CRM & Helpdesk Migration Guides
You've picked the new tool. These are the field maps, the things that quietly don't survive the export, and the order to move in.
How to Migrate from Capsule CRM to HubSpot
Capsule keeps people and organisations in one Party object and drives process through Tracks. Both need translating before a single record moves — and Capsule's tag hierarchy has no HubSpot equivalent at all.
How to Migrate from Close to HubSpot
Close calls the company a "Lead", which trips up every migration. Map that first, then plan for the calling data — recordings and SMS threads are the reason most teams keep a Close seat alive longer than they intended.
How to Migrate from Copper to HubSpot
Copper lives inside Gmail and quietly derives half its data from your inbox. Moving to HubSpot means re-establishing that email relationship — and deciding what happens to Copper Projects, which HubSpot has no object for.
How to Migrate from Copper to Pipedrive
Both are lightweight sales CRMs, so the objects line up almost perfectly. The two things to plan for are Copper Projects, which Pipedrive has no answer to, and email history, which Copper never actually stored.
How to Migrate from Dynamics 365 Sales to Salesforce
Two enterprise platforms with near-identical object models and completely different extension stacks. The records move predictably. Power Automate flows, plugins and the Microsoft 365 dependencies are the migration.
How to Migrate from folk to Attio
folk organises everything around Groups with their own fields. Attio organises around typed objects with Lists on top. The translation is mostly about deciding which folk Groups are really segments and which are really pipelines.
How to Migrate from Freshdesk to Zendesk
The objects line up almost exactly. What does not is the automation layer: Freshdesk's Dispatch'r, Supervisor and Observer rules all collapse into Zendesk triggers and automations, and the collapse is not mechanical.
How to Migrate from Freshsales to HubSpot
Freshsales and HubSpot share an object model, so the records move easily. What does not move is the Freshworks context — sequences, territories, the built-in phone, and every link to Freshdesk.
How to Migrate from Help Scout to Zendesk
Help Scout kept things deliberately simple, which means the migration is less about moving structure and more about inventing it. Zendesk will ask for organizations, ticket forms and views that you never had.
How to Migrate from Highrise to HubSpot
Highrise has been closed to new signups for years and receives no development. If you are still on it, the migration question is not whether — it is how to get the notes and email history out while the API still answers.
How to Migrate from HubSpot to Attio
Attio's data model is more flexible than HubSpot's, so the records land easily. The work is on the other side — deciding what replaces marketing email, tickets and sequences, none of which Attio does.
How to Migrate from HubSpot to Pipedrive
Leaving HubSpot for Pipedrive is usually a cost and complexity decision. The CRM records move fine — the question is what replaces marketing email, forms, tickets and everything else HubSpot bundled in.
How to Migrate from HubSpot to Salesforce
Moving up-market to Salesforce means inventing structure HubSpot never asked you for: record types, the Lead object, sharing rules and validation. The data moves in days; the data model takes weeks.
How to Migrate from Insightly to HubSpot
Insightly is a CRM with project management bolted on. HubSpot is not. The Projects object, and the pipelines attached to it, is where this migration gets interesting.
How to Migrate from Insightly to Salesforce
Insightly's CRM objects load into Salesforce without much drama. Projects, Activity Sets and Insightly's anything-links-to-anything relationship model are where the design work lives.
How to Migrate from Intercom to Zendesk
Intercom conversations become Zendesk tickets easily enough. What does not transfer is the Messenger — the in-product chat, tours and outbound messaging that were half of what you were paying for.
How to Migrate from Kayako Classic to Zendesk
Kayako Classic sells no new licences and lives on annual maintenance. If you are still running it, the export path narrows every year — and self-hosted installs still have the one advantage that matters: database access.
How to Migrate from Keap to HubSpot
Keap runs on tags and Campaign Builder, and sells things. HubSpot runs on properties and workflows, and does not. Translating a tag-driven database and replacing native e-commerce is what makes this migration long.
How to Migrate from Monday CRM to HubSpot
Monday stores everything as boards, items and columns. HubSpot stores objects with typed properties. Translating a flexible board structure into a fixed object model is the entire migration.
How to Migrate from Monday CRM to Pipedrive
Monday's boards can be anything, which is why nobody's Monday CRM looks like anybody else's. Turning that into Pipedrive's fixed Organization / Person / Deal model is a modelling exercise before it is a data one.
How to Migrate from osTicket to Freshdesk
Leaving self-hosted osTicket means trading a MySQL database you control for a SaaS API you do not. The upside is that direct database access makes extraction unusually clean — if you handle osTicket's custom forms correctly.
