Seamless Marketo to HubSpot Migration Services | HubSpot

• Integrations
• Contact Properties
• Campaigns
• Emails
• Forms
• Landing pages
• Lists
• Leads

 
This is the best stage to start cleaning up your database, as it would make the switch more effective. But, first, remove all old, duplicate, and irrelevant records from your Marketo database. 
Create Custom Properties In HubSpot
Along with preparing the data to be moved, it is also essential to prepare your HubSpot account. After completing your Marketo audit, you can create custom properties in HubSpot for storing your records. These properties are unique to your business and are not pre-built by HubSpot.
Export Your Marketo Data
Once your custom HubSpot properties are ready, you will be required to perform a complete Marketo data export. This step should be performed in different stages. 
Firstly, you need to export all the contacts from your Marketo database. The next stage would involve exporting the Marketo lists to your HubSpot account. Moreover, it is essential to note that HubSpot does not allow importing web analytics and email performance data from any other platform. 
So, if you have smart lists depending on web analytics or email performance, you would need to import them as static lists to HubSpot. 
Recreate Forms And Smart Lists
Once you export your Marketo data, you will be required to recreate suitable forms and smart lists in your HubSpot account. 
Set Up Emails In HubSpot
After setting up forms and smart lists, you should move on to recreating email templates and emails in your HubSpot account. HubSpot provides users with a simple drag-and-drop email editor for creating professional emails. 
Moreover, if you plan on using your emails in HubSpot workflows, make sure you save them as automated emails. 
Set Up HubSpot Workflows
HubSpot workflows play a significant role in helping users carry out specific business processes. Therefore, as you migrate your campaigns from Marketo to HubSpot, you will need to recreate them as HubSpot workflows. 
Always remember that Marketo and HubSpot have different logic in building automation. Keeping this in mind, make sure you review and document your Marketo campaigns well before you start with the migration. 
Set Up Lead Scoring In HubSpot
How leads are scored in Marketo differs from the lead scoring in HubSpot. For example, the features of product-based lead scoring and time-based lead degradation are absent in HubSpot. Instead, HubSpot provides you with its tools and features to score your leads. 
Keeping this in mind, you will need to set up rules for scoring your leads in HubSpot. Then, import your old Marketo scores into new HubSpot custom properties to have a historical record of all your lead scores. 
Set Up Landing Pages In HubSpot
Now, you can go ahead with setting up landing pages and creating new landing page templates using your Marketo landing pages. If you haven’t been using Marketo landing pages and a different tool for the same, you can swap the landing page forms with HubSpot forms. 
Import Your Data To HubSpot
Before you start importing your CSV exports from Marketo to HubSpot, make sure you upload all unsubscribe lists and validate emails for removing spam messages before adding them to your HubSpot account. 
Review The Platform And Turn The Workflows On
Once you have imported your data to HubSpot, you can review the CRM platform and turn your HubSpot workflows on. Make sure you test these workflows, verify the exclusion lists and check the enrollment options before going live.
The Final Word

These were some of the most important aspects to consider if you are planning to migrate from Marketo to HubSpot. If you follow every step with precision and handle your data carefully, the migration wouldn’t be a complicated and tedious process.