Marketo to HubSpot migration

Move with confidence. Keep your data, rebuild what matters, and unlock HubSpot’s full potential.

3. MarketoMigrating from Marketo to HubSpot is a strategic upgrade — but only if it’s planned, mapped, and tested properly. We help you transition without losing data, automations, or momentum.

Why switch to HubSpot?

  • All-in-one growth platform: marketing, CRM, sales, service, and content in one place.

  • Cleaner execution: intuitive workflows, lists, and reporting that teams actually use.

  • Stronger visibility: campaign, attribution, and funnel metrics out of the box.

  • Scales with you: add features and integrations as you grow.

Key concept mapping (at a glance)

Marketo HubSpot
Smart Campaign / Trigger Workflow
Email / Email Template Marketing Email / Email Template
Form Form
Landing Page / Template Landing Page / Theme & Template
Smart List Active List
Static List Static List
Program Campaign

Our migration plan

1) Preparation & Strategy

  • Audit your current setup (assets, data, automations, subscriptions).

  • Define objectives, scope, KPIs, and success criteria.

  • Assign stakeholders and build a milestone timeline.

2) Data Mapping & Migration

  • Map fields 1:1 (create required custom properties in HubSpot).

  • Migrate contacts, companies, deals/opportunities, notes, and files.

  • Recreate list logic (Smart Lists → Active Lists; Static Lists → Static).

  • Optional delta migration to capture changes before cutover.

3) Asset & Automation Rebuild

  • Rebuild forms, emails, and landing pages using HubSpot themes/templates.

  • Translate campaign logic into workflows (enrolment, actions, goals).

  • Set subscription types & preferences; configure scoring and lifecycle.

  • Connect domains, tracking code, and required integrations.

4) QA, Training & Go-Live

  • Sandbox or pilot testing against real scenarios.

  • Suppression lists & re-enrolment rules to prevent double-sending.

  • User access, teams, and permissions.

  • Training, handover docs, and hypercare post-launch.

Common pitfalls we mitigate

  • Inactive asset bloat → inventory first; only rebuild what’s used.

  • Mismatched picklist values → exact value parity to avoid failed imports.

  • Lost attribution → analytics views, tracking domains, and redirects in place.

  • Duplicate journeys → suppression lists and goal-based unenrolment.

  • License timing → plan cutover to avoid stranded form fills and pages.

What you’ll get

  • Clean data structure & properties aligned to your reporting needs

  • Rebuilt journeys: forms, emails, landing pages, and workflows

  • Reporting pack (dashboards for funnel, attribution, campaign performance)

  • Governance: subscription types, naming conventions, folder structure

  • Team enablement: playbooks, SOPs, and recorded walkthroughs

Indicative timeline

  • Week 1: Audit, scope, field mapping, plan

  • Weeks 2–3: Data migration & asset rebuild

  • Week 4: QA, training, and go-live (with hypercare)

(Timelines vary by asset volume and complexity.)

Ready to plan your migration?

Make the switch without risk or rework — and start getting more from HubSpot from day one.
[Book a consultation]