Case studies | Markentive

Generating more leads with a marketing automation tool integrated with a CRM and an ATS

Written by Julie Riouallon | Apr 17, 2025 2:09:50 PM
  • Organization of workshops to understand targets, processes, and requirements of the client in order to implement and configure HubSpot solution based on customer needs.

  • Organization of workshops to anticipate synchronization needs (which data, frequency, and direction of synchronization).

  • Creation of a data model with synchronization rules for each property to/from Greenhouse or Salesforce, ensuring smooth data exchange.

  • Definition of lifecycle phases and lead status according to customer use cases, providing a structured approach to lead management.

  • Development of marketing assets aligned with the customer's graphic charter, including email templates, landing page templates, and form templates.

  • Creation of automated scenarios for lead nurturing, retention, event registration, and newsletters, streamlining marketing efforts.

  • Successful migration of 17,000 marketing contacts from Pardot to HubSpot, ensuring a seamless transition of data.

  • Implementation of performance dashboards to track and measure the effectiveness of marketing initiatives.

  • Customized training for HubSpot Marketing Hub users, tailored to their specific use cases and requirements.