How to Connect HubSpot CRM with Zoho CRM (2026)

Why Connect HubSpot and Zoho CRM

HubSpot and Zoho CRM are both comprehensive CRM platforms that compete in the mid-market space. HubSpot is known for its marketing automation strength and user-friendly interface, while Zoho CRM offers deep customization and is part of the broader Zoho ecosystem of 50+ business applications. Teams connect these platforms primarily for CRM migration (switching from one to the other) or departmental sync (when different teams or business units use different CRMs due to mergers, acquisitions, or organizational preferences).

This guide is most useful for operations managers handling CRM migrations, IT administrators managing multi-CRM environments, and revenue operations teams that need to consolidate or synchronize customer data across two CRM platforms. Getting this integration right is critical — poor data migration leads to lost deals, broken customer relationships, and months of cleanup work.

What This Integration Does

The HubSpot-Zoho CRM connection enables the following capabilities:

• Contact and lead migration: Transfer all contacts and leads from one CRM to the other with full field mapping, preserving all standard and custom field data.
• Company/account sync: Move or sync organization records between HubSpot Companies and Zoho CRM Accounts.
• Deal/opportunity transfer: Migrate deal records with pipeline stage mapping, amounts, close dates, and owner assignments.
• Activity history transfer: Move emails, calls, meetings, notes, and tasks so the full customer interaction history is preserved in the target CRM.
• Ongoing bidirectional sync: For teams running both CRMs simultaneously, keep contacts, companies, and deals in sync across both platforms.
• Custom module/object mapping: Both HubSpot and Zoho support custom objects. Advanced integrations can map custom data structures between the two systems.

Native Integration vs Third-Party

HubSpot and Zoho CRM do not offer a native, first-party integration with each other. They are direct competitors, so you will need third-party tools or custom development to connect them.

Step-by-Step Setup

Option A: Migration from Zoho CRM to HubSpot

Step 1: Audit and Prepare Zoho CRM Data

Before migrating, thoroughly audit your Zoho CRM data:

1. Export a count of all records: Leads, Contacts, Accounts, Deals, Activities, Notes
2. List all custom modules and custom fields that contain business-critical data
3. Map Zoho CRM deal stages to equivalent HubSpot deal pipeline stages
4. Identify and merge duplicate records in Zoho before migration
5. Document Zoho CRM workflows and automation rules that will need to be recreated in HubSpot
6. Note: Zoho CRM "Leads" and "Contacts" are separate modules. In HubSpot, both typically become Contacts with different lifecycle stage values

Step 2: Prepare HubSpot to Receive Data

Set up HubSpot to mirror the data structure you need:

• Create custom contact properties that match your Zoho custom fields
• Create custom company properties for Zoho Account custom fields
• Configure your HubSpot deal pipeline with stages mapped from your Zoho pipeline
• Set up lifecycle stage values (if using them) to distinguish between records that were Leads vs Contacts in Zoho
• Create any custom objects in HubSpot (Enterprise tier only) if you have custom modules in Zoho that need to be preserved

Step 3: Export Data from Zoho CRM

In Zoho CRM, export each module's data:

• Navigate to the module (Leads, Contacts, Accounts, Deals)
• Click the three-dot menu and select Export
• Choose Export to CSV or Export to Excel
• Include all fields in the export
• For activities and notes, use Zoho's mass export feature or the Zoho CRM API

Step 4: Import into HubSpot

In HubSpot, use the import tool to bring in your data:

1. Navigate to Contacts > Import
2. Import in this order: Companies first, then Contacts, then Deals
3. During each import, map Zoho CSV columns to HubSpot properties
4. Use email addresses to match contacts to companies and deals to contacts
5. Review the import preview for errors before finalizing

Step 5: Migrate Activity History

Activity history (emails, calls, notes) typically cannot be migrated through CSV import alone. Options include:

• Use a dedicated migration tool (Import2 or Trujay) that handles activity migration
• Use the Zoho CRM API to export activities and HubSpot's Engagements API to import them
• Accept that historical activities will remain in Zoho (accessible for reference) and start fresh in HubSpot from the migration date

Option B: Ongoing Sync via Make (Integromat)

Step 1: Connect Both CRMs to Make

Create a Make account. Add connections for both HubSpot (via OAuth) and Zoho CRM (via OAuth or API key). Test both connections to ensure they are working.

Step 2: Build Sync Scenarios

Create Make scenarios for each data type you want to sync:

• Contact sync: Trigger on new/updated contacts in either system, search for existing records in the target system by email, create or update accordingly
• Company/Account sync: Trigger on new/updated companies or accounts, match by domain or name
• Deal sync: Trigger on new/updated deals, map stages between pipelines, associate with correct contacts and companies

Step 3: Implement Anti-Loop Logic

Add logic to prevent sync loops. Use a custom field in both CRMs (e.g., "Last Synced By") that records whether the last update came from the sync process. Filter out records where this field indicates a sync-originated update.

