SaaS Migration Checklist for Ops Teams
Comparison Table
| Feature | HubSpot | ActiveCampaign | Salesforce | Zapier | Workato | Apptivo |
|---|---|---|---|---|---|---|
| Data Migration Tools | HubSpot offers robust data migration tools that support automated data sync and manual data import/export options. | ActiveCampaign provides a comprehensive data migration toolkit, supporting automated import and export options, including integration with third-party apps. | Salesforce has advanced data migration tools, including the Data Loader for bulk data transfer, and the Import Wizard for simple migrations. | Zapier supports data migration through scheduled applets, but lacks dedicated data migration tools. | Workato offers a comprehensive set of migration tools, including data replication and transformation capabilities, with a focus on enterprise-level migrations. | Apptivo provides basic data migration tools, with support for importing data from spreadsheets and other CRM systems. |
| Support Channels | HubSpot offers 24/7 support via email and phone, along with extensive community forums and knowledge base articles. | ActiveCampaign provides 24/7 support via email and phone, with a detailed knowledge base and community forum. | Salesforce offers 24/7 support via email and phone, with a vast knowledge base and active community forums. | Zapier provides email support during business hours, with limited community resources. | Workato offers 24/7 support via email and phone, along with comprehensive community forums and a detailed knowledge base. | Apptivo provides email support during business hours, with a knowledge base and community forum. |
| Automation Types | HubSpot supports marketing, sales, and service automation, including workflows and integrations with other tools. | ActiveCampaign supports marketing and sales automation, with a focus on email marketing, workflows, and integrations. | Salesforce supports sales, marketing, and service automation, with advanced workflow capabilities and integrations. | Zapier supports automation through applets, which can trigger actions between different apps but lacks dedicated automation workflows. | Workato supports comprehensive automation across various business processes, with advanced workflow capabilities and integrations. | Apptivo supports basic automation, with workflows and integrations, but lacks advanced automation features. |
| Plan Names | HubSpot offers Free, Professional, HubSpot CRM, Starter, and Enterprise plans. | ActiveCampaign offers Basic, Standard, and Pro plans. | Salesforce offers Essentials, Professional, Enterprise, and Unlimited plans. | Zapier offers Free, Starter, Professional, and Teams plans. | Workato offers Free, Professional, and Enterprise plans. | Apptivo offers Free, Professional, and Business plans. |
| Ticket/Contact/User Limits | HubSpot’s Professional plan supports up to 1,000 contacts, while the Enterprise plan supports unlimited contacts. | ActiveCampaign’s Pro plan supports up to 250,000 contacts. | Salesforce’s Professional plan supports up to 50,000 records, while the Unlimited plan supports unlimited records. | Zapier’s Professional plan supports up to 100 applets, while the Teams plan supports up to 500 applets. | Workato’s Professional plan supports up to 50 workflows, while the Enterprise plan supports unlimited workflows. | Apptivo’s Professional plan supports up to 10 users, while the Business plan supports up to 50 users. |
| Integrations | HubSpot integrates with over 1,000 apps, including Salesforce, Marketo, and Microsoft Dynamics. | ActiveCampaign integrates with over 500 apps, including Shopify, Mailchimp, and Google Analytics. | Salesforce integrates with over 5,000 apps, including Marketo, Pardot, and Service Cloud. | Zapier integrates with over 3,000 apps, including Google Drive, Dropbox, and Trello. | Workato integrates with over 1,000 apps, including Salesforce, Marketo, and HubSpot. | Apptivo integrates with over 100 apps, including Google Drive, Dropbox, and QuickBooks. |
| API/Webhooks | HubSpot offers a comprehensive REST API and supports webhooks for real-time data integration. | ActiveCampaign provides a REST API and supports webhooks for real-time data integration. | Salesforce offers a robust REST API and supports webhooks for real-time data integration. | Zapier provides a REST API and supports webhooks for real-time data integration. | Workato offers a comprehensive REST API and supports webhooks for real-time data integration. | Apptivo provides a REST API and supports webhooks for real-time data integration. |
| Pricing | HubSpot’s Professional plan costs $50 per user per month, while the Enterprise plan costs $1,200 per user per month. | ActiveCampaign’s Pro plan costs $90 per month. | Salesforce’s Professional plan costs $75 per user per month, while the Unlimited plan costs $300 per user per month. | Zapier’s Professional plan costs $15 per month, while the Teams plan costs $100 per month. | Workato’s Professional plan costs $75 per month, while the Enterprise plan costs $300 per month. | Apptivo’s Professional plan costs $25 per user per month, while the Business plan costs $75 per user per month. |
Data Migration Tools
During the migration process, the availability and quality of data migration tools are critical. HubSpot offers robust data migration tools that support automated data sync and manual data import/export options, making the migration process smoother and more efficient. ActiveCampaign provides a comprehensive data migration toolkit, supporting automated import and export options, including integration with third-party apps. Salesforce has advanced data migration tools, including the Data Loader for bulk data transfer, and the Import Wizard for simpler migrations. While Zapier supports data migration through scheduled applets, it lacks dedicated data migration tools. Workato offers a comprehensive set of migration tools, including data replication and transformation capabilities, with a focus on enterprise-level migrations. Apptivo provides basic data migration tools, with support for importing data from spreadsheets and other CRM systems.
