How to migrate marketing automation workflows from legacy CRMs: A guide for B2B SaaS companies

"When B2B SaaS companies decide to migrate from legacy CRM systems, one of their biggest concerns isn't just moving data-it's ensuring their existing marketing automation workflows continue running without interruption. A single gap in automated nurture sequences or lead scoring can mean lost opportunities and confused prospects, and who wants that? The stakes are high: A botched migration can misplace or muddle your data, such as customer records, purchase history, lead information, and pricing tiers."

"The goal of a demo request response automation workflow is to immediately respond to and schedule demo requests. HubSpot setup: Trigger: Form submission on demo request page Actions: Send instant confirmation email, create deal, assign to sales rep based on territory, add to "Demo Requested" sequence Enhancement: Use HubSpot's meeting scheduling tool integration Time to implement: 2-4 hours Why it matters: Demo requests have the highest conversion rates, so any delay in responding to demo requests directly impacts revenue."

CRM migrations risk interrupting marketing automation workflows and can misplace or muddle customer records, purchase history, lead information, and pricing tiers. Maintaining continuous nurture sequences and lead scoring during migration prevents lost opportunities and confused prospects. Provide a defined set of workflow templates and a recommended migration order to minimize disruption. Phase 1 focuses on critical revenue workflows such as demo request response automation, sales qualified lead (SQL) handoff, and lead lifecycle progression. Include HubSpot setup details, triggers, actions, enhancements, estimated implementation times, and emphasize coordination between marketing and sales teams for successful handoffs.

Read at Hubspot