Migrate Act! to Hubspot
Smoothly Migrate Act! to HubSpot
for Advanced Sales and Marketing Capabilities
To migrate Act! to HubSpot can be a significant step forward for your business. We built our practice on Act! and supported Act! since 1997, and we realize some clients will eventually change. Or, you found us here, but we never supported Act! for you. Since we’re product agnostic, we provide a service to migrate Act! to Hubspot.
Our Act! export service will prepare get the Act! contacts, notes, histories, activities and opportunities ready for Hubspot. Act!, by itself, won’t export the history or notes so it can be imported into other systems as cited by their knowledgebase. Once your data is ready for import, you can begin the process of setting up your HubSpot account. This will involve creating custom fields to match the data from Act! and setting up any necessary integrations with other tools your business uses.
Need a Hubspot Partner?
We'll hook you up in the USA or the UK.
Since we’re not certified in Hubspot, we can refer you with a Hubspot certified partner in the United States or United Kingdom if you don’t already have someone in mind. We recommend working with a certified Hubspot partner because it’s a meticulous process. Furthermore, Hubspot does not offer an “undo” option if a mistake was made on the import. You will have to delete those records assuming they are easy to find; then, start over.
No matter which CRM you choose after Act!, it’s important to train your team on how to use HubSpot effectively. This may involve setting up training sessions or providing access to online resources. You should also plan to have a support team in place to assist with any issues that may arise during the migration process.
In summary, when you migrate Act! to HubSpot, you will provide your business with advanced sales and marketing capabilities and access to powerful analytics and reporting features. By following a structured approach and properly preparing your data, you can ensure a smooth transition and start taking advantage of the benefits of HubSpot.
How We Work
- Give us a backup of your Act! database.
- We'll send you a sample set of 100 records from your database.
- If you like it, we'll finish the export.
- Once our fee is received, we'll email you a link to download the ZIP file for the rest of the contacts.
Our Fee:
- Budget $700.00 (£565.00 + VAT) per database (Export Act! only)
- Complete Conversion: Quoted per Project
Sending Activities to Outlook from Act! Using Act4Outlook
This commercial plugin enables you to send activities from Act! to Outlook and vice versa. We recommend this for multi-user sites since it eliminates the chance for the sync engine to break and create duplicate entries on either side.
The Act4Outlook/Act4Mail products only transfers the date, subject line and the details field from Act! to Outlook.
How to Reduce the Number of Act! Users
If you need to reduce the number of users on your Act! license, it’s best to do this before the renewal charge hits your credit card. This video shows you how to accomplish this. Otherwise, Act! will throw up an error message when there are too many users against the license count.
How to Determine Disk Space of an Act! Database
When migrating to a new server, hosting provider or a new CRM, it’s a best practice to know how much disk space Act! uses. The video demonstrates how you can determine this for your own database.
Export Notes from Act!
How to Export Notes from Act!
(Hint: You cannot do this within the native program)
In case you are looking go at it alone or with your I.T. contractor, you can export some of the data, but not all the data out of Act!. For instance, the contact list view doesn’t export the unique IDs so notes, history, opportunities or the calendar won’t connect back to the correct contacts when you import them into another CRM or an ERP. For instance, if you employ a native tool such as the ACTREADER, SQL Studio or ODBC connection, these programs cannot strip out the RTF/HTML code formats as shown here. Our service can export the notes from Act! into a CSV format along with the unique IDs.
- Act! knowledgebase answer: "Can I export Act! notes to Excel?"
- Act! knowledgebase answer: "What can I export from Act! ?"
For current Act! users, here are a couple ideas.
If you are trying to get more than what the standard reports provide while you want to remain in Act!, we recommend and implement Keystroke Dash . Then, you can export on the notes, history or opportunity tables and add additional fields to the reports standard Act! doesn’t provide.
Moreover, you can create dashboards, charts or lists with Keystroke Dash. Overall, we find it very easy to train people on this program and it offers extensive customization.
We also support Microsoft Power BI, where you can combine Act! with other data sources to gain additional insight into the business. As an illustration, check out our case study.
- Keystroke Dash is $150/PC.
- Power BI with Act! (Fees vary by project).
We offer alternatives to Act!, and we convert the data.
MondoCRM is platform agnostic, which means we aren’t tied to one CRM’s limits, and we can weigh a couple options.
- WiredContact (Easiest to convert from Act!).
- Zoho CRM
- Zoho Bigin
- Benchmark One
If your CRM or ERP isn't listed here, we can still help.
We offer the Act! database export service, so you can take the spreadsheets to your consultant so they can do the import. We have done this for companies moving to Salesforce, Hubspot, or other industry specific ERP or CRM system.
- Budget $700.00 (£565.00 + VAT) per database.