If your business is currently using Zoho CRM and you're exploring ways to scale operations, improve data visibility, and align your marketing, sales, and service teams — migrating to HubSpot may be the smartest move you make this year.
At Inbound FinTech, we’ve supported numerous companies in successfully migrating from Zoho CRM to HubSpot. In this article, we’ll break down:
Why businesses migrate from Zoho to HubSpot
Common limitations and challenges of Zoho CRM
The benefits of HubSpot as a CRM solution
What to consider before and during the migration
How to handle data mapping
Key items to include in the project scope
Migration timelines and expert tips
Zoho CRM is a decent entry-level tool for managing customer relationships. But as your business grows, so do your operational and automation needs — and that’s where many businesses hit a wall with Zoho.
Here are the most common reasons for switching to HubSpot:
Advanced automation: HubSpot’s workflows, sequences, and marketing automation go far beyond what’s available in Zoho.
Better UI/UX: HubSpot offers a more intuitive, cleaner interface, leading to higher adoption across teams.
Unified platform: Native integration between CRM, marketing, sales, and customer service tools reduces data silos.
Scalable for growth: HubSpot’s modular setup (Marketing, Sales, Service, Ops, and CMS Hubs) allows your CRM to scale with your business.
Best-in-class support: HubSpot is known for its industry-leading support, training, and a large partner ecosystem.
While Zoho CRM has useful features, many of our clients have experienced the following pain points:
| Issue | Description |
|---|---|
| Limited user interface | Outdated design, lower adoption among sales teams. |
| Complex customization | Requires developer input for advanced customizations. |
| Poor reporting tools | Dashboards lack flexibility and real-time insights. |
| Limited integrations | Many third-party apps require manual workarounds. |
| Automation constraints | Basic automation is available, but lacks personalization and scale. |
| Support challenges | Slower response times and inconsistent support quality. |
Migrating from Zoho to HubSpot unlocks major business value:
HubSpot enables you to centralize all your customer data, giving you a single source of truth for pipeline, performance, and customer activity.
From lead nurturing to sales follow-ups and internal handoffs, HubSpot's automation tools reduce manual work and improve conversion rates.
With marketing, sales, and service data in one place, your teams operate in sync — enabling faster decisions and better customer experiences.
HubSpot grows with you. Customize pipelines, dashboards, workflows, and reports without the need for developers.
HubSpot’s mobile app makes it easy to manage leads, log calls, and check statuses on the go — with a clean, responsive UI.
A CRM migration is more than just a data transfer. Poor planning can lead to data loss, broken workflows, and a frustrated team. Here's what to watch out for:
Data inconsistency between Zoho and HubSpot fields
Broken associations between contacts, companies, deals, and activities
Incomplete automation mapping
Loss of custom fields or modules (Zoho's custom modules don’t always map directly)
Tag limits and record skips — Zoho caps tag migration and may pause if 5000+ records are skipped
Successful migration depends on precise data mapping. Here's a simplified view of how Zoho fields map to HubSpot:
| Zoho Module | HubSpot Module | Example Fields |
|---|---|---|
| Accounts | Companies | Name, Industry, Website, Owner |
| Contacts | Contacts | Name, Email, Phone, Address |
| Deals | Deals | Deal Name, Stage, Close Date |
| Notes, Tasks, Calls | Activities | Subject, Description, Owner |
| Quotes | Quotes | Status, TCV, Contact Name |
| Products | Products | SKU, Unit Price, Description |
Pro Tip: Custom modules in Zoho are not supported via API-based migration. Manual work or middleware may be required.
Before starting your project, define a clear migration scope. It should include:
Modules to be migrated (e.g. Contacts, Companies, Deals, Activities, Products)
Field mapping (including custom fields)
Tag strategy (Zoho limits tags to 10 per record and 25 characters)
Data clean-up (remove duplicates or outdated records before import)
Automation mapping (if replicating workflows or sequences)
Post-migration validation plan
Training & onboarding
The duration depends on data complexity, volume, and custom requirements. A typical timeline:
| Phase | Duration |
|---|---|
| Discovery & Planning | 3–5 days |
| Field Mapping & Test Migration | 5–10 days |
| Full Migration | 2–5 days |
| Validation & Testing | 3–5 days |
| Training & Support | Ongoing |
Estimated total time: 2–4 weeks, depending on data volume and number of custom fields/modules.
At Inbound FinTech, we’re an award-winning, elite-tier HubSpot Partner with years of experience handling complex CRM migrations for businesses across Financial Services, SaaS, and beyond.
Efficient & accurate data transfer
Tailored migration strategy
Post-migration training & support
Data security and integrity assurance
Your CRM should empower your team — not hold them back. Migrating from Zoho to HubSpot can unlock a whole new level of efficiency, visibility, and growth.
Let us guide your journey.
Book a call with our team to discuss your migration project today.
Inbound FinTech – Transforming CRM migrations into growth opportunities.