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Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

Zoho to HubSpot Migration

I move leads, contacts, companies, deals and activity history from Zoho CRM. Every customer gets one record and one timeline in HubSpot, and Zoho stays available for reference.

Book a free consultation

What teams on Zoho come to me with

A customer spread across apps

A rep calls with a new offer without knowing the customer has an open ticket in Desk and an unpaid invoice in Books.

A report built from several exports

Asking where this quarter’s customers came from means exporting several modules and doing the math in Excel.

Rules nobody understands

Workflows and Blueprints were set up by someone who left long ago. Nobody knows what a change to the sales process will trigger.

What I move from Zoho and where it lands in HubSpot

Leads and Contacts

One person, one contact

A Zoho Lead and Contact become a single HubSpot contact, and qualification becomes a lifecycle stage. Conversion dates go into a property.

Accounts

Companies without duplicates

Before the import I merge companies by domain, because “Acme Inc.” and “Acme” are usually the same company.

Deals

Deals with stage history

I rebuild your stages in a HubSpot pipeline and store the date each deal entered each stage in deal properties.

Activities

One customer timeline

Notes, tasks, calls and meetings move with their date and owner, and emails with their content, all on one timeline for the contact, company and deal.

Campaigns

Email send history

Sends from Zoho Campaigns go onto the contact timeline, next to the reps’ emails.

Books and Desk

Apps that stay

Accounting and inventory can stay in Zoho. If reps need to see invoices on the customer record, I connect Books to HubSpot.

Integrations

How a Zoho migration works

  1. 1

    Free consultation30 minutes

    You tell me which Zoho apps you use. I tell you what I would move to HubSpot and what can stay in Zoho.

  2. 2

    Data mappingModule by module

    I go through modules and custom fields. We decide what moves, what gets merged and which rules I set up fresh in HubSpot.

  3. 3

    Test importOn a copy

    Your team checks their customers and deals, while I compare record counts and look for duplicates that slipped through the merge.

  4. 4

    Import and switchoverZoho stays available

    I lock Zoho for edits, move the final changes, and from the agreed day the team logs in to HubSpot.

  5. 5

    Training1.5-2 hour sessions

    Sales and marketing learn HubSpot on customers they know from Zoho, in a pipeline with familiar stage names.

  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 Zoho migration

How long does a Zoho migration take?

It depends on the number of modules, custom fields and duplicates in your data. I give you a timeline after data mapping.

Will our activity history move to HubSpot?

Yes. Notes, tasks, calls and meetings keep their original date and owner. I move email content through the API, because a standard import leaves an empty note in HubSpot.

What about Workflows and Blueprints?

I set them up fresh. Blueprint stage conditions become required fields on deal stages, and the rest becomes workflows, usually fewer of them.

Will sales stop during the switchover?

No. The team works in Zoho until switchover day, and I move the final changes right before it.

What happens to Zoho after the migration?

Zoho CRM stays available for reference. Books, Desk or Inventory can keep running, but then you keep paying for those licenses too.

How much does a Zoho migration cost?

We’ll work it out on the call, once I know your modules and data. You pay for the HubSpot license separately, directly to HubSpot.

Let's talk about your move from Zoho

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