Every CRM change,
previewed first.
Undone in one click.
Preflight stages every import and migration — a field-level diff of creates, updates, blocked rows, and skips — before anything touches HubSpot or Salesforce. Built for agencies running client CRMs.
| Contact | Field | Current | Incoming | |
|---|---|---|---|---|
| jane@acme.co | company | Acme Inc | Acme Corp | |
| tom@globex.io | jobtitle | Sales Rep | Account Executive | |
| lisa@initech.com | phone | 555-0100 | 555-0199 | |
| mark@wayne.co | company | empty | Wayne Enterprises |
4 of 234 updates
Two CRMs, one safety layer
Equally at home in HubSpot and Salesforce
Preflight isn't a HubSpot tool with Salesforce bolted on. Every capability — staging, mapping, validation, push, undo — runs through the same engine on both platforms, and migrations move data between them in either direction.
| Capability | HubSpot | Salesforce |
|---|---|---|
| Objects | Contacts, Companies, Deals, Tickets | Contacts, Accounts, Opportunities, Cases, Leads |
| Staged field-level preview | ||
| Create / update / skip / block classification | ||
| Custom field mapping | All writable properties | All createable fields |
| Picklist validation & translation | Enumeration properties | Restricted picklists, incl. State & Country |
| Batched push via official APIs | Batch API | Composite API |
| One-click undo | ||
| Migrate to / from the other CRM | ||
| Association preservation | Contacts ↔ Companies | Contacts ↔ Accounts |
The staging layer
You see this before anything happens
Every incoming row gets a verdict: Create, Update, Skip, or Block. For every update, you see the exact field that will change — the current CRM value vs. the incoming value. Nothing is written until you approve it.
Field-level precision
Not just 'this record will be updated.' You see which fields change: company 'Acme Inc' → 'Acme Corp'. Job title 'Sales Rep' → 'Account Executive'. Every field, every row.
Empty field protection
If your source has a blank value but the CRM has data, Preflight will not overwrite it. This prevents the most common import disaster — silently blanking out good data.
Clear block reasons
Blocked rows aren't hidden — you see exactly why each one was stopped. Missing email. Invalid format. Duplicate in file. A value the destination picklist won't accept. Download, fix, and re-import.
Skip transparency
Rows where every field already matches the destination are marked as skipped. No unnecessary writes. No wasted API calls.
How it works
Three steps to a non-event
Bring your data
Drag in a CSV — or pull records straight from HubSpot or Salesforce for a migration. Preflight maps fields, validates values, and catches duplicates before touching the CRM.
- Any CSV, or records read directly from the other CRM
- Auto field mapping with manual override, incl. custom fields
- Picklist validation and value translation
Preview the full diff
Every row is classified: create, update, skip, or block. For updates, you see the exact field-level changes — current CRM value vs. incoming.
- Field-by-field comparison for every update
- Blocked rows show exactly why they were stopped
- The diff table is the product — see it before you buy
Push — or undo
Approve and push with live progress and pause/resume. If something's wrong, one click rolls everything back. No damage.
- One-click undo restores the CRM to its pre-import state
- Created records are deleted cleanly
- Full push and rollback audit trail
Features
Every feature exists to prevent a specific disaster
We didn't build a feature list — we built solutions to the things that actually go wrong when bulk data meets a production CRM.
Staged diff preview
fear: the unknownSee every change before it happens. Creates, updates, skips, blocks — classified and displayed with full field-level detail.
Empty field protection
fear: silent data corruptionBlank values in your source never overwrite existing CRM data. The #1 complaint about bulk imports, completely solved — in both CRMs.
HubSpot ↔ Salesforce migrations
fear: the big-bang cutoverMigrate accounts, contacts, deals, and cases between CRMs with auto-detected schema mapping, a 25-record test run, and associations preserved.
Smart field mapping
fear: tedious setupColumns auto-map to the right destination field — standard and custom. Override anything, translate picklist values, and save the mapping per client.
Batched push with live progress
fear: partial failuresRecords push via each CRM's official APIs with retries, live progress, and pause/resume. Exact counts of what succeeded and what didn't.
One-click undo
fear: irreversible mistakesPushed something wrong? One click reverts everything — updated records restored, created records deleted. Works across all object types.
