Migrate from Apifon to Zoho CRM

Apifon Contacts map to Zoho CRM Contacts as the primary migration object. Phone number and email serve as primary identifiers for dedupe matching. Channel-specific consent flags (SMS opt-in, Viber opt-in, Email opt-in, RCS opt-in) map to individual Zoho CRM Checkbox custom fields. GDPR consent timestamps migrate to date fields per channel. All Apifon custom fields on Contact extend into Zoho CRM custom fields, preserving data types and populated values. We flag any Apifon Contact without an email address as a phone-only record and discuss whether to import as a Contact or flag for manual review with the customer's admin.

Apifon Audience Lists represent segmentation groups that Apifon Contacts belong to, often with suppression rules applied. We map each Audience List to a Zoho CRM Tag on the Contact record. If the audience list count exceeds practical tagging (more than 50 lists per contact), we recommend Zoho CRM Lists as a static group alternative. Suppression list membership migrates as a separate tag with a naming convention prefix (e.g., SUPPRESS_) so the customer's admin can replicate suppression logic in Zoho Campaigns. We document the full list-to-tag mapping table as part of the handoff.

Apifon Campaigns represent one-off or automated message sends with channel, timing, and status metadata. Zoho CRM does not have a native Campaign send record equivalent. We export campaign name, channel designation (SMS, Viber, Email, RCS), status (Active, Paused, Completed, Draft), send timestamp, and recipient audience list as a structured inventory document. The customer's admin uses this to recreate send records in Zoho Campaigns or a third-party email marketing tool. Campaign-level KPIs (delivery rate, open rate, click rate, failure rate) migrate as aggregate notes on the Account or as a custom module if the customer licenses Zoho Campaigns.

Apifon message Templates store reusable content with variable placeholders for SMS, Viber, Email, and RCS channels. We export template content, variable placeholder names, and channel designation as a structured template inventory. Templates do not import into Zoho CRM directly because Zoho CRM does not host message templates. The customer's admin recreates templates in Zoho Campaigns (for email and SMS) or documents them for the channel management team to reconfigure in Apifon's replacement provider. We note which templates use GDPR-aware merge fields so those can be flagged during recreation.

Apifon Sign-up Forms collect Contacts and assign them to Audience Lists with consent captured per field. We export form structure (field names, field types, required flags), the audience assignment mapping (which form submits to which Audience List), and any conditional field logic as a form inventory document. Zoho CRM Forms (Web-to-Lead, Zoho PageSense forms, or Experience Cloud forms) are the recommended rebuild target. The customer's admin uses the exported mapping to configure the Zoho form field-to-audience tag assignment. We do not migrate form hosting URLs or design assets.

Apifon Automated Flows define trigger-based message sequences with smart failover (e.g., Viber first, SMS fallback on non-delivery). This logic is not exposed in a machine-readable format from Apifon's API. We export the flow sequence as a human-readable flow diagram, documenting trigger conditions, step order, message channel per step, delay durations, and conditional branches. The customer's admin rebuilds the automation logic in Zoho Blueprint (for process automation) or Zoho Deluge functions (for complex conditional logic). Smart failover is a platform-specific feature that may require a different implementation approach in Zoho depending on the chosen channel stack.

Apifon Landing Pages are built with a drag-and-drop editor and are not accessible via the public API. Landing page content, design, and hosting configuration cannot be extracted programmatically. We export the list of active landing page URLs and the form-field-to-audience mapping that drives contact collection. The customer's marketing team manually recreates landing pages in their chosen tool (Zoho PageSense, third-party platforms, or custom-built). We flag any landing pages with high traffic or conversion volume so these can be prioritized in the rebuild queue.

Apifon Analytics Events capture aggregate campaign performance: delivered count, opened count, clicked count, failed count, and opt-out count per campaign and per channel. Zoho CRM does not have a native campaign analytics event object. We export aggregate KPI summaries per campaign as structured data, which the customer's admin can import into a Zoho Analytics workspace or a custom module for reporting. Individual event-level data (per-contact engagement timelines) is not available from Apifon's API and is documented as a limitation of the migration scope.

Apifon Channel Configurations store sender IDs, Viber business account credentials, RCS setup, and Email sender domains. These configurations are platform-bound and cannot transfer to Zoho CRM because they represent authenticated relationships with carriers and messaging providers. We export a channel inventory listing every active sender ID, business account, and domain configured in Apifon. The customer's admin uses this inventory to reconfigure sender credentials in their chosen messaging provider after migration. We note that Zoho Campaigns and Zoho's native SMS integrations use their own carrier connections and will require fresh setup.

Apifon Contacts support custom field extensions beyond the base schema. We export all custom field names, data types (text, number, date, boolean, multi-select), and populated values for every Contact record. During Zoho CRM setup, we create matching custom fields in the Contacts module using Zoho's field type equivalents. Multi-select picklists from Apifon map to Zoho multi-select picklists. Date fields preserve the original format and timezone. We validate that all custom field values survive the migration by spot-checking 25-50 records against the Apifon source after import.