How HubSpot Enabled Scalable Campaign Activation for an AI Tech Company

Industry: Technology/Saas, Artificial Intelligence

Duration: 4 Weeks

Type: B2B

Solutions: HubSpot implementation, Salesforce integration, custom marketing automation and attribution

HubSpot products used

: Marketing Hub®

Enterprise

Regie.ai, a fast-growing AI-powered sales engagement platform, recognized the need to modernize its marketing operations to support its next stage of growth. The company had outgrown its legacy marketing automation platform, Marketo. It became a bottleneck for campaign agility, data transparency, and marketing-sales alignment. Despite a substantial paid media budget in recent years, Marketo couldn’t keep up. It lacked the attribution and performance reporting needed to measure impact, ultimately leading the team to cut all ad spend. With a hard deadline looming to exit Marketo, Regie.ai turned to accelant for an accelerated migration to HubSpot.

In just four weeks, accelant delivered a full-funnel HubSpot solution tailored to Regie.ai’s specific needs. This included a bi-directional Salesforce integration, email nurture campaigns, campaign attribution setup, and a rebuilt marketing asset library. The implementation not only met a tight timeline but also laid the foundation for scalable, insight-driven marketing.

THE CHALLENGE

Before partnering with accelant, Regie.ai faced significant friction in their marketing operations. Despite having a talented team and a powerful product, their technology stack limited their ability to execute efficiently or measure campaign performance with confidence.

Inefficient Systems Stalling Growth

Regie.ai’s marketing team was constrained by Marketo’s outdated UI and steep learning curve. They found the system was effectively limited to a single power user, creating operational risk and limiting campaign velocity. Everyday tasks such as A/B testing, landing page creation, and campaign tracking were cumbersome and resource intensive.

Limited Attribution and Insight

Even with significant investment in paid media, Regie.ai had little visibility into what was working. Attribution data was non-existent, and campaign reporting was isolated to individual ad platforms without a unified view of performance across the funnel.

A Looming Platform Deadline

With their Marketo contract expiration quickly approaching, Regie.ai needed to transition quickly to avoid disruption. The project required speed without sacrificing strategic alignment.

THE SOLUTION

To meet the urgency of Regie.ai's migration and the complexity of their operational landscape, accelant delivered a multi-pronged implementation plan. The solution focused not only on replicating existing capabilities from Marketo but also on transforming Regie.ai's marketing infrastructure for improved usability, integration, and insight.

Comprehensive Asset and Workflow Migration

All essential assets—email templates, landing pages, forms, and nurture streams—were migrated from Marketo to HubSpot. Rather than duplicating legacy complexity, accelant prioritized clarity and scalability, collaborating with the Regie.ai team to determine which assets to retire, recreate, or reimagine.

Custom Salesforce <> HubSpot Integration

A bi-directional sync was configured to maintain data integrity across Salesforce and HubSpot. Core records were mapped carefully to respect existing workflows. Opportunities from Salesforce were synced into HubSpot for revenue attribution and full-funnel visibility, while ensuring marketing did not overwrite sales data.

Unified Attribution and Reporting Dashboards

accelant implemented foundational dashboards in HubSpot covering campaign performance, lifecycle conversion tracking, MQL volumes, and lead source attribution. UTM parameters and ad accounts were also connected to enable unified campaign analysis.

Lifecycle Stage Alignment

Regie.ai was aligned to HubSpot’s native lifecycle stages using a combination of platform functionality and custom criteria based on their internal processes. This setup ensured that contacts moved through the funnel in a way that reflected how Regie.ai defines and qualifies opportunities, creating a smoother handoff.

Strategic Training and Enablement

accelant provided hands-on training, office hours, and delivered clear documentation to equip Regie.ai’s team to confidently own their new HubSpot environment.

Training was tailored to meet each team member where they were. The highly technical Marketo expert, who was brand new to HubSpot, received in-depth guidance on operations and admin setup. Meanwhile, enablement for the CMO and broader team focused on high-level reporting, attribution, and campaign management.

“

The accelant team handled our migration from Marketo to HubSpot and from start to finish, they were absolute pros. We had an aggressive timeframe and they built and executed on a migration plan that had us go live right on schedule with all of the assets and workflows we needed to successfully migrate. I appreciated their depth of knowledge, how they trained us to use the system, how they documented everything, and how proactive they were in communicating status throughout the project. I highly recommend their services. Many thanks to Laura and Zach for being such amazing partners!

Katie Doyle, Head of Marketing, Regie.ai

THE RESULTS

The impact of the migration to HubSpot was immediate and transformative across all layers of Regie.ai's marketing operations. Not only did the new system support tactical execution, but it also empowered the team with a strategic lens to make data-driven decisions with confidence.

Visibility Between Sales & Marketing

With Salesforce and HubSpot integrated, Regie.ai’s marketing team gained access to opportunity data, including pipeline stages and deal amounts, enabling tighter alignment with sales priorities.

Campaigns Launched in Days, Not Weeks

Using HubSpot’s intuitive and powerful platform, marketing assets and workflows no longer require custom development or workarounds. What once took complex dev work in Marketo is now simple, native functionality. Campaigns can be built and launched in days instead of weeks, freeing the team from operational bottlenecks.

Clear Lead Qualification and Smooth Handoffs

Automated lifecycle transitions give marketing precise control over lead progression, while sales benefits from cleaner handoffs and more actionable data.

Reliable Multi-Touch Attribution

With multi-channel attribution set up, the team can confidently analyze which programs and channels contributed to pipeline and revenue.

Fully Enabled Marketing Team Built for In-House Execution

With thorough training and a well-structured HubSpot portal, Regie.ai’s marketing team gained the independence to scale campaigns and iterate on their go-to-market strategy without relying on outside support.