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CRM PLATFORMS · MIGRATION GUIDE

Switching from Zoho CRM to HubSpot

HubSpot’s Zoho CRM data sync app moves core records one way or both ways. Activities and custom modules sit outside the sync, so they need a second step.

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 Zoho CRM to HubSpotVerified Sep 17, 2026

Quick verdict: Install HubSpot’s Zoho CRM data sync app and run a one-way sync from Zoho into HubSpot to move core records, then import activities and custom-module data separately. Default field mappings are included; custom field mappings need Data Hub Starter or higher. Keep the sync two-way if both CRMs must run in parallel for a while.

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 Zoho CRM to HubSpot

    Unified marketing, sales and service

    HubSpot’s appeal is running all three on one platform with native forms, pages and nurture.

    Easier to run without a dedicated CRM admin

    HubSpot’s out-of-the-box setup and unified data model mean small teams can run it without a dedicated CRM administrator.

    A free CRM for small teams

    HubSpot’s free CRM covers up to 2 users with no card required.

    How the migration actually works

    The data sync app is the core of this migration; a CSV import handles what it does not cover.

    StepWhat you do
    1Install the Zoho CRM data sync appConnect HubSpot and Zoho CRM from HubSpot’s app marketplace.
    2Choose sync directionPick one-way (Zoho to HubSpot) for a migration, or two-way if both systems will run in parallel.
    3Review field mappingsDefault mappings are provided. Custom field mappings require Data Hub Starter or above.
    4Run the syncLet the initial sync complete and spot-check contacts, companies and deals.
    5Import activities and custom modulesActivities and custom modules do not sync, so export them from Zoho and use HubSpot’s import tool.
    6Preserve original datesHubSpot sets its own create dates, so store Zoho’s original dates in custom properties if you need them.

    What this path doesn’t do for you:

    Activities and custom modules do not sync through the data sync app. Custom field mappings need a paid Data Hub tier. Plan a separate import for anything outside the sync, and a custom property for original created dates.

    Pricing side by side

    PlanZoho CRMHubSpot
    FreeUp to 3 usersFree CRM, up to 2 users
    Entry paidStandard — $14/user/mo annualStarter — $20/seat/mo annual (standard price)
    MidProfessional — $23/user/mo annualProfessional — $90/seat/mo annual + $1,500 onboarding
    TopEnterprise — $40/user/mo annualEnterprise — from $150/seat/mo + $3,500 onboarding

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

    Feature parity check

    CapabilityZoho CRMHubSpot
    Free planUp to 3 usersUp to 2 users
    Onboarding feesNone listed$1,500 Professional / $3,500 Enterprise
    AI billingAI agents included from ProfessionalHubSpot Credits (metered)
    Native import from the other toolAPI-based HubSpot migrationZoho CRM data sync app
    Activities in the syncn/aNot synced — import separately

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

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

    Security & access: what changes when you switch

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

    What changesZoho CRM (today)HubSpot (after)
    ISO/IEC 27001CertifiedsourceNot published
    Other certificationsISO/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-AssessmentsourceSOC 1 Type II, SOC 3, HIPAA attestation, EU Cloud Code of Conduct, TRUSTe Certified Privacysource
    HIPAA (BAA)BAA availablesourceBAA availableEnterprisesource
    Single sign-on (SAML/OIDC)YessourceYesProfessionalsource
    SCIM user provisioningNot publishedYesProfessionalsource
    Two-factor authenticationYessourceYesEnforcement: Free (optional to require); mandatory on Starter, Professional, Enterprisesource
    Admin audit logYessourceYesStartersource
    Data residency choicesUS, EU, India, Australia, Japan, Canada, Saudi Arabia, UAE, Singapore, ChinasourceUS, EU, Canada, AustraliaStartersource
    EncryptionAES-256 at rest for sensitive data; TLS 1.2/1.3 in transit; optional field-level encryption (Enterprise and up)sourceAES-256 at rest; TLS 1.2 or 1.3 in transitsource
    Offline modeWorks 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.sourcePartialCRM 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.source
    Desktop appsNot publishedBrowser onlysource
    Offline limits—Offline meeting recording (Mobile Notetaker) is available on Sales Hub or Service Hub Professional and EnterpriseSales Hub / Service Hub Professionalsource
    IP allowlistingYessourceYesStartersource
    Device & session controlsNot publishedYesAll plansAdmin-set inactive session timeout (15 minutes to 3 days); users can review and remotely log out their own sessions on other devices.source
    Editorial assessment

    Before you cut over

    • Set up single sign-on in HubSpot on Professional 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

    How do I move data from Zoho CRM to HubSpot?

    Use HubSpot’s Zoho CRM data sync app for core records, then import activities and custom-module data separately.

    Is the sync one-way or two-way?

    Either. Use one-way for a migration or two-way while both CRMs run in parallel.

    What does the sync leave out?

    Activities and custom modules.

    Do I need a paid HubSpot plan for custom mappings?

    Custom field mappings require Data Hub Starter or higher; default mappings are included.

    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
    HubSpot to Zoho CRMSwitching 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 Zoho CRM to HubSpot: A Step-by-Step Migration Guide”, helpcompare.com/zoho-crm-to-hubspot-migration/ (updated ).

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

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    Built for the leader who owns the selection, answers for the spend, drives the rollout, and lives with the results. HelpCompare covers the whole decision, not just the first step.

    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