Resources

Preview the slide deck - a pdf of the slide deck. 

Marketing Migration and Integration Project plan template  

Copying project plan templates between portals requires that you: Create a project from the template, then create a template from that project so that the new template is created by you.

Once you do that you can access Show Project Details > Project Actions > Share with another Hub ID from the new project template. Please delete your new project and template from my portal when you're done. 

Questions to evaluate current systems

Auditing to rebuilt or document existing processes

Landing Page Templates

Landing Page Subdomains

Lead Scoring

CRM Imports

Disclaimer about coming changes

Update:

It is now possible to associate during the import, check out the knowledgebase article here.  

CRM import options

Rebecca Moore - the Technical Consultant working on CRM migrations recorded a Loom in July '18 that covers more details about that program. 

https://www.useloom.com/share/a932a4ac626042a49d3a1a4a215e9e6f

Moving From Salesforce to HubSpot