Migrating from one marketing automation software to another is a massive task - one that we can take care of for you, ensuring your marketing and business activity sees as little disruption as possible while you move systems.
A marketing automation migration service moves an organisation’s data, assets, and workflows from one platform to another while preserving data integrity, reducing disruption, and ensuring systems are ready for future growth. It includes planning and mapping data, transferring campaign assets, configuring tracking and compliance, re-establishing integrations, and setting up users so teams can pick up where they left off without loss of continuity. MarCloud Consulting’s migration expertise covers transitions such as moving to or between platforms like HubSpot, Pardot (Account Engagement), and other systems, with structured preparation and testing to maintain operations and performance throughout the migration process.
Migrating to Pardot comes with risks like data loss, broken integrations, and misaligned workflows. MarCloud’s expertise ensures a smooth transition, so your marketing operations stay efficient and effective. We handle everything from data migration and syncing to system integrations, ensuring your valuable customer information stays intact and flows seamlessly across platforms.
One wrong move and your database can be corrupted, making it difficult to know whether the data you now have in your new Pardot account is reliable, accurate, and healthy. Trust MarCloud to make your Pardot migration a success, with no surprises.
Migration is a perfect time to review the structure of your campaigns. There may be differences between your old software and what’s possible in Pardot, and the features of Pardot - such as folder hierarchy, scoring, and grading - must be considered.
Migration should minimise business impact as much as possible. This means doing the required forward-thinking and planning but also, having the technical expertise to get up and running with Pardot quickly. A poor migration will cause issues later.
Ensure your email sends are optimised for deliverability and compliance, with proper domain authentication and setup.
We’ll review your existing database and plan for how it will be imported to Pardot, taking into default and custom fields, and integration with your CRM.
Email templates, landing pages, forms: all of these will need to be transferred or rebuilt in your shiny new Pardot account. It can be a time-consuming process but one you can handball our way!
We handle the technical tasks of reworking your website tracking to ensure it is GDPR compliant and fit for purpose. You get peace of mind that your prospect data is collected and aligned with your internal processes, so you can rely on it for reporting and analytics.
We’ll configure user profiles and permissions, giving your team secure access to the tools and data they need to work efficiently.
Set up dashboards that give you a clear view of your key performance metrics, helping you make data-driven decisions.
Provide guidance to ensure your team is fully equipped to use Pardot effectively and drive success from day one.
Migrating from HubSpot to Pardot can be a significant shift for your business, but with MarCloud, you can ensure a smooth and successful transition. Our team of developers, data scientists, and marketing automation experts will work closely with you to plan, prepare, and manage the migration of your HubSpot data, campaigns, and reports to Pardot. With MarCloud’s expertise, your migration will be well-executed, minimising disruptions and maximising your Pardot success.
The duration of your Pardot migration depends on the complexity of your current system and the amount of data being transferred. Typically, migrations take 2-4 weeks, but MarCloud can provide a more precise timeline after evaluating your specific needs.
No, data loss is highly unlikely. Our team takes every precaution to ensure your data is migrated safely, including thorough testing to verify that all contacts, campaigns, and reports are transferred accurately into Pardot. We’re ISO27001 certified, which goes to show how stringent we are when it comes to managing client data and information.
We take a detailed, phased approach to migration, ensuring proper planning, preparation, and testing before making any changes. Our experts will work closely with you to align Pardot with your marketing objectives and ensure a seamless transition.
Absolutely! After your migration is complete, MarCloud can assist with setting up custom workflows, integrations, and ROI reporting systems in Pardot, ensuring that your marketing automation is optimised and aligned with your business goals.
Most likely. Basic training is a key part of our migration process, ensuring your team is equipped to use Pardot effectively. We also offer on-demand training via the MarCloud Academy, and custom training packages.
Tell us what marketing problems you need to solve, and our certified consultants will respond to arrange a call.
