How to Migrate from Intercom, Zendesk, or HubSpot to OnSync: Complete Migration Guide 2025

• No separate Chat/Support/Sell products

Migration Tip: Use Zendesk's API to export tickets and contacts. OnSync's migration tool maps Zendesk fields automatically and preserves all ticket history.

Migrating from HubSpot to OnSync

• • 60% cost reduction on Service Hub

• • No per-seat pricing limits

• • All features in base plan

• • No annual commitment required

• • Specialized messaging features

• • WhatsApp-first approach

• • Simpler, focused platform

• • Faster implementation

Migration Tip: Export contacts and conversations from HubSpot via Settings → Data Management → Export. OnSync maintains all contact properties and conversation threads.

Complete Migration Process: Step-by-Step

Phase 1: Pre-Migration (Day 1)

1. Audit Current Setup

• • Document active channels and integrations
• • List automation rules and workflows
• • Note team structure and permissions
• • Identify custom fields and tags

2. Prepare Your Data

• • Export conversations (last 6-12 months)
• • Export customer/contact database
• • Export templates and canned responses
• • Backup automation rules

Phase 2: Migration Setup (Day 1-2)

3. OnSync Account Setup

• • Create OnSync account
• • Configure workspace settings
• • Set up team members and roles
• • Configure security settings

4. Data Import

• • Import contacts and segments
• • Import conversation history
• • Set up custom fields
• • Configure tags and labels

Phase 3: Channel Configuration (Day 2)

5. Connect Channels

• • Connect WhatsApp Business API
• • Link Facebook & Instagram
• • Set up web chat widget
• • Configure email channel

6. Test & Verify

• • Send test messages on each channel
• • Verify message routing
• • Test team assignments
• • Confirm data integrity

Phase 4: Go Live (Day 2-3)

7. Team Training

• • Conduct team training session
• • Share quick reference guides
• • Set up practice scenarios
• • Address team questions

8. Switch Over

• • Update channel webhooks
• • Redirect customer touchpoints
• • Monitor first conversations
• • Fine-tune as needed

Real Cost Comparison: OnSync vs Competitors

💰 ROI Calculator: A 10-person support team switching from Intercom to OnSync saves $8,508/year (70% reduction) while gaining more features and channels.

Migration Checklist

Before Migration:

During Migration:

After Migration:

Migration Success Stories

E-Commerce Store

Switched from Intercom

SaaS Company

Switched from Zendesk

Get Free Migration Assistance

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Data Transfer

Team Training

Zero Downtime

48hr Migration

Technical Migration Resources

Migration Guide PDF

Complete 20-page technical guide with screenshots and code examples.

API Migration Tool

Automated tool to migrate data via API from major platforms.

Migration Support

Schedule a call with our migration specialist for personalized help.