Seamless Zendesk to HubSpot Migration
Future-proof your customer support with a smarter, integrated platform.
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Why Migrate from Zendesk to HubSpot?
Zendesk is known for its convenient ticketing system and customer support automation. But if you're looking for a platform that handles customer service and integrates deeply with sales, marketing, and your CRM, HubSpot offers a more unified solution.
With HubSpot’s customer service suite, you can:
- Manage tickets and inquiries with an intuitive help desk, just like Zendesk—but with added CRM integration.
- Automate workflows to streamline support, ensuring fast response times.
- Gain deeper insights with robust reporting that connects customer service performance with overall business growth.
- Improve collaboration by keeping all customer interactions in one connected system, from support tickets to sales conversations.
If your goal is to align customer service with the rest of your business operations, HubSpot provides the flexibility and scalability you need.
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Our Proven Migration Process
With the expertise of the O63 team, we ensure a seamless migration from Zendesk to HubSpot. Here’s how it works:
Discovery & Data Assessment
First, we analyze your current system to understand data structures, workflows, and dependencies. Our team conducts an audit to map key relationships and ensure a smooth transition.
Data Preparation & Extraction
Next, we extract and clean your data using API-based scripts to preserve associations. This includes deduplication, formatting, and structuring data to fit seamlessly into HubSpot.
Migration & Implementation
We transfer customer records, activity history, and workflows into HubSpot while maintaining key integrations. Our team ensures a structured migration process that aligns with your operational needs.
Testing, Training & Go-Live
Before launching, we conduct rigorous QA testing to validate data accuracy. We also provide hands-on training to ensure your team is fully equipped to use HubSpot efficiently. Ongoing support is available to fine-tune workflows post-migration.
How Long Does Migration Take?
Migration timelines depend on your setup, data volume, and how much customization is needed in HubSpot. Straightforward migrations can take as little as eight weeks, while most migrations take around two months, including data, workflows, and automation. More complex setups with large datasets and multiple integrations may take longer. We’ll evaluate your needs and give you a clear timeline for a smooth transition.
What Makes Our Process Different?
Not all migrations are the same, and our approach ensures your transition from Zendesk to HubSpot is seamless, strategic, and successful.
Expertise That You Can Trust
Our team at Origin 63 holds 4 Advanced HubSpot Accreditations, and with over 550 companies successfully onboarded, our track record speaks for itself.
Comprehensive Training for Long-Term Success
Our goal isn’t to create dependency—it’s to empower your team. We train your staff to become HubSpot experts, providing hands-on guidance so they can manage systems independently.
Minimal Downtime, Maximum Efficiency
Our streamlined project management ensures organized, on-time, and frustration-free engagements, keeping your operations running smoothly while we handle the heavy lifting behind the scenes.
100% Data Accuracy
Every ticket, automation, organization and contact is carefully transferred. Our rigorous data mapping and testing processes prevent errors and ensure your historical data remains intact and easily accessible.
Customized Solutions for Your Business
We don’t believe in cookie-cutter migrations. Instead, we tailor HubSpot to match your specific business needs, ensuring systems that fit your current operations and scale with your growth.
A Partnership Focused on Your Independence
Our approach ensures self-sufficiency and growth. Our promise is a short-term partnership with long-term empowerment, delivering unmatched ROI through a strategy that prioritizes your business’s autonomy and scalability.
From Zendesk to HubSpot: How Core Records Map
At a high level, Zendesk and HubSpot use similar structures: organizations, contacts, and tickets. These all carry over with full associations and histories.
- Organizations → Companies
All your Zendesk organization data will become company records in HubSpot.
- Contacts → Contacts
Contact records map directly, including email, name, phone, and associated tickets.
- Tickets → Tickets
Every ticket transfers with its activity, owner, attachments, and properties.
We use API-based migration to ensure ticket data stays linked to the right contacts and companies—and to preserve the complete interaction timeline.
.png?width=350&height=350&name=Round%20Blog%20Thumbnail%20(61).png "From Zendesk to HubSpot: How Core Records Map")
Ticket Fields and Activities: What Carries Over
Tickets aren’t just cases—they contain key context. We preserve all standard ticket data and activity, so you don’t lose anything. Here’s what maps:
|
Zendesk |
HubSpot |
|
Assignee |
Ticket Owner |
|
Tags |
Ticket Properties (Dropdowns or custom) |
|
Emails |
Logged Emails |
|
Calls |
Logged Calls |
|
Notes |
Logged Notes |
|
Chat Transcripts |
Logged Notes |
|
Comments |
Logged Notes |
|
Attachments |
Attachments |
Note: All logged activities appear on the HubSpot timeline, so your reps can see entire history in one place.
Automations and Workflows: What Needs Rebuilding
Some Zendesk features don’t migrate directly—but they can be rebuilt in HubSpot using similar tools. Here’s how the functionality lines up:
|
Zendesk |
HubSpot |
|
Assignee |
Ticket Owner |
|
Tags |
Ticket Properties (Dropdowns or custom) |
|
Emails |
Logged Emails |
|
Calls |
Logged Calls |
|
Notes |
Logged Notes |
|
Chat Transcripts |
Logged Notes |
|
Comments |
Logged Notes |
|
Attachments |
Attachments |
We help clients rebuild essential processes using HubSpot workflows and ticket properties so nothing important gets lost in the switch.
