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Pardot to HubSpot Migration Checklist

A successful Pardot to HubSpot migration isn’t just about moving data. It’s about simplifying systems, protecting Salesforce alignment, and setting the foundation for scalable growth.  

Audit Pardot automation, campaigns, scoring, and Salesforce sync 

Identify data cleanup, technical debt, and unused assets  

Define migration scope, risks, timeline, and success criteria  

Map data model, lifecycle stages, and lead management  

Align HubSpot lifecycle stages with Salesforce Lead Status  

Redesign lead scoring and prioritization models 

Plan integrations, attribution, and reporting  

Clean and export Pardot data with Salesforce IDs 

Set up HubSpot environment and Salesforce integration 

✅Import data and validate sync, ownership, and lifecycle 

✅Rebuild automation, nurtures, forms, and emails in HubSpot 

✅Reconnect integrations and campaign tracking

✅Rebuild lifecycle, funnel, and revenue reporting 

✅Execute cutover and go-live from Pardot to HubSpot 

✅Monitor performance, routing, and data integrity post-launch 

✅Optimize automation, scoring, and reporting for scale 

Planning a Pardot to HubSpot Migration?

Migrating from Pardot isn’t just a data move. It’s a system redesign that impacts Salesforce alignment, lead routing, scoring, and revenue reporting.

As marketing automation migration experts, TSL Marketing specializes in Pardot to HubSpot migrations for Salesforce-connected teams. Our approach protects data integrity, simplifies automation, and sets your team up for long-term scalability.

 

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Get a Pardot to HubSpot Migration Assessment

We’ll audit your Pardot instance, identify migration risks, and outline a clear, low-risk path to HubSpot before anything moves.

Fill out the form to request your HubSpot Migration Assessment.