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How to Migrate from Zendesk to HubSpot: A 5-Step Guide
Reviewed by the MigrateMyCRM team at SyncMatters — a HubSpot Elite Solutions Partner and ISO 27001–certified CRM data migration platform.
Migrating from Zendesk to HubSpot doesn't have to mean messy CSV exports, manual imports, or duplicate records. Below is the exact Zendesk to HubSpot migration process — five steps from connecting your accounts to a fully validated data transfer.
Step 1: Connect Your Zendesk and HubSpot Accounts
Enter your Zendesk and HubSpot credentials to authorize a secure connection between the two systems. This replaces manual CSV exports and native import tools with a direct, authenticated integration — the standard first step in any Zendesk to HubSpot data migration.
Step 2: Run a Free Sample Migration
Once connected, your Zendesk to HubSpot field mapping is generated automatically. MigrateMyCRM then migrates a small sample of your records (about 10%) into HubSpot at no cost, so you can see exactly how contacts, deals, and companies land before committing to a full Zendesk to HubSpot import.
Run the sample as many times as you need — each new one replaces the last, so you're always testing against a clean result.
Step 3: Review Your Sample Migration Results
Compare your sample against the original Zendesk data. Auto-mapping handles most standard fields, but two areas typically need a manual check:
- Custom fields — Zendesk custom fields don't always have a direct HubSpot equivalent and may need to be mapped by hand
- Users vs Contacts— Zendesk "end users" become HubSpot contacts, but agents don't. Contacts also need a unique email, so users with no email, shared inboxes, or duplicate emails cause conflicts or merges.
Step 4: Update Your Field and Object Mappings
Adjust mappings for objects, fields, and users to match your actual sales process — not just the auto-mapped defaults. You can create and map new custom fields and users directly through the mapping interface, giving you full control over how your Zendesk tickets, contacts, and companies migrate to HubSpot.
Step 5: Run the Full Zendesk to HubSpot Migration
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Once your sample and mappings look right, proceed with payment and run the full migration. Contacts, companies, deals, activities, notes, emails, and attachments transfer with their associations preserved — so your migrated HubSpot CRM reflects real relationships, not just isolated records.
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