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Migrations

Apptivo to HubSpot Migration

Enhance your CRM functionalities with our Apptivo to HubSpot services, ensuring a streamlined transition for your business.
  • No obligation - response within 1 business day for your Apptivo to HubSpot Migration
  • Trusted by senior FinServ decision-makers for Apptivo to HubSpot Migration
  • 9+ years of specialism across dozens of HubSpot migrations - including your Apptivo 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

Apptivo to HubSpot Migration

An Apptivo to HubSpot migration typically follows a business outgrowing an all-in-one SMB suite in favour of a CRM built specifically for sales and marketing alignment. Evara reviews every Apptivo module in scope - contacts, opportunities, cases, and custom fields - and maps each one against HubSpot's object model before any transfer begins. Records are validated during the move so nothing is lost, duplicated, or left inconsistent, and a parallel run gives teams time to confirm accuracy before Apptivo is switched off. The result is one properly rebuilt CRM, not a bundled suite stretched thin.

Why choose a Apptivo to HubSpot migration?

  • Zero-loss migration

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

  • Live in weeks, not months

    A proven Apptivo 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 Apptivo to HubSpot migration.

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

Not moving off Apptivo?

If you want to keep Apptivo and connect it to HubSpot rather than migrate away from it, we build that integration too.

See the Apptivo HubSpot integration →

Frequently asked questions

Common questions about your Apptivo to HubSpot migration

Contacts, opportunities, and case records are extracted, checked, and mapped to their HubSpot equivalents rather than dumped in as a single import. Evara's platforms migration and integration work runs this as a structured process, so ownership, timestamps, and related records stay intact across the move.

Apptivo bundles CRM, invoicing, and project tools into one flexible but general structure, whereas HubSpot separates these functions with a more defined object model. Evara's CRM architecture and data mapping work identifies which Apptivo fields and custom modules translate directly and which need rebuilding to fit HubSpot properly.

Where Apptivo has been extended with custom modules or connected apps, a like-for-like copy rarely works cleanly in HubSpot. Evara's custom apps service rebuilds these against HubSpot's API, so bespoke functionality and third-party connections continue to work correctly once the migration is complete.

Keep exploring

Similar Migrations

GET IN TOUCH

Start the Conversation.

Moving off Apptivo? As a certified HubSpot partner, Evara handles your Apptivo 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.