Migrate from eMarketeer to Zoho CRM

eMarketeer Contacts migrate to Zoho CRM as both Lead and Contact records based on lifecycle and engagement data. Contacts with an assigned owner and deal history map to Zoho Contact under a parent Account. Contacts that are purely marketing-qualified prospects with no sales engagement map to Lead. We compute the split using eMarketeer's lifecycle stage property, campaign association count, and flow enrollment history. The original eMarketeer contact ID is preserved in a custom field emarketeer_id__c for reconciliation.

eMarketeer contacts synced from an external CRM carry company association data. These map directly to Zoho CRM Accounts using the company name as the dedupe key. If eMarketeer holds company records natively, we map them to Zoho Account with domain name as Website. We create the Account before any Contact import to satisfy the AccountId lookup.

eMarketeer Campaigns map to Zoho CRM Campaigns. Campaign name, type (email, SMS, event, multi-channel), send date, recipient segment, and performance metrics (opens, clicks, unsubscribes) migrate as Campaign fields. Subject line and body content migrate as Campaign Notes. Send status from eMarketeer maps to Zoho Campaign Status.

eMarketeer Segments are criteria-rule groups that re-evaluate continuously. We snapshot current member contact IDs at migration time and import them as Zoho CRM Static Lists. The segment definition (criteria rules) is documented as a Zoho Workflow filter condition recommendation for the customer's admin to recreate. Any segment with fewer than 10 members is flagged as low-value and skipped unless the customer requests otherwise.

eMarketeer Flows (automation sequences with trigger-action logic) do not migrate as code because Zoho Workflow rules use a different trigger and action model. We audit every active flow during discovery, document the trigger type, conditions, delay steps, and CRM actions, and deliver a written inventory with recommended Zoho Workflow equivalents. The customer's admin rebuilds flows post-migration using the inventory.

eMarketeer Events (registrations and attendance tracking) map to Zoho CRM Event records with registration date, attendance status, event type, and location preserved. Events without a registered contact (event-level only) map to Task records with event metadata in custom fields. Custom event types are mapped to Zoho Event custom fields.

eMarketeer custom contact properties (text, number, date, dropdown) map to Zoho CRM custom fields on the Lead or Contact module. Property types are matched to Zoho field types. Dropdown and multi-select properties with enumerated values are mapped to Zoho Picklist and Multi-Select Picklist fields with values preserved. Since eMarketeer lacks a public field registry, we derive the full property schema from the export during discovery.

eMarketeer custom campaign properties (vertical-specific fields, UTM mappings, or product line tags) map to Zoho CRM custom fields on the Campaign module. Text fields map to Zoho Single Line, multi-line to Multi Line. Date fields map to Zoho Date. Tier and edition constraints do not apply because custom fields are available from Zoho Standard onward.

SMS send records from eMarketeer flows are imported as Zoho CRM Campaign records with Campaign Type set to SMS. SMS content, send date, and delivery status migrate as Campaign fields. If the SMS is not associated with a named campaign, we create a standalone Campaign record per send batch. Opt-out states migrate to Zoho Contact/Lead custom fields.

eMarketeer email templates export as HTML blobs. We import them as Zoho CRM Email Templates linked to the Campaigns module. Visual template editors with locked components may not reconstruct identically; we flag any unsupported blocks and provide the raw HTML for manual template recreation in Zoho's template editor.

eMarketeer engagement events (opens, clicks, unsubscribes, form submissions) aggregate into a contact activity log as Zoho CRM Task records with activity type in a custom field emarketeer_engagement_type__c. Open and click events migrate as Task with Status=Completed. Unsubscribe events migrate as Task with custom field indicating opt-out action. Real-time engagement tracking requires the Zoho web tracking pixel to be installed post-migration.

eMarketeer contact owners map to Zoho CRM User records by email match. Any owner without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before Contact import resumes. Inactive eMarketeer owners map to Zoho Users with Inactive status.