HubSpot to Zoho CRM
Switch from HubSpot to Zoho CRM: room to grow,without the price jumps.
Bring your companies, contacts, deals, tickets, emails and files across, and rebuild your workflows and sequences in Zoho CRM, Campaigns and Desk. We cleanse, map, test-migrate and reconcile, then cut over around your HubSpot renewal.
- Zoho Premium Partner
- Certified Zoho CRM consultants
- ISO 27001 and ISO 9001
- UK team in Northampton
In one sentence
What does it mean to switch from HubSpot to Zoho CRM?
It is the planned move of your HubSpot records and sales process into Zoho: companies, contacts, deals, tickets, activities and custom objects mapped to Zoho modules, with workflows, sequences and reports rebuilt rather than copied.
- 01Who it is for
- UK firms on HubSpot Sales or Marketing Hub who want lower costs as they add users, contacts and teams.
- 02What moves across
- Companies, contacts, deals, tickets, emails, notes, calls, files and the history you choose.
- 03Typical timeline
- A few weeks for a standard portal, longer with custom objects, several hubs or integrations.
- 04Your partner
- Thoughtlogik, Zoho Premium Partner with certified Zoho CRM consultants in the UK
Why migrations go wrong or right
The data you move decides the CRM you get.
Switching from HubSpot can cut cost as you grow. It only pays off if the data arrives clean and the team trusts the new system.
price rise for some new HubSpot customers when seat-based pricing started in March 2024
CX Today, 2024 →of organisations say they lose revenue directly because of poor CRM data quality
Validity, 2026 →of CRM users say duplicate records seriously impair their CRM use
Validity, 2022 →businesses worldwide trust Zoho CRM
Zoho, 2026 →Figures are from published industry reports. Your own saving depends on your HubSpot hubs, seats and integrations.
Sound familiar?
Why teams leave HubSpot, and what holds them back.
The reasons are usually cost as the team grows. The worries are data, automation and timing. Every one can be planned for.
A migration is the one chance to start clean. Rushing it just moves the mess somewhere more expensive.
Paying for seats and hubs
Moving up a tier or adding a hub raises the bill across the team.
→ Fix: Zoho CRM editions, or Zoho One, costed against your real users before you commit.
Contact tier limits
Growing your marketing database pushes you up a pricing tier.
→ Fix: marketing contacts planned in Zoho Campaigns or Marketing Automation, with costs modelled up front.
Workflows and sequences
Automation built in HubSpot does not export with the data.
→ Fix: workflows rebuilt with Zoho workflow rules, Blueprint and Cadences.
Objects and associations
Deals, tickets, custom objects and their links need careful mapping.
→ Fix: every object and association mapped to Zoho modules and lookups, then tested.
Messy data
Duplicates, dead records and half-filled fields built up over years.
→ Fix: audit, de-duplicate and archive before anything is imported.
Renewal deadline
The HubSpot renewal arrives before the switch is ready.
→ Fix: a cut-over planned around your renewal, with a rehearsed test migration first.
Before and after the move
A CRM you work around, or one that works for you.
The reasons UK firms switch are rarely about one feature. They are about cost, complexity and data nobody trusts.
TodayLife on HubSpot
Result: you pay for a CRM the business does not fully trust or use.
With Zoho CRMOne platform you can grow into
SalesIQCaptureCRMSell
CampaignsNurture
DeskSupport
BooksInvoice
MailEmail
FlowConnect
AnalyticsReportHow we migrate to Zoho CRM
From data audit to a confident cut-over.
Our SCALE method breaks the migration into clear phases with sign-off at each step, so you know what is moving, what is being left behind and when the switch happens.
Scope
Know exactly what you are moving
Zoho CRMWe profile your current CRM or spreadsheets: objects, record counts, custom fields, attachments, owners and data quality. Together we decide what moves, what is archived and what is left behind.
- Objects, fields and record counts
- Data quality and duplicate profiling
- Attachments, notes and email history
- Users, owners and territories
- Archive and retention decisions
A migration scope you approve before any data moves.
Records to keep vs archive By object
Craft
Fix the data before it moves
Zoho CRMZoho’s migration wizard does not check for duplicates, and records missing mandatory fields are skipped. So we merge duplicates, standardise values and fill gaps in the source data first.
- Duplicate matching and merge rules
- Standardised picklists and addresses
- Mandatory fields completed
- Dead and test records archived
- Owners reassigned for leavers
Data your team can trust on day one.
Harbour Logistics Ltd
Harbour Logistics Limited
Same postcode and domain
2 contacts, 3 open deals
Assemble
Map every field, then rehearse
Zoho CRMWe map objects to Zoho modules and fields to fields, create the custom fields you need and run test migrations into a sandbox or trial account. Counts and samples are reconciled with your team after every run.
- Object to module mapping
- Field and picklist mapping
- Relationships and lookups preserved
- Test migration and record-count checks
- Sample review by your users
No surprises on cut-over day.
31 fields, 3 pipelines remappedMapped
26 fields, associations keptMapped
24 fields, consent fields addedMapped
Moving with the Desk projectReview
New custom module in ZohoTesting
Last 3 years only, older archivedAgreed
Launch
Switch over with the team still selling
Zoho CRMZoho FlowWe agree a short change freeze, run the final export and import, load any changes made since the last test and validate before users log in. Integrations are switched to Zoho at the same time.
