HubSpot Onboarding Checklist: Prepare To Nail Your Migration

Posted by Jennifer Diamond on Jun 23, 2022 11:12:49 PM

HubSpot is a CRM software that's quickly became an industry leader and gained cult status for digital marketers. The platform helps align marketing and sales while fostering sales enablement to optimize your inbound marketing strategy and boost ROIs.

Perhaps the best thing about HubSpot is that you can migrate your website content and design onto the HubSpot platform along with the global groups, coded files and use the built-in templates to optimize it all.

If you plan to migrate your website, use this comprehensive HubSpot Onboarding checklist to ensure it's done right. 

But before that…

Let's Dive Deeper Into HubSpot Migration 

Great! Now that we know what HubSpot is let's look at what exactly HubSpot migration entails. 

When we talk about HubSpot migration, we're talking about using the HubSpot infrastructure for development! It does not necessarily need any coding or technical knowledge.

The process of migrating a website's content and design to the platform is called HubSpot migration. After that, HubSpot converts your original web design and content into modules that adhere to HubSpot's specifications. This procedure generates URL mappings to maintain your SEO, so you won't have to worry about a sudden drop in leads or reach.

Ready To Migrate To HubSpot? Here's Your Checklist!

Migrating to HubSpot isn't an easy feat. In fact, many people take the more straightforward route and just partner with a HubSpot migration agency. However, if you want to do it yourself, here are a few things you should keep in mind: 

Web Crawl

Crawling your existing website is essential; it will not only gather the URL and markup on the page but also give you a head start on mapping your URL. It also sends you a list, ensuring that you don't lose any of your information and that the facts are preserved.

Mapping URL While Migrating

When you migrate, the URL to your website changes. This creates separate spreadsheets for the old and new URLs that are recommended. You'll also need to redirect search engines and sources to the new URL from the old one.

Ensuring A Content Match

It would be best if you held on to a significant portion of your website's technical and non-technical content. As a result, the pages must be consistent and include the same content as before the HubSpot migration. So, it'd be a good idea to use the same meta descriptions, markups, and titles as before.

Updating DNS

Once you've completed your online testing, HubSpot migration is complete, and the site is ready to go live. It would help if you double-checked that your new DNS settings are in order. Because the host has changed, you must update the DNS to reveal the new site's location to search engines and other sources.


URL mapping, content retention, testing, and DNS settings are checked. You are now ready to launch the website. Forward redirections, unpublish, and implement. Don't be concerned if the site's performance is temporarily poor; this could be due to changes or updates in DNS settings.

New Crawl

This is where you can see if the HubSpot migration result met your expectations. Examine your new website to see how it is now. Index and crawl ability are two additional factors to consider. This feature also notifies once your site is now operational.

Check Redirect Chains

There are new URLs now that you have a new website. As a result, you encounter numerous new redirects. You could chain them if redirects existed previously. The chains could be pre-made but fair warning, redirecting the website may slow it down. However, this can be avoided by trying to break the chain and prolonged chaining during the migration process.

Use Google Analytics 

As the title suggests, you must set up and use Google Analytics and the Google Search Console. If you don't already have a Google account, create one today and get started with these dependable and sharp tools! This helps you avoid data gaps, report and monitor traffic behavior and find content insight for your new site.

Sitemap Submission After HubSpot Migration

This is where you request Google to crawl the new website. Simply submit the sitemap to Google Search Console after ensuring no errors in the XML site map. Then your site is up and running, with the same or better reach and rankings than the previous one. After all, this migration is all about establishing that extra link.

As previously stated, if you find the process too time-consuming, you can always hire a HubSpot migration agency!


Treetop Growth Strategy is your best bet if you're looking for a HubSpot agency in Chicago. We not only assist you with your HubSpot migration, but we also provide HubSpot onboarding for service, sales, and inbound marketing

Contact us today for a free 20-minute meeting with one of our HubSpot experts. They'll help you dig deep and analyze what your company website requires and how they can help you get there.


300 to 18,000