Case Study: Equisoft Replicates Its Zoho Data Model in HubSpot with Campaign Creators

EquiSoft rebuilds its Zoho data model with Campaign Creators using 5 custom objects

Equisoft, a global financial technology software company, faced a significant challenge when its UK team migrated from Zoho CRM to HubSpot. Their Zoho setup used custom modules to track essential data like product instances, contracts, and messaging configurations—data types that had no home in HubSpot's standard objects. Without a solution, this critical operational data would be lost or become unstructured, risking their daily workflow. They engaged vendor Campaign Creators to address this CRM migration and custom data modeling problem.

Campaign Creators solved this by replicating the Zoho data model inside HubSpot using five dedicated Custom Objects: Product Instances, Contracts, Messaging Details, Product Contacts, and Product Licenses. They built associated creation forms and index views modeled on the team's familiar Zoho screens and executed a one-time API migration to move all records into the new structure. The results were immediate: Equisoft's UK team successfully migrated without losing its vital data model, gaining a structured, queryable system for contract and product data. The project by Campaign Creators future-proofed their CRM, allowing for easy extension with new objects or fields.

EquiSoft