Migrate from ActiveDEMAND to Zoho CRM

ActiveDEMAND Contacts carry a lifecyclestage property (subscriber, lead, MQL, SQL, customer, evangelist). Contacts with lifecyclestage of subscriber or lead route to Zoho Lead. Contacts at SQL, customer, or evangelist stage route to Zoho Contact. We preserve the original ActiveDEMAND lifecyclestage in a custom field AD_Original_Lifecycle__c on both Lead and Contact for audit and reporting continuity.

ActiveDEMAND Company records map to Zoho CRM Accounts. Company name becomes Account Name; city/state/country become the Billing Address fields. We use Company name as the dedupe key during import. Accounts are created before any Contact or Lead import so that the Account-Contact Lookups are satisfied at insert time.

ActiveDEMAND Campaigns (email, funnel, multi-channel) map to Zoho Campaigns. Campaign name, status (active/archived), start date, and end date migrate. The ActiveDEMAND campaign type distinction (email vs funnel vs event) is stored in a custom field AD_Campaign_Type__c because Zoho Campaigns use a single object with no type sub-classification.

ActiveDEMAND Deals map to Zoho Potentially Deals by default. Deal name becomes Subject, amount maps to Amount, close date maps to Closing Date, and pipeline maps to a Zoho Stage field. If the customer uses ActiveDEMAND's funnel stages without a monetary amount, Deals migrate as Zoho Tasks with a custom AD_Funnel_Stage__c field and the original stage label preserved.

ActiveDEMAND Call Tracking records include source number, destination number, duration in milliseconds, recording URL, and linked Contact. We transform duration from milliseconds to seconds, set Task.Subtype to Call, preserve the recording URL in a custom field AD_Call_Recording_URL__c, and link the Task to the migrated Zoho Contact or Lead via the WhoId reference. Source number attribution is stored in AD_Call_Source_Number__c.

Website Chat Virtual Assistant conversations (timestamps, message text, visitor contact info) migrate as Zoho Notes linked via ContentDocumentLink to the parent Contact or Lead record. The Note title carries the conversation date range. Thread ordering is preserved by setting Note.CreatedTime to the original first message timestamp.

Appointment records from ActiveDEMAND (date, time, status, linked Contact, Community reference) migrate to Zoho Tasks. Appointment date becomes Due Date; status (scheduled, confirmed, completed, cancelled) maps to a Zoho custom picklist AD_Appointment_Status__c. The linked Community reference preserves as AD_Community__c on the Task.

ActiveDEMAND Brand Custom Field definitions are exported as a schema first. We create equivalent custom fields in Zoho CRM under the corresponding module (Contacts, Accounts, Potentially Deals) with matching data types before importing any data. Text fields map to Text, numeric fields to Number or Currency, date fields to Date, and checkbox fields to Checkbox.

ActiveDEMAND Contact Lists and Segments are preserved as static Zoho Tags. We export the list membership as a list of contact IDs per list, then apply the corresponding tag to each Contact or Lead record during migration. Tag names carry the list name as a prefix (e.g., Senior_Living_Inquiry_List) to distinguish from behavioral tags.

Form definitions and field mappings are exported as structured metadata. We document form names, field labels, field types, and validation rules in a written handoff document. Zoho Forms (a separate product) or Web Forms within Zoho CRM are rebuilt by the customer's admin using this documentation as the spec.

Landing page URLs, template names, and associated campaign membership are exported as a URL reference list. Styling and script embeds do not migrate. We deliver a Landing Page inventory with URLs, campaign associations, and form field counts so the admin can decide which pages to rebuild in Zoho Sites or a third-party CMS.

Workflow definitions (trigger conditions, step counts, CRM actions, delays) are exported as structured metadata notes per workflow. We do not migrate workflows as code. The workflow inventory document lists each ActiveDEMAND workflow with its type, trigger, and recommended Zoho Blueprint or function equivalent for the customer's admin to rebuild.