Comprehesive guide of data migration fron Zoho to HubSpot

Zoho CRM vs. HubSpot CRM Overview

Activities Before the Switch from Zoho to HubSpot

  • Try out your solution. As HubSpot is free, you can test your future platform and see the system in action. In this case, you will be able to explore all implementation and configuration options.
  • Analyze and filter your records. Take time to find out how your data is structured, i.e. where it resides and which parts require extra attention. Think of what you would like to move to a new system and what should be left behind.
  • Secure the information. It is highly recommended to prepare a backup and retain it even after the migration is over. It will help eliminate the possibility of any data loss.
  • Notify your employees. Make sure your staff knows about the change and are equipped with all the necessary tutorials.

Migrate from Zoho to HubSpot in a Few Clicks

  • Security regulations that exclude the possibility of any data loss
  • 100% uptime of both CRMs and no interruptions of business operations
  • The opportunity of fields and users mapping in accordance with the company requirements
  • Free Sample Migration that allows exploration of the service functions
  1. Visit Trujay’s Self-Service Wizard.
  • Select the needed CRM platform type from the drop-down menu
  • Provide your Zoho email and password
  • Click the “Accept” button to allow access to your Zoho account.

Actions Afterwards

  • Check out if the records are transferred to the proper fields
  • Find out if the relations between the items are restored correctly
  • Set up the filters for reporting tools
  • Make sure to build personalized workflow rules
  • Continue to educate your staff about the new system by providing the necessary training. Ask for employee feedback so you can gauge where your staff is with the platform and what issues still need to be addressed.

Conclusion

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Anastasiia creates marketing strategies, researches trending topics,and writes content for blog and website to enable the company to take competitive advantage.

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Trujay

Trujay

Anastasiia creates marketing strategies, researches trending topics,and writes content for blog and website to enable the company to take competitive advantage.

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