Migrate Act! to Hubspot

Smoothly Migrate Act! to HubSpot
for Advanced Sales and Marketing Capabilities

Migrate Act! to Hubspot

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.

Migrate Act! to Hubspot Partnership

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

by Mondo

Export Notes from Act!

How to Export Notes from Act!
(Hint: You cannot do this within the native program)

Export Notes from Act!

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.

Sources:

For current Act! users, here are a couple ideas.

Keystroke Dash Screenshot

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.

Options:

We offer alternatives to Act!, and we convert the data.

Check out our approach.

MondoCRM is platform agnostic, which means we aren’t tied to one CRM’s limits, and we can weigh a couple options.

Additional Platforms:

If your CRM or ERP isn't listed here, we can still help.

Export Abstract
Photo by Kevin Ku from Pexels

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.

Fee:

  • Budget $700.00 (£565.00 + VAT) per database.

by Mondo