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MIGRATION • 8 MIN

ActiveCampaign to HubSpot Migration, Step by Step

How ActiveCampaign contacts, tags, lists, deals and automations move into HubSpot, how to keep opt-outs intact, and the order we follow so the first send from HubSpot is a safe one.

By the PipelineSync team Updated

PipelineSync field guide

What does an ActiveCampaign to HubSpot migration involve?

An ActiveCampaign to HubSpot migration moves contacts, accounts, deals, lists and email templates into HubSpot, then rebuilds the automations that ran your marketing. The records are quick to move. The work is turning years of tags into clean properties and segments, carrying every unsubscribe across, and rebuilding automations as HubSpot workflows before cutover.

This guide is for whoever owns the move: a marketing or RevOps lead, or a founder who has already chosen HubSpot. It covers the mapping, the methods, the steps in order and what usually goes wrong.

Can ActiveCampaign and HubSpot be integrated?

Yes, usually through Zapier or a custom API integration. When we checked in November 2026, Zapier offered ready ActiveCampaign and HubSpot templates, such as adding or updating HubSpot contacts when they change in ActiveCampaign. Before connecting them, decide which system sends marketing email and owns unsubscribes, so nobody is emailed from both.

Running both makes sense when, for example, marketing stays in ActiveCampaign for now while sales moves to HubSpot. It works only with clear ownership:

  • One sender: pick the tool that sends marketing email. The other should not email the same contacts.
  • One owner for opt-outs: an unsubscribe in one tool has to reach the other, or you risk emailing people who opted out.
  • Field ownership: for each synced field, write down which system wins, and sync one way where you can.
  • Matching on email: match contacts by email address, and clean duplicates first so the sync does not multiply them.

If the plan is to leave ActiveCampaign, a short overlap followed by a full move is usually simpler than a long-running sync; the rest of this guide covers the move. See our HubSpot Zapier guide for how Zapier connects to HubSpot, and our integration services for custom syncs.

How does ActiveCampaign data map to HubSpot?

Contacts stay contacts, accounts become companies, and deals stay deals. The differences are tags, which have no direct equivalent, lists and segments, which become HubSpot segments, and automations, which do not transfer at all and have to be rebuilt as HubSpot workflows.

ActiveCampaignHubSpotWhat to decide
ContactsContactsEmail as the unique key; which contacts are marketing contacts
AccountsCompaniesDomain as the matching key
Deals and pipelinesDeals and deal pipelinesOld-to-new stage map; original created date
TagsOne custom property (Smart Transfer), then properties, lifecycle stages or segmentsWhich tags still mean something
Lists and segmentsSegmentsWhich are still used; rebuild criteria on clean properties
Unsubscribed and bounced contactsOpted out of all emailImport before the first send
Email templatesEmail templatesReview and test every recreated template
AutomationsWorkflowsRebuild, simplify or retire each one
NotesNotesSmart Transfer or the ActiveCampaign API; CSV exports leave them out
Users and groupsUsers and teamsAn owner for every record
Campaign reportsNot migratedExport the reports you still need as files

Write each row into a data migration mapping sheet before anything moves.

What should happen to ActiveCampaign tags?

Audit them and turn the useful ones into structure. ActiveCampaign accounts often carry hundreds of tags added by forms, automations and imports over the years. Moving them all into one HubSpot property keeps the mess. Map the tags that drive decisions to properties, lifecycle stages or segments, and archive the rest.

A simple rule works: if a tag records where someone came from, it becomes a source property; if it records how far they are in the funnel, it becomes a lifecycle stage or lead status; if it records an interest, it becomes a property that segments can filter on. Tags that only existed to trigger an automation usually disappear with that automation.

How do you migrate ActiveCampaign to HubSpot?

With HubSpot Smart Transfer, or with ActiveCampaign CSV exports imported through HubSpot's import tool. Smart Transfer is the faster route and also moves templates, segments and notes. CSV exports give you full control over the mapping, but leave out notes, which are only available through ActiveCampaign's API.

HubSpot Smart Transfer

When we checked HubSpot's documentation in October 2026:

  • Only Super Admins can use it, and it moves data one way into HubSpot. A transfer can be reverted.
  • Contacts, deals, accounts (as companies), email templates, segments, users and groups (as teams) sync, and keep updating in the background after the first sync.
  • Lists, notes and the tags on each contact move once, after the sync, and do not stay up to date. Tags land in a custom contact property.
  • Custom field mappings need a Data Hub subscription, and custom objects are not supported.
  • Email templates are recreated in HubSpot using AI, and HubSpot says they may need review and testing.

Check the current requirements in your portal before you plan around them. Our Smart Transfer guide covers how the tool works.

ActiveCampaign export, then HubSpot import

ActiveCampaign exports contacts, deals and accounts as CSV files, with custom fields and all of a contact's tags in a single column. List exports can be filtered by status, which is how you get the unsubscribed and bounced contacts. Notes are not included in any CSV export, so use the API or Smart Transfer if note history matters. Contact export links expire after seven days.

