Introduction
A leading U.S. benefits management company that provides fertility, family building, and women’s health solutions built a strong reputation for helping employers support their workforce through complex healthcare journeys. As the company’s services expanded and its client base grew, so did the scale and complexity of its marketing.
Campaigns, events and digital programs were reaching the right audiences across multiple channels and teams. But as activity increased, it became harder to understand and show how those efforts translated into opportunity.
The company needed a clearer picture of how prospects were engaging with marketing and how those interactions connected to sales. So, they partnered with Kuno Creative to migrate from Pardot to HubSpot and build the infrastructure needed to support that visibility.
The Challenge
Pardot offered only first-touch attribution, which meant the full story of how prospects moved from early awareness to sales conversation was difficult to see. Monthly reports had to be assembled manually, pulling data from disconnected systems over many hours. Even then, the numbers told only part of the story.
The challenge went beyond reporting. Five internal teams operated in separate tools with no shared data or unified customer view. Pardot’s tight coupling with Salesforce meant even routine updates often required engineering support, slowing down marketing operations. Meanwhile, sales had no real-time visibility into which prospects were actively engaging, leaving high-intent leads and opportunities on the table.
The Partnership
Kuno Creative approached the migration as more than a platform swap. A HubSpot Diamond Partner with HubSpot onboarding accreditation and hands-on Pardot certifications, the team brought deep experience across both systems. That dual-platform expertise helped them anticipate challenges early and design a migration plan that preserved the client’s existing Salesforce architecture.
The project unfolded in three phases: HubSpot Marketing Hub onboarding, Salesforce integration, and full asset migration. Because Salesforce remained the company’s system of record, the RevOps team mapped objects, properties, and workflows so marketing activity could move into HubSpot without affecting the CRM.
From there, Kuno rebuilt the company’s marketing infrastructure inside HubSpot. Every landing page was recreated and refreshed, while contact records, custom properties, email templates, and files were migrated into the new platform. The team also streamlined the company’s forms, consolidating 61 forms into just 10 using HubSpot’s page-level filtering.
Throughout the process, Pardot remained live while assets were rebuilt, tested and quality-checked inside HubSpot. Once everything was ready, the final switch happened seamlessly, with legacy URLs redirected to preserve search visibility and ensure there was no downtime for active campaigns.
Key Wins
With HubSpot in place, the organization finally had clear views into how prospects were engaging with marketing. Activity that once happened quietly in the background (website visits, email engagement, ad clicks) could now be surfaced automatically to the right sales representatives, giving them valuable context before outreach.
The leadership team also gained something they had been requesting for a long time: real-time reporting that connected marketing activity to pipeline. Monthly reporting that once required an estimated 60+ hours of manual work could now be reduced by half, thanks to dashboards that surface performance insights automatically and help guide decisions about future campaigns.
Just as importantly, five internal teams that had previously operated in separate systems were now working from the same data.
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