The migration process generally involves several steps, which the wizard simplifies:
1. Initial Setup: Connect your existing email marketing platform with HubSpot. 2. Data Mapping: Match the data fields from your old platform to HubSpotâs fields. 3. Transfer: Migrate your email lists, templates, and automation workflows. 4. Validation: Ensure all data has been accurately transferred. 5. Testing: Run tests to make sure everything is functioning correctly in HubSpot.