- Change freeze agreed with sales
- Final export, import and delta load
- Reconciliation and spot checks
- Integrations switched over
- Old system set to read-only
A planned switch, not a weekend of guesswork.
Evolve
Make the new CRM a habit
Zoho CRMRole-based training, champions and a supported first fortnight help people switch for good. We track adoption and fix friction quickly, then add the automation and reports that were waiting for clean data.
- Role-based training sessions
- Champions in each team
- Hypercare for the first two weeks
- Adoption and data quality tracking
- Next-phase improvements agreed
A team that uses Zoho CRM every day.
10:30
New
Today
Screens show illustrative sample data. Your migration plan is shaped around your source system and data in the Scope phase.
Zoho CRM licence pricing UK
Zoho CRM editions at a glance.
Zoho licences are paid to Zoho and are separate from migration and implementation. Prices are per user per month, billed annually, excluding VAT.
Standard
£12/user/month
Billed annually
- Leads, deals and pipelines
- Workflow rules
- Multi-currency
- Standard reports and dashboards
Small teams leaving spreadsheets or a basic CRM.
Professional
£18/user/month
Billed annually
- Everything in Standard
- Blueprint (3 active)
- Validation rules for cleaner data
- Quotes and sales orders
Growing teams with defined processes.
Enterprise
£35/user/month
Billed annually
- Everything in Professional
- Sandboxes for safe test migrations
- Up to 100 custom modules
- CommandCenter journeys
Firms leaving Salesforce or Dynamics.
Ultimate
£42/user/month
Billed annually
- Everything in Enterprise
- Up to 500 custom modules
- Higher limits and more sandboxes
- Advanced BI with Zoho Analytics
Complex, data-heavy operations.
A free edition covers up to 3 users and every paid edition has a 15-day free trial. Prices change, so always check Zoho’s CRM pricing page before you buy. See our Zoho CRM UK guide and Zoho pricing UK.
Quick check
Is it time to leave HubSpot?
Tick everything that sounds like your business today.
0/6
Why Thoughtlogik
A UK Zoho partner that treats your data with care.
We are a Northampton-based Zoho Premium Partner with certified Zoho CRM consultants and ISTQB-certified testers. Your data is handled under our ISO 27001 certified processes, and we stay with you after the switch.
Audit before import
We profile and cleanse your data first, so the problems you are leaving behind stay behind.
Tested, then reconciled
Test migrations and record-count reconciliation by ISTQB-certified testers before every cut-over.
Processes rebuilt properly
We redesign automation and reports in Zoho, rather than copying old workarounds.
Support after go-live
Hypercare for the first weeks, then ongoing support through Thoughtlogik Shield for Zoho.
How we deliver
SCALE: five phases, clear deliverables.
Scope
Define success and lock the scope
- Success criteria and KPIs
- Approved requirements and process maps
Craft
Design the right solution first
- Solution design blueprint
- Integration and data migration plan
Assemble
Configure, integrate and test
- A configured, working system
- Tested automations and integrations
Launch
Train, go live and stabilise
- Trained, confident users
- Go-live with hypercare
Evolve
Optimise and keep improving
- Continuous improvement roadmap
- Regular health checks
FAQs
HubSpot to Zoho CRM: your questions answered.
Cannot see your question? Our UK consultants are happy to talk it through.
Can Zoho CRM replace HubSpot Sales and Marketing Hub?
For most growing B2B teams, yes. Zoho CRM covers pipelines, Cadences, quotes and forecasting, and Zoho Campaigns or Marketing Automation covers email marketing and nurture. See Zoho CRM vs HubSpot for a full comparison.
Does Zoho provide a HubSpot import?
Zoho CRM's import and migration tools accept HubSpot exports, but they do not decide what to clean, merge or rebuild. We prepare and de-duplicate the data first, run test imports and reconcile record counts before go-live.
What happens to our HubSpot workflows and sequences?
They do not move with the data. We rebuild the ones you still need with Zoho workflow rules, Blueprint, Cadences and, where needed, Deluge functions.
Can we keep our email history and files?
Yes. Emails, notes, calls and files can be migrated against their contacts, companies and deals, and we agree how much history to bring across.
How do we time the switch around our HubSpot contract?
We plan back from your renewal date so Zoho is live and tested before the contract ends, with a short overlap if you need one.
How much will Zoho cost?
It depends on editions, users and whether Zoho One suits you better than individual apps. See current UK prices on our Zoho pricing UK page. Migration work is quoted separately after scoping.
How long does a HubSpot to Zoho CRM move take?
A few weeks for a standard portal; longer with custom objects, several hubs or integrations. You get a timeline after a free scoping call.
Do you support Zoho CRM after go-live?
Yes. Our UK team provides ongoing support and improvements through Zoho support.
Keep exploring
Related Zoho services and guides
Start your project
Ready to switch from HubSpot?
Tell us which HubSpot hubs and tiers you use, how many seats and contacts you have and when your renewal is due. A Zoho consultant will come back within one working day.
- Free, no-obligation consultation
- Initial review of your data and source system
- Clear migration plan, milestones and pricing
HubSpot renewal coming up?Talk to a UK Zoho migration consultant.
Book a free call