Step 4: Test with Sample Data

Run the sync scenarios with a small dataset first. Create test records in both systems and verify they sync correctly. Test update scenarios, stage changes, and edge cases before enabling full sync.

Best Automation Workflows

1. Gradual Migration with Data Validation

Instead of a big-bang migration, move records in batches (by region, team, or account tier). After each batch, validate data quality in HubSpot before proceeding. This reduces the risk of a catastrophic data error affecting your entire database.

2. Hybrid CRM Operation During Transition

During the transition period, sync only critical data between systems: new contacts, deal stage changes, and closed-won deals. Let each team continue working in their preferred CRM while the operations team validates the new system. Set a hard cutover date after 30-60 days of parallel operation.

3. Post-Migration Cleanup Automation

After migration, set up HubSpot workflows that identify and flag records that may have migrated incorrectly: contacts missing email addresses, deals without associated contacts, companies without domains. Create tasks for the operations team to review and fix these records.

4. Zoho Ecosystem Bridge

If your organization uses other Zoho products (Zoho Books, Zoho Desk, Zoho Projects) but is moving CRM to HubSpot, use Zapier or Make to maintain connections between HubSpot and the Zoho ecosystem. For example, sync HubSpot closed-won deals to Zoho Books for invoicing, or sync HubSpot contacts to Zoho Desk for customer support.

5. Lead Source Preservation

When migrating, map Zoho CRM's lead source values to HubSpot's Original Source properties. This preserves your ability to analyze which lead sources have generated the most revenue historically, even after switching CRMs.

Data Sync Details

Conflict handling for ongoing sync: Designate one CRM as the system of record for each data type. Common approach: HubSpot is the system of record for marketing data (lead scores, campaign data, lifecycle stages) and Zoho is the system of record for sales data (deal details, activity logging). For shared fields like contact information, use the most recently updated timestamp to determine which value wins.

Common Issues and Troubleshooting

1. Zoho Leads vs Contacts Confusion

Zoho CRM separates Leads and Contacts as distinct modules, while HubSpot uses a single Contacts object with lifecycle stages. During migration, leads and contacts can get mixed up or duplicated. Fix: Before migration, decide how to handle the distinction. The recommended approach is to import both Zoho Leads and Contacts as HubSpot Contacts, but set the lifecycle stage to "Lead" for Zoho Leads and "Customer" or "Opportunity" for Zoho Contacts (depending on their deal status). Use a custom property to preserve the original Zoho module for reference.

2. Custom Field Data Type Mismatches

Data fails to import or appears incorrectly because field types do not match between systems (e.g., a Zoho multi-select field imported into a HubSpot single-line text field, or date format differences). Fix: Before migration, create a detailed field mapping spreadsheet that documents each field's type in both systems. Where types differ, transform the data in the CSV before import (e.g., convert multi-select values to semicolon-separated text). For date fields, standardize on ISO format (YYYY-MM-DD) before import.

3. Broken Record Associations

After migration, deals are not associated with the correct contacts or companies in HubSpot. Fix: When importing deals, include a column with the associated contact's email address and the associated company name. HubSpot's import tool uses these to create associations. If associations are missing post-import, use HubSpot's association import to link records based on matching fields.

4. Missing Automation and Workflow Logic

Zoho CRM workflows, blueprint processes, and automation rules do not migrate — only data migrates. Teams discover critical automations are no longer running after cutover. Fix: Before migration, document all active Zoho CRM workflows, blueprint rules, assignment rules, and scheduled actions. Recreate these as HubSpot workflows before the cutover date. Test each recreated workflow thoroughly. Keep a checklist and mark each workflow as verified before decommissioning Zoho.

Alternatives

• Import2: A dedicated CRM migration service that handles Zoho-to-HubSpot and HubSpot-to-Zoho transfers with full data mapping, including activities and attachments. Offers a free trial migration of a limited dataset so you can verify results before committing.
• Trujay (Data2CRM): Another CRM migration specialist with support for both Zoho and HubSpot. Provides automated migration with manual review and customization options.
• HubSpot migration services: HubSpot's onboarding team and certified partners offer migration assistance. If you are purchasing a HubSpot paid plan, ask about included migration support.
• Zoho Flow: Zoho's own integration platform can connect Zoho CRM to HubSpot for basic sync workflows. It has built-in connectors for both platforms, though it is naturally optimized for Zoho-to-Zoho integrations.
• Workato: An enterprise iPaaS that can handle complex, high-volume CRM-to-CRM sync with advanced data transformation, error handling, and monitoring. Best for large organizations with significant data volumes and complex requirements.