Migrate from Brevo Marketing Platform to Zoho CRM

Brevo Contacts map to Zoho CRM Leads or Contacts based on lifecycle stage and CRM engagement status. Brevo contacts with a lifecycle stage of subscriber, lead, or marketing qualified lead typically map to Zoho Lead. Contacts at stage sales qualified lead or customer map to Zoho Contact tied to an Account. We use Brevo's lifecycleStage and CRM lifecycle property to compute the split, and preserve the original Brevo lifecycle value in a custom field zoho_original_lifecycle__c on both Lead and Contact for audit. The customer chooses the split threshold during scoping based on their sales process definition.

Brevo Company records map directly to Zoho CRM Account. The Brevo company domain becomes the Account Website field and is used as the dedupe key during import. Account is created before any Contact import so that the Lookup relationship is satisfied at Contact insert. Brevo's company attributes (industry, number of employees, annual revenue) map to their Zoho CRM standard field equivalents or to custom fields if the destination uses them.

Brevo Deals map to Zoho CRM Potential. The Brevo dealstage property maps to Zoho Stage, and the pipeline assignment maps to a Zoho CRM pipeline that we configure before migration. Closed-Lost reason and Closed-Won reason from Brevo custom properties map to Zoho's Loss Reason and Won Reason fields if those are enabled in the destination layout. Deal amount, expected close date, and associated contacts migrate with the Potential.

Brevo pipelines (up to 15 on Professional, 100 on Enterprise) map to Zoho CRM Pipelines. Each pipeline's stages migrate as Zoho Stage values. We configure the pipeline structure in Zoho before migration begins: stage names, probability percentages, and stage order are preserved from Brevo. Custom stage names that have no Zoho equivalent become user-defined stage values in the destination.

Brevo Custom Objects (available on Enterprise or Pro plans only) map to Zoho CRM Custom Modules. We pre-create the destination schema in Zoho via Setup > Modules and Fields, including all custom field types, lookup relationships to Accounts, Contacts, and Potentials, and any validation rules. Starter and Standard Brevo accounts do not have custom objects and skip this step. The customer must confirm the destination Zoho CRM tier supports the required number of custom modules (Standard allows custom modules; Free does not).

Brevo tags are flat key-value labels applied to Contacts. We export tag assignments and offer two Zoho destination strategies: tags mapped to Zoho CRM Tags (native tagging on records) or tags mapped to a multi-select picklist field on Contact. The customer chooses during scoping. Tags used for segment membership rather than contact classification are documented separately for segmentation rebuild in Zoho.

Brevo segments are dynamic Contact lists based on filter conditions. Zoho CRM does not have native dynamic segments equivalent to Brevo's behavioral filtering engine. We export segment definitions (filter logic, conditions, and operators) as a written document and recreate them as Zoho Custom Views with filter criteria. Advanced behavioral segments may require manual reconfiguration in Zoho's filter builder or a Zoho Analytics segment definition.

Brevo Owners (the user assigned as record owner) map to Zoho CRM Users by email match. We extract every distinct owner referenced on Contact, Company, Deal, and Engagement record and match against the Zoho destination User table. Owners without a matching Zoho User go to a reconciliation queue for the customer's admin to provision before record import resumes.

Brevo email engagement records (sent, delivered, opened, clicked) map to Zoho CRM Activity records under the Emails tab. The email content migrates as a Zoho Email record linked to the Contact or Lead. Open and click events from Brevo's tracking are preserved in a custom field or Activity notes since Zoho's native email tracking is separate from its activity log. Brevo's transactional email events (via webhook export) migrate as activity records with timestamps.

Brevo call, meeting, task, and note engagements map to Zoho CRM Activities. Calls map to Task with Call type; meetings map to Event with start/end times and attendees preserved; tasks map directly to Zoho Tasks with status and due date; notes map to Zoho Notes or Attachments. Activity timestamps are preserved in the Activity Date field to maintain timeline order.

Brevo SMS campaigns and SMS credits do not migrate to Zoho because Zoho CRM does not include native SMS credits in its base subscription. SMS Sender IDs and phone numbers migrate as Contact fields. The customer provisions Zoho SMS credits separately if SMS remains in scope, or documents the SMS campaign strategy for Zoho Marketing Automation 2.0 Journeys if the Zoho marketing layer is adopted.

Brevo email campaign attributes (subject, sender, content blocks as HTML, scheduling) export as metadata and campaign content. We deliver a written inventory of every Brevo campaign with its content blocks and performance stats (open rate, click rate, sent count). The customer's admin recreates campaign content in Zoho Campaigns or Zoho Marketing Automation. We do not migrate Brevo's campaign logic as executable code.