Migrate from Anthill CRM to Zoho CRM

Anthill Enquiries are the primary intake object and map directly to Zoho CRM Leads. We pull Enquiry records via the JSON API endpoint /api/v2/enquiries, preserve all standard fields (name, email, phone, source), and import into Zoho Leads. Any Enquiry with a linked Customer record that has already been migrated to Zoho Accounts is reconciled by email match at import time to prevent duplicate Leads.

Anthill Customer records hold both company and individual contact data within a single object. We split this into Zoho CRM Accounts (company-level data: company name, industry, address, annual revenue) and Contacts (individual-level: name, email, phone, job title). The Anthill Customer record ID is preserved in a custom field anthill_customer_id__c on both the Zoho Account and Contact for reconciliation.

Anthill Workflows define deal progression through stream states assigned to Sales, Admin, and Support teams. We extract every workflow definition during discovery and generate a Workflow-to-Pipeline mapping document. Each Anthill stream becomes a Zoho CRM Deal Pipeline with Stage values mapped from the stream state names. Stage probability percentages map to Zoho Probability values. If Anthill workflows share a single stream, we create one Zoho Pipeline with multiple stages rather than multiple Pipelines.

Anthill Enquiries with an active workflow association map to Zoho CRM Deals. The Anthill workflow stream state becomes the Zoho Deal Stage, the linked Customer becomes the Account lookup, and the workflow owner becomes the Deal Owner (resolved by email against Zoho Users). We apply the stage mapping from the workflow discovery document before the first Deal import.

Anthill Activities tied to Enquiries and Customers preserve touchpoint history across the customer journey. We migrate call activities as Zoho Tasks with Call type, email activities as Zoho Emails, and meeting activities as Zoho Events. Activity timestamps migrate as Activity Date for ordering in the timeline. Anthill does not expose a documented activity-history bulk export; we pull activity records via the per-Enquiry API response and batch them by type for parallel import into Zoho.

Anthill organises records by team (Sales, Admin, Support) and assigns owners to Enquiries and Customers. We map Anthill Users to Zoho Users by email match. Team assignments map to Zoho Territories or custom lookup fields if the Anthill team structure does not map directly to Zoho's standard user hierarchy. Anthill does not expose a dedicated user-list endpoint; we extract distinct owner IDs from the Enquiry and Customer API responses.

Anthill supports custom fields per object but does not publish a schema catalogue. We introspect the API responses during discovery to pull the actual field inventory, including picklist values for option-set fields. Each Anthill custom property maps to a Zoho CRM custom field of the equivalent type (text, number, date, picklist, multi-select). Unmatched picklist values are flagged for the customer to resolve before migration. Fields with no destination equivalent are flagged in the mapping document for a go/no-go decision.

Anthill Automations trigger personalised notifications and email or SMS sequences based on workflow state transitions. Because automations are Anthill-specific and reference internal contact properties and stream-state triggers, they cannot be imported into Zoho as working workflows. We document every active automation with its trigger condition, actions, and recommended Zoho Blueprint or Workflow equivalent during discovery and include this in the automation handoff document for the customer's admin to rebuild.

Anthill role-based dashboards are configuration files tied to the platform's internal visualisation engine and cannot be exported via API. We do not migrate dashboard configurations. We conduct a dashboard audit during scoping: we document the layout, metric definitions, filter sets, data sources, and team-level visibility settings from the live Anthill system. This document is delivered to the customer as a reference guide for rebuilding the most critical dashboards in Zoho Analytics Suite manually or with a Zoho partner.

If Anthill is used to generate Quotes attached to Customers or Enquiries, these migrate to Zoho CRM Quotes linked to the corresponding Deals. Quote line items migrate as Zoho Quote Items with Product lookup resolved. PDF attachments associated with Quotes migrate as Zoho Attachments linked to the Quote record.

Anthill tracks each Enquiry's progression through workflow stream states with timestamps. We capture the state change history as a custom field deal_stage_history__c on the Zoho Deal record, formatted as a delimited text string or JSON object recording each stage name and transition date. This preserves audit trail visibility that would otherwise be lost in the stream-to-pipeline remap.