Platform Migration & Integration
Move between platforms or connect your stack without losing data, history or momentum. We handle the full process, from planned migrations and CRM and CDP integrations to real-time APIs and AI-assisted migration.
Change platforms without losing momentum
Moving to a new marketing platform, or connecting the tools you already have, can unlock better channels, real-time data, AI features and lower costs. It can also put your data, deliverability and revenue at risk if it is rushed. We plan every migration and integration around your business goals, so you get the benefits without the disruption.
- Clear business case: licence costs, contract dates, team effort and expected gains, compared honestly before you commit
- Better capabilities: real-time journeys, new channels such as in-app, WhatsApp and RCS, and built-in AI that older platforms lack
- A chance to clean up: remove unused data, old journeys and workarounds instead of moving technical debt to a new platform
- Connected stack: CRM, commerce, app, CDP and warehouse data flowing into marketing automatically
- Lower cost & complexity: fewer overlapping tools, fewer manual exports and less dependency on IT for everyday changes
Everything moved, rebuilt and tested
A migration is much more than exporting contacts. We move your data, consent, content and journey logic, rebuild what needs to change for the new platform, and run both platforms side by side until the new one is proven.
- Common migration paths: Marketo to Salesforce Marketing Cloud, SFMC to Braze, Oracle Responsys or Eloqua to SFMC or Braze, Adobe Campaign to Adobe Journey Optimizer, Mailchimp or HubSpot to Klaviyo, and between SFMC and SAP Emarsys
- Data & consent migration: contacts, subscriptions, unsubscribes, suppressions, consent history and the engagement and purchase data you need
- Content & template migration: templates, content blocks and images, with AMPscript, Liquid or Velocity personalisation rewritten for the new platform
- Journey & automation rebuild: welcome, abandonment, lifecycle and transactional flows rebuilt and improved on the new platform
- Phased cut-over: parallel running, IP and domain warm-up, and moving programs over in waves, with a rollback plan for each step
The common pitfalls, and how we avoid them
Most migrations that go wrong fail for the same predictable reasons. We plan for each risk from day one, so there are no surprises at go-live.
- Data model differences: SFMC's relational Data Extensions, Braze's user profiles and Marketo's person records do not map one-to-one, so we design the target model before moving anything
- Lost consent & unsubscribes: a missing suppression list is a legal and reputation risk, so we reconcile consent records line by line before the first send
- Deliverability drop: new IPs and domains have no reputation yet, so we warm them up gradually while the old platform keeps sending
- Broken integrations & hidden logic: undocumented feeds, scripts and API calls are found and rebuilt before they fail
- Timelines, costs & team readiness: contract overlaps, API limits, data residency and retraining are all planned for, so the program stays on time and budget
Marketing, sales and data teams working from the same customer
Marketing works best when it shares one view of the customer with sales, service and commerce. We connect your marketing platform to your CRM, CDP and data warehouse so data flows reliably in both directions.
- CRM integrations: Salesforce Sales and Service Cloud, Microsoft Dynamics 365, HubSpot and SAP, with clean field mapping and sync rules
- CDP integrations: Salesforce Data Cloud, Adobe Real-Time CDP, Twilio Segment, mParticle, Tealium and SAP Customer Data Platform
- Data warehouse & reverse ETL: Snowflake, Databricks, BigQuery and Redshift connected through zero-copy access, Hightouch, Census or native ingestion
- Commerce & app data: Shopify, Salesforce Commerce Cloud, SAP Commerce, Adobe Commerce, and mobile and web SDKs
- Identity & sync rules: one customer ID across systems, a clear system of record for each field, and rules for conflicts and deletions
Reliable data flows, in batch and in real time
Some data needs to arrive in seconds, while some can arrive overnight. We design the right method for each flow and make sure it is secure, monitored and easy to maintain.
- Batch data feeds: SFTP file drops, scheduled imports and exports, with file validation and error reporting
- REST & SOAP APIs: contact updates, triggered and transactional sends, and content and journey management
- Webhooks & event streams: real-time events from websites, apps and backends, plus outbound engagement streams such as Braze Currents
- Middleware & iPaaS: MuleSoft, Workato, Boomi, Make and Zapier where they reduce custom code and maintenance
- Security & reliability: OAuth, encryption, PII minimisation, rate-limit handling, retries, logging and failure alerts
Faster, safer migrations with AI
AI now speeds up the slowest parts of a migration, from understanding old setups to rewriting code and checking results. It also makes integrations easier to monitor and opens your stack to AI agents. Our experts review every AI output before it goes live.
- Automated discovery & documentation: AI that reads legacy journeys, automations, queries and scripts and documents what they actually do
- AI-assisted data mapping: suggested field mappings, data type conversions and transformation rules between platforms
- Code & template conversion: AMPscript, SSJS, Liquid and Velocity converted with AI, then tested by our developers
- Automated QA & reconciliation: record counts, field values, rendered emails and journey outcomes compared between old and new platforms
- Anomaly detection on data feeds: alerts on missing files, unusual volumes, schema changes and API errors before campaigns are affected
- AI-ready integrations: Model Context Protocol (MCP) servers and secure APIs that let AI agents read data and take actions in your marketing platforms, with clear permissions
What each platform offers for migration and integration
Each platform connects to the rest of your stack in a different way, and those differences shape the effort and risk of any migration. Salesforce Marketing Cloud leads on Salesforce ecosystem integration, Braze on real-time event and warehouse data, Marketo on B2B CRM sync, and SAP Emarsys on commerce data. We know the strengths and limits of each, and plan around them.
