Migrate from Clarify CRM to Zoho CRM

Discovery and scoping audit

We audit the source Clarify CRM portal for record counts across Contacts, Companies, Deals, Pipeline Stages, Activities, Tags, and any custom field definitions. We specifically flag AI-generated fields (auto-populated company details, deal summaries, meeting notes) and establish the Contacts-to-Leads split rule with the customer's approval. We review Clarify's pipeline structure, credit consumption patterns, and any custom objects or workflows that require documentation. The discovery output is a written migration scope with object mapping, split rule, and Zoho edition recommendation based on the customer's feature requirements.

Zoho schema preparation

We configure the destination Zoho CRM environment before any data moves. This includes creating custom fields to receive Clarify's AI-enriched properties, setting up Zoho stage configurations to match Clarify's pipeline stages, and establishing the Account-Contact lookup hierarchy. If Clarify used multiple pipelines, we create corresponding Zoho Sales Processes or Blueprint configurations. We verify field counts against Zoho's 300-field per-module limit and create any missing Zoho Users for owner resolution. Schema is deployed into a Zoho sandbox or staging environment first for validation.

Data export with rate-limit handling

We export Clarify records using its REST API in batches that respect the 15 requests per second rate limit. Export jobs run with exponential backoff retry logic and are split across multiple scheduling windows for large datasets. AI-generated field values are flagged in a separate metadata column during export so the customer can review them before Zoho import. Activity records (calls, emails, meetings, notes) are exported with full timestamp and parent-record linkage data for accurate Zoho placement.

Data transformation and split rule application

We transform the exported Clarify data before Zoho import. The primary transform is the Contacts-to-Leads split: records attached to Clarify Deals become Zoho Contacts under Accounts; records without Deal attachment that originated from form imports become Zoho Leads. AI-enriched field values are presented to the customer for approval (preserve or strip). Custom field types are validated and cast to matching Zoho field types. Tag assignments are carried forward as Zoho Tags.

Sandbox migration and reconciliation

We run a full migration into a Zoho sandbox or staging org using production-like data volume. The customer's admin reconciles record counts (Accounts in, Contacts in, Leads in, Potentials in, Activities in), spot-checks 25-50 records against the Clarify source, and validates the Contacts-to-Leads split logic. Any field mapping corrections, field type mismatches, or lookup resolution failures are fixed at this stage before production migration begins.

Production migration and cutover

We run production migration in record dependency order: Accounts (from Clarify Companies), then Leads and Contacts with Account lookups resolved, then Potentials with Account and Owner lookups resolved, then Activity history (Tasks, Events, Notes) with parent-record links established. Each phase emits a row-count reconciliation report before the next phase begins. We freeze Clarify writes during the final cutover window, run a delta migration of records modified during the migration window, then enable Zoho as the system of record.

Handoff and workflow inventory delivery

We deliver the migrated environment with a full reconciliation report, the workflow inventory document listing every Clarify autonomous agent and automation pattern with recommended Zoho Blueprint or Deluge equivalents, and a one-week hypercare window for post-migration issues. We do not rebuild Clarify's autonomous agents or automations inside the migration scope; that is a separate engagement or an internal admin task. Zoho Blueprint configuration, Deluge script building, and user training are outside standard migration scope.