Migrating from Salesforce Sales Cloud to Zoho CRM

Step-by-Step Migration Guides

At Nexivo, we’re always on the lookout for talented individuals who are passionate about digital transformation and creating innovative solutions. Follow these simple steps to join our dynamic team

Export Data from Salesforce

Use the Data Export functionality in Data Management to export all data from Salesforce CRM

Import Data to Zoho CRM

Import Salesforce data into Zoho CRM using the Data Migration options in the Data Administration section

Map Salesforce to Zoho CRM

After uploading your data, map Salesforce data to corresponding Zoho CRM fields for accurate data transfer

Post Migration

After migration, validate data, check data integrity, module relationships, functionality, and fix errors

Review and Clean-up

Monitor and review your data for few weeks to ensure everything is working properly without discrepancies

Download Migration Gudie

Advantages of

Zoho CRM

Affordable pricing

Zoho CRM provides robust features at a fraction of the cost, making it a more budget-friendly option without compromising on quality.

Seamless integration

Zoho CRM integrates smoothly with a wide range of other Zoho applications and third-party tools, creating an all-in-one platform for your business.

Robust Features

From lead management and sales automation to advanced analytics, Zoho CRM empowers businesses to streamline processes and boost sales productivity.

User-friendly interface

Zoho CRM simplifies the user experience, making onboarding faster and smoother. This allows your team to focus on customer relationships rather than struggling with the software.

Mobile Application

Mobile access to Zoho CRM empowers your team to manage contacts, deals, and tasks on the go, enabling them to stay connected and productive anytime, anywhere.

Dedicated Customer Support

Zoho is known for its excellent customer service, providing comprehensive 24/7 support through multiple channels, including email, chat, and phone.

Key Features

Zoho CRM

Nexivo offers a unique professional experience with growth opportunities, innovation, and a collaborative culture.

Sales Pipeline Management

From Leads to Deals, Zoho CRM allows you to manage your entire sales process in one place

Workflow Automation

Harnessing the power of automation in Zoho CRM saves time by automating repetitive tasks

Analytics and reporting

Effortlessly gain insights on leads, deals, transforming data into actionables for smarter decision-making.

Customizability

Design your CRM to align perfectly with your sales process, from custom fields and modules to personalized layouts

Support and Resources

Support Articles

Zoho Experts analyze your needs, recommend applications, and customize products as per your business needs.

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Community Forums

Zoho Experts analyze your needs, recommend applications, and customize products as per your business needs.

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Customer Support

Zoho Experts analyze your needs, recommend applications, and customize products as per your business needs.

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Support

Frequently asked questions

Everything you need to know about the product and billing.

What challenges might I face during the migration?

Data format incompatibilities, Loss of certain data types (e.g., emails, workflows), Manual reconfiguration of custom fields and automation rules, User training on Zoho CRM's interface and features

Will my custom fields and properties be preserved during migration?

Custom fields and properties in HubSpot may not automatically map to Zoho CRM. You'll need to manually create corresponding fields in Zoho CRM and map them during the import process to ensure data consistency.

How do I ensure data integrity during migration?

Perform a test migration with a small data set to identify potential issues, Carefully map fields between HubSpot and Zoho CRM to ensure accurate data transfer, After migration, thoroughly review the data in Zoho CRM to confirm its accuracy.

What data can I migrate from HubSpot to Zoho CRM?

You can migrate various data types, including contacts, companies, deals, notes, tasks, and meetings. However, certain data like emails and workflows may require additional steps or may not be directly transferable.

How can I handle user assignments and ownerships?

User assignments and ownerships may not transfer directly. After migration, you'll need to reassign records to the appropriate users in Zoho CRM. This can be done manually or through bulk update features within Zoho CRM.