Migrate from HubSpot to Zoho CRM with a US partner

Zoho’s HubSpot migration tool moves contacts, companies (as accounts), deals, deal line items, notes, tasks, calls, meetings (as events), owners (as users), products, quotes and quoted items, plus up to ten tags per record. Attachments and custom properties come across through Zoho’s file-based data migration, with custom fields created during the import.

Workflows, sequences, active and static lists, forms, reports, dashboards, marketing emails, lead scoring and meeting links have to be rebuilt in Zoho. Email open and click tracking stays in HubSpot, and we keep an export of it for your records. Custom objects and tickets need a file import or Zoho Desk, because Zoho’s API migration doesn’t cover custom modules.

Your reps keep working in HubSpot through the build, the sample migration and the full load. The only pause is a short cutover window: HubSpot sequences and workflows stop, a catch-up pass brings over the latest changes, and Zoho CRM automations switch on. We pick that window with you, often at the end of a week, and always before the stopper date.

Attachments do, through Zoho’s data migration zip import, where each file is linked to its parent record. Logged emails aren’t part of Zoho’s HubSpot tool, so we export them and load them as dated notes with sender and subject on the right contact or deal.

It depends on record counts, years of history, attachments, custom objects, how many departments are moving and how many workflows and sequences need rebuilding. We work backwards from your HubSpot renewal: the Migration BRD sets a stopper date and dates the sample migration, the full load, training and cutover ahead of it.

We offer three packages, Quick Move, Standard Move and Complex Move, each at a fixed fee agreed in a signed BRD. Larger portals start with a paid Migration Assessment, and that fee is credited in full against your migration. Zoho CRM licenses are separate and paid to Zoho.

We list every active one, drop the ones nobody relies on, and rebuild the rest. Sequences become Zoho CRM Cadences. Workflows become workflow rules, or Blueprint when a deal has to follow fixed steps. They run against test records during the parallel run before going live.

Yes. Zoho’s HubSpot tool sends contacts to the Contacts module, but we can split your export on lifecycle stage so early-stage people go to Leads and convert to a contact, account and deal later. We agree that rule with you in the field map.

It turns read-only on cutover day, so nobody edits two systems, and it stays that way through the rollback window. You cancel HubSpot only after you confirm everything is in Zoho CRM. Before then we take a final export of email tracking and marketing history for your files.

Each department moving out of HubSpot names a SPOC, usually the department head. That person signs the Migration BRD for their team and later checks and signs their sample records in Zoho CRM. Your overall project owner signs both as well, and we keep a record of every sign-off.

Marketing emails and templates are rebuilt in Zoho Campaigns, and lists become custom views or tags in Zoho CRM. Unsubscribes come across as Email Opt Out so nobody who opted out gets mail again.

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