Migrate from Dialytica - Marketing Automation Platform to Zoho CRM

Dialytica Contacts map directly to Zoho CRM Contacts. We preserve the full name, phone number, email address, custom fields, and campaign assignment history. During migration, we deduplicate by email using Zoho's duplicate-check configuration and flag any records with missing required Zoho fields (Name, Email) for admin resolution before insert.

Dialytica Call Campaigns map to Zoho CRM Campaigns. We extract the campaign name, scheduling configuration, targeting criteria, and script reference. The Dialytica campaign status (active, paused, completed) maps to Zoho Campaign Status. Dialytica does not have a unified campaign object, so Call Campaigns and SMS Campaigns must be reconciled during scoping to avoid splitting a single customer journey across two disconnected Zoho campaign records.

Dialytica SMS Campaigns map to Zoho CRM Campaigns with a campaign type distinction set to SMS. We extract template references, phone number lists, and scheduling. SMS Campaigns that share the same contact list or target audience as a Call Campaign in Dialytica require manual flagging during scoping so that we can decide whether to merge them into a single Zoho Campaign or maintain two linked campaign records.

Dialytica Call Records map to Zoho CRM Tasks with TaskSubtype set to Call. Duration, disposition, agent assignment, and timestamps migrate to custom Task fields (Call Duration, Disposition, Agent Name). The original Dialytica call recording URL, if accessible, migrates as a custom URL field on the Task. We resolve the agent reference in Dialytica to the migrated Zoho User by email match.

Zoho CRM does not include a native QA Review module in the base CRM tier. We design and deploy a custom Zoho module called QA Reviews with fields matching the Dialytica scorecard criteria (evaluation category, score, supervisor notes, reviewed call reference). The custom module links to the corresponding Task record representing the reviewed call. This requires Zoho Administrator access to create the module schema before migration data is loaded.

Dialytica SMS Activities map to Zoho CRM Tasks with TaskSubtype set to SMS. Message body, delivery status (sent, delivered, failed, replied), phone number, and timestamp migrate to custom Task fields. We link each SMS Task to the parent Contact record by phone number or email resolution.

Dialytica SMS Templates migrate to Zoho Email Templates with the Template Type set to SMS. We preserve the template body text, merge field placeholders, and character count. The merge field structure is converted to Zoho's ${field.name} syntax during the template import phase.

Dialytica Agent and User records map to Zoho CRM Users. We match by email address as the primary key. Any Dialytica agent without a matching Zoho User email goes to a reconciliation queue for the customer's Zoho admin to provision the User before record migration proceeds. Role and permission data from Dialytica is captured as a custom field for manual Zoho role assignment post-migration.

Dialytica Payment records (transaction amounts, statuses, timestamps associated with contacts or campaigns) do not have a direct Zoho CRM equivalent in the base module set. We map these to Zoho Potentials with custom fields for payment amount, status, and timestamp. If the customer uses Zoho Books for accounting, we recommend a Zoho Books integration rather than storing payment records in the CRM module.

Dialytica call scripts and dial plan logic define agent workflows during outbound calls. These are partially structured but may include branching conditions that do not export cleanly. We extract the script text and step sequence as a Zoho Blueprint or as a rich-text custom field on the Campaign record for agent reference. Branching logic and conditional routing cannot be replicated in Zoho CRM without custom Deluge scripting, which is documented as a post-migration enhancement recommendation.