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CRM PLATFORMS · MIGRATION GUIDE

Switching from HubSpot to Zoho CRM

Zoho CRM has a built-in, API-based migration from HubSpot that moves most standard records in the background. Custom modules are the big exception.

Jump to migration steps Read the full comparison
By Bill Belcamino · Last updated September 17, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from HubSpot to Zoho CRMVerified Sep 17, 2026

Quick verdict: Create a HubSpot private app with read scopes, give Zoho CRM its API token and instance URL, and Zoho migrates contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes and line items in the background, emailing you when it finishes. Custom modules are not supported, only the first 10 tags per record move, and you get three undo-or-rerun attempts — so test on a clean dataset first.

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from HubSpot to Zoho CRM

    Cheaper automation tiers

    Zoho CRM Professional is $23/user/mo billed annually, against $90/seat/mo plus a $1,500 onboarding fee for HubSpot Professional.

    AI in the seat price

    Zoho includes AI agents from Professional instead of metering AI through credits.

    A built-in migration path

    Zoho maintains an API-based HubSpot migration, so the core move does not need a third-party tool.

    How the migration actually works

    You need administrator privileges in Zoho CRM and a HubSpot private app.

    StepWhat you do
    1Create a HubSpot private appIn HubSpot, create a private app with read scopes for contacts, companies, deals, owners, quotes, line items and e-commerce.
    2Start the migration in Zoho CRMOpen Zoho CRM’s data migration and choose HubSpot.
    3Enter the API token and instance URLPaste the private app’s token and your HubSpot instance URL.
    4Map modules and fieldsReview how HubSpot objects map to Zoho CRM modules before starting.
    5Let it run and reviewThe migration runs in the background and emails you on completion. It pauses if more than 5,000 records in a module are skipped.
    6Handle custom modules separatelyCustom modules are not supported in the API migration, so export and import them another way.

    What this path doesn’t do for you:

    Custom modules do not migrate. Records with more than 10 tags keep only the first 10, and each tag is limited to 25 characters. You get a maximum of three undo-or-rerun attempts, so clean duplicates and test before you run the full migration.

    Pricing side by side

    PlanHubSpotZoho CRM
    FreeFree CRM, up to 2 usersUp to 3 users
    Entry paidStarter — $20/seat/mo annual (standard price)Standard — $14/user/mo annual
    MidProfessional — $90/seat/mo annual + $1,500 onboardingProfessional — $23/user/mo annual
    TopEnterprise — from $150/seat/mo + $3,500 onboardingEnterprise — $40/user/mo annual

    List prices checked on the vendors’ pricing pages on September 17, 2026. Confirm current rates before you buy.

    Feature parity check

    CapabilityHubSpotZoho CRM
    Free planUp to 2 usersUp to 3 users
    Onboarding fees$1,500 Professional / $3,500 EnterpriseNone listed
    AI billingHubSpot Credits (metered)AI agents included from Professional
    Native import from the other toolZoho CRM data sync appAPI-based HubSpot migration
    Custom objects / modules in migrationn/aNot supported

    Going the other direction, or want the full comparison first?

    Read the HubSpot vs Zoho CRM comparison Switching from Zoho CRM to HubSpot instead?
    Verified data

    Security & access: what changes when you switch

    Security, offline and access rules that differ between HubSpot and Zoho CRM. Rows where both tools are the same (3) are left out; the full side-by-side is on each tool’s page: HubSpot, Zoho CRM.

    What changesHubSpot (today)Zoho CRM (after)
    ISO/IEC 27001Not publishedCertifiedsource
    Other certificationsSOC 1 Type II, SOC 3, HIPAA attestation, EU Cloud Code of Conduct, TRUSTe Certified PrivacysourceISO/IEC 27017, ISO/IEC 27018, ISO/IEC 27701, SOC 1 Type II, SOC 2 + HIPAA Type 2, PCI DSS (self-assessment SAQ-D), CSA STAR Self-Assessmentsource
    HIPAA (BAA)BAA availableEnterprisesourceBAA availablesource
    Single sign-on (SAML/OIDC)YesProfessionalsourceYessource
    SCIM user provisioningYesProfessionalsourceNot published
    Two-factor authenticationYesEnforcement: Free (optional to require); mandatory on Starter, Professional, EnterprisesourceYessource
    Admin audit logYesStartersourceYessource
    Data residency choicesUS, EU, Canada, AustraliaStartersourceUS, EU, India, Australia, Japan, Canada, Saudi Arabia, UAE, Singapore, Chinasource
    EncryptionAES-256 at rest; TLS 1.2 or 1.3 in transitsourceAES-256 at rest for sensitive data; TLS 1.2/1.3 in transit; optional field-level encryption (Enterprise and up)source
    Offline modePartialCRM records cannot be created, edited, or viewed in the mobile app without a connection; only Mobile Notetaker can record meetings offline and link them to CRM records once back online.sourceWorks offlineThe Zoho CRM iPhone app keeps working on data stored on the device when connectivity drops, and changes sync to the online account automatically on reconnect.source
    Desktop appsBrowser onlysourceNot published
    Offline limitsOffline meeting recording (Mobile Notetaker) is available on Sales Hub or Service Hub Professional and EnterpriseSales Hub / Service Hub Professionalsource—
    IP allowlistingYesStartersourceYessource
    Device & session controlsYesAll plansAdmin-set inactive session timeout (15 minutes to 3 days); users can review and remotely log out their own sessions on other devices.sourceNot published
    Editorial assessment

    Before you cut over

    • Set up single sign-on in Zoho CRM before you invite the team, so accounts are created through your identity provider rather than by hand.

    Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

    Frequently Asked Questions

    Does Zoho CRM have a HubSpot migration tool?

    Yes. It uses HubSpot’s API: you create a private app in HubSpot and give Zoho the token and your instance URL.

    What migrates?

    Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags.

    What does not migrate?

    Custom modules. Only the first 10 tags per record move.

    Can I undo the migration?

    Yes, up to three undo-or-rerun attempts.

    Who can run it?

    A user with administrator privileges in Zoho CRM.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.

    HubSpotPricing, free plan, AI cost & every comparison›Zoho CRMPricing, free plan, AI cost & every comparison›
    HubSpot vs Zoho CRMHead-to-head comparisonAttio vs HubSpotHead-to-head comparisonActiveCampaign vs HubSpotHead-to-head comparisonGoHighLevel vs HubSpotHead-to-head comparisonHubSpot vs KeapHead-to-head comparisonHubSpot vs KlaviyoHead-to-head comparison
    Zoho CRM to HubSpotSwitching guideAttio to HubSpotSwitching guideHubSpot to AttioSwitching guideActiveCampaign to HubSpotSwitching guideGoHighLevel to HubSpotSwitching guideHubSpot to ActiveCampaignSwitching guide

    Sources

    Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

    Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

    Cite this page: HelpCompare, “Switching from HubSpot to Zoho CRM: A Step-by-Step Migration Guide”, helpcompare.com/hubspot-to-zoho-crm-migration/ (updated ).

    Source links on this site are checked every month; last check . How sources are checked.

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    01 · CompareWhich tool fits your team, side by side.132 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    About the author

    Bill Belcamino

    Founder and author, HelpCompare

    Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

    “I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

    Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 17, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill