Zoho Desk to HubSpot Service Hub data migration made simple

Zoho Desk
HubSpot Service Hub
OR

Encrypted conversations, secure servers, advanced authorization mechanisms

Automated approach, never get downtime, reduced workflow breaks

Fair charging to provide a feature + cost balance

Our customers

Businesses among different areas choose us

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Let's compare Zoho Desk vs HubSpot Service Hub

The migration from Zoho to HubSpot often appeals to businesses seeking more than just strong ticketing and automation. While Zoho Desk offers affordable plans for small to large companies, HubSpot’s customer service platform, integrated with its CRM, delivers powerful automation, omnichannel support, and seamless marketing and sales connectivity.

Category Zoho Desk HubSpot Service Hub
Pricing Free plan available; paid plans start around $14/agent/month (billed annually). Free plan available; paid plans start around $20/user/month (Starter), but advanced features require Professional ($100+/user/month).
Core Features Multi-channel ticketing (email, chat, social), knowledge base, SLAs, AI assistant (“Zia”), workflow automation. Shared inbox, live chat, knowledge base, ticketing, VoIP, automation workflows, customer feedback surveys, and advanced reporting.
CRM Integration Integrates natively with Zoho CRM; supports third-party CRMs via API and connectors. Native and seamless integration with HubSpot CRM (included); deep data sync between sales, marketing, and service.
Automation Rule-based automation, SLA escalation, and AI-powered sentiment analysis. Workflow automation, conversation routing, automated follow-ups, and a chatbot builder.
Reporting & Analytics Customizable dashboards, advanced reports in higher tiers, and AI-powered insights. Detailed service analytics, customer feedback reports, pipeline views; highly customizable in Professional/Enterprise tiers.
Ease of Use Intuitive interface; slightly more setup required for customization. Very user-friendly, especially for teams already using HubSpot CRM.
Integrations 100+ apps in Zoho Marketplace; supports Zapier, APIs. 1,000+ apps in HubSpot App Marketplace; strong native ecosystem.
AI Features Zia automates ticket classification, sentiment analysis, response suggestions, and anomaly detection. HubSpot AI features are continuously evolving, especially with newer tools like AI content generation in Service Hub.
Scalability Strong for small to mid-sized businesses; affordable for large teams. Highly scalable for mid-sized to enterprise teams; pricing can be a barrier as team size grows.
Best For Companies looking for a cost-effective, customizable help desk with solid automation and CRM integration (esp. Zoho ecosystem users). Businesses that want deep integration between service, sales, and marketing, with a focus on CRM-driven workflows.

Key Takeaways

Zoho Desk provides robust ticketing, automation, and affordable plans for businesses of all sizes. The migration from Zoho to HubSpot makes sense for companies, as HubSpot Service Hub stands out as an all-in-one platform that seamlessly integrates service, sales, and marketing to deliver exceptional customer experiences.

  • Best Fit: Zoho Desk suits cost-conscious businesses needing strong ticketing and automation; HubSpot Service Hub excels for teams seeking deep CRM-service-sales integration.
  • Pricing: Zoho Desk starts at $14/agent/month; HubSpot Service Hub starts at $20/user/month, with advanced features in higher tiers.
  • Core Features: Zoho Desk offers multi-channel ticketing, a knowledge base, and workflow automation. HubSpot adds live chat, VoIP, surveys, and advanced reporting.
  • Automation & AI: Zoho Desk uses rule-based automation and Zia for ticket classification, sentiment analysis, and response suggestions; HubSpot provides workflow automation, chatbots, and evolving AI tools.
  • Scalability & Integrations: Zoho Desk supports SMBs and large teams affordably with 100+ integrations; HubSpot scales to enterprise with 1,000+ apps but higher costs.

Data migration timeline: 1-2 weeks

Preparation

Step 1: How to Get Ready for Data Migration?

Evaluate the project and requirements

  • Review the source data, operations, and integrations.
  • Check data filtering options and field mapping to the target platform.
  • Develop a transmission strategy with a clear timeline.
  • Include training sessions for team members.

Step 2: How Can You Ensure Security and Compliance?

Ensure compliance and secure access

  • Verify that all data complies with relevant security regulations.
  • Set up appropriate permissions and access controls.
  • Protect sensitive information throughout the replication process.
Preparation

Migration

Step 3. How Do You Handle Data Mapping and Customization?

