Perimattic
data-migration

HubSpot to Zoho CRM Migration — Contacts, Deals & Workflows

ERPPlugs migrates your entire HubSpot CRM database to Zoho CRM in hours, not weeks. The migration covers contacts, companies, deals, activities, notes, email templates, and custom fields with automatic field mapping. ERPPlugs validates every record before and after transfer, ensuring 99.9% data accuracy with zero downtime. A test migration on a sample batch lets you preview results before committing.

Migrate contacts, companies, deals, activities, and custom fields from HubSpot to Zoho CRM with automated field mapping and validation.

HubSpot
Zoho CRM
5-minute setup30-day money backNo coding required
99.9%

Data accuracy across migrated records

4 hrs

Average migration time for 50K contacts

100%

Custom field and association preservation

0

Downtime required during migration

Overview

What this connector does

Migrating from HubSpot to Zoho CRM is a common move for businesses seeking more flexible pricing, deeper customisation, or tighter integration with the broader Zoho ecosystem. The challenge is preserving the relationships, custom fields, and activity history that sales teams rely on daily. A botched migration means lost context, broken reports, and weeks of manual cleanup.

ERPPlugs eliminates that risk by automating the entire transfer. The connector reads every HubSpot object — contacts, companies, deals, activities, notes, and custom properties — via OAuth and maps each field to its Zoho CRM equivalent. Deal pipelines and lifecycle stages convert to Zoho CRM sales pipelines and statuses. Associations between contacts and companies are preserved as Zoho CRM record links, and email templates are reformatted for Zoho CRM's template engine.

Before committing to a full migration, ERPPlugs runs a preview on a sample batch so you can verify field mappings and spot any edge cases. Post-migration, a detailed reconciliation report compares record counts and highlights any discrepancies. The result is a clean, complete Zoho CRM instance that your sales team can start using the same day, with no manual data entry and no lost history.

At a glance

Category
data-migration
Capabilities
10
Synced data types
5
Setup time
~5 minutes
Before vs After

What changes when you plug ERPPlugs in

See how automation transforms your HubSpot-Zoho CRM workflow.

TaskManual IntegrationERPPlugs
Contact & association migrationExport contacts from HubSpot as CSV, losing custom field data and associationsAll contacts, deals, and associations migrate with one click via OAuth
Deal pipeline setupManually recreate deal pipelines and stages in Zoho CRM from scratchDeal pipelines and stages auto-map to Zoho CRM sales pipelines instantly
Notes & activity transferCopy-paste notes and activity logs record by record between systemsNotes, activities, and attachments transfer with correct record associations
Field mappingHire a consultant for weeks to map fields and reconcile data mismatchesAutomated field mapping handles standard and custom properties in minutes
Duplicate detection & validationRisk duplicate contacts and orphaned deals with no validation processBuilt-in duplicate detection and post-migration validation ensure clean data
Who It's For

Built for teams that need reliable automation

The HubSpot <-> Zoho CRMconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.

Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.

CRM Administrator

Manages the day-to-day CRM setup and needs every contact, deal, and custom field to land in Zoho CRM exactly as it was in HubSpot without manual cleanup.

Sales Operations Manager

Responsible for pipeline reporting and forecasting accuracy. Needs deal stages, amounts, and close dates to transfer cleanly so dashboards work on day one.

IT Director

Oversees the platform migration project and requires an auditable, repeatable process with detailed logs for compliance and stakeholder reporting.

Architecture & Sync

How data flows and what gets synced

The bridge between HubSpot and Zoho CRM, and the exact records that move across it.

Data flow
HubSpot

HubSpot

ERPPlugs

ERPPlugs Engine

Zoho CRM

Zoho CRM

What flows across
ContactsCompaniesDealsActivities & NotesCustom Fields
Sync details
Data TypeDirectionFrequency
ContactsHubSpot → Zoho CRMOne-time migration
CompaniesHubSpot → Zoho CRMOne-time migration
DealsHubSpot → Zoho CRMOne-time migration
Activities & NotesHubSpot → Zoho CRMOne-time migration
Custom FieldsHubSpot → Zoho CRMOne-time migration
Automation

Common automation scenarios

Real workflows this connector automates for you.

When

Company switches from HubSpot to Zoho CRM to reduce per-seat licensing costs

Then

ERPPlugs migrates the full CRM database — contacts, companies, deals, activities — in a single automated run with field mapping and validation.

