Pardot to HubSpot Migration Inventory Template

 

A step-by-step spreadsheet to inventory assets, uncover dependencies, and plan a smarter migration.

Planning a Pardot to HubSpot migration can feel overwhelming fast. Assets live everywhere, dependencies hide in plain sight, and “one-to-one migration” rarely exists.

This free spreadsheet gives you a clear, structured way to inventory your Pardot assets, understand what depends on what, and plan a smarter HubSpot rebuild.

 

What This Template Helps You Do

This inventory is designed to help you:

  • Document all active Pardot assets in one place
  • Identify hidden dependencies across lists, forms, fields, and automations
  • Assess complexity and migration effort before rebuilding
  • Decide what to migrate, redesign, or retire
  • Stay organized throughout discovery, build, and go-live

 

Who It’s For

This workbook is designed for teams who are getting ready to migrate from Pardot to HubSpot, including:

  • RevOps, Marketing Ops, and Sales Operations teams

  • Other team members tasked with supporting this migration

 

Download Pardot to HubSpot Migration Inventory Template by filling out the form to get instant access.

 

Get the Template!