As your business scales, your CRM should support that growth — not hold you back.
Zoho CRM is a solid starting point, but many growing businesses eventually run into its limitations. If you’re finding that your team spends more time managing systems than engaging with customers, it might be time to switch to HubSpot — a powerful, all-in-one CRM platform that’s built for growth.
In this guide, we’ll break down what a Zoho to HubSpot migration really involves, address common fears, and share proven tips to make your transition smooth and successful.
While Zoho CRM is a flexible and cost-effective tool, it often struggles under the weight of more complex sales, marketing, and customer service operations.
Here’s what businesses typically want to fix by moving to HubSpot:
Disjointed sales and marketing tools
Clunky user experience and low adoption
Limited automation and workflow logic
Fragmented reporting and poor analytics
Inconsistent support and integration issues
HubSpot, by comparison, offers:
A truly unified platform for marketing, sales, and service
Intuitive automation for every team
Custom reporting dashboards with clear attribution
Seamless native integrations
Strong UK/EU support ecosystem
Extensive training resources
If you're ready to unlock better tools and deeper customer insight, it's time to start planning your move.
Let’s address the most common concerns we hear:
These are valid concerns. But with the right planning, tools, and migration partner, you can overcome each of them.
A Zoho to HubSpot migration isn’t just a technical switch — it’s a chance to level up your business processes. Here's what you stand to gain:
Sales, marketing, and service teams can all work from a shared CRM with full visibility and context.
From lead nurturing to internal workflows, HubSpot simplifies complex logic without needing custom code.
Gain real-time insights into deal velocity, campaign performance, customer health, and more.
Connect easily to tools like Gmail, Slack, Stripe, Zoom, and over 1,500 others — no workarounds needed.
HubSpot’s intuitive design makes it easier for your team to adopt and actually enjoy using the CRM.
Start with a full audit. List what needs to be migrated:
Contacts
Companies (Accounts)
Deals
Notes and Tasks
Custom fields
Email history
Activities and attachments
Use this phase to remove duplicates, delete old records, and ensure field consistency. This is your opportunity to start fresh with clean data.
Next, match Zoho fields to HubSpot properties. This includes:
| Zoho Object | HubSpot Equivalent |
|---|---|
| Contacts | Contacts |
| Accounts | Companies |
| Potentials (Deals) | Deals |
| Notes | Notes |
| Tasks/Calls/Events | Tasks/Activities |
| Emails | Emails |
| Custom Modules | Custom Objects |
Things to watch out for:
Field names that look similar but mean different things
Picklist/dropdown values needing translation
Data type mismatches (e.g., date vs. text)
Hidden custom fields that were used for automation
We recommend building a field mapping workbook and testing it in a sandbox or test portal before full migration.
Use Zoho’s export tools to pull your data:
Export each module (Contacts, Deals, Accounts, etc.) into CSV format
Ensure exported files include unique IDs to help preserve relationships
Review files for encoding issues or data truncation
Pro tip: Take a full backup of your Zoho CRM just in case — you might need to refer to it after the migration.
Once you’ve mapped and cleaned your data:
Create custom properties in HubSpot to match Zoho fields
Use HubSpot’s import wizard to bring in data in stages
Maintain relational logic (e.g., associate deals with companies and contacts)
Validate sample records before importing the full dataset
If you’re dealing with advanced objects, attachments, or workflows, a migration platform or partner can handle it for you.
Now that your data is in, rebuild:
Workflows
Email templates
Reports
Custom dashboards
Integration with tools like Outlook, accounting, or ticketing systems
This is also a great time to consolidate tools. HubSpot might replace your email marketing platform, service desk, or lead capture tools.
Even with the best CRM, your team needs training to make the most of it.
Schedule training sessions (HubSpot offers free lessons via HubSpot Academy)
Create playbooks and internal SOPs
Assign superusers to champion adoption
Consider setting up a feedback loop to continuously improve after go-live.
Before you go fully live:
QA the full data set (check samples across contacts, deals, companies)
Test workflows and automations
Validate reports and dashboards
Inform your teams of key changes
Then set a go-live date and transition confidently.
Here’s a rough breakdown:
| Project Complexity | Timeframe |
|---|---|
| Simple migration | 1–2 weeks |
| Standard migration | 3–5 weeks |
| Complex setup (custom fields, history, automation) | 6–8+ weeks |
Speed depends on data quality, internal resources, and how customized your Zoho CRM setup is.
A complete migration scope includes:
All CRM modules: Contacts, Companies, Deals, Activities
Historical data: Emails, calls, notes, attachments
Custom fields/properties
Workflow/automation recreation
Custom modules (if needed)
Data clean-up and deduplication
User training and post-launch support
Migrating from Zoho to HubSpot can feel daunting — but with the right tools and team, it’s a golden opportunity to modernize your CRM strategy.
At USPEH, we’ve helped dozens of businesses successfully make the move from Zoho to HubSpot, using both our platform and fully managed services.
Whether you want to DIY your migration or need done-for-you support, we can help you:
Map your fields
Clean and structure your data
Run a sample/test migration
Rebuild automations
Train your team and go live
Get a free sample migration
Speak to a HubSpot expert
Explore our DIY migration platform
Let’s make your move to HubSpot simple, strategic, and stress-free.