Fra HubSpot

til Zendesk

Når supporten er vokset ud af Service Hub, men marketing og salg bliver i HubSpot

Migrating to Zendesk

A good place to start, the wrong place to scale support

HubSpot Service Hub is attractive for good reason: if you already run HubSpot for marketing and sales, support sits right next door with the same contact data and no extra vendor.

That holds until support becomes a discipline of its own. Once you have volume, several channels, shift plans, SLAs, escalations and a need to measure more than ticket counts, Service Hub starts to feel like an add-on rather than a foundation.

The good news is that a switch is rarely dramatic. Data volumes are usually smaller than in a classic helpdesk, and HubSpot typically stays for sales and marketing while support moves over and is connected back through an integration.

Typical duration3–6 weeks
DifficultyLow to medium
Most often forgottenChat widget, forms and who owns contact data

Why do people leave Service Hub?

The typical turning points

Routing and prioritisation are too simple

When tickets need to be distributed by skill, language, product or shift, pipelines and simple rules are too coarse. Zendesk routing accounts for both skills and capacity.

SLAs and response times need real control

With proper SLA policies, business hours and escalations you can promise customers something concrete – and see whether you keep it.

Self-service has to carry more

Zendesk Guide is built for multiple brands and languages, with AI search and article suggestions right in the agent's ticket. That genuinely moves contact volume.

Support needs its own tool

Agents and salespeople have different needs. When support shares a system with marketing, support rarely wins the prioritisation.

What can be migrated?

How HubSpot objects translate into Zendesk

HubSpot Service Hub

Tickets and pipelines

Zendesk

Tickets, statuses and forms

Pipeline stages usually become a combination of status and fields. That takes a decision, not just a copy.

HubSpot Service Hub

Contacts and Companies

Zendesk

Users and Organizations

HubSpot normally keeps owning contact data. Zendesk shows it in the ticket via the integration.

HubSpot Service Hub

Conversations inbox

Zendesk

Support, Messaging and Talk

Channels are reconnected: email, chat, social and possibly voice.

HubSpot Service Hub

Knowledge Base

Zendesk

Guide / Help Center

Articles move with their structure. Remember redirects from old URLs if the knowledge base has organic traffic.

HubSpot Service Hub

Snippets and templates

Zendesk

Macros

We clean up along the way – there is usually plenty nobody has used in years.

HubSpot Service Hub

Workflows

Zendesk

Triggers and automations

Simple logic translates quickly. Workflows that also touch marketing should stay in HubSpot.

How a migration works

Five phases where you know exactly what happens when

01

Mapping

We review your current setup: channels, volume, workflows, integrations and the habits that aren't written down anywhere.

02

Designing the Zendesk setup

We design fields, forms, groups, SLAs and automations around your processes – not around a standard template.

03

Test migration

We move a subset of the data first so you can see and approve the result before we touch production.

04

Full migration and go-live

We run the full move, switch the channels over and are on hand the day you go live.

05

Training and adjustment

The team is trained before go-live, and we adjust views, macros and rules in the weeks after, once daily use shows what is missing.

What usually causes trouble

What to watch out for

The line between support and sales

In HubSpot everything sits on the contact. When support moves, it has to be clear who sees what and which data syncs back to HubSpot.

Chatflows on the website

HubSpot's chat widget has to be swapped for Zendesk Messaging. It is a small piece of site work, but it needs coordinating so you don't run two chats for a while.

Forms and entry points

Contact forms that create tickets in HubSpot today have to point somewhere new. We usually build a full list of every entry point before moving anything.

Reporting changes language

HubSpot reports and Zendesk Explore don't count the same way. Decide which metrics matter and recreate them deliberately, so you don't end up comparing apples and pears.

Why migrate with Available?

We have moved customer service departments between systems long enough to know that data is rarely what derails a project. It is the decisions nobody made along the way: who owns the customer, what should we stop doing, what do we do with the 400 macros nobody uses.

So we spend as much time on your processes and your team as on the move itself. A migration is the best opportunity you will get to clean up – and the worst one to waste copying old mess into a new system.

Connecting cables and hearts.

Frequently asked questions

Has support outgrown HubSpot?

Let us look at your setup and assess whether a switch makes sense – and what should stay in HubSpot if it does.

Contact usSee all migrations to Zendesk