.png?width=350&height=350&name=Round%20Blog%20Thumbnail%20(63).png "What Origin 63 Can Preserve & Transform")
What We Can Preserve & Transform
Using our migration process, we can:
| Move all tickets, or just a specific date range | |
| Preserve all associations between tickets, contacts, and companies | |
| Migrate all ticket activities, including emails, notes, calls, attachments, and internal comments | |
| Create new properties and pipelines in HubSpot based on your current tagging or statuses | |
| Transform ticket structure post-migration, like renaming statuses or reorganizing pipelines |
Client Success Stories
Companies that switched from Zendesk to HubSpot have reported improved efficiency, better team collaboration, and a more seamless customer experience.
E-Shipping Company: Unifying Disconnected Systems
A shipping and fulfillment company needed to migrate their service team from Zendesk to HubSpot to unify operations across sales, marketing, and support. We executed a seamless migration, building a unified ticketing system, automating workflows, and enhancing reporting.
Result:
The transition bridged operational silos, reduced average response times from 10 to 7 hours, increased customer satisfaction scores, and created a cohesive, integrated customer experience across all teams.
Sierra Interactive: Streamlined Customer Service Operations
Sierra Interactive, a leading real estate software provider, struggled with messy ticket management and manual reporting using HelpScout. We migrated their operations to HubSpot, remapped ticket processes, customized reporting, and automated workflows.
B2B Software Company: Boosting Sales Performance
A B2B software company transitioned from Salesforce to HubSpot with Origin 63’s help, aiming to enhance efficiency and maintain historical data. We provided collaborative process building, pilot testing, and a smooth rollout.
Frequently Asked Questions
No. Our team ensures that all critical data—tickets, customer profiles, automation rules, and historical interactions—are securely transferred. We perform thorough testing to verify data accuracy before finalizing the migration.
The timeline depends on your Zendesk setup's complexity, the data volume, and any custom configurations needed in HubSpot. Typically, most migrations are completed within 8 weeks.
We work to minimize disruption by executing the migration in phases. While some features may require temporary adjustments, we ensure that your customer service operations continue running smoothly throughout the process.
We analyze your current Zendesk workflows and rebuild them in HubSpot to ensure a seamless transition. If any automation requires adjustments, we’ll help optimize them to take full advantage of HubSpot’s capabilities.
Yes. We assist with migrating help center content, including FAQs, guides, and support documentation, so your customers continue to have access to self-service resources in HubSpot.
Not at all. HubSpot’s intuitive interface makes it easy for teams to adapt quickly. Additionally, we provide hands-on training and ongoing support to ensure a smooth learning curve.
We offer a structured onboarding process, including training sessions, documentation, and best practices to help your team feel confident using HubSpot from day one.
Costs vary based on the complexity of your setup and specific migration requirements. Contact us for a detailed quote tailored to your business needs.
We provide dedicated post-migration support to address any issues, answer questions, and fine-tune your HubSpot setup as needed.
The first step is a consultation to assess your needs and plan the migration process. Schedule a Consultation today to begin your transition to HubSpot.
Yes! Our custom migration approach lets you filter and transfer only the essential data you need. This helps clean up outdated tickets, redundant automation, and irrelevant customer records without disrupting operations.
Zendesk has built-in SLA tracking, while HubSpot requires a custom setup using reports and automation. We configure HubSpot to match your SLA policies by tracking response and resolution times, setting up automated alerts for overdue tickets, triggering SLA breach notifications, and creating escalation workflows to ensure timely action.
Yes! HubSpot offers native integrations with many platforms and supports custom API connections. If you previously had a Zendesk-Salesforce sync, we’ll ensure HubSpot-Salesforce sync is properly configured so your workflows stay connected.
We can recreate Zendesk macros in HubSpot using snippets and templates, allowing your team to respond to customer inquiries just as efficiently while maintaining existing workflows.
Yes, every tag, custom field, and categorization in Zendesk is mapped and transferred into HubSpot’s ticketing system so your team can continue working with the same data structure.
Zendesk’s reports focus on tickets, while HubSpot provides a more customer-centric view by linking support, sales, and marketing. We’ll rebuild your Zendesk reports inside HubSpot, create new dashboards that highlight business impact rather than just ticket resolution, and ensure your team has access to meaningful KPIs that drive success.
No, if done correctly! Email replies will look the same, knowledge base links can be redirected to HubSpot, and live chat can be switched behind the scenes without affecting customer interactions. The transition is designed to be seamless.
HubSpot has built-in CSAT tools, allowing you to send post-ticket surveys, NPS (Net Promoter Score) surveys, and custom feedback forms to gather insights and measure customer sentiment.
Yes, HubSpot’s team segmentation features allow for separate inboxes, knowledge bases, and ticket pipelines for different brands, ensuring your teams remain organized while managing multiple customer groups.
Absolutely. We configure role-based permissions in HubSpot to match your Zendesk setup, so each agent only sees what’s relevant to their role while maintaining proper data security.
Yes, we recommend a pilot phase where Zendesk remains active while HubSpot is tested with a small team before the full transition. This ensures a smooth rollout and minimizes any potential disruptions.
Moving from Zendesk to HubSpot doesn’t have to be complicated. Let’s discuss your needs and create a plan that works for your business.
