Zoho CRM to HubSpot migration services delivered end to end for Australian sales teams, from a single Zoho CRM org migration to a multi-org zoho to hubspot crm migration with Zoho Campaigns, Zoho Desk, and deluge logic rebuilt in HubSpot.
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.
Three stages. No surprises. Your live Zoho CRM data stays untouched until cutover — delivered personally by the founder.
Week 0
15-minute scoping call. We map your Zoho CRM setup, the modules, blueprints, deluge logic and Zoho Campaigns pieces that must translate to HubSpot for the Zoho CRM to HubSpot migration and the cleanup decisions to make on the way. Fixed-price quote inside 48 hours.
Weeks 1–N
Full migration run in a sandbox HubSpot 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. Zoho CRM 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 Zoho CRM.
The same data, cleaned and validated, in HubSpot — ready for day one.
Every zoho to hubspot crm migration is different. Here is what we typically cover when you migrate Zoho CRM to HubSpot with us.
Every contact, company and associated metadata — phone, email, custom fields, tags, owner assignments — migrated to HubSpot 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 HubSpot.
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 HubSpot 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 Zoho CRM need reconnecting to HubSpot. 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 Zoho CRM, what must survive in HubSpot, 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 HubSpot 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.
Depends on record volume, custom modules, blueprints, deluge logic, Zoho Campaigns and Zoho Desk scope, and connected apps. We scope your Zoho org first, then quote fixed price before any work starts.
About 2 to 4 weeks for most Australian sales teams. Single Zoho CRM orgs finish faster. Multi-org Zoho CRM Plus with Zoho Campaigns and Zoho Desk rebuild sits at the longer end.
Yes. Custom Zoho to HubSpot migration is a core piece of what we do, including Zoho CRM custom modules rebuilt as HubSpot custom objects, deluge formula fields recalculated as HubSpot calculation properties, and blueprints translated to HubSpot pipeline automation.
Yes. We are a Perth-based Zoho HubSpot migration company delivering nationally, with sales-team clients across Melbourne, Sydney, and Brisbane. Delivery is remote and the team is Australian.
No. Zoho Contacts, Leads, Accounts, and Deals migrate to HubSpot with owner, salesperson, and territory assignments preserved. Closed-won and closed-lost history is retained for reporting.
Yes. Zoho CRM stays live until cutover. Both systems run in parallel for the final validation window so reps never lose access to their pipeline.
Yes. Zoho Campaigns subscriber lists move to HubSpot lists, Cadences rebuild as HubSpot sequences, forms rebuild in HubSpot Forms, and consent records are preserved for compliance.
Yes. Xero, MYOB, ServiceM8, Simpro, phone systems (3CX, Aircall, RingCentral), and any remaining Zoho apps via HubSpot Operations Hub are all reconnected as part of the scope.
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Tell us about your Zoho CRM org, which HubSpot workflows are in scope, and what pipeline reports, deluge logic, or Zoho Campaigns pieces cannot break for your Australian sales team. We come back with a Zoho CRM to HubSpot migration plan and fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
