Migrate HubSpot to Pardot

Nelson Eisenmann

Migrate HubSpot to Pardot

LCV_Migrate-HubSpot-to-Pardot
Nelson Eisenmann

Nelson Eisenmann

Director of Marketing Automation

Migrating from HubSpot to Pardot can be an arduous task. But with the right tools and well-informed team, you can make this process as seamless as possible.

Whether you have already decided to make the change from HubSpot to Pardot or are currently weighing the pros and cons of the move, you’ll first need a baseline understanding of what it takes in doing so.

In this article, we lay out the process of migrating from HubSpot to Pardot, walk through best practices and helpful tips to ensure your campaigns, workflow, assets, and database migrate seamlessly over to Pardot.

But before we go any further, let’s take a step back.

HubSpot-to-Pardot-Migration-Checklist

HubSpot to Pardot Migration Checklist

Download our free migration checklist to plan your transition from HubSpot to Pardot like an expert.

Why switch from Hubspot to Pardot?

We often see companies switch to Pardot for its native integration with Salesforce. Given that it is owned by Salesforce, the future is bright for Pardot as it becomes more fully integrated into the Salesforce ecosystem.

Meanwhile, HubSpot requires a custom API to connect with Salesforce CRM.

Pardot’s native Salesforce integration allows for powerful reporting: most custom and default fields and objects from Salesforce can integrate with Pardot, allowing you to create custom dashboards and reports. Advanced tools like Campaign Influence reporting grants you access to multi-touch attribution reports that can help close the loop between marketing and sales.

HubSpot and Pardot both have the capability to set up automated workflows, however, Pardot’s rule, trigger, and action sequence offers more guidance for the complicated process of automating marketing workflows.

Pardot’s marketing automation features are available in each of its pricing plans, while HubSpot users have to sign up for the professional or enterprise plan to be able to create automated campaigns.

We laid out the most salient similarities and differences between the two systems below so you can proper expectations for your migration.

HubSpotSimilaritiesPardot
Social Media MarketingEmail MarketingAutomation Available in All plan types
SMS MarketingExcellent Customer Support reviewsCustom Automation Campaigns
Content Generation ToolsAutomationEvent Based reports available in all plans
Create InvoicesSame list of integrationsExtensive rules/triggers/actions automation capabilities
Automation only available in Pro/Enterprise plansForm/Landing Page/Email building tools and templatesCustomizable reporting dashboards
Must have enterprise plans for revenue and event-based reportingLead ScoringVery organized and structured
Slightly sluggish loading timeCustom and Default FieldsProspect activity reports
API needed for Salesforce integrationEasy-to-use interfaceQuick Performance Speed
  Native integration to SFDC

Key Differences between HubSpot and Pardot

Before you get too deep into the migration, it’s imperative that you have a baseline understanding of how the systems differ. This will allow you and your team to make informed decisions when the time for migration comes.

HubSpot and Pardot contrast in a few key areas. Most of the assets you have built in HubSpot can be rebuilt in Pardot. There will be some differences in how things function, how they are set up, and some automation terminology.

Pardot may use different automation vocabulary words, but, it may have the same definition as the HubSpot terms you are used to.

For example, your contacts in HubSpot will be considered mailable prospects in Pardot. Pardot defines prospects as contacts in your database that you have an email address for and have assigned a user.

Below is a table that shows the Pardot equivalent to some key HubSpot terms. We include this table in our downloadable checklist to easily inform your team:

Email Marketing DefinitionHubSpotPardot
Unknown website visitorsAnonymous visitorsVisitors
Mailable recordsContactsProspects
A list of recordsStatic ListList
A list of records meeting a specific criteriaSmart List Dynamic List
Trigger for automated tasksWorkflow starting conditionsAutomation Rules
A sequence of emailsWorkflowDrip Program
The activity history of each record in the databaseInteractionsActivities
The rating of each record based on their fit and engagementHubSpot ScorePardot Grade and Pardot Score
The marketing automation information presented in SalesforceHubSpot IntelligencePardot Activities
Reporting and AnalyticsReportsReports
The place where you store filesFile ManagerContent Files
A group of assets associated with a marketing activityCampaignCampaign
The calendar of marketing activitiesCalendarCalendar

 

Considerations when Migrating

How long will migrating from HubSpot to Pardot take?

Transferring all your marketing assets and data from HubSpot to Pardot can be done in as little as 4 weeks, however, we strongly recommend allocating about 6-8 weeks to ensure the shift over to Pardot goes smoothly. We go over this more in-depth in our Pardot migration best practices article.

You may need all hands on deck or over-the-shoulder training if you are under a tight implementation deadline.

The very idea of switching platforms from HubSpot to Pardot seemed like an insurmountable challenge, until we met with LearningCurv,” said James Ryan, Vice President of Enrollment Management.”

Our past client, Boston Architectural College was sunsetting their HubSpot account when they reached out to LearningCurv. To expedite the process and ensure that their marketing programs were ready for the fall semester, BAC enrolled in LearningCurv’s quickstart program to migrate from HubSpot to Pardot. (Read the full case study)

 

Will I need to have an overlap period with access to both systems?

