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HubSpot to Zoho CRM Migration
HubSpot to Zoho CRM migration moves your sales and marketing records, and the automation behind them, into Zoho. Shyphan migrates Contacts, Companies, Deals with their pipelines, Tickets, notes, emails and engagement history, and rebuilds sequences, workflows, forms and lists in Zoho CRM, Campaigns, SalesIQ and Desk, with careful handling of consent and marketing contact status.
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HubSpot to Zoho CRM Migration: the short answer
- What it is
- HubSpot to Zoho CRM migration is the transfer of HubSpot CRM data, engagement history and marketing and sales automation into Zoho CRM and related Zoho apps.
- Best suited to
- Growing businesses whose HubSpot costs rise steeply with contacts and seats, or who need deeper customization, finance integration or HR and service apps that Zoho One provides under one licence.
- Core stack
- HubSpot CRM API, Zoho CRM Bulk API, Zoho Campaigns, Zoho SalesIQ, Zoho Desk, Python
- Typical timeline
- Two to six weeks for a focused first phase on one or two Zoho apps; wider Zoho One programmes are phased.
- What it costs
- A fixed quote after a free discovery call. Zoho bills its licences directly, per user or per organisation by edition.
- Across markets
- Consent under privacy law; WhatsApp and chat channels; Choosing the data centre.
- Delivered by
- Shyphan AI Solutions, Zoho Premium Partner and Zoho Top Partner MEA Q3 2026, with remote delivery worldwide from seven offices.
- Last reviewed
- 30 September 2026
HubSpot to Zoho CRM Migration: who it is for
Growing businesses whose HubSpot costs rise steeply with contacts and seats, or who need deeper customization, finance integration or HR and service apps that Zoho One provides under one licence. HubSpot to Zoho CRM migration is the transfer of HubSpot CRM data, engagement history and marketing and sales automation into Zoho CRM and related Zoho apps.
- HubSpot object mapping
- Deals and pipelines
- Sequences and workflows rebuilt
- Marketing contacts and consent
What we use to deliver HubSpot to Zoho CRM Migration
The tools we typically use. The final choice is made against your systems, budget and team.
Zoho CRM Bulk API
Zoho Campaigns
Zoho SalesIQ
Zoho DeskHubSpot to Zoho CRM Migration: what is included
HubSpot to Zoho CRM migration moves your sales and marketing records, and the automation behind them, into Zoho.
HubSpot object mapping
Contacts, Companies, Deals, Line Items, Products, Quotes, Tickets and custom objects mapped to Zoho modules. HubSpot lifecycle stages and lead status become Zoho fields, and association labels between contacts, companies and deals are rebuilt so relationships still make sense.
Deals and pipelines
Each HubSpot deal pipeline and its stages map to a Zoho pipeline, with amounts, close dates, owners and stage history carried over. Where teams used separate pipelines per product or region, we check whether Zoho layouts or pipelines fit better.
Sequences and workflows rebuilt
HubSpot sequences become Zoho CRM cadences, and HubSpot workflows become Zoho workflow rules, Deluge functions or Zoho Campaigns automation. We review each one first, because many HubSpot portals hold workflows nobody has touched in years.
Marketing contacts and consent
HubSpot separates marketing and non-marketing contacts and stores subscription preferences. We carry over consent, unsubscribes and email bounce status into Zoho CRM and Campaigns, so nobody who opted out is emailed again after the move.
Forms, chat and tracking
HubSpot forms are replaced with Zoho web forms or Zoho Forms feeding CRM, the live chat and bots move to Zoho SalesIQ, and website tracking code is swapped with care so lead source attribution continues without a gap.
Emails, notes and engagements
Logged emails, calls, meetings, notes and tasks are migrated to Zoho activities on the right records with original dates and owners. Attachments move with their parents, and engagement volumes are measured early to plan the timeline.
See it in Zoho
Real screens from the platforms we work with. Yours are configured to your entities, processes and KPIs.
Sales targets and team performance in Zoho CRM
Individual and regional target trackers, team performance and recent leads by source.
- Consent under privacy law
- WhatsApp and chat channels
- Choosing the data centre
The lead list in Zoho CRM
Every lead with its source, stage, value and owner, filtered by territory or team.
- HubSpot object mapping
- Deals and pipelines
- Sequences and workflows rebuilt
How HubSpot to Zoho CRM Migration changes by market
Tax, e-invoicing, data protection and language rules differ by country. We confirm the current position for each market at scoping.
Consent under privacy law
Consent records matter more in some markets: GDPR and UK GDPR in Europe, CCPA/CPRA in California, PDPL in the UAE and India's DPDP Act. We migrate lawful basis and opt-out data so marketing in Zoho stays compliant.
WhatsApp and chat channels
In the Middle East, India and Africa, WhatsApp often matters more than email. We can connect Zoho CRM to the WhatsApp Business Platform, which needs approved templates and user opt-in, alongside the HubSpot chat replacement.
Choosing the data centre
HubSpot data sits in its own hosting regions. Moving to Zoho lets you choose a data centre such as the US, EU, India, Saudi Arabia or UAE, which we match to where your customers and regulators are.
How we deliver HubSpot to Zoho CRM Migration
Phases, indicative timing and what is delivered in each. Scope is fixed and quoted before we start.
Portal audit
Inventory of HubSpot objects, properties, pipelines, workflows, sequences, forms, lists, integrations and contact volumes by marketing status.
Zoho design
Zoho CRM, Campaigns, SalesIQ and Desk structure designed, including property mapping, pipelines and replacements for each automation.
Build and test load
Zoho configured, automation rebuilt, full test migration with reconciliation of records, associations, consent and engagement history.
Website and forms switch
Zoho forms, SalesIQ chat and tracking deployed on your site in parallel, tested end to end so leads reach the right owners.
Cut-over and training
HubSpot frozen, delta load run, users trained, and HubSpot kept available read-only until your subscription ends.
When HubSpot to Zoho CRM Migration is the wrong answer
If your team depends on HubSpot's marketing tools, such as its content management system, blog, SEO tools and attribution reporting, Zoho can cover most needs but not every feature one-for-one. For marketing-led teams that are happy with HubSpot, moving only sales or finance processes to Zoho, with an integration, may be the better route.
How we handle it: We implement Zoho, Odoo and Dynamics 365 and build AI and custom software, so our written recommendation can point you to a simpler option, or to doing nothing yet.
One team, seven offices, delivery worldwide
We deliver Zoho projects from our headquarters in Noida, India, and offices in Ras Al Khaimah, Riyadh, Beirut, Istanbul, Lagos and London, with remote delivery worldwide and on-site workshops when a project needs them. Pictured: our team at Zoholics Dubai 2026.
HubSpot to Zoho CRM Migration: questions we get asked
What does HubSpot to Zoho CRM migration include?
How do HubSpot Deals and pipelines move to Zoho?
What happens to HubSpot sequences and marketing emails?
How is this different from Salesforce to Zoho migration?
Will we lose website lead tracking during the move?
Can we keep HubSpot for marketing and use Zoho for sales?
Why choose Shyphan?
Talk to a consultant about HubSpot to Zoho CRM Migration
A free 30-minute call, then a written recommendation and a fixed quote, including the honest option that this is not the right fit.
