Services
GoldMine and Act! to HubSpot, with your history intact.
Years of contacts, notes, calls and opportunities live in your old CRM. We move them into HubSpot cleanly, map your users, territories and permissions, and stay with you after go-live until your team trusts the new system.
GoldMine → HubSpot
Contacts, companies, history, notes, opportunities and custom fields, plus a plan for the GoldMine filters that do not exist in HubSpot.
Act! → HubSpot
Contacts, groups, activities, notes and opportunities mapped to HubSpot objects and pipelines.
Users & territories
Every old CRM user mapped to a HubSpot owner, and record curtaining rebuilt as HubSpot teams and permissions.
Required fields & clean data
Duplicates merged, mandatory fields agreed and validated before import, not discovered after.
Roles & access
HubSpot permission sets designed so each team sees what it should, and nothing it shouldn’t.
After go-live
We track and resolve the issues that only show up once people start working, until the list is empty.
How we work
- 01
Audit
We review your GoldMine or Act! database: record counts, custom fields, users, filters and the history worth keeping.
- 02
Map
A written field, user and permission map, signed off by you before anything moves.
- 03
Test migration
A full trial run into a HubSpot sandbox so your team can check real records.
- 04
Cutover & support
Final migration over a weekend, training on Monday, and hands-on support through the first weeks.
Common questions
Will we keep our notes and call history?+
Yes. History, notes and completed activities move across and are attached to the right contact and company in HubSpot, with the original dates and owners.
What about our GoldMine filters and groups?+
HubSpot uses lists and views instead. Some GoldMine filters translate directly; for the rest we agree an equivalent with you before the migration, so nothing is lost by surprise.
We use record curtaining or territories. Can HubSpot do that?+
Yes, through teams and permission sets. We design the access model with you so each rep sees the right records.
Can HubSpot connect to our ERP after the move?+
If you run Spire, HubSpot Connect syncs companies, contacts, orders and invoices between the two, so sales sees the full customer picture.
How long does it take?+
Most migrations take a few weeks from audit to cutover, depending on database size and how much history you keep. You get a fixed quote after the audit.
Let’s talk about what you need.
A free consultation with our team. Call (905) 625-7212 or book a time that suits you.