Short answer
Moving from Pardot (Marketing Cloud Account Engagement) to HubSpot Marketing Hub migrates prospects, lists, forms, email templates, scoring and engagement programs into HubSpot contacts, lists, forms, workflows and lead scoring, with HubSpot syncing to Salesforce through its native connector.
Why firms make this move
Firms switch to gain ease of use, stronger content and website tools, and simpler reporting, while keeping Salesforce as the CRM. The work is mostly rebuilding assets and automation cleanly rather than copying everything.
Fixed-price option: the Account Engagement to Marketing Hub Switch is $9,500 for up to 3 marketers and 25,000 prospects. It covers Marketing Hub setup, the migration of your core assets and 2 Engagement Studio programs, the HubSpot to Salesforce connector, and 3 recorded trainings by role. Pardot can stay live until you switch it off.
What moves
- Prospects and their consent status
- Lists and segments
- Forms and landing pages
- Email templates
- Scoring and grading as HubSpot lead scoring
- Engagement programs as workflows
How the data maps
| From | To |
|---|---|
| Prospect | Contact |
| List | List or segment |
| Engagement program | Workflow |
| Score / grade | Lead score properties |
| Form handler | HubSpot form or non-HubSpot form capture |
See the field-by-field map ↓ · Migration architecture ↓
What to watch out for
- Opt-outs that must carry over before the first send
- Email authentication and sending domains
- Salesforce sync rules and field ownership
- Historical engagement data that does not migrate
How Vantage Point runs the migration
- Inventory assets and automation
- Set up HubSpot–Salesforce connector and field mapping
- Migrate contacts, opt-outs and lists
- Rebuild forms, emails and workflows
- Authenticate sending domains
- Parallel run and cutover
Typical timeline
Typically 5 to 8 weeks. The fixed-price package for up to 25,000 prospects runs 5 to 6 weeks.
Frequently asked questions
Do opt-outs transfer?
Yes, and they must. We import unsubscribes and preferences before any email is sent from HubSpot.
Does historical email engagement migrate?
Not as native HubSpot engagement history. Key metrics can be stored as properties for reference.
Can a wealth management firm move from Pardot to HubSpot for under $10,000?
Yes. Our Account Engagement to Marketing Hub Switch is $9,500 fixed for up to 3 marketers and 25,000 prospects. It sets up Marketing Hub, moves prospects with their opt-outs, rebuilds your core forms, emails, scoring and 2 Engagement Studio programs, connects HubSpot to Salesforce, and trains your team by role. HubSpot licenses are separate. See the package
Do we have to cancel Pardot before we start HubSpot?
No. Firms often pay for both while the Account Engagement contract runs out. We move what your team uses every day first, run the two in parallel, and you switch Pardot off on your own date. Programs and assets left over can move later from a HubSpot block of hours, which stays valid for 12 months. Pardot to HubSpot migration guide
What does compliance need from a Pardot to HubSpot move?
Every opt-out and unsubscribe has to be in HubSpot before the first send. Outbound email needs to keep flowing to your archiving provider, which means connecting HubSpot to it. Approval steps and disclosures should be rebuilt in HubSpot, so each review is recorded with the email it approved. Your compliance team approves the result; we configure it. Pardot to HubSpot migration guide