Migrating from Keap (Infusionsoft) or HubSpot to Zoho CRM

What data usually moves

• Contacts and companies, with owners and custom fields
• Deals or opportunities with stage, value and close date
• Notes, tasks and selected activity history
• Products and price lists
• Tags, which usually become pick lists or tags in Zoho CRM

What has to be rebuilt rather than moved

Automations, sequences, campaigns and landing pages do not transfer between platforms. Rebuild them in Zoho CRM workflows and blueprints, Zoho Campaigns or Zoho Marketing Automation, and Zoho Forms. Treat it as a chance to remove automations nobody needs.

Mapping Keap and HubSpot to Zoho CRM

• HubSpot lifecycle stages and Keap tags map to Zoho CRM lead status, contact type or pick lists
• Pipelines and stages map to Zoho CRM deal pipelines and stages
• Custom properties map to custom fields; agree names and types first
• Owners map to Zoho users and roles

A safe cut-over plan

• Export a small sample and test-import it first
• Clean duplicates and fix formats before the full import
• Freeze changes in the old CRM during the final import
• Compare record counts and spot-check records after import
• Switch web forms and email integrations on the same day
• Keep read-only access to the old system for a short period

Common mistakes

• Moving every old field instead of only the ones in use
• Forgetting attachments and notes until after cut-over
• Rebuilding every old automation without asking if it is still needed

Frequently asked questions