Migrating from Hubspot, Zoho or Salesforce
The good news: forex CRMs are simpler than horizontal CRMs. You almost certainly need less than you think you do.
What to bring
Focus on three artefacts:
- Contacts / Leads — as a CSV export
- Sales users — as a list (name, email, role)
- Pipeline stages — as a list (name, order)
Everything else — automations, sequences, complex properties — is usually easier to re-build in Alphorix than to import.
Step 1 · Export from your current CRM
- Hubspot → Contacts → Actions → Export. Select the fields: first name, last name, email, phone, country, lifecycle stage, source, deal amount.
- Zoho CRM → Contacts module → … menu → Export contacts. Same fields.
- Salesforce → Data Loader → Extract from Leads + Opportunities.
You want a single CSV where each row = one lead.
Step 2 · Map to Alphorix columns
Your CSV should end up with these headers (exact names, case-sensitive):
first_name,last_name,email,phone,country,language,source,deposit_amount,notes
Optional: sub_status, assigned_to_email.
For source, use one of: web, landing, manual, whatsapp, facebook, google, csv.
Step 3 · Upload
Sales users first (Team → + Add user → invite them). Then Leads → Import CSV → drag your file.
Alphorix will:
- De-dupe by email + phone
- Auto-assign per your routing rules
- Fire the source webhook so counts show up in reports
Step 4 · Move traffic
Point your web form to Alphorix (use the embed script from Integrations), and swap the destination on your Meta / Google Ads webhook. Old leads keep flowing to Hubspot but new ones land in Alphorix — so you can run in parallel for a week.
Step 5 · Cut over
When your team is comfortable and the leaderboard has real data, cancel Hubspot / Zoho. Done in one hour on the day.
Need help?
Email info@alphorix.net with your CSV and we'll sanity-check the mapping for free. First-year migrations are on us.