HubSpot to Zoho One Migration & Workflow Automation for a Growing Business
A rapidly growing company needed to replace HubSpot with a more flexible CRM environment capable of supporting hundreds of employees, high daily order volumes, and complex operations across sales, inventory, and fulfillment.
As the business expanded, its existing CRM functionality could no longer meet its operational requirements. The company needed centralized order management, role-based access, automated product selection, integrated payments, and mobile-friendly warehouse processes.
CRMOZ migrated the company to Zoho One and developed custom CRM widgets, integrations, and automated workflows that connect sales, inventory, payments, delivery, and warehouse operations within one business ecosystem.
Industry
Automotive
Service
CRM Migration, Integration
& Automation
Company size
300 employees
Country
USA
Business Challenge
The company's rapid growth required a more advanced CRM architecture capable of supporting a large team and processing significant daily order volumes.
The existing system lacked the flexibility required to manage complex sales and fulfillment operations efficiently.
Key requirements included:
Migrate from HubSpot to Zoho One.
Support approximately 300 employees with different access permissions.
Manage and update information for 1,000+ orders per day.
Track record changes and identify the employees responsible for them.
Create a centralized CRM interface for multiple departments.
Automate customer and deal creation.
Solution
CRMOZ developed a customized Zoho CRM environment with two widgets and multiple integrations to automate sales, inventory, and fulfillment operations.
1. Global Sales & Order Management Widget
A centralized interface allows employees to create CRM records, select products, calculate delivery costs, and process payments without switching between modules.
The widget connects inventory from three warehouses, two websites, and eBay, while automating customer notifications throughout the order lifecycle.
2. Mobile Warehouse & Fulfillment Widget
A mobile-friendly widget enables warehouse employees to manage orders, scan barcodes, verify products, and print shipping documents.
Built-in product validation helps reduce picking and packing errors and speeds up order preparation.
3. Connected Business Integrations
CRMOZ integrated warehouses, websites, eBay, delivery providers, and payment systems into Zoho CRM.
Automated email and fax notifications support a connected workflow from order creation to final dispatch.
Key Features
HubSpot to Zoho One migration
Custom Zoho CRM configuration
Role-based employee access
Centralized Global Sales Widget
Mobile Warehouse Widget
Automated customer creation
Automated deal creation
Multi-warehouse product selection
Product configuration management
Website and eBay inventory integration
Delivery service integrations
Automated shipping calculations
Results and Achievements
The project transformed complex, multi-department operations into a more centralized and automated Zoho One environment.
Sales representatives can manage customer requests, product selection, delivery calculations, and payment-related processes from one interface.
Warehouse employees can receive orders, verify products, and prepare shipments through a mobile-friendly workflow with built-in validation.
The completed solution delivered:
A Zoho environment designed to support approximately 300 employees.
Workflows designed around 1,000+ daily orders.
Centralized sales and order processing.
Reduced navigation between CRM modules.
Automated product selection across multiple inventory sources.
Integrated delivery and payment operations.
Automated customer communication throughout fulfillment.
Mobile access to warehouse workflows.
Barcode-based product verification.
Lower risk of picking and packing errors.
Improved coordination between sales and warehouse departments.
Greater operational visibility across the order lifecycle.
70%
75%
Faster Processing
85%
Project Outcome
CRMOZ helped the company transition from HubSpot to a more flexible Zoho One environment designed around its growing operational requirements.
The implementation connected sales, inventory, payments, delivery, and warehouse operations through custom CRM widgets and automated workflows, giving employees a more efficient way to process orders and reducing the risk of manual fulfillment errors.
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