Migrating from ActiveCampaign to HubSpot

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Your ActiveCampaign to HubSpot Migration, Planned and Executed in Phases

This isn't a quick export. We break down the migration in clear phases

Step 1: Discovery & Scoping

Step 2: Mapping & Architecture Design

Step 3: Build Sandbox & Pilot Migration

Step 4: Production Migration Execution

Step 6: Training, Support & Transition

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Step 1: Discovery & Scoping

Define lead stages, segment lists, and plan campaigns

Conduct stakeholder interviews and align project teams
Audit current CRM instance and document key findings
Identify critical objects, fields, automations, reports, and integrations
Define migration goals and assess constraints such as compliance, timelines, and downtime tolerance
Review HubSpot license readiness and setup requirements
Determine data to migrate versus data to sunset
Finalize success criteria and confirm project scope

Step 2: Mapping & Architecture Design

Blueprint how Your CRM data, processes, and structure will map into HubSpot

Map data model including objects, fields, and associations
Plan custom objects and properties in HubSpot
Redesign lead lifecycle and pipeline structure if required
Re-architect workflows, automation, validation, and scoring
Map user roles and permissions
Identify integration touchpoints including API dependencies and middleware

Step 3: Build Sandbox & Pilot Migration

Perform test migration in HubSpot sandbox or staging portal

Set up HubSpot sandbox or staging environment
Configure required custom properties and objects
Migrate a sample dataset (10–15% of production data)
Validate data integrity, associations, and field mapping
Test automations, pipelines, reports, views, and permissions
Gather user feedback and refine before full migration

Step 4: Production Migration Execution

Execute the full data migration with minimal impact on live users

Extract all Your CRM data including objects, attachments, notes, and activities
Import data to HubSpot via API with maintained object associations
Migrate custom objects, files, emails, calls, and notes
Rebuild key automations, lists, reports, and views in HubSpot
Track migration progress in real time with QA checkpoints

Step 4: Production Migration Execution

Verify all migrated data and confirm smooth team transition

Validate migrated data using scripts and structured review
Spot-check critical records, pipelines, and reports
Facilitate user acceptance testing with representative teams
Perform final data hygiene including deduplication and formatting
Address and resolve any post-migration issues identified

Step 6: Training, Support & Transition

Facilitate HubSpot onboarding and planned Your CRM transition

Deliver persona-based user training sessions for Sales, Marketing, and Admins
Provide access to knowledge base articles and playbooks
Document the final data model, workflows, and system configurations
Offer transition support through office hours and ticketing channels
Decommission Your CRM and remove redundant systems

What Gets Migrated?

Lists, contacts, tags, automations, and campaign history.

Complete CRM Migration: ActiveCampaign → HubSpot

Complete Migration Success: Every piece of data moves from ActiveCampaign to HubSpot

Our Frequently Asked Questions

How does Switch migrate ActiveCampaign data?

Switch securely transfers contacts, lists, tags, and automations through encrypted API connections. Campaign engagement data (opens, clicks) can also be migrated where supported.

How long does migration take?

Most migrations complete within 2–6 hours depending on the number of contacts, tags, and automations. Complex setups may require slightly longer to validate automation accuracy.

Can I migrate selected lists?

Yes. You can filter contacts by tags, engagement level, or list membership. This lets you bring only clean and valuable data into HubSpot.

What is Delta Migration?

Delta Migration ensures any new sign-ups, unsubscribes, or automation changes in ActiveCampaign post-migration are synced to HubSpot. This avoids losing engagement data during transition.

Are associations preserved?

Yes. Lists remain tied to contacts, and automation triggers maintain their correct links. This ensures campaigns function as expected post-migration.

Can custom fields migrate?

Yes. All custom fields in ActiveCampaign can be mapped into HubSpot properties, ensuring segmentation and personalization are preserved.

Do you offer white-glove service?

Yes. Our white-glove service handles automation rebuilding, advanced campaign mapping, and detailed QA checks.

How is pricing calculated?

Pricing depends on the number of contacts, automations, and assets being migrated. Optional onboarding support may be priced separately.

Can automations migrate?

Yes. While automation logic must be rebuilt in HubSpot, Switch ensures workflows, triggers, and email series replicate as closely as possible.

Do you provide onboarding?

Yes. We provide onboarding focused on HubSpot Marketing Hub, covering list segmentation, automation, and campaign analytics.

Here's a quick case study :)

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