Short answer
Migrating from Zoho CRM to HubSpot moves accounts, contacts, leads, deals, activities and notes into HubSpot companies, contacts and deals, and replaces Zoho workflows with HubSpot automation, usually to consolidate marketing and sales on one easier-to-use platform.
Why firms make this move
Zoho is affordable and broad, but teams often find adoption and reporting harder than expected, or use several Zoho apps that never quite connect. HubSpot brings marketing, sales and service together with simpler administration. Zoho One customers may need to plan which other Zoho apps stay and how they connect.
What moves
- Accounts and contacts
- Leads with lifecycle status
- Deals and pipelines
- Activities, notes and emails
- Custom modules as custom objects (Enterprise)
How the data maps
| From | To |
|---|---|
| Account | Company |
| Contact | Contact |
| Lead | Contact with lifecycle stage |
| Deal | Deal |
| Custom module | Custom object |
| Workflow rule | Workflow |
What to watch out for
- Zoho export limits and attachments
- Leads and contacts that duplicate each other
- Other Zoho One apps that depended on Zoho CRM
How Vantage Point runs the migration
- Discovery and data inventory: what exists, what is clean, what is worth moving
- Target design: objects, record types, households or companies, ownership and security
- Field-by-field data mapping document, signed off by business owners
- Cleanup and deduplication before the move, not after
- Test loads into a sandbox with reconciliation reports
- User acceptance testing with real scenarios
- Cutover: final delta load, integrations switched, old system set to read-only
- Hypercare and adoption support
Typical timeline
Typically 3 to 6 weeks.
Frequently asked questions
Can we keep using other Zoho apps?
Yes, but each connection to the CRM needs to be re-planned for HubSpot.
Do Zoho leads become HubSpot contacts?
Yes. HubSpot uses one contact record with a lifecycle stage instead of separate lead and contact records.