Don't know how to migrate your data from Zoho to HubSpot? Here is a comprensive guide with comparisons. Find out everything in a few pages!

1. ZOHO TO
HUBSPOT CRM
DATA MIGRATION
A comprehensive
guide into both CRMs
and how to migrate
data between them

2. Why are CRM systems
so important?
CRM stands for Customer Relationship
Management. While the word is self-
explanatory, no one will know how to
use it correctly without guidance. The
last thing you want is manual data
entry and management. There’s a
higher risk for mistakes to be made, the
potential to upset customers, and
wastes plenty of uptime. Every
organization spends a lot of time
answering emails, but CRM can
automate that process.
So, customer relationship
management is crucial because
building a relationship with current
customers means that you don’t have
to focus on getting them back, much
like new traffic. Getting a relationship
with consumers increases the
probability of making multiple
transactions so that the majority of
those first-time purchasers are not
limited to just that until they expire.
When you make your customers feel
welcome even after the purchase,
they will start feeling some loyalty to
a company. Since a company’s
reputation generates before all this
even starts, consumers will have
something to relate to or look up to
as they make several purchases.
When you maintain a transparent
relationship that lets customers know
they’re respected, customers
become friends with you. With long-
term good customer relationship
management, consumers feel
obligated or delighted to advocate
your brand to others, and that’s how
your company is going to be
profitable and lasting.

3. Zoho CRM is a web-based CRM
framework that attracts and supports
clients. It lets users monitor revenue,
automate workflows, and engage
customers. Besides, you can use
mobile apps to access consumer data
in real-time anywhere and anytime.
Key features include sales automation,
lead management, account
management, backlog tracking, and
sales forecasting. Zoho CRM provides a
more detailed collection of tools.
According to the Zoho -HubSpot
comparison on SoftwareAdvice.com,
Capterra, and HubSpot vs. Zoho
G2Crowd, HubSpot CRM is estimated at
4.3/5., and Zoho gets an average
customer satisfaction score of 3.9/5.
HubSpot CRM is a perfect
solution for businesses that just
want an easy setup. HubSpot
has many advantages, one of
which is the most essential to
people: it’s free! HubSpot’s
functions are also useful for all-
sized companies. Improve your
professional skills with free
online courses from HubSpot
Academy. The HubSpot
dashboard lets you manage an
intuitive view of your emails,
texts, calls, or website visits.
Tracking the pipeline and
working with dashboard tools
help monitor progress. The
solution works smoothly with
both Gmail and Google Apps.
You can send emails from your
app right from any touch. Also,
connecting to Google Calendar
lets you schedule meetings and
set up new ones with only one
click of the mouse.

4. Proper planning and
organization are essential to
any project, and migration
of CRM data is no exception.
Consider the following
instructions on identifying
future migration issues for
Zoho and identifying
suitable activities in
advance.
How to prepare for the
CRM data migration
from Zoho to HubSpot
Clean up Data
Analyze your data
Test Your Future
Platform
Create a Backup
Plan
Map Out the Data
Estimate the
Migration Price

5. 3 Different Ways to
Perform Data
Migration from Zoho
to HubSpot
Let’s take a look at four
main options to import
your CRM data from Zoho
to HubSpot.
Free Sample Migration
Cost-conscious migration
Quick turnaround
Objects and users matching
Automated migration process
Higher cost
Almost no limitations
Personal approach
Little to no time consumed
Pre/Post-migration validity
Automated migration process
Self-Service Migration
Trujay’s Self-Service tool is an automated
migration that migrates customer data for you,
so you don’t have to lift a finger. We bridge the
gap between almost all CRM data migrations,
including Zoho and HubSpot.
Perform the data migration process on your
own with Trujay’s Self-Service Wizard. The
main features of this option are:
Custom Migration
Trujay’s Custom Migration Service is a more
personal and less DIY-type of approach. Our
account managers will guide you through the
entire process. Custom Migrations provide you
with a personal account manager, migration
setup, customization of migration, migration
assistance, and the following features:
Cost-conscious
5 hours of expert support
Less time-consuming
Personal account manager
Automated migration process
Guided Self-Service
In case you’ve reviewed our self-
service tool, but you don’t want to
use the self-service tool on your
own, we have your back. Our
Guided Migration Service allows you
to pay for 5 hours of technical
support only. You’ll have a
dedicated, personal account
manager discuss your options, guide
you through the mapping process,
and do the entire Self-Service
Migration for you.
Characteristics:

6. How to Proceed with
Zoho–HubSpot
Mapping
You can do the mapping
with the help of Trujay.
Below, look through the
mapping process.
Find out the types of fields in
your source and target CRMs that
correspond.
Check if the field is native or
custom by hovering over the ‘i’
icon (also available in Simple
Mode)
Check field visibility in CRM UI,
meaning see if the field is
displayed to the users in the
source and target CRM.
Check the field usage in your
source CRM.
Match dropdown fields values
(you can do this with Simple
Mode as well)
Perform advanced mapping for
complex fields (similar fields of
the same type, like work phone,
home phone, mobile phone, etc.)
You can perform object selection,
users matching, fields mapping
with the following options:
Objects and field
mapping may vary
according to your
demands and business
needs. Other objects
can be migrated in
terms of custom
migration.

7. Milestones of
Zoho to
HubSpot Import
Process
A kickoff call. You and your account manager
will have a 30-minute video call and use
screen-sharing to take a look at the entire
project.
Mapping session. Our tech engineers will
cache your data, build your mapping interface,
and delete or even merge fields.
Checking data. Here, we take a subset of data
from your database and move it into the
desired solution. This involves the mapping
logic and any other custom requests. We want
to make sure we have it right before moving
data in bulk.
Pushing data. If everything is right, we’ll begin
the full migration. On average, this process
takes 1-5 days.
Quality check. Our QA team checks whether
all the data landed accurately. They check for
errors against the mapping as well as the
associations between all objects.
Delta migration. Your company can continue
to work in the current CRM during the
migration. When you and your team are ready
to stop using the source solution, we comply
with the delta migration.

8. CONGRATULATIONS!
This is what the Zoho to
Hubspot migration looks
like. Don’t hesitate and
perform Zoho to HubSpot
import smoothly and
securely using Trujay’s
migration service.

9. Tips after the Zoho to
HubSpot Migration
Check to make sure
the items are
moved to the right
fields.
1.
2. Check that the
relations between
records are intact.
3. Provide the required
training to your team.
4. Create personalized
workflow rules for your
team.