What are the steps, in order?

Audit ActiveCampaign, decide what to keep, design the HubSpot structure, map fields and tags, import opt-outs, test on a sample, rebuild automations, then cut over and validate. In that order, problems show up in testing instead of in your recipients' inboxes.

  1. 01 AuditContacts, tags, lists, automations
  2. 02 DesignLifecycle, properties, segments
  3. 03 Map and cleanFields, tags, stages; duplicates merged
  4. 04 Protect consentOpt-outs, marketing contacts, domain
  5. 05 RebuildWorkflows, forms and integrations
  6. 06 Cut over and validateFreeze, transfer, check, first send
The ten steps grouped into six stages. Each one is described in the list below.
  1. Audit ActiveCampaign. Count contacts by status, list every tag, list, custom field and automation, and note which forms and integrations feed it.
  2. Decide what to keep. Which contacts are worth emailing, which tags still mean something, which automations still run for a reason.
  3. Design the HubSpot structure. Lifecycle stages, the properties that replace tags, deal pipelines and segments. See our CRM architecture blueprint.
  4. Map every field and tag, including the old-to-new deal stage map.
  5. Clean before import. Merge duplicates and standardize values. Our deduplication playbook covers the process.
  6. Protect consent. Import opt-outs, set marketing contacts, and connect the sending domain.
  7. Test on a sample in a sandbox or test portal: properties, associations, owners and segments.
  8. Rebuild automations as HubSpot workflows, improving them where the old logic was a workaround, and reconnect forms and integrations.
  9. Cut over. Pause ActiveCampaign automations and campaigns, run the final transfer, then import anything changed since the test.
  10. Validate and send. Compare counts, check opt-outs carried over, and start with a small send to engaged contacts.

What usually goes wrong?

Unsubscribes that never reach HubSpot, hundreds of tags dumped into one property, automations nobody listed that stop on cutover day, notes left behind because the CSV export skips them, and both systems emailing the same people during the overlap. Each is cheap to prevent before cutover and expensive after.

  • Lost opt-outs: import unsubscribed and bounced contacts before the first send, not after a complaint.
  • Tag sprawl: decide what each kept tag becomes; do not rebuild segments on a tag dump.
  • Double sends: pause ActiveCampaign automations before HubSpot workflows go live.
  • Missing notes: CSV exports leave them out; plan the API or Smart Transfer route.

Planning a move off ActiveCampaign? Bring your automation list and contact counts to a free 30-minute call and we will walk through scope.

ActiveCampaign migration checklist

✓
Contact counts by status captured
✓
Tag audit done
✓
Automation list written
✓
Lifecycle stages defined
✓
Every field and tag mapped
✓
Duplicates merged
✓
Opt-outs imported
✓
Sending domain authenticated
✓
Workflows rebuilt and tested
✓
ActiveCampaign sends paused at cutover

Key takeaway: The contacts move in days. What decides whether the move works is what you turn the tags into, whether every unsubscribe comes with you, and the automations you rebuild before cutover.

Frequently asked questions

Can ActiveCampaign and HubSpot be integrated?

Yes, usually through Zapier or a custom API integration. When we checked in November 2026, Zapier offered ready ActiveCampaign and HubSpot templates, such as adding or updating HubSpot contacts when they change in ActiveCampaign. Decide first which system sends marketing email and owns unsubscribes, so contacts are never emailed from both.

Can HubSpot import data directly from ActiveCampaign?

Yes. HubSpot Smart Transfer connects to ActiveCampaign and moves contacts, accounts, deals, email templates, segments, users and groups into HubSpot, plus lists, notes and tags as a one-time transfer. Only Super Admins can run it, and custom field mappings need a Data Hub subscription.

What happens to ActiveCampaign tags in HubSpot?

Smart Transfer copies the tags on each contact into a custom contact property once, and that property is not kept up to date afterwards. Before cutover, decide which tags still mean something and turn those into proper properties, lifecycle stages or segments, then retire the rest.

Do ActiveCampaign automations move to HubSpot?

No. Automations have to be rebuilt as HubSpot workflows. HubSpot does not list automations as something Smart Transfer moves, and ActiveCampaign's own sharing feature only copies automations between ActiveCampaign accounts. List every automation, its trigger and its goal before you start.

How do we keep unsubscribed contacts unsubscribed?

Export unsubscribed and bounced contacts from ActiveCampaign, then use HubSpot's opt-out import, which marks those email addresses as unsubscribed from all email. Do it before the first send from HubSpot. Addresses that are not already contacts are not created, and they do not count towards your billable contacts.

How long does an ActiveCampaign to HubSpot migration take?

Our migrations typically take three to six weeks, depending on contact volume, how many automations need rebuilding, and whether deals and integrations move across as well as email marketing.

Sources

HubSpot documentation behind the feature and tier notes above, checked October 2026. HubSpot changes features and tiers often, so check your own portal too.