CRM Migration Service

ZohoHubSpotMigration Services

Seamlessly transition from Zoho to HubSpot with our expert migration services. Preserve your data integrity while unlocking the benefits of HubSpot's powerful, user-friendly platform.

99% Data Accuracy
Minimal Downtime
Expert Support
Zoho logo

Zoho

  • Limited marketing tools
  • Separated modules
  • Basic reporting
HubSpot logo

HubSpot

  • Powerful marketing hub
  • Integrated platform
  • Advanced analytics

Our expert team handles every aspect of your migration

Why Switch?

Benefits of Migrating from Zoho to HubSpot

Why businesses are making the switch from Zoho to HubSpot and how our migration services ensure a smooth transition

Enhanced Marketing Integration

HubSpot offers superior marketing automation capabilities compared to Zoho, with seamless integration between CRM and marketing tools.

Improved User Experience

HubSpot's intuitive interface offers a better user experience than Zoho, leading to higher adoption rates and productivity.

Superior Content Management

HubSpot's integrated CMS enables better content creation, management, and optimization directly connected to your CRM data.

Advanced Analytics

Gain deeper insights with HubSpot's comprehensive reporting and analytics tools that surpass Zoho's capabilities.

Extensive Integration Ecosystem

Connect to more third-party applications and services with HubSpot's extensive integration marketplace.

Better Customer Service Tools

HubSpot Service Hub provides more robust customer service capabilities than Zoho's offerings.

Our Services

Comprehensive Migration Services

Our end-to-end migration approach ensures a seamless transition from Zoho to HubSpot with minimal disruption to your business

Service 1

Migration Assessment & Planning

We analyze your current Zoho implementation, identify critical data and processes, and create a comprehensive migration plan tailored to your business needs.

What's Included:

Current system audit
Data mapping strategy
Process redesign planning
Migration timeline development
Risk assessment and mitigation
Service 2

Data Migration & Validation

Our team meticulously extracts, transforms, and loads your data from Zoho to HubSpot, ensuring data integrity throughout the process.

What's Included:

Complete data extraction
Field mapping and transformation
Historical data preservation
Data cleansing and deduplication
Rigorous validation testing
Service 3

Process & Workflow Recreation

We recreate your critical Zoho workflows, automation rules, and processes in HubSpot, optimizing them along the way for improved efficiency.

What's Included:

Workflow automation setup
Sales process implementation
Lead scoring and routing configuration
Approval process creation
Custom pipeline development
Service 4

System Integration

We connect HubSpot with your other business systems and tools to create a seamless technology ecosystem.

What's Included:

Integration mapping and planning
API connection configuration
Third-party app integration
Data sync verification
Integration testing and validation
Service 5

User Training & Adoption

Comprehensive training programs to ensure your team quickly adapts to HubSpot and leverages its full capabilities.

What's Included:

Role-based training sessions
Custom documentation creation
Hands-on workshops
Admin training and certification
Ongoing support and coaching
How We Work

Our Migration Process

A proven methodology to ensure a smooth, efficient, and accurate migration from Zoho to HubSpot

Phase 1

Discovery & Analysis

We start by thoroughly understanding your current Zoho setup, including data structure, integrations, workflows, and reporting needs.

1
Phase 2

Migration Planning

Creating a detailed migration roadmap with timelines, responsibilities, and risk mitigation strategies.

2
Phase 3

HubSpot Setup & Configuration

Configuring your new HubSpot instance with the appropriate objects, fields, and permissions to match your business processes.

3
Phase 4

Test Migration

Performing a test data migration to identify and resolve any issues before the actual migration.

4
Phase 5

Workflow & Automation Setup

Recreating your critical workflows, automation rules, and processes in HubSpot.

5
Phase 6

Integration Configuration

Connecting HubSpot with your other business systems to ensure seamless data flow.

6
Phase 7

Final Data Migration

Executing the full data migration according to the established plan and validating data integrity.

7
Phase 8

Training & Go-Live

Training your team, finalizing documentation, and supporting the official launch of your new HubSpot system.

8
Platform Comparison

Zoho vs HubSpot

Understanding the key differences to help you evaluate if migrating to HubSpot is right for your business

Aspect
Zoho
HubSpot
Advantage
Marketing Automation
Basic marketing automation with Zoho Marketing Automation (separate)
Robust marketing automation natively integrated with CRM
HubSpot
User Interface
Functional but sometimes complex interface
Modern, intuitive interface designed for quick adoption
HubSpot
Content Management
Limited content management capabilities
Powerful integrated CMS with marketing tools
HubSpot
Analytics & Reporting
Basic reporting with limited visualization options
Advanced analytics with powerful reporting dashboard
HubSpot
Integration Ecosystem
Good selection of integrations through Zoho Marketplace
Extensive integration ecosystem with thousands of partners
HubSpot
Customer Service Tools
Basic customer service functionality through Zoho Desk
Comprehensive service hub with ticket management and automation
HubSpot
Cost
Generally lower initial cost but separate pricing for each app
Higher initial cost but more included in standard packages
Zoho
Customization
Highly customizable with developer resources
Good customization options with less technical requirements
Neutral

Not sure which CRM is best for your needs? We can help you make the right decision based on your specific requirements.

Schedule a Consultation
FAQ

Frequently Asked Questions

Common questions about migrating from Zoho to HubSpot

Have more questions about migrating from Zoho to HubSpot?

Contact Our Migration Experts

Ready to Migrate from Zoho to HubSpot?

Our team of migration experts is ready to help you seamlessly transition to HubSpot and unlock its full potential for your business.

98%

Client Satisfaction

10+

Migrations Completed

Priority

Support Available