Migrations
MigrationDelivered
Zoho
Forbidden has migration experience moving clients from Zoho to HubSpot.
Project-level detail for this record is still being verified internally. Treat the summary below as capability and approach, not as a specific delivered claim.
- Group
- CRM and sales
- What typically moves
- Leads, accounts, contacts, deals, activities and custom modules.
- What gets redesigned in HubSpot
- Lifecycle and lead status model, pipeline structure, workflow automation and reporting.
- Main delivery challenges
- Custom modules mapping imperfectly to HubSpot objects, inconsistent record ownership, and data quality accumulated over years of use.
- Forbidden's approach
- Audit the module structure, agree the HubSpot object model, clean and deduplicate before load.
- Useful discovery questions
- Which Zoho modules are actively used?
- How are leads and contacts separated today?
- What does the team rely on Zoho reporting for?