
The Client
This client is a global logistics and transportation platform that helps connect shippers and carriers, streamlining their supply chain. After acquiring another large transportation company, they needed to merge their tech stacks. They selected HubSpot as the right marketing automation platform due to its user-friendliness, feature set, and cost. To implement HubSpot, the client sought a partner with deep HubSpot expertise and a track record of successful migrations. They chose Aptitude 8.
The Problem
- The acquired company used Pardot while the acquiring company used Marketo. They needed one combined system that was user-friendly but could also handle the complexity of their business.
- The Marketo platform contained data from other business units, so freight-related data and assets had to be separated from the rest without breaking their complex automation infrastructure.
- Adoption challenge: New employees would need to learn systems and processes quickly to get up to speed.
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Limited Control
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Limited Control
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Limited Control
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The Solution
- Aptitude 8 completed a solutions design and then broke the project into two parts:
- Migration from Pardot into HubSpot
- Migration from Marketo into HubSpot
- Due to the volume of assets and data involved in the migrations, Aptitude 8 designed an asset tracker to ensure nothing was missed, changes and workarounds were documented.
- Extensive QA testing ensured the automation worked when separated from the larger infrastructure.

The Outcome
By choosing HubSpot, they achieved faster onboarding, more efficient rollout of system changes, and significant savings in tech spend.
Estimated $180,000 saved compared to previous stack.
Freed the internal team to learn HubSpot while Aptitude 8 managed migration.
Workflows, contacts, companies, landing pages, emails, lists, custom properties, and custom objects.
The Tools
Former Tech Stack

New Tech Stack




HOW WE SET YOU UP FOR SUCCESS
Next Steps
We provided the client’s team with documentation and training sessions to ensure their new users had everything needed to succeed on the platform.
At the end of the project, they signed a retainer with Aptitude 8 for continued support during onboarding.
Make your next migration easier:
About Aptitude 8
Implement. Integrate. Optimize.
Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.
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