Scared of losing data
The biggest fear. Years of contacts, invoices, history, payroll records — what if something goes missing? That fear is why businesses stay on the wrong platform for years.
Migration
HubSpot to Zoho CRM Migration and Conversion Service
Converting, changing, or migrating from HubSpot to Zoho CRM should not mean losing deals, pipeline history, workflows, or reporting continuity. We handle the full HubSpot to Zoho CRM migration service end to end for Australian businesses.
Contacts, companies, deals, pipelines, activities, and workflow logic scoped, migrated, and validated. Fixed-price scope, careful testing, and a cutover plan your team can actually work with.
- AU-wide Perth-based · servicing Australia
- 18+ yrs In custom software
- Zero Downtime migrations
- Fixed Price scopes, no surprises
- 100% Australian team
HubSpot to Zoho CRM Migration
Move from HubSpot to Zoho CRM with a structured CRM migration plan
Switching from HubSpot to Zoho CRM is a big decision, and the migration is usually the part businesses dread most. What about the historical data? What about payroll? What about the integrations?
We handle the lot. Contacts, companies, deals, pipeline stages, notes, activity history, custom fields, automations and email templates — extracted from HubSpot, cleaned, transformed, and loaded into Zoho CRM. Validated at every step.
HELLO PEOPLE is a Perth-based software consultancy. We deliver fixed-price migrations for businesses across Australia — Perth, Melbourne, Sydney, Brisbane and everywhere in between.
How it runs
A HubSpot to Zoho CRM migration, end to end
Three stages. No surprises. Your live HubSpot data stays untouched until cutover — delivered personally by the founder.
-
Week 0
Discovery & Mapping
15-minute scoping call. We map your HubSpot setup, the data structure that needs to translate to Zoho CRM and the cleanup decisions to make on the way. Fixed-price quote inside 48 hours.
-
Weeks 1–N
Sandbox Migration & Parallel-Run
Full migration run in a sandbox Zoho CRM org first. Both systems then run in parallel for two weeks — every transaction, contact, balance and report cross-checked against the source. No risk to live operations.
-
Cutover
Go-Live & Handover
Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. HubSpot safely retired with full history preserved.
Sound Familiar?
Why businesses delay this migration
These are the fears we hear every week. All of them are solvable with proper scoping and a structured migration process.
Downtime during the switch
Your team needs to keep working. Nobody can afford a week where the system is offline and invoices cannot go out or staff cannot be rostered.
Messy data in the old system
Duplicates, outdated contacts, broken formatting — if you bring that mess into the new system, you have just migrated the problem.
Reporting continuity
Your accountant, auditor or management team needs historical reports to still make sense after the move. Broken reporting is a deal-breaker.
Connected systems break
Integrations with other platforms — CRM, payroll, eCommerce — need to work with the new system from day one. Not after a few weeks of scrambling.
Cost blowouts
The migration was quoted at one price but kept growing. Scope creep, unexpected complexity, hidden charges — the project ends up costing double what was promised.
What We Migrate
HubSpot to Zoho CRM migration — what is included
Every migration is different, but here is what we typically cover for a HubSpot to Zoho CRM conversion.
Contact and company migration
Every contact, company and associated metadata — phone, email, custom fields, tags, owner assignments — migrated to Zoho CRM with relationships intact.
Duplicates merged, dead records removed, and data enriched where possible.
Deal and pipeline migration
Open deals, closed-won history, pipeline stages, deal values and associated notes — all transferred to Zoho CRM.
Pipeline stages are mapped so your sales reporting does not reset to zero.
Activity history and notes
Emails logged, call notes, meeting records and task history — the full context moves with each contact. Your reps do not lose relationship history.
Attachments and file links are migrated where supported.
Workflow and automation rebuild
Automations, sequences and workflows do not transfer between CRM platforms. We rebuild them in Zoho CRM so your sales process keeps running.
Lead scoring, assignment rules and nurture sequences are all reconfigured.
Connected system migration
Email, calendar, accounting, support desk — any systems connected to HubSpot need reconnecting to Zoho CRM. We handle the full integration layer.
The goal is that your team sees no gap in how they work day-to-day.
