Migrate from Zoho CRM Plus to HubSpot

Audit Zoho CRM Plus data model and build field mapping plan

FlitStack connects to Zoho CRM Plus via API with read-only access and inventories every module — standard (Leads, Accounts, Contacts, Deals, Tasks, Events, Calls, Campaigns, Cases) and custom. We document all custom fields, their data types, pick-list values, and lookup relationships per module. We identify Zoho workflows, Blueprints, and Deluge scripts for the automation reference export. We count records per module to scope migration volume and API extraction duration. The field mapping plan maps each Zoho field to its HubSpot equivalent (custom property creation flagged where HubSpot has no native field), and we review the plan with your team before any data moves.

Create HubSpot custom properties and pipelines, resolve owners

Before data loads, FlitStack creates all HubSpot custom properties identified in the field mapping plan — custom pick-lists for Zoho stage names and status values, datetime fields for original Zoho create timestamps, and currency code text fields for multi-currency amounts. We also create the HubSpot pipelines and stages needed for deal migration, mapping Zoho stage names to HubSpot stage values. Owner resolution runs against Zoho users: we match each Zoho user by email to a HubSpot user and flag any Zoho owner with no HubSpot account, requiring your team to invite those users or designate a fallback owner before the migration run.

Run test migration on a representative data slice

A sample of 100–500 records spanning all Zoho modules migrates first. We validate field-level mapping by comparing source values against destination properties — confirming pick-list value mappings, date formats, multi-currency splits, and tag truncation. We verify association integrity: contacts link to their primary company, deals link to their associated contacts and companies, and activity records link to their parent records. Test results are shared as a field-level diff report so you can confirm the mapping is correct before the full run commits. Any mapping corrections are applied before proceeding.

Execute full migration with staged object loads and delta pickup

The full migration runs in dependency order: Companies first (HubSpot needs Company records before Contacts can associate to them), then Contacts and Leads, then Deals, then activities (calls, emails, meetings, notes), then custom module records. FlitStack sequences foreign-key resolution so no record lands with a broken lookup. A delta-pickup window — typically 24–48 hours — captures any records created or modified in Zoho during the cutover window. All source system IDs are stored in HubSpot custom properties for traceability and de-duplication if the migration is re-run.

Reconcile record counts and deliver automation reference export

FlitStack runs a post-migration audit comparing record counts and field totals between Zoho and HubSpot per module. We surface any records that failed to migrate, any duplicate records created during load, and any field values that failed validation. The automation reference export — documenting Zoho workflow rules, Blueprint stages, and Deluge script logic — is delivered as a structured document for your HubSpot admin to use as a rebuild specification. If reconciliation reveals critical failures, FlitStack rolls back the migration and re-runs after mapping corrections. The one-click rollback reverts HubSpot to its pre-migration state while preserving the extraction in our staging environment.