partial | Bulk export is possible. Re-attach to HubSpot records via the Files API. |
What to expect
Out of scope per analyst scope note. Retain in the clinical system.
Migration guides say integrations must be re-mapped from scratch and custom code re-created.
Picklist mismatches surface at mapping time.
No sourced consent mapping.
Integrations are not transferred automatically.
Get a legal and privacy sign-off on a field-level allow-list before extraction.
Confirm the version and its API first.
Export parent/child IDs and store them as HubSpot properties.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Access paths (Salesforce APIs for legacy Veeva CRM, Vault APIs for Vault CRM) rest on secondary guides, not vendor or HubSpot docs. Object mapping to HubSpot is analyst judgement. HubSpot has no documented native Veeva connector.
Sources
Related migrations
Frequently asked questions
How do I migrate Veeva CRM to HubSpot?
1. Confirm whether the org is legacy Veeva CRM (Salesforce) or Vault CRM. 2. Define a field-level allow-list of permitted enquiry data and exclude clinical data. 3. Obtain a privacy or legal sign-off on sensitive-data transfer. 4. Inventory the Veeva objects to move: Account, Contact, Call, appointments, preferences.
What does not move from Veeva CRM to HubSpot?
Clinical records, EHR and treatment workflows and Apex code, custom automation and existing integrations. Plan to rebuild or retire these.
How long does a Veeva CRM to HubSpot migration take?
Small (<50k): 3-5 weeks. Mid (50k-500k): 6-12 weeks. Large (500k+): 12-24 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving Veeva CRM data?
Check: Health data, Possible patient-identifiable information, HCP professional data and Pharma promotional compliance. Agree consent, retention and access rules before exporting.
Moving Veeva CRM into HubSpot?
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