Salesforce Marketing Cloud
- Marketing Cloud Connect: native sync with Sales and Service Cloud, plus CRM-triggered journeys
- REST & SOAP APIs: contacts, Data Extensions, triggered sends, transactional messaging and journey entry
- SFTP & Automation Studio: file imports, extracts and transfers, scheduled and monitored
- Data Cloud & MuleSoft: data connectors, zero-copy warehouse access and enterprise integration, and a path toward Salesforce's next-generation marketing platform on its core platform
- Where it leads: deep integration with the Salesforce ecosystem. The trade-off: more complex APIs, and AMPscript must be rewritten when migrating away
Braze
- SDKs & REST API: web and mobile SDKs and a user tracking API for real-time events, attributes and purchases
- Cloud Data Ingestion: direct sync from Snowflake, Databricks, BigQuery and Redshift
- Currents: streaming engagement data out to your warehouse and analytics tools
- Connected Content & webhooks: live API data inside messages, and outbound calls from journeys
- Where it leads: real-time event integration and warehouse-first data. The trade-off: usage-based pricing means integration design directly affects cost
Adobe Marketo Engage
- Native CRM sync: Salesforce and Microsoft Dynamics sync of leads, contacts, accounts and opportunities
- REST & Bulk APIs: lead, activity and custom object imports and exports at scale
- Webhooks & LaunchPoint: outbound calls from campaigns and a large library of partner integrations
- Adobe Experience Platform: connection to Real-Time CDP and Journey Optimizer for wider Adobe stacks
- Where it leads: B2B CRM integration and sales alignment. The trade-off: daily API limits and CRM sync backlogs need careful planning at high volumes
SAP Emarsys
- Commerce connectors: plug-ins for SAP Commerce, Shopify, Adobe Commerce and other e-commerce platforms
- Sales & product data feeds: order and catalogue files that power Smart Insight and Predict
- Web Extend & SDKs: website and app behaviour tracking
- SAP ecosystem & APIs: links to SAP customer data and business systems, plus a REST API for contacts and events
- Where it leads: fast commerce data integration for retailers, especially on SAP. The trade-off: less flexible for custom, non-commerce data structures
Other platforms & integration tools
We also migrate to and from Adobe Campaign, Adobe Journey Optimizer, Oracle Responsys and Eloqua, HubSpot, Klaviyo, Iterable, MoEngage, CleverTap and Mailchimp. For integration we use MuleSoft, Workato, Boomi, Make and Zapier, data pipelines such as Fivetran, reverse ETL tools such as Hightouch and Census, event platforms such as Twilio Segment and mParticle, and data warehouses including Snowflake, Databricks and BigQuery.
Core capabilities we deliver
Whether you are moving platforms or connecting your stack, these are the building blocks of a smooth, low-risk program. We make sure each one is in place.
Assessment & business case
A full inventory of your current stack, data and integrations, with costs, risks and benefits laid out clearly.
Data & consent migration
Contacts, history and consent records moved, reconciled and validated, so nothing is lost and no unsubscribed contact is emailed.
Content & code conversion
Templates and personalisation scripts converted between AMPscript, Liquid and Velocity, and tested.
Journey rebuild
Journeys and automations rebuilt with improvements, using the strengths of the new platform.
Deliverability protection
Sender authentication, IP and domain warm-up and parallel running, so inbox placement does not drop.
CRM & CDP integration
Two-way sync with your CRM, CDP and data warehouse, with clear ownership of every field.
APIs, webhooks & feeds
Batch and real-time data flows built on the right method for each use case, documented and easy to maintain.
Security & compliance
Encrypted transfers, minimal PII, access control, data residency and GDPR, CCPA and DPDP-ready handling.
Monitoring & alerting
Integration health checks, error logs and anomaly alerts that catch problems before campaigns are affected.
AI-assisted delivery
AI for discovery, data mapping, code conversion and QA, with every result reviewed by our experts.
How we migrate and integrate
A phased approach that keeps campaigns running throughout and gives you a safe way back at every step.
- Discovery & inventory: data, content, journeys, automations, integrations and contracts, documented with AI-assisted analysis
- Target design & mapping: new data model, field mapping, integration architecture and cut-over plan
- Build & integrate: platform setup, data feeds, APIs, CRM and CDP connections, and content conversion
- Migrate & reconcile: data and consent migration with automated count and value checks
- Parallel run & cut-over: IP warm-up, programs moved in waves, and a rollback plan for each wave
- Hypercare & handover: close monitoring after go-live, documentation, runbooks and team training
What you get
- A clear migration plan and business case, agreed before work starts
- All data, consent records, content and journeys moved and validated
- No drop in deliverability, thanks to a planned warm-up and parallel running
- Reliable, documented integrations with your CRM, CDP, warehouse and apps
- Monitoring and alerts on every data feed and API connection
- A trained team that can run the new platform with confidence
Ready to migrate or connect your stack without the risk?
Tell us about your current platform, your target and your integrations. We will come back with a clear plan, timeline and estimate.
Book a Free Migration Assessment