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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.