Support Channels
Effective support is crucial for any SaaS migration. HubSpot offers 24/7 support via email and phone, along with extensive community forums and knowledge base articles. ActiveCampaign provides 24/7 support via email and phone, with a detailed knowledge base and community forum. Salesforce offers 24/7 support via email and phone, with a vast knowledge base and active community forums. Zapier provides email support during business hours, with limited community resources. Workato offers 24/7 support via email and phone, along with comprehensive community forums and a detailed knowledge base. Apptivo provides email support during business hours, with a knowledge base and community forum.
Automation Types
Automation can significantly streamline your migration process. HubSpot supports marketing, sales, and service automation, including workflows and integrations with other tools. ActiveCampaign supports marketing and sales automation, with a focus on email marketing, workflows, and integrations. Salesforce supports sales, marketing, and service automation, with advanced workflow capabilities and integrations. Zapier supports automation through applets, which can trigger actions between different apps but lacks dedicated automation workflows. Workato supports comprehensive automation across various business processes, with advanced workflow capabilities and integrations. Apptivo supports basic automation, with workflows and integrations, but lacks advanced automation features.
Plan Names
Understanding the different plan options is key to choosing the right SaaS tool. HubSpot offers Free, Professional, HubSpot CRM, Starter, and Enterprise plans. ActiveCampaign offers Basic, Standard, and Pro plans. Salesforce offers Essentials, Professional, Enterprise, and Unlimited plans. Zapier offers Free, Starter, Professional, and Teams plans. Workato offers Free, Professional, and Enterprise plans. Apptivo offers Free, Professional, and Business plans.
Ticket/Contact/User Limits
Knowing the limits on tickets, contacts, and users is essential for scaling your operations. HubSpot’s Professional plan supports up to 1,000 contacts, while the Enterprise plan supports unlimited contacts. ActiveCampaign’s Pro plan supports up to 250,000 contacts. Salesforce’s Professional plan supports up to 50,000 records, while the Unlimited plan supports unlimited records. Zapier’s Professional plan supports up to 100 applets, while the Teams plan supports up to 500 applets. Workato’s Professional plan supports up to 50 workflows, while the Enterprise plan supports unlimited workflows. Apptivo’s Professional plan supports up to 10 users, while the Business plan supports up to 50 users.
Integrations
Integrating with other tools is often necessary for a seamless migration. HubSpot integrates with over 1,000 apps, including Salesforce, Marketo, and Microsoft Dynamics. ActiveCampaign integrates with over 500 apps, including Shopify, Mailchimp, and Google Analytics. Salesforce integrates with over 5,000 apps, including Marketo, Pardot, and Service Cloud. Zapier integrates with over 3,000 apps, including Google Drive, Dropbox, and Trello. Workato integrates with over 1,000 apps, including Salesforce, Marketo, and HubSpot. Apptivo integrates with over 100 apps, including Google Drive, Dropbox, and QuickBooks.
API/Webhooks
APIs and webhooks are critical for real-time data integration and automation. HubSpot offers a comprehensive REST API and supports webhooks for real-time data integration. ActiveCampaign provides a REST API and supports webhooks for real-time data integration. Salesforce offers a robust REST API and supports webhooks for real-time data integration. Zapier provides a REST API and supports webhooks for real-time data integration. Workato offers a comprehensive REST API and supports webhooks for real-time data integration. Apptivo provides a REST API and supports webhooks for real-time data integration.
Pricing
Understanding the cost structure is crucial for budgeting and scaling. HubSpot’s Professional plan costs $50 per user per month, while the Enterprise plan costs $1,200 per user per month. ActiveCampaign’s Pro plan costs $90 per month. Salesforce’s Professional plan costs $75 per user per month, while the Unlimited plan costs $300 per user per month. Zapier’s Professional plan costs $15 per month, while the Teams plan costs $100 per month. Workato’s Professional plan costs $75 per month, while the Enterprise plan costs $300 per month. Apptivo’s Professional plan costs $25 per user per month, while the Business plan costs $75 per user per month.
Conclusion
Choosing the right SaaS tool for migration is a critical decision that requires careful consideration of multiple factors. Each tool has its strengths and weaknesses, so it's important to evaluate your specific needs and requirements. For more in-depth guidance on building your SaaS stack, refer to our guide on Building a SaaS Stack from Scratch in 2026. Additionally, be aware of the potential Hidden Costs of Switching CRM Mid-Year to avoid unexpected expenses and disruptions. By using this checklist and carefully evaluating the options, you can ensure a smooth and successful SaaS migration for your ops team.