The short answer is yes. While it is not required to have access to both systems when executing your migration, having an overlap period will make things easier for you and ensure a seamless transition.

Below, we will compare and contrast both migration methods:

 

With a grace period (recommended):

Having a 6-8 week overlap period where you are subscribed to both HubSpot and Pardot at the same time is the most efficient and accurate way to migrate your data into Pardot. Simply copy and paste from your existing HubSpot templates as you build out your Pardot instance.

This method allows you to test your new Pardot campaigns to make sure your new campaigns are accomplishing their goal like they were in the legacy system. If there are any issues, you can revisit HubSpot to see if everything was copied over correctly.

Best of all, it takes an extra step out of the process. No need to export, organize, and house your data somewhere in the interim. Everything should already be organized in HubSpot and ready to be migrated over.

The extra cost is worth the efficiency and peace of mind.

 

Without a grace period:

If you do not have access to both HubSpot and Pardot at the same time, or only have access to both for a short period of time, you will need to make sure you export ALL important assets into shareable text files and organize them accordingly.

Without an overlap period between systems, there is less margin for error. If something gets lost, exported wrong, or forgotten, you may have difficulty getting that data back.

So, if you must use this strategy – make sure all your contacts, forms, landing page templates, email templates, and any other important assets you keep in HubSpot are exported into text files or spreadsheets so they can be easily re-created or imported into Pardot.

 

What data maps over?

The data that maps over from HubSpot to Pardot is the following:

  • contact database
  • default and custom fields
  • content files such as white papers, pdfs

Pardot allows for CSV import and can automatically sync with your Salesforce account (if you have one) to import your HubSpot contacts and sync Salesforce leads into Pardot as prospects.

Also, content files can be saved from HubSpot and uploaded into Pardot.

 

What needs to be recreated?

Assets such as emails, email templates, landing pages, forms, and automation campaigns need to be recreated in Pardot. This is why having access to both systems at the same time is important.

If you want to make sure all assets are recreated accurately, having your legacy system to double check your work makes the process much more efficient.

 

Can customized assets be imported?

Yes. Although most assets such as email templates, landing pages, and forms can be easily recreated using Pardot’s default templates – heavily customized assets can be imported into Pardot via HTML.

You may need the skills of a code-savvy marketer or developer in order to copy over the HTML accurately.

 

Steps for a Successful Migration from Pardot to HubSpot:

Now that we have our preliminary questions answered and baseline knowledge of what the migration will entail, let’s dive into the migration itself.

We recommend the following order:

  1. Database
  2. Email Content
  3. Automation Campaigns
  4. Landing Pages
  5. Forms
  6. Lists
  7. Files
  8. Scoring Criteria
  9. Custom and default fields
  10. Integration with CRM
 

Migrating your Database:

Contacts in your database and the default fields associated with them can be exported from HubSpot and CSV imported into Pardot using the import wizard. However, the custom fields you use in HubSpot must be created in Pardot before you import your contacts – if you want them to map over.

If there are any fields that are no longer relevant, delete them from your spreadsheet to clean your data. Simply delete the column associated with that field before importing it into Pardot.

You can import your contacts in batches based on the lists and segmentation you use in HubSpot, or do them all at once and worry about segmenting your prospect database at a later date.

To import contacts and fields:

  1. Go to the contacts section of your HubSpot account.
  2. Click “export” in the “options” drop down. This will export all your contacts with all the fields associated with them.
  3. Any custom fields on your spreadsheet that don’t exist in Pardot, must be created in Pardot before the import for the contacts spreadsheet to map correctly.
  4. Once you recreate the custom fields in Pardot, you can upload the CSV file.
  5. Double check to make sure the fields are mapped correctly.
  6. Add any campaigns, tags, or actions.
  7. Hit save.

HtP-MigratingDatabase

For a more in-depth breakdown on how to import prospects into your database, visit the Building Your Database chapter in our Beginner’s Guide to Pardot.

 

Migrating your Email Content:

Email content and templates cannot be exported from HubSpot and imported into Pardot. In order to migrate your email content, you must recreate them by copying the email copy and pasting it into Pardot’s email template builder.

You can do this by copying it directly from HubSpot, sending yourself a test email and copying it from there, or saving the copy in a text file.

The default templates in Pardot should work to recreate most of your HubSpot email templates. Do this by copying the copy from your old email and pasting it into Pardot’s content editor.

HtP-ContentEditor

For highly customized email templates, be sure to copy their HTML code from HubSpot and have a code-savvy marketer or developer recreate it in Pardot.

HtP-HTML-Code

Re-creating the emails from your HubSpot drip campaigns in Pardot’s email tool, Engagement Studio, will allow you to use the same logic in your campaigns. However, Pardot is an email-centric tool, therefore, Engagement Studio has much more automation capabilities than HubSpot’s workflow tool.

To learn more about what you can accomplish with Pardot Engagement Studio, read our Beginner’s Guide to Pardot.

