Operelio
HubSpotZoho

How to migrate HubSpot to Zoho Leads or Contacts

13 of the 14 columns in a HubSpot export, mapped into 13 Zoho Leads fields under Zoho's own names.

13 of the 14 columns in a HubSpot export, mapped into 12 Zoho Contacts fields under Zoho's own names.

Import into Zoho as

Free · 19 KB · Excel 365 or Google Sheets

Free · 19 KB · Excel 365 or Google Sheets

Check your HubSpot export first

Built on HubSpot’s export columnsChecked against Zoho’s import rulesUpdated October 3, 2026

One HubSpot row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameSarah
  • Last Name to Last NamePentland
  • Email to Emaillowercasedsarah.pentland@orbit.example.com
  • Phone Number to Phone+44 20 7946 0654
  • Company Name to CompanyOrbit
  • Job Title to TitleHead of Finance
  • Lifecycle Stage to Lead StatusCustomer
  • Lead Status to Description1joined, with labelsHubSpot lead status: Connected
  • Street Address to Street21 Gray's Inn Road
  • City to CityLondon
  • State/Region to StateGreater London
  • Postal Code to Zip CodeWC1X 8HB
  • Country/Region to CountryUnited Kingdom
Not imported: Website URL. The template leaves it out; map any to a custom field in Operelio.
One HubSpot row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameSarah
  • Last Name to Last NamePentland
  • Email to Emaillowercasedsarah.pentland@orbit.example.com
  • Phone Number to Phone+44 20 7946 0654
  • Company Name to Account NameOrbit
  • Job Title to TitleHead of Finance
  • Street Address to Mailing Street21 Gray's Inn Road
  • City to Mailing CityLondon
  • State/Region to Mailing StateGreater London
  • Postal Code to Mailing ZipWC1X 8HB
  • Country/Region to Mailing CountryUnited Kingdom
  • Lifecycle Stage, Lead Status to Description1joined, with labelsHubSpot lifecycle stage: Customer | HubSpot lead status: Connected
Not imported: Website URL. The template leaves it out; map any to a custom field in Operelio.

Where HubSpot and Zoho don’t line up

1

One column kept in Description

This template gives Lead Status no Zoho field of its own.

The template writes them into Description, each with its label, and leaves empty ones out.

HubSpotLead Status Connected
ZohoHubSpot lead status: Connected
1

Two columns kept in Description

This template gives Lifecycle Stage and Lead Status no Zoho field of their own.

The template writes them into Description, each with its label, and leaves empty ones out.

HubSpotLifecycle Stage Customer
Lead Status Connected
ZohoHubSpot lifecycle stage: Customer | HubSpot lead status: Connected

Check your HubSpot export before you import it

Looks for the 13 columns this template reads, and what Zoho would skip.

Drop your HubSpot CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Looks for the 13 columns this template reads, and what Zoho would skip.

Drop your HubSpot CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

HubSpot to Zoho in three steps

Step 1Export from HubSpot
  1. Go to CRM, then Contacts, and open the view you want to export.
  2. Click Export in the upper right.
  3. Choose CSV, XLSX or XLS and enter an export name.
  4. Choose the language for the column headers and click Export.
  5. Download the file from the link HubSpot emails you.

You need Export permissions, and files over 2 MB arrive as a ZIP.

HubSpot: Export records
Step 2Paste into the template
  1. Paste the export at A1 of Paste HubSpot export here.
  2. Start here checks all 13 columns were found.
  3. Save Zoho Leads import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 13 headers as a CSV

Step 3Import into Zoho
  1. Open the Leads tab, click the down arrow next to the Create button and choose Import.
  2. Drop in or browse to your CSV, XLS or XLSX file, set the character encoding if needed and click Next.
  3. Choose Add as new, Update existing only or Both, and the field that identifies an existing record.
  4. Map each column to a Zoho CRM field; for a lookup, choose the field that identifies the linked record.
  5. Set the assignment, approval and automation options, accept the anti-spam policy and submit.
Zoho CRM's importer, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio
Step 1Export from HubSpot
  1. Go to CRM, then Contacts, and open the view you want to export.
  2. Click Export in the upper right.
  3. Choose CSV, XLSX or XLS and enter an export name.
  4. Choose the language for the column headers and click Export.
  5. Download the file from the link HubSpot emails you.

You need Export permissions, and files over 2 MB arrive as a ZIP.

HubSpot: Export records
Step 2Paste into the template
  1. Paste the export at A1 of Paste HubSpot export here.
  2. Start here checks all 13 columns were found.
  3. Save Zoho Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 12 headers as a CSV

Step 3Import into Zoho
  1. Open the Contacts tab, click the down arrow next to the Create button and choose Import.
  2. Drop in or browse to your CSV, XLS or XLSX file, set the character encoding if needed and click Next.
  3. Choose Add as new, Update existing only or Both, and the field that identifies an existing record.
  4. Map each column to a Zoho CRM field; for a lookup, choose the field that identifies the linked record.
  5. Set the assignment, approval and automation options, accept the anti-spam policy and submit.
Zoho CRM's importer, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio

Questions

Where does HubSpot's export fill Last Name and Company, which Zoho requires?

Last Name comes from HubSpot's Last Name column; Company comes from HubSpot's Company Name column. The checker above counts the rows with Last Name or Company blank.

Where does Lead Status go?

Into Description on each lead, labeled like "HubSpot lead status: Connected".

What about HubSpot Companies and Deals?

This template handles Contacts only. HubSpot Companies map to Zoho Accounts, and HubSpot Deals map to Zoho Deals. Both need separate exports and their own import.

Where does HubSpot's export fill Last Name, which Zoho requires?

Last Name comes from HubSpot's Last Name column. The checker above counts the rows with Last Name blank.

Where do Lifecycle Stage and Lead Status go?

Into Description on each contact, labeled like "HubSpot lifecycle stage: Customer | HubSpot lead status: Connected".

Why does Company Name go to Account_Name?

Zoho uses Account_Name on the contact to link the contact to a company record (Account). If the account doesn't exist yet, Zoho creates one during import.

Duplicates and undoing an import: Zoho CRM import questions.

Try this template free

Upload your HubSpot export and download a file Zoho can import. No credit card needed.