Match fields and prepare custom settings

  • Map record fields between Zoho Desk and HubSpot Service Hub.
  • Select automated customization options from the provided list.
  • If needed, request unique tailoring for specific data transition needs.

Step 4. How Do You Run a Demo Migration?

Test with a Free Demo

  • Launch a test demo to preview how the migration service works.
  • Review the results carefully.
  • Adjust field mapping or settings as necessary.

Step 5. How Do You Verify the Data?

Check for accuracy

  • Check that all replicated data in the target system is correct.
  • Ensure the data is complete and properly organized.

Step 6. How Do You Perform the Full Data Migration?

Transfer all selected records, including:

  • Tickets
  • Contacts
  • Attachments
  • Any related data

Step 7. How Do You Complete a Delta Migration?

  • Capture any new or updated data that changed during the full migration.

Step 8. How Does Interval Migration Work?

  • Pause and resume data transfers to match your schedule, with no downtime.
  • Pause up to five times, for up to five days each.
  • Pauses are coordinated with the sales team during business hours.
Migration

Post-Migration Phase

Step 9. How to Go Live?

Launch the Target for all support reps. Deactivate the Source if needed and preserve data backups.

Post-Migration Phase

What Sorts of Records Can You Migrate from Zoho Desk to HubSpot Service Hub ?

With our Migration service, you can efficiently migrate large amount of varying data entities to or from Zoho Desk to HubSpot Service Hub. Check out the details of data types you can import making use of automated tool by yourself from tech support agents.

Do you need exclusive Zoho Desk to HubSpot Service Hub migration requirements?

Drop us a line for a custom data migration.

Zoho Desk objects Hubspot Service Hub objects
Help desk
Agents Users
Accounts Companies
Customers Contacts
Tickets Tickets
Get Started

Why transmit with Help Desk Migration?

  • Without downtime
    Transfer records smoothly - maintain workflows operational and aid customers continuously.
  • Enhanced efficiency
    Effortlessly transfer data and set up default and custom fields with the smart Migration Wizard.
  • Streamlined ticket movement
    The Migration Wizard transmits tickets and all associated records, maintaining the data structure unchanged on the Target.
  • Dedicated support service
    Our support team is set to navigate you through chat, email, or phone.
  • Comprehensive replication planning
    Our migration experts will develop a comprehensive plan for data import, guaranteeing a smooth process and safe records.
  • Flexible customizations
    Select automated options or seek customization, and we'll guarantee your data is on point.

How Does Zoho Desk to HubSpot Service Hub Data Migration Perform?

Our automated migration tool allows you export and import records in five simple steps. However, if you have special requirements or a distinct data structure, feel free to choose a custom mode.

Connect platforms

Connect your source and target platforms

Map and match data

Specify how your data should be transferred

Test-drive

Start a Demo to access the replication tool and its results

Full Data Migration

Start or plan your data transition

Why Migrate to HubSpot Service Hub?

The migration from Zoho to HubSpot lets you upgrade from Zoho Desk to HubSpot Service Hub, unifying your customer experience.

Bring your support, sales, and marketing teams together on one connected platform. With HubSpot Service Hub, every interaction — from the first website visit to the latest support ticket — is tracked in a single CRM, giving your team complete customer context at every step.

Automate ticket routing, follow-ups, and feedback collection with powerful workflows. Manage email, live chat, phone, and social conversations in one dashboard. Collect and analyze customer satisfaction, NPS, and CES surveys without extra tools.

Tap into 1000+ native integrations, AI-powered tools, and scalable features designed to help your team respond faster, resolve smarter, and build stronger relationships.

Our Migration Wizard makes the switch effortless — securely moving your Zoho Desk tickets, contacts, companies, knowledge base, and more into HubSpot without data loss or disruption.

  • One platform for service, sales, and marketing
  • Streamlined automation and AI assistance
  • Scalable solutions for growing teams

Make your Zoho to HubSpot migration effortless with Help Desk Migration’s expert guidance.

Advance Your Zoho Desk to HubSpot Service Hub Migrate
with These Functionalities

Get a seamless data replication experience that reconciles your company’s preferences. The Help Desk Migration service provides features to enable you to accomplish your help desk data import in the secure and automated way.

  • Skip attachments

    Does your desired help desk platform present definite data storage? Bypass attachments, particularly if your current data doesn’t suffer a loss of its value without them. The data import time will shorten considerably.

  • Use the attachment option to Migrate inline images

    Import the images set in into tickets as attachments. The data migration time might go up, but the images will never disappear along with the current a future platform.

