Migrating your help desk from Zoho Desk to HubSpot Service Hub is a golden opportunity to upgrade your customer service — but only if it’s done right.
The goal isn’t just to move data. It’s to improve data, streamline workflows, and ensure your team is equipped with the tools and visibility they need from day one.
Zoho Desk is functional and affordable, but scaling businesses often run into roadblocks:
Data silos — Service data isn’t tightly connected to sales, marketing, and operations
Limited automation — Manual SLA tracking, ticket routing, and follow-up steps
Integration gaps — More complex setup to sync with other business-critical systems
Reporting limitations — Service metrics often sit in isolation from revenue and lifecycle data
One platform for all customer-facing teams — Sales, marketing, and service data in one place
Advanced automation — Auto-assign tickets, trigger follow-ups, and keep SLAs on track
Customisable customer portal — Real-time updates for customers without manual emails
Full customer visibility — Every interaction stored against a single, unified record
AI-powered features — Faster replies, smarter routing, and data-driven insights
Migrating to HubSpot is a chance to:
Clean your data — Remove duplicates, outdated records, and irrelevant history
Optimise processes — Redesign your pipelines and SLAs for better efficiency
Automate intelligently — Build workflows that remove manual bottlenecks
Unify your customer journey — Give your teams the same, complete view of every customer
We combine Help Desk Migration automation tools with expert-led oversight to deliver a migration that’s fast, accurate, and strategically aligned to your business needs.
Audit Zoho Desk tickets, contacts, companies, custom fields, and SLAs
Identify dependencies (integrations, reporting needs, automations)
Define success metrics and go-live requirements
Identify and remove duplicates, outdated tickets, and incomplete records
Standardise formats and naming conventions
Apply quality rules to ensure only relevant, valid data moves across
Map Zoho Desk fields to HubSpot ticket, contact, and company properties
Define transformation rules for mismatched formats or structures
Create necessary custom fields in HubSpot prior to migration
Schedule migrations during low-activity windows
Use automated extraction, mapping, and load tools for speed
Monitor migration progress in real time
Run a small-scale migration into a sandbox or test portal
Verify ticket associations, contact links, and property accuracy
Refine mapping rules before final migration
Execute either Big Bang or Phased migration
Validate migrated records against original data for completeness and accuracy
Track tickets, attachments, and historical notes for full continuity
Configure ticket pipelines, SLAs, and automations
Set up the customer portal and knowledge base
Train your team on the new workflows and features
“Lift and shift” mindset — Simply copying everything, including bad data, into the new system
Incomplete mapping — Losing ticket context because fields weren’t aligned properly
Neglecting historical data decisions — Migrating everything can slow your system down
No test run — Discovering mapping errors after going live
Ignoring user readiness — Teams untrained in HubSpot risk slower adoption and more errors
While every project varies, most Zoho Desk → HubSpot migrations take 2–6 weeks:
Week 1–2: Discovery, mapping, and data cleansing
Week 3: Test migration and review
Week 4–5: Full migration and validation
Week 6: Optimisation, automation, and training
With over a decade of HubSpot expertise, we:
Automate without losing control — Save time while maintaining accuracy
Minimise downtime — Your team stays productive throughout
Improve your data — Better data going in means better results coming out
Deliver a ready-to-use system — Pipelines, SLAs, and automation built for your goals
Ready to migrate?
Let’s move your help desk to HubSpot the right way — cleaner data, smarter workflows, and zero downtime.
Book your migration consultation today.