Client workspaces
fear: cross-client mistakesEach client gets an isolated workspace — its own CRM connections, saved mappings, usage metering, audit trail, and role-based access.
Duplicate detection
fear: CRM pollutionDuplicates within your source are blocked with a clear reason before they reach the CRM. First occurrence processes normally.
Full audit trail
fear: accountability gapsEvery upload, staging result, push, and rollback — stored permanently. 'Who imported what and when?' always has an answer.
Weekly CRM health digest
fear: silent data decayEvery Monday, Preflight scans each connected CRM — HubSpot and Salesforce — and emails you duplicates, missing fields, and stale records.
Pricing
Plans that scale with your client roster
Every plan includes unlimited seats, staged previews, one-click undo, and the full audit trail. Row volume is the only meter.
Starter
For agencies just getting going.
$499/mo
- Up to 2 client workspaces
- 50,000 rows / month
- HubSpot + Salesforce, both directions
- Unlimited team seats
Growth
For scaling agencies running many clients.
$1,499/mo
- Up to 10 client workspaces
- 250,000 rows / month
- Reusable schema mapping libraries
- Everything in Starter
Scale
For high-volume partners.
$2,999/mo
- Unlimited workspaces
- 1,000,000 rows / month
- Priority support
- Everything in Growth
Annual billing saves 20%. Need a one-off import? The Lite pass is $25 for 24 hours of CSV/Excel imports into HubSpot or Salesforce.
How is this different from the CRMs' native import tools?
HubSpot's import tool and Salesforce's Data Import Wizard preview column mapping, but neither shows you which existing fields will be overwritten, classifies rows as creates vs. updates vs. skips, lets you review and approve before writing, or offers an undo. Preflight adds a full staging layer with field-level diffs, classification, approval, and one-click rollback — on both platforms.
Can I migrate between Salesforce and HubSpot?
Yes, in either direction. The migration wizard connects both CRMs, auto-detects the field mapping (Accounts → Companies, Opportunities → Deals, and so on), validates picklist values, and lets you run a 25-record test before the full migration. Contact-to-company relationships are preserved, and every migration is staged and undoable like any import.
Do I need a credit card to sign up?
No. You can sign up, connect your CRMs, upload CSVs, and preview full staging reports — all free, no card required. A plan (with 14-day free trial) or a $25 Lite pass is only needed when you want to push changes.
Does Preflight modify my CRM data automatically?
Never. Preflight only reads your existing data for comparison during the staging phase. Absolutely nothing is written to HubSpot or Salesforce until you explicitly review the staging report and click the push button.
What if my CSV has empty values for some fields?
Empty values are never treated as changes. If a field is blank in your source but has a value in the CRM, Preflight will not overwrite it. This is one of the most important safety features.
What if I already pushed something bad?
Click the undo button on any completed import. Preflight snapshots the destination data before every push, so it can restore updated records to their original values and delete any records that were created — in HubSpot or Salesforce.
Which objects and fields are supported?
HubSpot: Contacts, Companies, Deals, and Tickets. Salesforce: Contacts, Accounts, Opportunities, Cases, and Leads. On both platforms the mapping step exposes every writable field — standard and custom — with auto-detection you can override, and picklist values are validated against the destination before anything pushes.
Do I need to install anything in HubSpot or Salesforce?
No. Both connect via standard OAuth — a few clicks and you're authorized. HubSpot needs no marketplace installation, and Salesforce connects without any package install (sandbox orgs are supported too).
What's the maximum file size?
Preflight supports up to 100,000 rows per run, processed in chunks so large files stage reliably. For larger datasets, split into multiple runs — each one gets its own staging report and audit record.
Can I cancel anytime?
Yes. Cancel from your billing settings at any time. You'll keep access through the end of your current billing period. No cancellation fees.
Do imports for clients?
HubSpot and Salesforce partners run more imports and migrations than anyone. Preflight gives you a professional-grade staging layer with per-client workspaces — show clients exactly what will change before you touch their data.
Interested in a partner arrangement? Get in touchThe next import is either a risk
or a non-event.
You decide.
Start previewing for freePreview for free. Pay when you're ready to push.