How to Migrate from OTRS Community Edition to Zammad
OTRS Community Edition is end of life and receives no security fixes. Zammad ships an official OTRS migration tool, which makes this one of the few helpdesk migrations with a supported path — and one of the few that is genuinely urgent.
How to Migrate from Pipedrive to Attio
Both are lightweight, opinionated sales CRMs, so the objects line up quickly. The interesting part is that Attio's Lists give you somewhere better to put the pipelines that were never really about revenue.
How to Migrate from Pipedrive to HubSpot
Pipedrive's Person/Organization/Deal model maps almost perfectly onto HubSpot. The friction is Pipedrive's Leads Inbox, its per-pipeline custom fields, and the fact that HubSpot prices marketing contacts by volume.
How to Migrate from Pipedrive to Salesforce
Pipedrive to Salesforce is a structural upgrade, not a lateral move. Persons need Accounts, Opportunities need Accounts, and you have to decide whether the Leads Inbox becomes the Salesforce Lead object.
How to Migrate from Salesforce to Attio
Salesforce to Attio is a deliberate simplification. Accounts, Contacts and Opportunities land cleanly; record types, Flows, validation rules and Apex do not come with you — and for most teams making this move, that is the point.
How to Migrate from Salesforce to Close
Close is built for teams that live on the phone, and its data model reflects that — starting with the fact that a Close "Lead" is the company. Get that mapping right and the rest is a deliberate exercise in leaving Salesforce behind.
How to Migrate from Salesforce to HubSpot
Salesforce and HubSpot agree on Accounts, Contacts and Opportunities. Everything built on top of those — Leads, record types, formula fields and Flows — is where the migration actually costs you time.
How to Migrate from Salesforce to Pipedrive
Downsizing from Salesforce to Pipedrive is mostly an exercise in deciding what to leave behind. Pipedrive has no Cases, no record types and no Flow engine — and for most teams making this move, that is the point.
How to Migrate from Salesforce to Zoho CRM
Zoho ships a Salesforce migration wizard and the object models line up unusually well — Leads to Leads, Accounts to Accounts. The work is rebuilding Flows as Blueprints and deciding how much of Zoho One you are taking on.
How to Migrate from Spiceworks Cloud Help Desk to Freshservice
Moving from a free ad-supported help desk to a real ITSM platform. The tickets are the easy part — the point of the exercise is the asset management, change control and service catalogue that Spiceworks never had.
How to Migrate from SugarCRM to HubSpot
SugarCRM orgs are usually old, heavily customised and sometimes self-hosted. The data model maps fine. Studio customisations, SugarBPM processes and a decade of accumulated modules are what make this a real project.
How to Migrate from SugarCRM to Salesforce
Sugar was built as an open-source Salesforce alternative, so the object models are close cousins. What differs is everything Studio, SugarBPM and a self-hosted server let you build over the past decade.
How to Migrate from Zendesk Sell to HubSpot
Zendesk Sell stores people and organisations on the same Contact object, which breaks naive exports. Sort that out first, then decide what happens to the Zendesk Support link that probably justified the product in the first place.
How to Migrate from Zendesk to Freshdesk
Two classic ticketing systems with near-identical vocabulary. Tickets, contacts and organizations move predictably — triggers, automations and Guide articles are where the rebuild happens.
How to Migrate from Zendesk to Help Scout
Help Scout deliberately does not have most of what makes Zendesk complicated — no organizations object, no ticket forms, far fewer business rules. Teams making this move are buying the simplification, not working around it.
How to Migrate from Zendesk to Intercom
Zendesk is email-and-ticket shaped. Intercom is messaging-and-AI shaped. The records transfer, but the operating model changes underneath your team — including how you get billed.
How to Migrate from Zoho CRM to HubSpot
Zoho CRM's module model maps onto HubSpot objects with one big exception: Zoho keeps Leads and Contacts strictly separate, and HubSpot does not. That single difference drives most of the work.
How to Migrate from Zoho CRM to Pipedrive
Zoho gives you modules, Blueprints, Deluge and a suite of connected apps. Pipedrive gives you a pipeline. This migration is mostly about deciding which Zoho capabilities you are prepared to lose.
How to Migrate from Zoho CRM to Salesforce
Zoho and Salesforce share more DNA than most CRM pairs — both have Leads, Accounts, Contacts and Deals as separate objects. The work is in Blueprints, Deluge functions and the rest of the Zoho One ecosystem.