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Integration

CRM Migration to HelloGrowthCRM — Move from HubSpot, Zoho, or Salesforce

Migrate your CRM data to HelloGrowthCRM from HubSpot, Zoho, Salesforce, or any CSV export. Zero data loss migration with free onboarding support included.

Quick answer

How long does a typical migration take?

A clean CSV of contacts and deals imports in minutes; the real work is field mapping and pipeline design, which most small teams finish in a day. Plan a short parallel-run week before switching off the old system.
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What you get

Switching CRMs is one of the highest-friction decisions a sales team makes. Data migration risk, retraining costs, and the fear of downtime during the transition keep many teams stuck on CRM platforms that no longer serve them. HelloGrowthCRM eliminates those barriers with a structured migration process that handles data import, pipeline configuration, and team onboarding in a single coordinated engagement — typically completed in under five business days.

Migrating from HubSpot is the most common migration scenario for HelloGrowthCRM. HubSpot's cost structure escalates sharply as teams add contacts, use marketing features, or add users — making it economically unsustainable for growing SMBs. HelloGrowthCRM imports HubSpot contacts, companies, deals, notes, and activity history from a standard HubSpot data export. Your historical context comes with you.

Zoho CRM migrations are equally straightforward. Zoho's data export tools produce standard CSV files that HelloGrowthCRM's import engine can process directly. Contacts, leads, accounts, deals, and custom fields are mapped during the import configuration and brought into HelloGrowthCRM without data loss.

Salesforce migrations require more planning due to the platform's complexity, but HelloGrowthCRM's onboarding team has executed dozens of Salesforce-to-HelloGrowthCRM migrations and can guide your team through object mapping, custom field translation, and process recreation. The goal is not just to replicate what you had — it's to build a cleaner, simpler CRM configuration that your team will actually use.

Custom field mapping is handled during the migration setup session. HelloGrowthCRM supports unlimited custom fields on contacts, deals, and companies, so your team's existing data structure is preserved even if it doesn't map neatly to standard CRM fields.

Free migration support is included with every HelloGrowthCRM subscription. Book a migration call with our onboarding team and we will guide the process from export to launch — ensuring your team is productive on day one rather than spending weeks figuring out a new system.

Implementation details

What a clean CRM migration actually looks like

Most CRM migrations fail not at the data export step but at the workflow recreation step. Teams meticulously copy contacts, deals, and history from the old system, then realise the new system's workflow primitives don't map one-to-one — automation rules, custom objects, and reporting structures all need to be redesigned rather than transplanted. The clean migration starts with an explicit redesign session: what's worth keeping, what's worth dropping, what's worth simplifying. HelloGrowthCRM's migration team runs this session before the data move so the new instance is built deliberately, not as a copy of the old instance's accumulated debt.

Parallel-running is the migration discipline that separates teams who land cleanly from teams who lose data in the transition. For one to two weeks after the import, the old CRM stays read-only while the new CRM becomes the active system of record. Any data gaps surfaced during this window get reconciled before the old CRM goes dark. The cost is two weeks of slight friction; the benefit is zero customer-facing data loss. This is the single most-skipped step in DIY migrations and the most-recommended step in vendor-supported migrations.

Custom field strategy is where most migrations either pay back or quietly fail in year two. The temptation is to migrate every custom field from the old system, because someone might still need them. The discipline is to migrate only the custom fields that have above-50-percent fill rates and a clear reporting or workflow purpose. Most teams find at least 30 percent of their old custom fields are unused detritus from a previous admin's project — the migration is the right moment to leave them behind rather than carrying them forward.

Automation workflows

How a migration into HelloGrowthCRM actually runs

Import contacts, companies, and deals from CSV

Export from your current CRM or spreadsheet and map columns to CRM fields in the import wizard. Custom fields are created during mapping, so nothing you tracked before gets dropped on the way in.

Deduplicate on the way in, not after

The importer matches on email and phone so re-imports and overlapping exports don't create duplicate contacts. You choose whether existing records are updated, skipped, or flagged for review.

Rebuild pipelines to match how you actually sell

Migration is the right moment to fix stage sprawl. Map your old statuses onto a clean Kanban pipeline — most teams land on five to seven stages — and every imported deal arrives in the correct column with its value intact.

Preserve history where it matters

Bring notes and key activity history for open deals and active customers, and archive the rest. Reps keep the context they need for live conversations without dragging five years of noise into the new system.

In practice

Common migration paths small teams take

Spreadsheet graduation

A five-person sales team outgrows a shared Google Sheet. One CSV import later, every row is a contact with an owner and a stage, and the founders see a real pipeline for the first time. Typical setup runs 15–30 minutes.

Downsizing from an enterprise CRM

A startup paying for modules it never opens exports accounts, contacts, and open opportunities, maps them across in an afternoon, and switches the team over on Monday with the free plan covering the first user.

Consolidating two systems

After an acquisition, one business runs two CRMs. Both books import into one HelloGrowthCRM workspace with source tags, dedupe on email keeps shared customers as single records, and reporting finally shows one pipeline.

FAQ

Frequently asked questions

How long does a typical migration take?
A clean CSV of contacts and deals imports in minutes; the real work is field mapping and pipeline design, which most small teams finish in a day. Plan a short parallel-run week before switching off the old system.
Can I test a migration before committing?
Yes. Import a small sample file first, check field mapping and owner assignment on real records, then run the full import. The free plan (1 user, 200 leads) is enough to pilot the structure before moving the whole team.

Want help evaluating the next step?

Book a demo to see HelloGrowthCRM in action, or start a free trial.