A Comprehensive Guide to Migrating from HubSpot to Marketo: Step-by-Step Process
Are you contemplating the migration from HubSpot to Marketo? Transitioning between marketing automation platforms requires meticulous planning and execution. In this article, we will walk you through the step-by-step implementation of this migration process, highlighting the crucial role of documentation and other essential considerations.
Step 1: Documentation Is Key
Undoubtedly, one of the most underestimated aspects of migration is documentation. Before you embark on the migration journey, it’s essential to create a comprehensive document outlining the requirements and identifying the components that need to be migrated.
Work closely with your client or team to document the following:
Field Trackers – Create a detailed list of fields that need to be migrated. This documentation ensures that no critical data is left behind during the transition.
HubSpot Forms – Maintain a record of all HubSpot forms in use and identify where they are located on your website. This information will be invaluable when replacing them in the later stages of the migration.
User Roles – Understand the user roles within your organization and document them. This step helps ensure that user access and permissions are appropriately configured in the new Marketo instance.
Asset Inventory – Keep track of all marketing assets, such as landing pages, invitation emails, thank you emails, and other collateral. This inventory will aid in the systematic migration of your marketing materials.
Step 2: Obtain Admin Access
Whether you’re migrating or setting up a new Marketo instance, it’s essential to have admin access. Administrative privileges are required to perform many of the operations involved in the migration process, such as configuring settings, importing data, and setting up user roles.
Having admin access from the start will expedite the migration and ensure that you have the necessary control to manage the transition effectively.
Step 3: Component Migration
With the documentation in place and admin access secured, you can now proceed with the migration of key components. This typically includes:
Data Migration – Transfer your data from HubSpot to Marketo while ensuring data integrity. Follow the documented field trackers to migrate essential information accurately.
Form Replacement – Replace HubSpot forms on your website with corresponding Marketo forms. Use the previously documented list of form locations to streamline this process.
User Role Configuration – Configure user roles and permissions in your new Marketo instance based on the documented user roles. Ensure that the right people have the appropriate access levels.
Asset Migration – Migrate landing pages, invitation emails, thank you emails, and other marketing assets to your new Marketo instance. Verify that these assets function correctly in the new environment.
By following these steps, you can ensure a smooth and successful migration from HubSpot to Marketo. Remember that thorough documentation, administrative access, and meticulous component migration are key to a seamless transition that preserves your marketing capabilities and data integrity.
