Zurmo CRM ✓ HubSpot Migration

Zurmo CRM

HubSpot

Migrate your Zurmo CRM data to HubSpot with precision

Transition from Zurmo's gamified PHP architecture to HubSpot's enterprise-grade ecosystem using our proprietary transformation layer. We ensure your legacy Persons, Accounts, and Opportunities map perfectly without the limitations of manual exports.

Start your Zurmo migration Technical data audit ↓

100%

Data Fidelity

48 hrs

Migration Speed

Native

Field Matching

"What happens to the specific 'Persons' and 'Accounts' links from Zurmo?"

SuprSwitch's in-house engine uses native schema mapping to maintain the exact relational integrity between Persons and Accounts as they become HubSpot Contacts and Companies.

"Can we preserve our Zurmo gamification history and mission points?"

Our proprietary transformation layer extracts gamification metadata and converts it into HubSpot custom properties, allowing you to retain your team's historical performance metrics.

"How are custom Zurmo Opportunity stages handled during the move?"

We perform direct data extraction of your sales pipeline, programmatically aligning your Zurmo Opportunity stages to your new HubSpot Deal Pipeline phases for zero loss in visibility.

Why SuprSwitch

Superior Data Intelligence Over Manual CSV Imports

Standard exports from Zurmo often fail to capture complex relational links; SuprSwitch solves this through a dedicated transformation layer.

🔗

Relational Integrity

We don't just move rows; we maintain the complex web of Persons, Leads, and Accounts that defines your Zurmo database structure.

🧹

Automated Normalization

Our in-house engine automatically formats legacy Zurmo telephone and address strings into HubSpot's standardized property formats.

📜

Full History Retention

Migrate every note, meeting, and mission log into the HubSpot Timeline without losing the original timestamps or ownership data.

🚀

Direct Extraction

Skip the 'export to Excel' headache. Our direct data extraction bypasses file size limits and timeout errors common in Zurmo's PHP environment.

Trusted by 200+ sales-led teams who migrated off

Data Coverage

Comprehensive Data Coverage

SuprSwitch handles every native Zurmo object and maps them to the correct HubSpot Hub destination.

👤 Persons

All records

Persons

Contacts

💡 Maps directly to HubSpot Contacts with full email subscription status preservation.

🏢 Accounts

All records

Accounts

Companies

💡 Maintains parent-child hierarchies and primary person associations during the move.

💰 Opportunities

All records

Opportunities

Deals

💡 Maps to Deals, including currency conversion and probability weighted forecasting.

🎯 Leads

All records

Leads

Contacts

💡 Converts to Contacts with a specific 'Lead' lifecycle stage property for marketing alignment.

📅 Meetings

All records

Meetings

Engagements

💡 Preserves attendee lists and original meeting descriptions as HubSpot Engagements.

📝 Notes

All records

Notes

Timeline Events

💡 All legacy social notes and attachments are pinned to the corresponding record timeline.

Under the Hood

The SuprSwitch Transformation Layer

Engineered for high-integrity CRM migrations without the friction of standard developer tools.

Native Schema Mapping

Schema Logic

Our engine understands the PHP-based relational model of Zurmo, translating it into HubSpot's JSON-friendly property structure.

In-Flight Deduplication

We identify and merge duplicate Person records based on your custom logic before they ever hit your HubSpot portal.

Relational Verification

Data Integrity

SuprSwitch verifies the success of every record transferred, ensuring that no orphan records are left behind in the migration.

Dynamic Field Mapping

Custom Zurmo modules and non-standard fields are dynamically mapped to HubSpot Custom Objects or Properties.

100% Data Fidelity Guarantee

We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.

30-Day Post-Migration Support

A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.

SOC 2 Compliant Process

Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.

Migration Architecture

A Four-Phase Migration Architecture

Our proprietary methodology ensures your data is cleaned and validated before the final switch.

Environmental Audit

We perform a deep-scan of your Zurmo database to identify custom fields, social records, and relational dependencies.

Day 1

Logic Transformation

Your Zurmo data passes through our transformation layer to align with HubSpot's property requirements and data types.

Day 2

Validation Sprints

A pilot batch is processed to verify that complex associations like Opportunity-to-Account mapping are working perfectly.

Day 3

Production Deployment

The full dataset is pushed into HubSpot with final status reports and data integrity checks completed in real-time.

Day 3-4

🔒

End-to-end encryption of all data during the transformation process.

⚡

Proprietary buffering that prevents data throttling and rate-limit errors.

🛠️

Granular error logging that identifies specific record issues for manual review.

The Human Element

Beyond Automation: In-House RevOps Experts

Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.

We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.

What our experts handle manually:

Complex Workflows & Automations

Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.

Restricted Activity History

Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.

Custom Object Architecture

When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.

Choose the Migration Plan That Fits Your Business

Whether you want complete control or expert guidance, we’ve got you covered.

Self-Service

$499

Starting price, up to 50,000 records

Get started

Access to all supported CRMs

Free Sample migrations

Real-time Preview

Migration Analytics Report

Guided Migration

$999

Starting price, varies on volume.

Get a quote

Everything in Self-Service +

Selective Data Migration

Expert Migration Guidance

Data Mapping Support

Data Quality Management

Custom Migration

$Talk to us

Custom quotes for complex migrations.

Get a quote

Everything in Guided Migration +

Complex Field Transformations

Industry-Specific Customizations

Legacy System Integration

Complex Data Filtering

FAQs

Common Questions About Migration

Capabilities Does this migration support Zurmo's gamification features?

Yes. Our transformation layer extracts 'Missions' and 'Points' from Zurmo and populates them as custom properties in HubSpot, so you don't lose your team's historical context.

Integrity Will my Contact-to-Company associations remain intact?

Absolutely. SuprSwitch specializes in complex relational data, ensuring that every Person is correctly linked to their respective Account and every Opportunity in HubSpot.

Scale How do you handle large Zurmo databases with over 100k records?

Our direct data extraction handles large datasets by processing data in optimized streams through our proprietary engine, avoiding the timeouts common in Zurmo's interface.

Operations Is there any system downtime during the migration?

No downtime is required for your Zurmo instance. Our engine performs a read-only extraction while your team continues to work in your legacy CRM.

Customization Can you migrate custom modules we built in Zurmo?

All custom modules in Zurmo can be mapped to HubSpot Custom Objects or grouped as properties within the CRM Hub, depending on your preferred architecture.