  • Demo with custom data: Select 20 entities for import

    Don’t take any chances. Ensure you recognize exactly what the entities will look like at the end of you’ve imported them. Help Desk Migration’s Demo with custom data allows you pick 20 entities for a test export.

  • Migrate only associated contacts and organizations

    Transfer only the contacts and organizations linked to tickets, conversations, changes, or problems—skipping unused records. This reduces clutter, lowers import costs, speeds up migration, and keeps your new help desk clean and relevant.

Elvira Azymova
Elvira Azymova
Elvira is a migration support expert dedicated to making complex data transfers seamless. She combines fast, clear communication with deep knowledge of migration workflows to guide customers confidently through every step. Specialized in Freshdesk, Zendesk, HubSpot, Zoho, and other leading platforms, Elvira ensures smooth transitions tailored to each client’s needs. With her expertise and care, she turns even the most complex migrations into successful, stress-free experiences.

Insider Advice from Migration Experts

1. Choose the Right Migration Strategy to Minimize Disruption

If your team needs to keep using Zoho Desk during the migration, opt for a two-step migration with Delta migration. This way, you run the full migration first, keep working in Zoho, and then use a quick delta migration to pull in any new or updated tickets before switching fully to HubSpot. If you can pause work in Zoho, a one-step migration with rule exceptions is faster. Ensure a condition is set in HubSpot’s workflows (“Tag is not imported”) so customers don’t get duplicate notifications from imported tickets.

2. Disable or Adjust Automations Before You Start

Before launching your migration

  • Review HubSpot Service Hub’s workflows, ticket automation, and notification settings.
  • Disable email notifications, rules, and macros before starting the migration.
  • Alternatively, set exception tags to prevent automations from triggering on imported tickets.
  • Ensure no automated replies, updates, or alerts are sent during migration.
  • Keep HubSpot ticket history clean and avoid customer confusion during the transfer.

3. Run a Demo Migration to Perfect Your Setup

Never skip the demo migration step. It lets you preview exactly how your Zoho Desk tickets, contacts, and companies will appear in HubSpot. Use this stage to test field mapping, verify attachments and comments, and request any filtering or customization from the migration team. If needed, rerun the demo until the migrated data structure matches your operational needs.

4. Redirect Email Flows at the Right Time

To avoid lost tickets or split conversations, carefully plan when you’ll redirect your support email inbox from Zoho Desk to HubSpot. For a two-step migration, do this after the full migration but before the delta migration. For a one-step transfer, redirect emails before starting the full Zoho to HubSpot migration. This timing ensures all incoming requests land in the right platform without being left behind in Zoho.

Your Help Desk Data Migration is Protected at Each Step

Help Desk Migration service delivers every import options without damaging on security. We frequently examine all servers and make advancements, so that your data is guarded according to the up-to-date requirements.

We use a strict 2FA access policy

Our Migration Wizard applies 2FA access. Moreover, your company representatives can only import from Zoho Desk data if they got admin rights. With these safety functions in place, you won’t have to worry about data leak.

We employ Three-layer

We provide 3 layers of data protection: physical (we protect our hosting facilities against physical and logical intrusion), network (we take care of our networks against cyber abuse), and app (we protect your records within our data migration service from prohibited log in).

Meet industry-standard fundamentals

We take care of your records based on all major security fundamentals. Help Desk Migration carries an comprehensive portfolio of compliance, and we continue enlarging it. Presently, we are compliant with GDPR, CCPA, HIPAA, PCI (Level 1), and other data security principles.

How much does Zoho Desk to HubSpot Service Hub data migration cost?

How much will you need to invest in the switch from Zoho Desk to HubSpot Service Hub? The cost will largely depend on the data volume you need to transfer, the complexity of your requirements, and the options you’ll choose or customizations you’ll inquire. Start a Free Demo to test the Migration Wizard performance and figure out how much your data switch will cost.

Run a Demo to get the price

Feedback encourages us elevate our service: Some thoughts from Help Desk Migration customers

Download checklist

Find out the way to prepare for HubSpot Service Hub data migration

Prepare for HubSpot Service Hub data migration by checking an in-depth step-by-step guide

Full Zoho Desk to HubSpot Service Hub Import in a Few Clicks

Migrate your business data from Zoho Desk to HubSpot Service Hub easily and without disturbing your supreme mission of solving your clients’ requests.

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