Your custom fields, your history, your relationships. Not only the fields both apps happen to have in common.
Start free assessmentWe run HubSpot CRM to Zoho CRM migrations. The assessment is free and comes before any commitment.
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HubSpot CRM
Zoho CRM
Keep deals linked to contacts and companies, and activities linked to their records in Zoho CRM.
We find your custom fields in HubSpot CRM and plan how their values will travel to Zoho CRM before migrating their records.
Your activity history arrives on the record it belongs to. This page names which types transfer and any limit on them.
We match them to your Zoho CRM users and stages.
The plan flags values that change during migration. The original value comes across beside the converted one.
Where possible, we create a field in Zoho CRM for data with no matching field.
Each row explains a limit and what you can do about it. Open the details for the reason and supporting source.
Custom fields per module are capped by your Zoho CRM edition
View detailsHide detailsZoho CRM allows 10 custom fields per module on its Standard edition and 500 on Ultimate. If an object in HubSpot CRM carries more custom fields than your edition allows, they cannot all land.
Verified against zoho.comWe count them with you before you commit.
A link between two records is a lookup field, and Zoho CRM caps those too
View detailsHide detailsZoho CRM allows between 1 and 15 lookup fields per module depending on the edition, and a link from one record to another is one of them.
Verified against zoho.comWhere your relationships need more than your edition holds, we agree which ones matter before anything is written.
A migrated note is dated the day it lands
View detailsHide detailsZoho stamps a note with the moment it was created in Zoho and will not take a date from an API. The text, the record it hangs off and its owner all come across. The original date does not, and we would rather tell you than have you find years of notes stamped with one afternoon.
Verified against zoho.comThe text, the title and the record it belongs to all come across.
Your email history stays in HubSpot CRM
View detailsHide detailsZoho hangs emails off each record as a related list rather than keeping them in a module of their own, and reaches them ten at a time, one record at a time. There is no Zoho record for a HubSpot email to become.
Verified against zoho.comYour notes, calls, meetings and tasks come across, and the email stays where it is.
The line items priced on a HubSpot deal have nowhere to land
View detailsHide detailsZoho prices product lines on quotes, sales orders, purchase orders and invoices, each with its own line item subform, and a Zoho deal carries none of them.
Verified against zoho.comYour product catalogue comes across as Products.
One action removes the records we wrote to Zoho CRM. Review what will remain before you undo and retry.
A paused run resumes where it stopped, without losing progress or duplicating records.
We only read HubSpot CRM. Nothing is written back to it.
Keep working in HubSpot CRM while you check the results. Then bring across the latest changes before switching over.
In Zoho CRM after the migration
After you undo
Covers up to 20,000 records. Larger migrations use higher tiers. You pay once per migration, with no recurring charge.
Connect HubSpot CRM to see your record count and price before you commit.
Ask for a refund within 30 days of your migration being marked complete. We reverse the migrated data out of Zoho CRM and refund you.
Yes. The free assessment finds them in HubSpot, and they are created as custom fields on the matching Zoho module before records are migrated. You see that on your plan before anything runs, and you can drop the properties nobody fills in any more rather than carry them over.
Notes land as Zoho Notes, calls as Calls, meetings as Events and tasks as Tasks, each one on the record it belongs to and with its owner. One thing changes. Zoho dates a note itself, so a migrated note is dated the day it lands rather than the day it was written.
No. Zoho holds email as a related list on each record rather than as a module of its own, so there is no Zoho record for a HubSpot email to become. The rest of your history comes across, and you see this on your plan before you commit.
Files attached to HubSpot notes, calls, meetings and emails arrive on the related deal, account or contact in Zoho. Email attachments can come across even though the emails stay in HubSpot. Files need a related record in Zoho to attach to.
Your deals are matched to the stages your Zoho org already has, and what a stage meant is what it is matched on, so a won deal lands in your own won stage rather than at the top of the funnel. A stage with nowhere to go is named before the run rather than discovered during it.
The matching module has to exist in Zoho before its records can land. We agree which ones are coming during the assessment and set each one up with you first, and then the records and their fields follow.
No. We work out what each value becomes, so nobody builds a field map. You review the plan before the migration runs. A HubSpot property with no native home in Zoho can be brought along as a new field instead of being left behind.
We run the migration and stay reachable. Connect HubSpot for the free assessment and price, then Zoho to complete the plan. Nothing moves until you ask.
Yes. We only read HubSpot and never write back to it. Keep working while you check the results, then bring across the latest changes before switching over.
You can undo the migration, correct the issue and run again. Created fields, shared catalogue data and any other items listed as retained stay in place.
One payment, based on the records that move. The free assessment of HubSpot gives you the exact count and price before you commit. Payment is by invoice, with no subscription.
Next step
Create an account and connect HubSpot CRM for your free assessment. See your record count and price before you commit. Nothing moves until you ask.
Start free assessment