Migration from Zoho to HubSpot

We select and optimise the right HubSpot products (Marketing Hub, Sales Hub, Service Hub and so on) and plan (Starter, Professional, Enterprise and so on) to match what your business does, how far you use Zoho today, and your number of users, with nothing missing and nothing superfluous.
We never push a more expensive licence than you need.

HubSpot CRM brings the features marketing, sales and customer support need together on a single platform, so the customer information each department gathers sits in one place.
The greatest benefit is therefore being able to coordinate customer handling across departments, and to forecast revenue and analyse measures for the organisation as a whole, immediately within HubSpot.
HubSpot can also be extended with further features as the business grows.

What Zoho CRM calls leads, prospects before a deal exists, and contacts, existing customers and people involved in a live deal, are managed together in HubSpot using the contact object and the lifecycle stage property.
The leads and contacts exported from Zoho CRM are all imported into HubSpot contacts, and the lifecycle stage (lead, marketing qualified, sales qualified, customer and so on) is set from the original information.

It varies with how you use Zoho and the volume of data, but three to six months is the usual guide, or six to eight months where there is complex customisation.
We propose the right schedule for the scale of what you do now, including the volume of data you want to keep (customer and deal information), the number of custom objects and the number of automations built on workflows.

Yes.
HubSpot provides an official Zoho integration app, so the two can be synced for a period while you migrate in stages.
To keep disruption and the risk of work stopping to a minimum, we set a safe schedule that includes that period of parallel running.

There is no need to worry. Using the official integration app we can migrate in stages while syncing the data.

By narrowing the scope of what you use in Zoho today, or migrating in stages starting with the important data, a short replacement is possible.
We have completed a migration on a schedule as tight as two months to the renewal deadline, so do tell us your contract end date and we will build the best plan for meeting it.

Basic activity history such as email and tasks can be migrated and synced smoothly into HubSpot's activities.

HubSpot's reporting cannot run SQL directly.
Where HubSpot's custom report builder can cover it, everything stays within HubSpot; where complex aggregation is needed, we would consider connecting HubSpot to an external business intelligence tool such as Google Looker Studio or Tableau.

Not necessarily.
It is also possible to migrate in stages: start with the core CRM data (contacts, companies, deals), then once that is running steadily move the marketing features (forms, email and so on), and after that the customer support features (tickets, knowledge base and so on).
We set the schedule to suit your situation, using the Zoho integration app along the way, so please do start with a free conversation.

It depends on the volume of data, the complexity of the customisation and the number of objects you hold.
We produce a quote free of charge after discussing it, so please do start with a free conversation.