Migrate from Actimo to HubSpot

Actimo contact records map 1:1 to HubSpot contacts. Standard fields (first name, last name, email address, phone number, job title, department) map directly to HubSpot's corresponding contact properties without any transformation required. Contacts that are not associated with a company in Actimo will land as standalone HubSpot contacts without a company link. If your organization requires all contacts to be associated with a company record, a default company can be created and linked to those unassociated contacts as part of the migration setup.

Actimo training paths have no HubSpot native equivalent. Each training path generates a custom contact property (Training_Path_Name_Completed__c as a date field; individual modules become multi-select or date fields). Completion status, quiz scores, and module-level progress are all translated to individual custom properties per contact.

Structured survey questions with discrete answers — such as rating scales, multiple choice selections, and numeric responses — become custom pick-list or number properties on the HubSpot contact record. Open-ended text responses are stored as long-text properties to preserve the full response content. Survey metadata, including the respondent's contact ID, the survey name, and the exact submission timestamp, is preserved alongside each individual response so the full context of each survey submission is retained in HubSpot for future reference and reporting purposes.

Actimo message engagement data (open rate, click rate per contact) has no HubSpot native equivalent. We map open rates to a custom number property (Message_Open_Rate__c) and click rates to Message_Click_Rate__c, stored per contact so engagement history is queryable in HubSpot.

Actimo workspaces organize employees by team or location. We map workspace membership to a custom text property (Actimo_Workspace__c) and optionally create HubSpot contact tags for each workspace name so that filtering contacts by their original team or location grouping is readily available in HubSpot list views, workflow filters, and reporting segments.

Core profile fields such as first name, last name, email address, phone number, job title, department, and manager information map directly to corresponding HubSpot contact properties. Any Actimo custom profile fields beyond the standard set migrate as HubSpot custom properties, with the appropriate HubSpot field type determined by analyzing the original data format in Actimo to ensure accurate type matching.

Actimo engagement scores aggregate message opens, clicks, training completions, and survey participation into a single score per contact. HubSpot has no native engagement score; we map Actimo's score to a custom number field (Engagement_Score__c) with the original scale preserved for continuity in reporting.

Actimo automated training sequences and learning path triggers have no HubSpot equivalent. We export sequence definitions as a structured reference document so your team can rebuild them as HubSpot Workflows. The training data itself (who completed what) migrates; the automation logic does not.

Aggregate pulse survey results per contact map to custom contact properties. If the survey captures satisfaction scores or NPS, we also create a linked Ticket record in HubSpot so support teams can action low scores via the service hub. This dual-approach ensures survey feedback is both visible on the contact record for reporting and actionable through HubSpot's service management tools when response data indicates potential issues requiring follow-up.

Files attached to Actimo training modules or messages are downloaded from Actimo's storage system and re-uploaded to HubSpot Files. Each file is then linked to the relevant HubSpot contact or company record using HubSpot's file association tools. Original file names and original upload dates are preserved in the HubSpot file metadata so the provenance and timing of each file remains traceable after migration.

The Actimo internal record ID is stored as a custom text property (Actimo_Record_ID__c) on each contact for traceability, delta-run deduplication, and audit purposes across migration cycles. This ensures you can trace any HubSpot contact back to its original Actimo record and run comparison reports to validate data accuracy throughout and after the migration process.

HubSpot's native CreatedDate and LastModifiedDate fields will reflect the migration execution time rather than the original record creation date in Actimo. To preserve historical context, original Actimo create timestamps are stored in Actimo_Created_Date__c and original last-modified timestamps are stored in Actimo_Last_Modified__c as custom date properties on each contact so that historical reporting continuity and record aging are maintained accurately after migration.