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Migrations

Act! to HubSpot Migration

Move your Act! contacts, companies, notes and history off an ageing desktop system and into a modern, cloud-based HubSpot CRM your whole team can use.
  • No obligation - response within 1 business day for your Act! to HubSpot Migration
  • Trusted by senior FinServ decision-makers for Act! to HubSpot Migration
  • 9+ years of specialism across dozens of HubSpot migrations - including your Act! to HubSpot migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Migrations

A smooth move to HubSpot

Act! to HubSpot Migration

An Act! to HubSpot migration moves contacts, companies, notes and activity history off a legacy desktop CRM and into a modern, cloud-based system your whole team can access from anywhere. Evara maps every Act! database field onto its HubSpot equivalent, validating records as they move so history and notes stay attached to the right contact rather than getting lost in a straight export and import. The result is a CRM your sales team can rely on day to day, not a rebuilt copy of an ageing system with the same limitations carried across.

Why choose a Act! to HubSpot migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from Act! to HubSpot with full field mapping and validation.

  • Live in weeks, not months

    A proven Act! to HubSpot migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • HubSpot set up the right way

    Not a lift-and-shift - we configure HubSpot to your process as part of the Act! to HubSpot migration.

CRM adoption increase
Records cleaned & unified
Data accuracy & visibility
Systems deployed

Frequently asked questions

Common questions about your Act! to HubSpot migration

Yes. Notes, activities and historical records are mapped onto HubSpot's timeline and engagement objects as part of the underlying CRM architecture and data model work, not just exported as flat text. That keeps each note and call record attached to the right contact, so nothing important is left behind in the old system.

There's no need to wait for a forced end-of-life moment - moving on your own timeline gives more control over data quality. Evara handles the move as part of our platforms migration and integration service, running a parallel period so your team keeps working normally while records are validated and switched over.

Some retraining is expected, since HubSpot works differently to a desktop contact manager, but most teams adapt quickly given how much day-to-day activity HubSpot automates. Evara's HubSpot services team includes onboarding and training alongside the migration, so the new CRM gets used properly from the first day rather than sitting half-adopted.

Keep exploring

Similar Migrations

GET IN TOUCH

Start the Conversation.

Moving off Act!? As a certified HubSpot partner, Evara handles your Act! to HubSpot migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.