Pricing
How we price HubSpot to Zoho CRM migrations
Price moves with record volume, custom fields, pipeline complexity, workflow rebuilds, connected systems, and how much historical activity needs to come across. Here is how we scope it.
Migration audit call
Tell us what you are running in HubSpot, what must survive in Zoho CRM, and which workflows or reports cannot break. We will tell you whether it fits one fixed-price migration or needs phased delivery.
Fixed-price migration scope
Once data volume, field mapping, workflow rebuilds, and cutover risk are clear, you get fixed-price scope covering cleansing, migration, validation, and go-live. No open-ended estimates.
Phase history and integrations separately
If the move includes complex history, workflow rebuilds, or connected systems, we can split it into core CRM data first, then history, then integrations. Each phase has its own price and sign-off.
Our Process
From HubSpot to Zoho CRM — step by step
A structured process so you know what is happening at each stage. No ambiguity, no surprises.
Why us
Why HELLO PEOPLE for your migration
-
Fixed-price, always
You get a clear price before we start. No hourly billing that spirals. No surprise invoices.
-
100% Australian team
Your data is handled entirely by our Perth-based team. No offshore processing, no third-party access.
-
Zero downtime
Your team keeps working in HubSpot while we prepare Zoho CRM. The cutover is planned, tested and clean.
-
Data cleansing included
We do not just move your data — we clean it first. Duplicates, stale records and formatting issues are fixed before they reach Zoho CRM.
-
Reporting continuity
Historical reports, BAS data, compliance records — we validate that Zoho CRM gives you the same numbers as HubSpot for any given period.
We had been putting off the switch for over a year. They made it painless — scoped it clearly, migrated everything, and our team was up and running in Zoho CRM within weeks. The data was cleaner than it had been in years.
Industries
HubSpot to Zoho CRM migration by industry
Different industries have different data and compliance requirements. Here is how we help.
Professional Services
Client relationships, proposals and project history — migrated to Zoho CRM so your sales pipeline stays intact.
Retail & eCommerce
Customer records, purchase history and marketing segments — transferred so your campaigns continue without a reset.
Trades & Services
Client sites, quoting history and repeat job data — moved to Zoho CRM so the sales team has full context.
FAQs
Common questions about HubSpot to Zoho CRM migration and conversion
How much does a HubSpot to Zoho CRM migration cost?
Every migration is different — data volume, complexity, connected integrations and the platforms involved all affect the scope. We assess your specific HubSpot setup, map out exactly what needs to happen, and give you a fixed price before any work starts. No hourly billing, no open-ended estimates. Book a free no-obligation scoping call and we will give you a clear number.
How long does the migration take?
A typical HubSpot to Zoho CRM migration takes 2 – 4 weeks. We give you a realistic timeline during scoping — not a best-case estimate.
Will we lose any data during the switch?
No. We extract everything from HubSpot, validate counts and balances at each step, and keep your source system untouched until you are confident the migration is complete. There is always a rollback option.
Can our team keep working during the migration?
Yes. We plan the migration so your team continues using HubSpot until cutover. We run parallel systems where needed so there is no operational gap.
Do you clean up our data before migrating?
Yes — data cleansing is included. Duplicates are merged, dead records removed, formats standardised and field mappings validated before anything moves to Zoho CRM.
Do you handle the integrations with other systems?
Yes. Any platforms connected to HubSpot — accounting, CRM, payroll, eCommerce — need reconnecting to Zoho CRM. We handle the full integration layer so everything works from day one.
Is our data secure during the migration?
Yes. All data is processed by our Australian team. We use secure, encrypted connections and never store credentials. Your HubSpot data is not modified — we extract a copy for transformation and loading.
Do you only work with Perth businesses?
We are based in Perth but work Australia-wide. Around half our clients are in Melbourne, Sydney or Brisbane. Remote delivery is standard for us.
Sending your details…
You can stay on this page while we send it.
Tell Us About Your HubSpot to Zoho CRM Migration
Describe your current HubSpot setup, which Zoho CRM workflows are in scope, and what reports, automations, or connected systems cannot be lost. We will come back with a clear migration plan and fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
