Source
Epic

Epic

Destination
Pardot

Pardot

CRM MigrationStarting at $500

Migrate from Epic to Pardot

Effortlessly & Accurately

Transfer contacts, activities, and more from Epic to Pardot. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Epic to Pardot migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Epic vs Pardot

A quick look at both platforms to help you understand your migration path

Migrating from
Epic

Epic

Healthcare CRM for patient engagement

Epic Cheers is a healthcare-specific CRM system launched in 2022 that helps medical organizations automate patient communications, manage contact centers, and execute personalized care campaigns. It integrates directly with Epic's EHR system for seamless data access.

Founded 1979
Verona, WI
Best for
Mid-MarketEnterprise
Industries
HealthcareHospitalsMedical Systems+1 more
Top Strength

Direct integration with Epic's market-leading EHR system

Migrating to
Pardot

Pardot

B2B marketing automation for smarter sales

Salesforce Marketing Cloud Account Engagement (formerly Pardot) is a B2B marketing automation platform that bridges sales and marketing teams with lead management, email marketing, lead nurturing, lead scoring, and ROI reporting capabilities.

Founded 2007
San Francisco, California
Best for
Mid-MarketEnterprise
Industries
B2B TechnologySaaSProfessional Services+2 more
Top Strength

Deep native Salesforce CRM integration

Your New CRM

Why Pardot is a great choice

Pardot

Pardot

"B2B marketing automation for smarter sales"

Salesforce Marketing Cloud Account Engagement (formerly Pardot) is a B2B marketing automation platform that bridges sales and marketing teams with lead management, email marketing, lead nurturing, lead scoring, and ROI reporting capabilities.

Ideal for: B2B enterprises seeking sophisticated marketing automation with deep Salesforce CRM integration for longer sales cycles and multiple decision-maker scenarios.

Deep native Salesforce CRM integration

Advanced lead scoring and grading

Industries
B2B TechnologySaaSProfessional Services+2
Best For
Mid-MarketEnterprise

Automated drip marketing campaigns

Real-time sales alerts and prospect tracking

Learn more at

salesforce.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Epic to Pardot

Epic
Pardot
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Not Available
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Epic to Pardot Migration FAQ

Common questions about migrating from Epic to Pardot.

Related Migration Paths

Explore other popular CRM migrations similar to Epic to Pardot

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Pardot → Epic

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com