As businesses scale, their CRM must evolve. Many teams outgrow Zoho’s interface and limitations, turning to HubSpot for advanced automation, reporting, and ease of use. Migrating isn’t just about moving data—it’s about improving how your teams sell, market, and serve customers.

Why switch

• Advanced automation & nurturing – smarter workflows, lead scoring, and lifecycle journeys.

• Scalable & flexible – HubSpot grows with your team.

• Better reporting – detailed funnels, attribution, and journey analytics.

• Stronger integrations – connect with a larger ecosystem.

• Higher adoption – a cleaner, more intuitive interface.

Migration process

1. Plan & Analyse – Define goals, review Zoho data, and design your HubSpot setup (properties, pipelines, automations).

2. Prepare Data – Clean duplicates, standardise phone numbers, dates, and picklists, and create legacy IDs for tracking.

3. Migrate & Map – Import companies, contacts, deals, and activities in the right order, preserving relationships.

4. Test & Deploy – Pilot with a small set, then cut over with a final import and enable HubSpot workflows.

5. Train & Adopt – Set up users, permissions, and provide role-based training for smooth adoption.

What you gain

• Clean, connected CRM data

• Automation that matches your process

• Reporting that reveals what works

• Faster adoption and reduced admin effort

Ready to migrate with confidence? [Book a consultation]