Zurmo to HubSpot
Open-source, gamified CRM covering contacts, activities, deal tracking and marketing campaigns.
Zurmo data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Contacts); 3 items need manual work and 4 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Zurmo
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 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
<10k
CSV-based migration of contacts, accounts and deals.
Mid migration
10k-100k
Includes activities and rebuilt automation.
Large migration
>100k
Custom schema, SQL extraction and heavy rebuild.
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 Zurmo: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON); listed on a third-party directory as not an official API
Admin login to the Zurmo instance (self-hosted or hosted); API user details unverified
Admin rights are likely needed for full exports, but this is unverified
Choose your route
How will you move the data?
No native connector was found.
- You need: Admin login to the Zurmo instance (self-hosted or hosted); API user details unverified
- Permission: Admin rights are likely needed for full exports, but this is unverified
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.
- Per-module CSV export from list views (Selected records or All Results)
- Advanced search filters to narrow records before export
- Direct database dump for self-hosted installs
Limits: To confirm
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 Zurmo
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | CSV export documented; import the file into HubSpot. |
| Accounts (organizations) | Companies | partial | Exporting accounts as CSV is assumed to work like contacts, but this is unverified; contact-to-company links must be rebuilt through a shared key. |
| Opportunities (deals) | Deals | partial | Deal tracking with pipeline stages and probability exists; deal export coverage is unverified. |
| Notes, meetings, tasks | Notes, Meetings, Tasks | manual | These activity types exist in Zurmo; export coverage is unconfirmed, so audit it and likely use the API or the database. |
| Users | Owners (HubSpot users) | manual | Create HubSpot users, then map owners by email. |
| Leads | Contacts | partial | Zurmo has lead management; map lead status to the HubSpot lifecycle stage. |
What to expect
Must be rebuilt as HubSpot workflows.
HubSpot has no equivalent object.
Must be recreated as HubSpot teams and permission sets.
Must be rebuilt in HubSpot reporting.
The CSV export shown covers module records; association export is not documented.
Stage configuration does not transfer through CSV.
Zurmo has campaign features that HubSpot Marketing must recreate.
Take a full database backup and inspect the schema before planning.
Extract activities through the API or SQL, keyed by record IDs.
Use CSV imports or a third-party migration tool.
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.
Contacts CSV export is documented by a third party (EspoCRM guide). Vendor and HubSpot docs were not found, and API details, object coverage and the product's current status rest on secondary sources and category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Zurmo to HubSpot?
1. Confirm the Zurmo version and whether it is self-hosted. 2. Back up the database and the file attachments. 3. Inventory custom fields, modules, workflows and roles. 4. Test the CSV export for Contacts, Accounts, Opportunities and Leads.
What data can move from Zurmo to HubSpot?
These objects move directly: Contacts. Check the mapping table for partial and manual items.
What does not move from Zurmo to HubSpot?
Workflows and automation, Gamification scores and badges, Roles and permissions and Reports and dashboards. Plan to rebuild or retire these.
How long does a Zurmo to HubSpot migration take?
Small (<10k): 2-4 weeks. Mid (10k-100k): 4-8 weeks. Large (>100k): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Zurmo?
Admin login to the Zurmo instance (self-hosted or hosted); API user details unverified Admin rights are likely needed for full exports, but this is unverified
Is there a native HubSpot connector for Zurmo?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving Zurmo data?
Check: Check free-text notes for health or financial data and Check for minors' data. Agree consent, retention and access rules before exporting.
Moving Zurmo into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner