A build-to-order migration toolkit that moves HubSpot contacts,
companies, deals, pipelines, activities and form submissions into Zoho CRM. Scoped, quoted and built for your org — not an off-the-shelf download.
Sob encomenda
A build-to-order migration toolkit that moves HubSpot contacts, companies, deals, pipelines, activities and form submissions into Zoho CRM. Scoped, quoted and built for your org — not an off-the-shelf download. Built to order by ECOSIRE for Zoho One (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
A HubSpot exit is rarely blocked by the contact list. Contacts export cleanly. What blocks the move is everything wrapped around them: deal stages that carry weighted probabilities your forecast depends on, lifecycle stage history, owner assignments across teams that no longer exist, associations between contacts, companies, deals and tickets, custom properties whose internal names diverged from their labels years ago, and years of engagement history — logged calls, emails, meetings, notes — that your reps rely on to open a conversation.
A generic CSV import reproduces none of that. It gives you flat records with no associations, no stage history, no activity timeline, and no owner mapping. Sales leadership loses pipeline continuity on day one, and the migration gets blamed for a forecast that no longer reconciles with last quarter.
ECOSIRE builds a migration toolkit specific to your HubSpot portal and your target Zoho CRM org. It is not a generic importer. We read your actual property schema, your actual pipelines and your actual association graph, then build the extraction, transformation and load layer that lands them in Zoho CRM with relationships and history intact.
We pull your HubSpot object and property definitions through the HubSpot REST APIs — contacts, companies, deals, tickets, line items, owners, pipelines, and every custom property with its internal name, type and enumerated options. Against that we lay your Zoho CRM target: standard modules (Leads, Contacts, Accounts, Deals, Tasks, Calls, Meetings, Products, Quotes) and any custom modules or fields we need to create through the Zoho CRM Metadata API.
The output is a field-by-field mapping document you approve before a single record moves. Every HubSpot property maps to a named Zoho field with a stated type conversion, or it is explicitly marked as dropped with a reason. Nothing migrates silently.
HubSpot pipelines and deal stages become Zoho CRM Deals layouts with Stage picklist values and Stage-Probability mapping configured to match your forecast maths. Where you run multiple pipelines, we build the corresponding Zoho layouts and set the layout rules so each deal lands on the right one. Closed-won and closed-lost stage semantics are preserved so historic win rates still compute.
We build the migration engine itself — extraction against the HubSpot REST APIs with pagination and rate-limit backoff, transformation against the approved mapping, and load into Zoho CRM through the Bulk Write API for volume records and the standard Record API for anything requiring per-record logic. Deluge custom functions handle the transformations that must run inside Zoho: owner resolution against your Zoho CRM users, picklist normalisation, and de-duplication against existing records by email and domain.
Every run writes an external-id column so records are idempotent. Re-running the migration updates rather than duplicates, which is what makes a staged cutover possible.
HubSpot associations become Zoho CRM lookups and multi-select lookups. Contact-to-company becomes Contact.Account_Name. Deal-to-contact becomes the Deals Contact Roles relationship. Deal-to-company becomes Deal.Account_Name. Where a HubSpot association has no single-lookup equivalent — many-to-many contact-to-deal, for example — we build the Zoho CRM linking module and populate it, rather than flattening the data and losing it.
Logged calls, emails, meetings, notes and tasks migrate into the corresponding Zoho CRM activity modules: Calls, Meetings, Tasks and Notes, each attached to the right parent record with its original timestamp and owner. Email bodies land as Notes or as Zoho CRM email records depending on volume and your retention preference, which is a decision we take with you during scoping because it materially affects storage.
HubSpot form submissions migrate as Leads or as Contacts with source attribution preserved in Lead Source and a custom Original Form field. Live HubSpot forms are rebuilt as Zoho CRM Web Forms or as Zoho Forms with the same field set, and we supply the embed snippets so your website team swaps them in one deployment.
HubSpot sequences do not have a one-to-one Zoho equivalent, and we do not pretend otherwise. We rebuild them as Zoho CRM Workflow Rules with scheduled actions, Cadences where the licensing supports it, or Zoho Flow sequences for cross-app steps. Enrolment state at cutover is exported so no contact is dropped mid-sequence or re-enrolled from the top.
After every load we produce a reconciliation report: record counts per module compared to source, deal value totals per pipeline stage compared to source, activity counts per parent record, and a line-item list of every record that failed with the API error that caused it. You sign off on reconciliation before production cutover, not after.
SMBs and mid-market teams on HubSpot Sales Hub Professional or Enterprise moving to Zoho One or Zoho CRM Enterprise, typically because seat economics stopped working as the team grew. It suits organisations with real CRM history worth keeping — multiple pipelines, custom properties, and years of logged activity — rather than a small team with a clean contact list who could genuinely get by with a CSV.
Scoping call. We walk your HubSpot portal with you: object counts, custom properties, pipelines, integrations that write into HubSpot, and what your reps actually use daily. We confirm the Zoho CRM edition and whether custom modules are needed.
Fixed quote. You receive a written scope with the mapping approach, the modules in and out of scope, the reconciliation criteria, and a fixed price. Nothing starts until you approve it.
Build. ECOSIRE builds the migration engine, the Deluge functions, the Zoho CRM schema changes and the reconciliation tooling. Typical build window is one working week depending on custom object complexity.
Install in a test org. We deploy into a Zoho CRM sandbox or a dedicated test org and run a full migration against real data. You review the reconciliation report and validate records with the people who use them. Mapping corrections happen here, and we re-run as many times as needed.
Production cutover. We run the final migration against production on an agreed window, with a delta pass to capture records created in HubSpot after the test extraction. Reconciliation runs again and is signed off.
Support. A defined post-go-live support window covers defect fixes, mapping corrections and re-runs. The migration code and mapping documentation are yours.
It is not a downloadable product and there is no trial, because the software does not exist until we build it against your portal. It is not a live two-way sync — it is a one-directional migration with delta support for cutover. If you need ongoing bidirectional sync, that is a different build and we will tell you so on the scoping call.
A short call to confirm the workflow, your platform version and where the integration boundaries sit.
You receive a written scope and a fixed price. Nothing is built until you approve it.
We develop against a copy of your configuration and test it there. Typically two to four weeks.
Instalamos na sua instância, entregamos o código-fonte e incluímos duas semanas de suporte após a entrada em produção. Defeitos no código que entregamos são corrigidos gratuitamente.
Owns the forecast and knows that a pipeline imported without stage probabilities or close-date history makes every historic win-rate number meaningless. This toolkit reconciles deal value by stage against the HubSpot source before cutover, so the forecast still ties out the morning after go-live.
Cannot ask reps to work accounts with no call notes, no email trail and no idea who owned the relationship last quarter. Engagement history lands attached to the right Contact and Deal with original timestamps and owners, so reps open Zoho CRM to context rather than to blank records.
Inherits the org after the consultants leave and needs to know exactly what was created and why. They receive the mapping document, the Deluge functions, the migration source code and a runbook, so a re-run or a correction six months later does not require a new engagement.
| Critério | ECOSIRE | Construção personalizada | Concorrente | Nativo do Zoho One |
|---|---|---|---|---|
| HubSpot associations rebuilt as Zoho lookups and Contact Roles | Incluído | Suporte parcial | Suporte parcial | Não incluído |
| Deal stage probabilities and pipeline history preserved | Incluído | Suporte parcial | Suporte parcial | Não incluído |
| Engagement history migrated with original timestamps and owners | Incluído | Suporte parcial | Suporte parcial | Não incluído |
| Signed-off field mapping document before any data moves | Incluído | Não incluído | Não incluído | Não incluído |
| Idempotent re-runs with delta pass for staged cutover | Incluído | Suporte parcial | Não incluído | Não incluído |
| Reconciliation report with per-module counts and failure log | Incluído | Suporte parcial | Não incluído | Não incluído |
| HubSpot forms and sequences rebuilt in Zoho equivalents | Incluído | Suporte parcial | Não incluído | Não incluído |
| Migration source code and Deluge functions handed to the customer | Incluído | Incluído | Não incluído | Não incluído |
A build-to-order payment gateway layer for Zoho Books and Zoho CRM that connects the regionally licensed acquirers Gulf merchants actually hold accounts with, including Arabic checkout and fee-accurate settlement.
A build-to-order Zoho People and Zoho Payroll extension that generates bank-format WPS wage protection files and computes GOSI, GPSSA and end-of-service gratuity per country and free zone. Built for your org after a fixed quote.
A build-to-order Zoho People and Zoho Payroll extension that computes PF, ESI, professional tax and LWF by state and produces return-ready challan files with full audit trails. ECOSIRE builds it for your org after a fixed quote.
A Zoho Books and Zoho CRM extension that converts Jordanian invoices and credit notes into signed, schema-valid e-invoices with submission status on the record. Built to order after a fixed quote.