How CoreSite Rebuilt 208 Marketing Assets in HubSpot Ahead of a Marketo License Deadline

Closing a Marketing and Sales Migration Gap Before Two Licenses Expired

1. Expiring Licenses

Marketo's and SalesLoft's licenses were both set to lapse in mid-2023, on separate dates within weeks of each other. Without a completed migration by those dates, CoreSite's marketing automation and sales engagement capability would have gone dark entirely.

2. Undercounted Migration Scope

The initial sales hand-off itemized an estimated 75 Marketo assets to migrate, but technical scoping found 208 landing pages, forms, email templates, autoresponders, campaigns, workflows, and lists in active use. The gap made the real rebuild effort nearly three times the scope assumed at signing.

3. Attribution Risk

CoreSite's revenue reporting depended on Salesforce data linked back to marketing activity, named as the account's top concern for the migration. Any disruption to that link threatened to break the connection between marketing spend and closed revenue.

4. Duplicate Contact Records

Salesforce held Leads that pre-dated their own duplicate Contact records, each carrying source-tracking data the business relied on. HubSpot's one-record-per-email model meant a native sync would have silently dropped or collided that history.

5. Sales Engagement Handoff

The SDR team ran outbound engagement entirely inside SalesLoft, a platform with no built-in migration path once its license lapsed. Making that switch meant getting historical lead data usable inside Sales Hub before outbound work could resume at full pace.

Solution: How Campaign Creators Consolidated Three Platforms Into One

Campaign Creators sequenced the build around data integrity first: field mapping and duplicate resolution came before any sync went live, so the automation rebuilt on top ran against records both teams could trust.

One Platform in Place of Three

Marketing automation, sales engagement, and revenue reporting had lived across Marketo, SalesLoft, and a Salesforce sync model prone to data loss. Campaign Creators consolidated all three functions onto HubSpot Marketing Hub Enterprise and Sales Hub Enterprise as the system of record for marketing and sales activity, with Salesforce remaining the system of record for revenue.

Field Mapping and a Sandbox Before Production

Campaign Creators mapped Salesforce fields to their HubSpot equivalents before any data moved, defining what needed to exist on the HubSpot side to receive Salesforce's contact and opportunity data without loss. The integration was built and tested in a sandbox environment before going live in production, replacing the prior sync model with one-to-one contact sync and closed-loop revenue reporting from Salesforce Opportunities back into HubSpot.

Duplicate Records Resolved Before the Sync Turned On

Some Salesforce Leads pre-dated their own duplicate Contact records, each holding source-tracking data the business relied on. Both object types would otherwise sync to the same HubSpot Contact record, and HubSpot enforces one Contact record per email address. Campaign Creators exported, deduplicated, and re-imported the affected records before switching the new sync on.

One Contact Record for Marketing and Sales

Marketing and sales had been working from different, sometimes duplicated, versions of the same contact. The consolidated one-to-one sync gives both teams a single HubSpot contact record to reference for any given person, so a conversation one team has is visible to the other against the same record.

208 Marketo Assets Rebuilt Natively

The 208 migrated Marketo assets included CoreSite's existing campaign workflows and automated lists, each rebuilt natively in Marketing Hub Enterprise using the platform's own automation logic. Nothing was ported as a lift-and-shift that would need rebuilding again later.

One Outbound Platform for the SDR Team

The SDR team's transition from SalesLoft to Sales Hub Enterprise gave CoreSite's sales development organization a single platform for outbound engagement, replacing a tool with no further migration path ahead of it.

Impact: One Platform Where Two Licenses Used to Expire

Marketing and sales now run on HubSpot Marketing Hub Enterprise and Sales Hub Enterprise, connected to Salesforce through a documented field mapping and one-to-one contact sync that CoreSite can extend without re-mapping how the two systems' data lines up. The dedupe work completed ahead of sync go-live means new contact records won't re-fragment the way the old Lead and Contact pairs did. CoreSite has continued building on this foundation in the years since, commissioning a Salesforce custom object build and additional platform work.

Solve Platform Migrations and Deadline-Driven HubSpot Transitions With Campaign Creators

Marketing and sales teams often outgrow their platforms on someone else's timeline. A license renewal or a vendor discontinuing a product can turn a multi-quarter migration into a six-week one, and the data connecting marketing activity to closed revenue is usually the first casualty of a rushed cutover. Closing that gap takes more than moving assets from one platform to another. It takes mapping every field, every contact record, and every automation before the old system goes dark, so the business doesn't lose the reporting it depends on in the process.

Campaign Creators builds HubSpot migrations that hold up under a deadline, from asset rebuilds to Salesforce integrations that sync cleanly from day one. Talk to a HubSpot expert to see how Campaign Creators can build a deadline-proof platform migration around your Salesforce data.