 

Migrating Automation Campaigns:

If you have the pro or enterprise plan of HubSpot, you may have some workflows and workflow starting conditions that you want to transition over to Pardot.

HtP-AutomationCampaigns

In Pardot, these workflows and workflow starting conditions are called automation rules, triggers, and drip programs.

Make a note of all the logic from your workflows and starting conditions so that you can easily recreate them in Pardot.

You have three choices when creating your automation workflow in Pardot engagement studio:

  1. Actions
  2. Triggers
  3. Rules

HtP-EngagementStudio

Actions tell the engagement program to do something such as send an email. This is where you need to note which emails are sent in which campaign.

Triggers tell the engagement program to look for something such as “did they open the email?” or “did they click the link?” If the prospect executes the chosen action then it will trigger another action.

Rules tell Engagement Studio to check the prospect database to see if they match certain criteria such as:

  • Do they have a Pardot score (lead score) of 50 or higher?
  • Are they assigned to user: John?
  • Do they belong to a certain list?
  • Do they have ____ in their custom field?

Make sure to poke around Pardot’s triggers and actions to see what you can add to your old drip campaigns. You may find something in Pardot’s engagement studio that was not available in HubSpot’s workflow builder that will improve your old drip programs.

Recreating automation rules should be done in a similar way by making a note of all the triggers, actions, and workflow logic in your HubSpot automations so you can recreate them in Pardot. No two systems are alike across the board, and as we mentioned before, Pardot has more automation capabilities so don’t expect a 1:1 campaign transition.

Testing your automation campaigns in your new system to see if they work is an important reason why we recommend having an overlap period between subscriptions. Testing your campaigns before sunsetting your HubSpot plan will make your life easier. If this isn’t an option, take detailed notes.

 

Migrating your Landing Pages:

To migrate your landing pages, a full rebuild in Pardot is possible — and very doable. You should be able to get simple landing pages to look close to their current appearance by simply using Pardot’s default templates to recreate them.

Default templates are a great way to get started and can be customized to include your companies branding, images, and still look great on mobile devices.

The alternative method should be used for more customized landing page templates. This method involves saving the HTML file for each template and having a developer or code-savvy marketer install the code in Pardot’s landing page builder.

 

Migrating your Forms

If you are using HubSpot forms externally on your website, you will want to recreate them in Pardot before you sunset your legacy system in order to avoid losing leads. Take notes on all of the fields in use on your HubSpot forms and recreate them in Pardot’s easy-to-use form builder.

Next, you will want to recreate the automated activities that happen after the form is submitted. In Pardot, we call those completion actions.

 

Migrating Lists

If you did a bulk import of all your contacts from HubSpot instead of importing them in batches by segmentation. Make a note of all the types of lists and criteria so you can recreate them in Pardot.

 

Migrating Files

If you have any gated content or images stored within HubSpot you want to be transitioned over to Pardot, Simply save the content to a folder and upload it into Pardot by navigating to Marketing → Content → Files.

Here, you can upload your files into Pardot so you can link to it in your emails and create gated content.

 

Changing the Scoring Criteria

HubSpot and Pardot’s scoring system has some differences that will keep your scoring criteria from transitioning 1:1. If you are using lead scoring, it is important to document the relevant criteria and point assignments so you can recreate them in Pardot.

Pardot has a default prospect scoring system that comes with pre-set point allocation for specific actions such as clicking on an email, page views, filling out a landing page form, etc. Luckily, it is customizable so you can change the number of points allocated for each action.

We recommend having a conversation with your sales team to make sure your sales and marketing teams are aligned on what should be included for each score. Later in your timeline,  when you complete the migration, you can revisit the conversation to make sure the scores still align with your team’s efforts.

 

Integration with CRM

As we laid out earlier, one of the main reasons marketers choose Pardot over HubSpot is the seamless integration with Salesforce. In Pardot, any changes to prospect records are pushed to Salesforce, and information from Salesforce records is pulled into the corresponding Pardot prospect records. Syncing occurs every 2-4 minutes.

As you may know, Salesforce does not allow two connectors at the same time. If you opted into having a grace period where your Pardot and HubSpot subscriptions overlap, make sure to disconnect the integration between your Salesforce and HubSpot account before trying to integrate your new Pardot account with Salesforce.

For more information on how to integrate Pardot with Salesforce, visit the Integrating Pardot with Salesforce article.

 

Conclusion

If you follow the steps in our downloadable checklist outlined above you should have no problem migrating all your useful information and campaigns over to Pardot.

If you run into any issues, feel free to reach out for further training and support! LearningCurv is here to help.

Once you finish migrating your system, read the Beginners Guide to Pardot to kickstart your success with your new automation software. In this guide, you will find exclusive industry best practices and experts’ advice on all things Pardot.

HubSpot-to-Pardot-Migration-Checklist

HubSpot to Pardot Migration Checklist

Download our free migration checklist to plan your transition from HubSpot to Pardot like an expert.

Need help with your Pardot migration?

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