Migrate from Apollo ERP to Zoho CRM

Apollo contacts with no resolved customer status migrate as Zoho Leads. Contacts that reached a 'customer' or 'opportunity' stage in Apollo migrate as Zoho Contacts. Owner assignment uses email-match against Zoho users before migration runs. If a contact has no matching owner in Zoho, it is assigned to a default admin user and flagged for later reassignment; the contact's original owner email is stored in a custom field for reference.

Apollo accounts map 1:1 to Zoho Accounts. Company name maps to Account Name; domain maps to Website. Parent-company hierarchies in Apollo map to the Parent Account lookup in Zoho. Multi-account contact associations surface as Account-Contact Relations in Zoho. If an account lacks a parent reference, it is imported as a top-level organization, preserving its full address and industry data for downstream reporting.

Apollo deals map directly to Zoho Deals. Deal name becomes Deal Name, amount maps to Amount, close date maps to Closing Date. Pipeline and stage mapping is handled via value mapping against Zoho's pipeline stage pick-list — each Apollo pipeline stage name maps to the corresponding Zoho stage label.

Apollo logged call activities migrate as Zoho Tasks with Subject populated from the call title and Type set to 'Call'. Original call timestamps and the owner who logged the call are preserved in Zoho's Created Time and Owner fields. If the call record contains notes or disposition codes, those are stored in the Task description field for later review by the sales team.

Apollo email engagement logs migrate as Zoho Tasks with Subject carrying the email subject line and Type set to 'Email'. Email body content migrates to the Task description field. If the email has attachments, those re-upload to the related Zoho Contact or Account record.

Apollo meeting records migrate as Zoho Events. Start DateTime and End DateTime are mapped from Apollo's meeting start and duration fields. Meeting title becomes Event Subject and the associated contact or account links via Zoho's standard related-record lookup. If a meeting has multiple attendees beyond the primary contact, additional participants are recorded in the Event's attendee list, and each attendee's response status is preserved where available.

Apollo notes attached to contacts or accounts migrate as Zoho Notes linked to the corresponding Contact or Account record. Rich-text formatting is preserved as-is. Notes without a parent record are attached to a default account or held for admin review.

Apollo custom fields on contacts (string, number, date, datetime, boolean types) migrate to Zoho custom fields on the Lead and Contact modules. Each field requires creation in Zoho before the migration run; FlitStack delivers a pre-migration schema plan listing required field names, types, and pick-list values to create.

Apollo account-level custom fields recreate as Zoho Account custom fields. Multi-select pick-list fields in Apollo require the corresponding multiselectpicklist field type in Zoho, which must be pre-created with matching pick-list values. If a pick-list value is missing in Zoho, the migration script will skip the field update for that record and log it for admin review, ensuring data integrity and preventing import errors.

Apollo deal custom fields migrate to Zoho Deal custom fields. Numeric custom fields map to Zoho decimal or integer fields depending on the Apollo source type. Stage-linked custom fields require value mapping to align with Zoho's stage pick-list. If a stage name has no Zoho counterpart, the deal is placed in a default stage and the original label is saved in a custom field for future mapping.

Apollo sequence definitions — cadence, step timing, and outreach logic — do not have a Zoho CRM equivalent. FlitStack exports the sequence structure as a reference document so your Zoho admin can rebuild the logic in Blueprint. This is a manual rebuild step, not a data migration item.

Apollo file attachments linked to contacts re-upload to Zoho as attachments on the corresponding Contact or Lead record. File size limits from Zoho apply (attachments must fit within your Zoho plan's storage allocation). Inline images in notes are downloaded and rehosted.