Workflows become complex as soon as businesses start to grow. Basic CRMs are not capable of supporting such operational complexities. To meet the requirements of growing businesses, there’s a need of CRM that is highly flexible and adaptable. Lack of scalable CRM leads to inefficient manual workarounds, poor data visibility, and reduced productivity. If you are facing similar issues, this is your sign to switch to an advanced CRM. Zoho CRM stands out as a strong alternative for growing businesses.
It is a complete solution that offers flexible sales automation, varied customisation options, and powerful analytics. Simplify your HubSpot to Zoho data migration with Techloyce. Its With expertise in CRM development, migration, integration, and training, it can make your data migration secure and smooth.
Why Businesses Choose HubSpot to Zoho CRM Migration?
During the initial stages, HubSpot works well with your basic setup. However, once your business starts to grow, you require features such as sophisticated automation and workflow customisation. HubSpot does not support these features. Thus, you require a CRM that can grow along with your company. Zoho is a more favourable choice in some fronts, such as:
Cost Efficiency
The market and sales tools installed in HubSpot are powerful, but can be limiting when teams expand. Cost-effectiveness is one of the factors driving the HubSpot to Zoho migration. HubSpot offers tiered pricing that can quickly increase when the number of users grows. In comparison, Zoho CRM has more scalable plans, allowing a growing team to work with their budget constraints and have access to advanced CRM functionality.
Customisation and Flexibility
Flexibility and customisation are very critical. Zoho CRM helps organisations to create customised modules, fields, and workflows to suit their operations. Unlike HubSpot, which may require workarounds to use more complex automation, Zoho CRM possesses an advanced workflow management that makes it easier to adjust the system to the operations of the team.
Integrated Ecosystem
The next advantage that facilitates HubSpot to Zoho Data migration is the integrated ecosystem. Zoho CRM is receptive to a large number of third-party integrations and has robust API. It enables the system to easily connect with other business applications, including ERP systems, as well as marketing automation solutions.
Business Scalability
There’s also an issue with business scalability. Zoho CRM can also be tested with mid-sized and large organisations because it can be introduced in different departments, complicated pipelines, and massive amounts of data.
What Data Is Included in the HubSpot to Zoho Data Migration?
Typically, data sets of core modules, contacts, companies, deals, tasks, notes, custom properties, and associated activities are included in migration. To migrate data meticulously, it is important to map data using API-based tools.
Key data elements included in the migration are:
- Contacts and Companies: HubSpot contacts and companies (mapped to Zoho accounts)
- Deals: All relevant deal records, stages, calls, and notes
- Activities and History: Previous tasks, calls, and notes
- Custom Fields/ Properties: user-defined fields created in HubSpot
In addition to it, you can also migrate modules like cases, solutions, products, quotes, sales orders, invoices, purchase orders, vendors, price books, services, and appointments from another CRM to Zoho CRM.
Conducting HubSpot to Zoho CRM Migration
For a successful migration, it is important that businesses implement these phases:
Phase 1: Preparation and Planning
In this stage, you have to clean your data and make a backup of your files. To create a backup, you have to export all the required data from HubSpot into CSV format, including contacts, companies, deals, notes, and tasks. This makes sure a secure contingency plan is in place. Restructure the original data set to eliminate duplicates, revise outdated information and normalize the fields. After sorting the data, the next thing you are expected to do is to compare the HubSpot modules with Zoho CRM. Create corresponding default fields.
Phase 2: Data Migration
For secure data migration, generate API credentials. In HubSpot, create a private app or obtain the API keys in the settings. Log in to Zoho CRM as an administrator. Go to setup, data, administration, and import. Select “HubSpot” from the options in the data migration page and then enter your instance URL and API token. Map your CSV files to the corresponding Zoho modules. Click “migrate now” to start migration.
Phase 3: Post-Migration and Testing
Double-check the record associations (e.g., contacts connected to deals) to verify that the correct data is migrated. Start rebuilding automation by re-creating workflows, email templates, and lead scoring rules in Zoho CRM. In order to reconnect integration, begin re-connecting external applications, such as email marketing and webforms to Zoho.
Important Considerations while Migrating Data
- Data Structure: Leads and contacts are listed in different parts in Zoho, unlike HubSpot, where they are treated together. When mapping, you need to plan ahead for how to take care of it.
- Unique IDs: In order to avoid duplication of records, make unique identifiers for HubSpot.
- Backup: Have a full HubSpot export of data because not everything originates in the emails.
- Alternative Method: To do a successful migration, you may apply specialised software such as Techloyce.
Common Challenges Businesses Face During the HubSpot to Zoho Data Migration
Despite following each step, businesses can still face challenges that can disrupt data migration.
Data Structuring and Mapping Discrepancies
The biggest challenge is data structuring. It is important to note that HubSpot treats everything as a part of a lifecycle stage. However, in Zoho, leads (unqualified) and contacts (qualified) are individual entities. To ensure that data is not lost, there is a need to conduct complex re-mapping. In case of improper mapping, missing field data occurs, which creates confusion.
Loss of Historical and Relationship Data
There are risks that associations between contacts, companies, and deals break during migration. This causes orphaned data where deals are not linked to the correct company. Another challenge is company association. HubSpot enables one contact to be linked to several companies. But this structure doesn’t map directly into Zoho’s primary association model.
Rebuilding Automation and Workflows
With basic knowledge, teams find it difficult to do manual reconfiguration as HubSpot workflows do not translate to Zoho’s automation rules directly. Features including automatic lead scoring or specific marketing triggers that work automatically in HubSpot may require complex Deluge scripting in Zoho.
Technical and Operational Hurdles
A number of technical issues can arise, including API, transfer limits, reporting discrepancy and duplication of records. Zoho has an import wizard, but the large databases may be limited in the API and throttled down to stop or fail the migration process when many records are skipped.
How Techloyce Ensures a Smooth CRM Transition
The process of migrating from HubSpot to Zoho CRM involves much more than exporting contacts and then importing them into a new system. Many companies fail to realise the complexity of data mapping, workflow rebuilding, automation restructuring, and integration matching.
The absence of a planned migration approach can make companies experience duplicated records, operating processes, reporting discrepancies, and lost historical records and incur expensive time off. There is a risk that internal teams do not have a profound platform understanding of both systems, particularly related to custom modules, API integrations, and multi-department CRM architecture.
This is where Techloyce comes into play. Its expert solution is aware of the technical and operational loopholes that normally make CRM transitions slow. It ensures that no critical data is lost by conducting a comprehensive pre-migration check, mapping the custom fields correctly, and reconstructing of automation workflows to be placed strategically.
Migration is a disruption unless highly qualified experts are involved. At Techloyce, companies can have an organized, secure, and growth-oriented change, turning their HubSpot to Zoho CRM which into a seamless upgrade rather than a technical challenge.
Unlock New Opportunities with HubSpot to Zoho CRM Migration
HubSpot to Zoho migration is not merely a platform switch. It’s a strategic move towards greater flexibility, cost efficiency, and scalable growth. However, to execute a successful migration, it is important to follow the right approach. To avoid disruption, teams need careful planning, accurate data mapping, and expert execution. With the right partner like Techloyce, you can transform your CRM into a powerful growth engine. A well-managed HubSpot to Zoho migration builds the foundation for the long-term success of a business.
