Migrate from Cloze to Zoho CRM

Cloze People with Stage = Lead or Potential map to Zoho CRM Lead. People with Stage = Active or Customer map to Zoho CRM Contact with AccountId resolved from the linked Company record. We compute the split using Cloze's Stage property and preserve the original Stage value in a custom field cloze_stage__c on both Lead and Contact for reporting continuity. Email, phone, address, and social fields map directly; custom properties map as custom fields on the target module.

Cloze Company records map to Zoho CRM Account. Company name becomes Account Name; address fields map to Street, City, State, and PostalCode; industry and website transfer to their Zoho equivalents. Account is created before any Contact import so that AccountId is satisfied at the moment of Contact insert. Multi-address companies are handled as a single Account with the primary address migrated.

Cloze Projects, Deals, and Properties are all aliases for the same pipeline object. We migrate them to Zoho CRM Deal with stage names normalized from Cloze's Potential/Active/Done/Lost labels to the Zoho Deal Stage values configured in the destination sales process. Custom fields on Projects migrate to Zoho custom fields on Deal. Any hardcoded real estate stage labels (e.g., 'Listed', 'Under Contract') are stripped and replaced with the customer's Zoho stage conventions during transform.

Cloze Segments group contacts by Stage or custom criteria. We preserve segment membership by mapping each contact's Cloze Stage and Tags to Zoho Tags on the Contact or Lead record. If the customer uses Cloze Audiences for dynamic filtering, we map the membership logic to Zoho Custom Views with filter criteria that the Zoho admin can maintain. Segments are not Zoho-native pipeline stages; they are a label and reporting layer that we reconstruct using Tags.

Cloze custom fields (text, number, date, choice) map to Zoho CRM custom fields of equivalent type. We flag any Cloze custom fields that exceed Zoho's 300-field limit per module before migration begins. If the total custom field count across a module approaches the limit, we consolidate choice fields into single picklist or multi-select fields to stay within the constraint. Field-level security in Zoho is reviewed with the customer's admin to ensure migrated fields are visible to the appropriate roles.

Cloze Timeline entries for emails map to Zoho CRM Tasks with the Email Mark-as-Primary option set, or to Email Messages linked to the parent record. The email subject, body (if not truncated by Cloze), timestamp, and sender/recipient address map to their Zoho equivalents. Raw email content may be incomplete depending on what Cloze retained from connected accounts; we flag any records with missing body content in the validation report.

Cloze call log entries in the Timeline map to Zoho CRM Calls with Call Duration, Call Type (inbound/outbound), and Call Purpose fields preserved. Call disposition and notes transfer to the Call record's description field. The WhoId links to the related Lead or Contact; WhatId links to the related Deal or Account if set in Cloze.

Cloze meeting entries in the Timeline map to Zoho CRM Events with Start DateTime, End DateTime, and Location preserved. Attendees transfer as Event Participants linking to the Lead, Contact, or User records. If Cloze stored a meeting description, it maps to the Event description field.

Cloze Notes attached to People, Companies, or Projects migrate to Zoho CRM Notes linked via ContentDocumentLink to the parent record (Lead, Contact, Account, or Deal). Note body migrates as plain text. Rich text formatting and embedded images in Cloze Notes may not transfer fully; we document any Notes with rich content in the migration inventory for manual review.

Cloze flat tags on People and Companies map to Zoho CRM Tags on the Contact or Account record. Tags are applied at the record level after the parent record is inserted. If the customer's Cloze tag taxonomy is large (over 50 distinct tags), we discuss whether Tags or a multi-select picklist field is more manageable in Zoho before migration.

Cloze Campaigns (Business Platinum only) are migratable as a read-only inventory record rather than an active automation. We extract campaign definitions, trigger logic, and audience criteria and document them in a written handoff for the customer's admin to rebuild in Zoho using Zoho Campaigns, Blueprint, or Workflow Rules. We cannot guarantee the campaign engine activates in Zoho as part of the data migration scope.