When

Sales team merges two HubSpot portals into one Zoho CRM organisation

Then

ERPPlugs runs sequential migrations from each HubSpot portal with duplicate detection to merge records cleanly in the destination.

When

Business acquires a company using HubSpot and consolidates into existing Zoho CRM

Then

ERPPlugs imports the acquired company's CRM data into designated Zoho CRM modules with owner remapping and tag-based segmentation.

When

Marketing team stays on HubSpot Marketing Hub while sales moves to Zoho CRM

Then

ERPPlugs migrates sales-relevant data — contacts, companies, deals — to Zoho CRM while leaving marketing assets untouched in HubSpot.

Capabilities

What's included

Everything this connector automates out of the box, no extra setup required.

Automated field mapping between HubSpot properties and Zoho CRM fields
Contact, company, and deal migration with association preservation
Deal pipeline and stage mapping to Zoho CRM sales pipelines
Activity and note transfer with timestamps and owner attribution
Custom field migration including dropdowns, multi-selects, and formulas
Email template conversion to Zoho CRM format
Duplicate detection and merge rules during import
Lifecycle stage and lead status mapping
Attachment and file migration linked to correct records
Post-migration validation report with record-level detail
Why It Matters

Key Benefits

What changes for your team once this connector goes live.

Hours, Not Weeks

Complete your CRM migration in a single business day instead of a multi-week manual project.

Zero Data Loss

Every record, association, and custom field is validated before and after transfer.

Automatic Mapping

Intelligent field mapping eliminates manual CSV column matching across systems.

Full Audit Trail

Detailed migration logs and a post-transfer report give you complete visibility.

Free to Try

Try the HubSpot → Zoho CRM Migration Connector Free

Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between HubSpot and Zoho CRM inside 5 minutes.

Compliance & Setup

Compliance-ready. Live in minutes.

What you get out of the box for statutory compliance — and the exact steps to go live.

Compliance & Compatibility

GDPR Article 20 — data portabilitySOC 2 Type IICCPAISO 27001

HubSpot

HubSpot Free, Starter, Professional, Enterprise

Zoho CRM

Zoho CRM Free, Standard, Professional, Enterprise, Ultimate

Setup in Minutes

1

Connect Source

Authorize ERPPlugs to read your HubSpot data via OAuth.

2

Map Fields

Auto-map or custom-map fields between HubSpot and Zoho CRM.

3

Preview & Validate

Run a test migration on a sample batch and review results.

4

Execute Migration

Migrate all records with real-time progress tracking.

7-Day Free Trial

Start free for 7 days — no credit card required

Connect your ERP and start syncing in 5 minutes. Try ERPPlugs free for 7 days — no commitment, no payment details, cancel anytime.

  • Full access to all 150+ ERP connectors
  • Real-time data sync across every integration
  • No credit card required to start
  • 7 days, cancel anytime — no long-term commitment
Start 7-Day Free Trial
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Keep Exploring

Explore More

Docs, guides, and other ways to get more out of HubSpot.

Answers

Frequently Asked Questions

ERPPlugs connects to your HubSpot account via OAuth and reads all contact records including custom properties, lifecycle stages, and associated companies. It then auto-maps each HubSpot property to the corresponding Zoho CRM field, handles data-type conversions, and imports contacts in batches with full audit logging. Associations between contacts and companies are preserved throughout.

Yes. ERPPlugs maps each HubSpot deal pipeline and stage to a corresponding Zoho CRM sales pipeline. If matching pipelines do not exist in Zoho CRM, the connector creates them automatically. Deal amounts, close dates, probability values, and associated contacts all transfer with the pipeline structure intact.

Most migrations complete in 2-8 hours depending on record volume. A CRM with 50,000 contacts and 10,000 deals typically finishes in under 4 hours. ERPPlugs processes records in parallel batches and shows real-time progress so you can monitor the transfer throughout the migration window.

Absolutely. ERPPlugs reads every custom property in HubSpot — text, number, date, dropdown, multi-select, and calculated fields — and creates matching custom fields in Zoho CRM if they do not already exist. You can review and adjust the mapping before executing the migration to ensure accuracy.

ERPPlugs includes built-in duplicate detection that matches records by email address, phone number, or a custom key you define. When duplicates are found, you can choose to skip, overwrite, or merge records. A pre-migration report highlights potential duplicates so you can review them before the transfer begins.

Your HubSpot data remains completely untouched. ERPPlugs only reads from HubSpot — it never modifies or deletes source records. After migration, you can run both systems in parallel to verify the results before decommissioning your HubSpot subscription.

Get Started

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