Zoho CRM to HubSpot
Horizontal cloud CRM with modules such as Leads, Contacts, Accounts, Deals, activities, Blueprints and Deluge scripting.
Zoho CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 9 mapped objects move directly (Contacts, Accounts and Deals); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Zoho CRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<25k
Core objects only.
Mid migration
25k-250k
Includes activities and some automation.
Large migration
250k+
Custom modules, heavy history and multiple Zoho apps.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Zoho CRM: what you need to get in, what lands in HubSpot, and what will not.
REST over HTTPS (JSON), with Bulk Read/Write APIs and COQL query language
A Zoho API client (client ID and secret) with scopes, plus a refresh token for the data centre region.
Administrator profile for full-data export and metadata (settings) access; HubSpot Smart Transfer needs a Super Admin.
Credits per rolling 24h, for example 50,000 + per-user credits by edition (Free 5,000). Concurrency is 5 to 25 calls by edition. Bulk Read costs 50 credits and exports up to 200,000 records per job. Bulk Write costs 500 credits per job.
Choose your route
How will you move the data?
HubSpot offers an integration for importing records from Zoho CRM.
- You need: A Zoho API client (client ID and secret) with scopes, plus a refresh token for the data centre region.
- Permission: Administrator profile for full-data export and metadata (settings) access; HubSpot Smart Transfer needs a Super Admin.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Bulk Read API (CSV)
- REST API v8 record, notes and users endpoints
- COQL queries (up to 2,000 records per call)
- UI module export to CSV
Limits: Credits per rolling 24h, for example 50,000 + per-user credits by edition (Free 5,000). Concurrency is 5 to 25 calls by edition. Bulk Read costs 50 credits and exports up to 200,000 records per job. Bulk Write costs 500 credits per job.
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Zoho CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads | Contacts | partial | HubSpot has no separate Leads object, so decide whether to map to Contacts with a lifecycle stage or to the Leads object. |
| Contacts | Contacts | yes | Export includes unique IDs; phone numbers need E.164 clean-up. |
| Accounts | Companies | yes | CSV links contacts to companies only by domain, so use the API or Smart Transfer to keep the source relationships. |
| Deals | Deals | yes | Import separately and re-associate with contacts and companies; recreate pipelines and stages first. |
| Notes | Notes | partial | CSV cannot carry notes. Use the API (Zoho /Notes to HubSpot notes) or a tool. |
| Tasks, Calls, Events | Tasks, Calls, Meetings | partial | Smart Transfer is reported to map these; coverage of activity associations needs auditing. |
| Products | Products | partial | Smart Transfer is reported to map products. |
| Users | Owners | manual | Match by email. Users must be invited to HubSpot first or records import without an owner. |
| Custom modules | Custom objects | manual | Not supported by Smart Transfer; plan these separately. |
What to expect
This is logic, not data, and it must be rebuilt as HubSpot workflows or custom code actions.
HubSpot has no native equivalent.
The logic does not transfer.
No source supports automatic transfer of permissions.
No source supports automatic transfer of reports.
Unknown picklist values are dropped silently on CSV import.
Use the API or a migration tool and keep Zoho record IDs as a custom property.
Use Bulk Read, batch calls and a throttled worker pool.
Pull field metadata from /settings/fields and pre-create the options.
Invite users first and match on email.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
The API, credit limits and HubSpot Smart Transfer support rest on third-party guides and community posts, not on Zoho or HubSpot docs I opened. Object mapping is category-level in places.
Sources
Related migrations
Frequently asked questions
How do I migrate Zoho CRM to HubSpot?
1. Inventory modules, fields, layouts, workflows, Blueprints and Deluge functions. 2. Register a Zoho API client and confirm scopes and the data-centre domain. 3. Check the credit pool for your edition and plan Bulk Read jobs. 4. Pull field metadata via GET /crm/v8/settings/fields and map picklists.
What data can move from Zoho CRM to HubSpot?
These objects move directly: Contacts, Accounts and Deals. Check the mapping table for partial and manual items.
What does not move from Zoho CRM to HubSpot?
Blueprints, workflow rules, Deluge functions and Dependent picklists. Plan to rebuild or retire these.
How long does a Zoho CRM to HubSpot migration take?
Small (<25k): 2-4 weeks. Mid (25k-250k): 4-8 weeks. Large (250k+): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Zoho CRM?
A Zoho API client (client ID and secret) with scopes, plus a refresh token for the data centre region. Administrator profile for full-data export and metadata (settings) access; HubSpot Smart Transfer needs a Super Admin.
Is there a native HubSpot connector for Zoho CRM?
Yes. Confirm the supported objects in discovery.
What compliance issues apply when moving Zoho CRM data?
Check: Depends on the customer's use; check for health, financial or minors' data.. Agree consent, retention and access rules before exporting.
Moving Zoho CRM into HubSpot?
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