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Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

Zendesk to HubSpot Migration

I move users, organizations and tickets from Zendesk with the full conversation history. Support sees what the customer bought, sales sees what the customer is waiting on, and Zendesk stays available for reference.

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What support teams on Zendesk come to me with

An offer at the wrong moment

A rep sends an upsell proposal while the customer is still waiting on a Zendesk ticket.

Support reports with no revenue

Resolution time lives in Zendesk and revenue in HubSpot. Asking whether customers with many tickets churn more often ends in Excel.

Two versions of the same customer

A customer gives support a new email address, HubSpot still has the old one, and the newsletter bounces.

What I move from Zendesk and where it lands in HubSpot

Users and Organizations

Contacts and companies

Users become contacts and organizations become companies. Contacts already in HubSpot are merged by email address.

Tickets

Tickets with the full conversation

Every Zendesk comment lands in HubSpot as an activity on the ticket, with its content, author and date.

Statuses

Statuses as stages

Statuses from new to closed map to ticket pipeline stages. Change dates, priorities and resolution dates go into properties.

Fields

Custom fields as properties

Ticket, user and organization fields go to the right object. A text field you want to report on becomes a dropdown.

Rules and SLAs

Triggers, macros and SLAs

Triggers become workflows, macros become snippets, and SLA policies become SLA goals in Service Hub.

Channels

Support addresses

Support email addresses connect to a team inbox in HubSpot. A new ticket shows up on the customer record right away, for reps too.

Service Hub

How a Zendesk migration works

  1. 1

    Free consultation30 minutes

    You tell me how support runs in Zendesk today and where sales works. I explain how the migration would go and what changes for reps.

  2. 2

    Data mappingFields, statuses and rules

    I go through fields, statuses, triggers and macros. We decide what I rebuild in Service Hub and what stays in the archive.

  3. 3

    Test importThrough the API, in batches

    I move tickets through the API in controlled batches, with a data backup. Support reviews their cases in HubSpot, and I compare counts.

  4. 4

    Import and switchoverZendesk stays available

    Historical tickets move first, and support addresses switch over in an agreed window, so customer conversations don’t get cut off.

  5. 5

    Training1.5-2 hour sessions

    The support team learns the queue, the team inbox and snippets on their own tickets.

  6. 6

    Ongoing supportOn demand or on a retainer

    After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals
50+
New implementations and cleanups of existing ones
Migrations
15+
Full migrations from other CRMs
Teams
Dozens
Sales, marketing and service teams trained
Consulting
Hundreds
Hours of hands-on work with clients in HubSpot
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Questions before a Zendesk migration

How long does a Zendesk migration take?

It depends on the number of tickets, custom fields and rules that have built up in Zendesk over the years. I give you a timeline after data mapping.

Will ticket content move along with the replies?

Yes. I move message content, authors and status change dates, and priorities and resolution dates go into properties. Service Hub reports cover pre-migration cases too.

Why do you move tickets through the API?

A CSV export loses associations and comment history. Through the API, objects, associations and activities move together.

Will support stop during the migration?

No. The team answers in Zendesk until the switchover window and in HubSpot after it, so nobody works in two systems for weeks.

What happens to Zendesk after the migration?

It stays available for reference. The subscription runs until the end of the paid term, so we usually plan the switchover around the renewal.

How much does a Zendesk migration cost?

We’ll work it out on the call, once I know your support process. You pay for the HubSpot license, Service Hub included, separately and directly to HubSpot.

Let's talk about your move from Zendesk

Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk