
How to Migrate from Hubspot to Zoho CRM: A Complete Step-by-Step Guide
Introduction
Why Switch from HubSpot to Zoho CRM?
Lower Total Cost
Deeper Automation
Broader Ecosystem
Customisation
Pre-Migration Checklist: Clean HubSpot Data Before Migration
- Before making the switch to CRM, back up HubSpot data first. Be sure to export a complete copy of all contacts, companies, deals, and activities in CSV format before making any changes.
- Pre-migration: Clean HubSpot data by removing invalid emails, incorrect phone numbers, and outdated lifecycle stages with missing information.
- Eliminate duplicate records β Use HubSpotβs built-in Merge Duplicates tool or a third-party deduplication tool to remove duplicates before exporting. Duplicate records are a common issue after migration.
- Normalise CRM data formats in Zoho β Ensure date fields are in DD/MM/YYYY format, phone numbers include international codes, and picklist values match those created in Zoho.
- Determine all custom properties in HubSpot before migration and map them to corresponding custom fields in Zoho CRM.
- Inform your team about the migration date and expected downtime (typically a few hours during CSV import).

HubSpot to Zoho CRM Step-by-Step Guide
Step 1 Β· Audit & Clean HubSpot Data
Step 2 Β· Backup & Export CSV
Step 3. Map Fields: HubSpot β Zoho
Step 4 Β· Import via Zoho Wizard
Step 5 Β· Validate & Test Records
Step 6 Β· Set Up Workflows & Train Team
HubSpot to Zoho CRM Field Mapping

HubSpot to Zoho CRM Migration Tools - Which Method Is Right for You?
CSV Import (Manual)
Export from HubSpot, clean in Excel or Google Sheets, import via Zoho's Import Wizard. Free, no technical skills needed.
Best for: <10k recordsAutomated Migration Tool
A HubSpot to Zoho CRM automated migration tool like Import2, Trujay, or Data2CRM handles the mapping, transfer, and validation automatically.
Best for: 10kβ100k recordsHubSpot API to Zoho CRM
HubSpot API migration to Zoho CRM is the most flexible method - ideal for custom objects, activity logs, and real-time sync during transition.
Best for: Complex / large dataZoho CRM Data Migration Best Practices
- Import in small batches (500β1,000 records) to isolate errors quickly.
- Always do a test import of 50β100 records prior to the actual migration.
- Roll back a batch with the Undo Import option of Zoho CRM in case something goes wrong.
- All custom fields, picklist values, and pipelines in Zoho should be created prior to data importation, not afterwards.
- Cross-reference record counts β the number of contacts in HubSpot must be the same as the number of contacts imported in Zoho.
Post-Migration: Validate, Configure, and Train Your Team
Post-Migration Validation Checklist
- Post-migration Zoho CRM validation: Spot-check 5β10% of imported records across contacts, companies, and deals for field accuracy.
- Confirm that deal stages, pipelines, and custom field values match your original HubSpot setup.
- Test email integrations, web forms, and any connected third-party apps.
- Run a duplicate check inside Zoho CRM (Setup β Deduplicate Records).
Zoho CRM Workflow Setup After Migration
Team Training for Zoho CRM After HubSpot
Conclusion
πFinal Thoughts
About the Author
Arul Raj
Director at ZoFlowX & Founder of Inboxist
Director at ZoFlowX (Zoho Authorized Partner) and Founder of Inboxist (Klaviyo Silver Partner), specializing in Email Marketing, Deliverability, Marketing Automation, and CRM with 14+ years of experience.
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