HubSpot/Marketo Migration Guide
A practical migration framework for moving automation systems without pipeline disruption.
Migration Phases
- Audit: fields, workflows, scoring, reports
- Mapping: object/field parity and lifecycle logic
- Build: templates, workflows, integrations
- QA: test records and scenario validation
- Cutover: phased launch + monitoring
Risk Controls
- Parallel run for critical workflows
- Rollback plan for forms/automation
- Post-cutover dashboard validation