Move your Zoho CRM data into HubSpot CRM

Yes. The free assessment finds them in your Zoho modules, and they are created as custom properties on the matching HubSpot object before records are migrated. Review the plan and choose whether to leave unused fields behind.

They land as HubSpot Contacts, which is where HubSpot keeps every person. Accounts become Companies and Deals stay Deals, so the shape of your pipeline comes with you.

Your Zoho Notes land as HubSpot notes, Calls as calls, Events as meetings and Tasks as tasks, each one on the record it belongs to, with its owner and its date. The files attached to your Zoho records come across too, onto the record they were attached to.

No, and the reason is on Zoho's side rather than HubSpot's. Zoho holds email as a related list hanging off each record rather than as a module we can read, so reading your email history would mean a separate call for every record in your org. The rest of your history comes across, and this is on your plan before you commit.

Yes. Your Zoho pipelines and the stages in them are matched onto HubSpot pipelines and stages, and what a stage meant is what it is matched on, so a won deal lands in a won stage. A stage with nowhere to go is named before the run rather than discovered during it.

The matching custom object type has to exist in HubSpot before its records can land, and HubSpot only lets a reviewed app create one on its Enterprise plans. So we agree which modules are coming during the assessment and set each type up in HubSpot with you first. Once it is there, 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 Zoho field with no native home in HubSpot can be brought along as a new property instead of being left behind.

We run the migration and stay reachable. Connect Zoho for the free assessment and price, then HubSpot to complete the plan. Nothing moves until you ask.

Yes. We only read Zoho 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 Zoho gives you the exact count and price before you commit. Payment is by invoice, with no subscription.