Zoho to HubSpot CRM MIgratoin: Easy as Never Before

How to Migrate Data from Zoho to HubSpot CRM

www.data2crm.com/migration

How to Migrate Data from Zoho to HubSpot CRM

www.data2crm.com/migration

Migration Setup 1. Create your account Register your account at app.data2crm.com and provide the required info.

Also, you can login via social media.

https://www.data2crm.com/migration/crm/zoho-crm-to-hubspot-migration

Migration Setup 2. Existing CRM Details ● ●

Select Zoho CRM from the drop-down menu.

Provide your login & password for Zoho CRM.

https://www.data2crm.com/migration/crm/zoho-crm-to-hubspot-migration

Migration Setup 2. Specify Future CRM Details ● ●

Select HubSpot from a drop-down list.

Provide your login, password, and hub ID.

https://www.data2crm.com/migration/crm/zoho-crm-to-hubspot-migration

Migration Setup Note: How to Find Hub ID? Go to your HubSpot CRM admin panel and select the right account (if you have a few of them).

At the top right you’ll see Hub ID number

https://www.data2crm.com/migration/crm/zoho-crm-to-hubspot-migration

Migration Setup 3. Select Migration Options Check the boxes to activate the migration options: • • • • • • •

+

Accounts Contacts Leads Opportunities Tasks Notes Users

relations between the records

Note: The service will allow to check only those entities you have at your current CRM.

https://www.data2crm.com/migration/crm/zoho-crm-to-hubspot-migration

Migration Setup 3. Map Your Data Fields Set up a specific mapping for your data - switch to another field or don’t migrate.

Then, click “Save Mapping” and “Continue”. You also can restore the default mapping.

Note: Unmapped field won’t be migrated. https://www.data2crm.com/migration/crm/zoho-crm-to-hubspot-migration

Migration Setup 4. Run Demo Migration Once everything is set, you can start a free Demo Migration from Zoho to HubSpot CRM.

You'll receive an email notification as soon as Demo Migration is complete. And you can check Demo results.

https://www.data2crm.com/migration/crm/zoho-crm-to-hubspot-migration

Migration Setup Setup Migration 7. Start Full Migration Is Complete 5.

Full Migration Now you can proceed andyou complete your Zoho to HubSpot migration.

Congratulations!

Now may check up the result ofCRM migration and

enjoy your new Salesforce software.

After you start the full migration, your Zoho data will be moved directly to HubSpot CRM.

As soon as your migration is complete, you will receive the email notification.

http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration https://www.data2crm.com/migration/crm/zoho-crm-to-hubspot-migration

www.data2crm.com/migration