Migrate from Act-On to Zoho CRM

Act-On Contacts map directly to Zoho CRM Contacts. Standard fields (first name, last name, email, phone, mobile) pass through cleanly. We preserve lifecycle stage in a custom field contact_lifecycle_stage__c and the original Act-On contact ID in a reference field acton_id__c for audit and re-sync purposes.

Act-On Companies map to Zoho CRM Accounts. Company name becomes Account Name; domain becomes Website. We use the Act-On Company record as the primary Account parent before importing Contacts so that the Account-Contact lookup is satisfied at the moment of Contact insert.

Act-On Deals map to Zoho CRM Deals if the destination Zoho instance has the Deals module enabled (available from Professional tier). Deal name, amount, stage, expected close date, and owner migrate directly. We configure the Zoho Deals pipeline with stage values matching the Act-On deal stages before migration.

Act-On Lists are audience segments used for campaign targeting. We preserve List membership as comma-separated Tag values on the Contact record. For List membership relevant to segmentation, we also create Zoho CRM Segments referencing the tag values so that reports and workflows can filter by the original List name. Dynamic vs static List logic does not transfer and is documented for the customer's marketing ops team to reconfigure in Zoho.

Act-On Programs define multi-step nurture sequences stored server-side and inaccessible via API. We export Program membership data (which contacts entered each Program, entry date, branch taken, and exit status) as a reference log. We deliver a written Program Blueprint documenting the sequence steps, decision branches, and wait durations so the customer's Zoho admin rebuilds the logic using Zoho Workflow Rules, Blueprint, or a third-party marketing automation tool.

Act-On email send history (subject, body, HTML, send date, open and click timestamps) migrates as Zoho CRM Activity records of type Email linked to the Contact. Email content migrates to the Activity notes or description field; open and click events migrate as separate activity records with a campaign reference. HTML templates do not migrate as reusable templates.

Act-On web form field definitions and submission data migrate to Zoho CRM as custom fields on the Contact module. Form name, field labels, and submission timestamps are captured; the Act-On embed code does not transfer and must be re-implemented using Zoho Forms or an embedded Experience Builder form. Form submissions already in Zoho via an existing Act-On-Zoho integration are reconciled against the migrated records to avoid duplication.

Act-On Custom Data schemas with user-defined fields export via the Custom Objects API. We read the schema definition during discovery, pre-create the matching custom fields in Zoho CRM (with equivalent field types), and import existing Custom Object records as field values on the parent Contact or Account. Schema field types are mapped to Zoho field types: text to Single-Line, date to Date, numeric to Number, picklist to Picklist.

Act-On engagement scores are calculated using proprietary weighting rules across email engagement, page visits, and form submissions. These rules do not export. We migrate the current numeric score for each Contact as a static integer in a custom field acton_engagement_score__c. Zoho Analytics or a custom Zia rule can be configured post-migration to recalculate scores if the customer has a defined scoring methodology.

Email opens, clicks, form submissions, and other behavioural events logged in Act-On migrate as timestamped Zoho CRM Activity records linked to the Contact. Event type is captured in a custom field acton_event_type__c so that the customer's Zoho admin can build activity-type reports. Volume can be large; we chunk by date range and apply batch processing to stay within Zoho's API limits.

Act-On contact and company tags export as label arrays and map directly to Zoho CRM Tags. Tags on companies attach to the corresponding Account. We deduplicate tag names during import so that multiple Act-On tags with identical names resolve to a single Zoho tag.