How do you migrate from HubSpot to Zoho CRM?
Export contacts, companies, deals and notes from HubSpot, clean and map them to Zoho CRM modules and fields, import a test batch, check it, then import everything. Rebuild workflows and email templates in Zoho, and keep HubSpot read-only for a short overlap period.
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HubSpot objects map to Zoho Leads, Contacts, Accounts and Deals. Decide how to treat lifecycle stages.
Workflows and forms must be rebuilt, since they do not transfer directly.
Update website forms and tracking to point to Zoho before switching off HubSpot.
Key points
- Export all objects and attachments you need
- Map properties to Zoho fields
- Test import and review
- Rebuild workflows, templates and forms
- Run in parallel briefly
Common questions
Will we lose email history?
Notes and logged emails can usually be brought across as activities or notes.
How long does it take?
Often one to three weeks for a typical small team.
Sources and further reading
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Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question