HubSpot to Zoho CRM migration services for Australian teams that need deals, pipeline history, workflows, and reporting to survive the move. Our HubSpot to Zoho CRM data migration is scoped up front and delivered end to end by an Australian team.
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.
Where people go after HubSpot varies, and we scope the move to whichever system you have chosen: Xero, MYOB AccountRight, MYOB Business, MYOB Acumatica, QuickBooks Online, Reckon, NetSuite, Microsoft Dynamics 365 Business Central, Sage 50, Sage 300, Sage Intacct, Odoo, Zoho Books, FreshBooks, Saasu, SAP Business One, Oracle and Workday. If the one you have picked is a poor fit for how you actually work, we will say so before you have paid for a conversion into it.
The parts that decide the timeline are the same wherever you land: the chart of accounts, the general ledger, the customer and supplier master, open purchase orders and sales orders, opening balances and payroll history, and how much history you export out of the old system and import into the new one, rather than leave behind in a readable archive. Hosted files, local files and vendor exports each come out differently.
If you are looking because HubSpot is too old, out of support or reaching end of life, that is a question of timing rather than whether. It is worth comparing the alternatives and moving away on your own schedule rather than on the one the vendor picks for you.
Three stages. No surprises. Your live HubSpot data stays untouched until cutover, delivered personally by the founder.
Week 0
15-minute scoping call. We map your HubSpot portal, the property mapping, custom object structure, workflow logic, and connected apps that must translate to Zoho CRM without breaking sales day one and the cleanup decisions to make on the way. Fixed-price quote inside 48 hours.
Weeks 1–N
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
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.
Every migration project starts from a set of concrete data on the source platform and ends with the same data, cleaned and validated, on the target. Here is the shape of that move.
Where your data lives today, in HubSpot.
The same data, cleaned and validated, in Zoho CRM, ready for day one.
What actually comes across
Moving the balances is the easy part. The work is the history: the invoices still open, the codes that do not exist in Zoho CRM, the attachments nobody wants to lose, and the customer records that have drifted over years. All of it has to arrive reconciled, not approximately.
What has to move
Codes mapped to their Zoho CRM equivalents, records deduplicated on rules you approve, then both systems run side by side until the balances agree. Cutover happens on a window you choose.
See how a conversion runsWhat you get
Every HubSpot to Zoho CRM migration is different, but here is what our HubSpot to Zoho CRM data migration typically covers across records, custom objects, workflows, and marketing history.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Why HELLO PEOPLE
DIY spreadsheet migrations, vendor migration tools, and offshore migrators all promise to move your data. Here's how HELLO PEOPLE compares on the things that actually matter to an AU SMB owner.
| Concern | HELLO PEOPLE | DIY spreadsheets | Vendor migration tool | Offshore migrators |
|---|---|---|---|---|
| Data preserved end-to-end | 100% + validated at every step | Usually yes, no validation | Advertised complete, some fields drop | Depends on the vendor |
| Downtime during cutover | Zero. Parallel run + weekend cut | Days to weeks | Hours to days | Often days |
| AU BAS / GST / payroll fit | AU-native, understood | You own the risk | Usually generic | Variable |
| Pricing model | Fixed price, one-time | Your team's time forever | Per-record or flat fee | Per-hour + revisions |
| When something breaks | We own the fix, no charge | You own it | Support ticket queue | Time-zone gap |
| Data cleansing | Included in scope | Optional, often skipped | Usually not | Quoted separately |
| Post-cutover support | 30 days included, plan optional | None | Chat support tier | Depends on contract |
A Perth-based services group with 60+ staff moved off their legacy accounting stack to a modern cloud platform, taking multiple entities across in one coordinated cut. Chart of accounts consolidated, payroll continuity preserved through cutover, and BAS lodgement continued on time.
Read the full case studyWe 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.
A structured process so you know what is happening at each stage. No ambiguity, no surprises.
We audit data quality, volume, complexity and connected integrations. You get a clear scope and a fixed price before anything starts.
Duplicates merged, dead records removed, formats standardised. Your data is cleaned in HubSpot before anything moves.
Zoho CRM is set up to match your business, accounts, custom fields, user roles, tax settings. No generic template.
Contacts, companies, deals, pipeline stages, notes, activity history, custom fields, automations and email templates, extracted, transformed and loaded into Zoho CRM. Validated against the source at every step.
Balances checked. Reports compared. Edge cases tested. Your team reviews the data in Zoho CRM before we go anywhere near production.
We cut over at the right moment and stay close for the first month. HubSpot stays accessible as a reference until you are confident.
It depends on record volume, custom object depth, workflow count, and how much marketing history moves across. Every HubSpot to Zoho CRM migration is scoped up front and quoted at a fixed price before work starts. No hourly billing. Book a scoping call and we will size it against your HubSpot portal.
About 2 to 4 weeks for a Sales Hub cutover. Add 2 to 4 weeks if Marketing Hub or Service Hub is in scope. We commit to a realistic date during scoping, not a best-case one.
No. Contacts, companies, deals, activities, custom objects, lifecycle stage, and deal owner assignments all migrate. HubSpot stays untouched as read-only until you sign off on Zoho CRM.
No CRM platform ports workflow logic natively, so we rebuild them. HubSpot workflows, sequences, lead scoring, and routing rules are recreated as Zoho CRM workflow rules, Cadences, and Blueprints, then validated against sample records.
Yes. Your reps keep using HubSpot right up to the cutover. We run Zoho CRM in parallel for validation, then cut over on a planned weekend with a fresh export of the last delta.
Yes. Cleansing is included. Duplicate contacts and companies are merged, stale records are archived, and custom property values are standardised before anything loads into Zoho CRM.
Yes. Accounting (Xero, MYOB), field service (ServiceM8, Simpro), phone systems, and marketing tools all need reconnecting. We rebuild those on the Zoho side so the team sees no gap in the daily workflow.
Yes. An Australian team handles the migration on encrypted connections. Credentials are never stored in plain text and the HubSpot source data stays read-only through the whole project.
No. We are Perth-based but deliver Australia-wide. Roughly half our HubSpot to Zoho CRM migration work is for Melbourne, Sydney, and Brisbane teams. Remote delivery is standard.
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Send us your HubSpot tier, record volume, target Zoho CRM edition, and any Marketing Hub, Service Hub, or connected app concerns. Our HubSpot to Zoho CRM migration services team will reply with a clear plan and a fixed-price scope for the move.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
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