Smoothly Migrate Act! to HubSpotfor 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