1 / 11

Zoho to HubSpot CRM Migration Guide

Check out the comprehensive guide for Zoho to HubSpot CRM migration, and switch your data with ease.

Data2CRM
Download Presentation

Zoho to HubSpot CRM Migration Guide

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Migrate Data from Zoho to HubSpot CRM www.data2crm.com/migration

  2. How to Migrate Data from Zoho to HubSpot CRM www.data2crm.com/migration

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. Migration Setup 7. Full Migration Is Complete 5. Start Full Migration Migration Setup Now you can proceed and complete your Zoho to HubSpot CRM migration. Congratulations! Now you may check up the result of 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

  11. www.data2crm.com/migration

More Related