HubSpot to Zoho CRM Migration
Switch from HubSpot to Zoho CRM with zero data loss. Our migration specialists handle the technical complexity while you focus on running your business. Built with AI and live in days.
- Fixed price
- from $400
- Delivery
- 2 to 10 working days
- 10-working-day guarantee
- Live in 10 working days, or we keep working for free.
Why move away from HubSpot
Marketing-First CRM Limitations
HubSpot excels at marketing but its CRM sales features feel secondary, lacking depth for complex sales processes.
- Limited pipeline customization on lower tiers
- Basic sales automation without upgrades
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- Restricted reporting in free/Starter plans
- Feature gaps for B2B sales teams
Limited Sales Features on Free Tier
The free CRM hooks teams in, but essential features like sequences, custom reporting, and automation require paid hubs.
- Free plan lacks key sales tools
- Starter tier still very limited
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- Essential features gated behind Professional
- Contact-based pricing inflates costs
Expensive Upgrades
Moving from Starter to Professional is a steep jump, and pricing is contact-based, penalizing growing databases.
- $450+/month for Professional hub
- Per-contact marketing pricing
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- Annual commitment required
- Add-on costs for advanced features
What gets migrated
Fully migrated
- Contacts, companies & associated properties
- Deals & pipeline stages with history
- Email logs & conversation threads
- Activities, calls & meeting logs
- Custom properties & field values
- Notes, tasks & attachments
- Lists & contact segmentation data
Requires reconfiguration
- Workflow automations & sequences
- Email templates & tracking setup
- Lead scoring rules & criteria
- Form integrations & landing pages
- Reporting dashboards & custom reports
How we migrate
Audit & Plan
Days 1–2- Deliverable: Migration plan with data mapping
Data Mapping
Days 3–4- Deliverable: Field mapping document and test import
Migration
Days 5–8- Deliverable: Full data migration with validation
Training & Launch
Days 9–10- Deliverable: Trained team on new platform
HubSpot-specific challenges
Property & Field Mapping
HubSpot properties use different data types and structures than Zoho CRM fields, requiring careful conversion.
Impact
- Data type mismatches
- Lost dropdown/multi-select values
Includes
- Property-to-field mapping
- Data type conversion
- Picklist value alignment
- Calculated field recreation
Email & Sequence Migration
HubSpot sequences and email templates need rebuilding in Zoho CRM using SalesInbox and email workflows.
Impact
- Paused email sequences
- Template formatting changes
Includes
- Sequence-to-workflow conversion
- Template recreation
- Tracking pixel setup
- Email alias configuration
Reporting Rebuild
HubSpot dashboards and custom reports must be recreated using Zoho CRM analytics and custom report builder.
Impact
- Temporary reporting gaps
- Different metric calculations
Includes
- Dashboard recreation
- Custom report building
- KPI metric mapping
- Scheduled report setup
List & Segmentation Transfer
HubSpot contact lists and smart segments need conversion to Zoho CRM views and custom list criteria.
Impact
- Broken marketing segments
- Misaligned targeting
Includes
- Static list migration
- Smart list criteria conversion
- Tag & label mapping
- Segmentation rule rebuilding
What a migration looks like
Migration packages
Essential
Small teams on HubSpot Free/Starter with basic CRM needs
- Up to 5,000 contacts migrated
- Deal & pipeline transfer
- Standard property mapping
- Email history migration
- Basic automation setup
- 1 hour of training
Professional
Teams on HubSpot Professional with sequences and custom properties
- Up to 20,000 contacts migrated
- Custom property mapping
- Sequence-to-workflow conversion
- Report & dashboard rebuild
- Lead scoring recreation
- Team training sessions
- 30-day post-migration support
Enterprise
Large teams with complex HubSpot setups and multiple hubs
- Unlimited contacts migrated
- Multi-hub data consolidation
- Advanced workflow rebuilding
- Custom integration migration
- Marketing automation setup
- Data deduplication & cleanup
- 60-day dedicated support
Fixed scope, fixed price, fixed date. Live in 10 working days, or we keep working for free.
HubSpot to Zoho CRM migration: frequently asked questions
Can you migrate data from HubSpot free CRM to Zoho CRM?
Yes. We migrate all contacts, companies, deals, and activity history from HubSpot free CRM. The process is straightforward since free tier data structures are simpler.
What happens to our HubSpot email sequences?
We rebuild your sequences as Zoho CRM email workflows and cadences, preserving the logic, timing, and templates of your outreach sequences.
Will our HubSpot forms still work during migration?
We set up Zoho CRM web forms to replace HubSpot forms and can run both in parallel during transition to prevent lead loss.
Can you migrate HubSpot marketing data too?
Yes. We can migrate contact lists, email templates, and campaign data. Marketing automation is rebuilt using Zoho Marketing Automation or Zoho Campaigns.
How do you handle duplicate contacts during migration?
We run deduplication checks before and after migration using email address and phone number matching to merge or flag duplicate records.
Get your free migration assessment
Find out exactly what your HubSpot to Zoho CRM migration will involve, how long it will take, and what it will cost. No obligation.
Zero data loss guarantee • Fixed-price packages • Fixed timeline