Migrate from Floww.ai to Zoho CRM

Floww.ai Contact records with a defined Deal association and recent activity history map to Zoho CRM Contact. Unqualified Contact records without a linked Deal and with a lead-score or tagging flag map to Zoho CRM Lead. We apply the split rule during extraction based on whether the Contact has a linked Deal or Pipeline Stage assigned, preserving the original Floww.ai Contact ID in a custom field fw_contact_id__c on both the Zoho Contact and Lead for cross-system audit.

Floww.ai Lead records migrate directly to Zoho CRM Lead. The Lead source, status, rating, and owner assignment transfer to Zoho Lead Status, Lead Source, Rating, and Owner fields respectively. Any lead scoring value stored in a custom Floww.ai field migrates to a Zoho custom field lead_score__c.

Floww.ai Deals map to Zoho CRM Deals. The Deal value, expected close date, owner assignment, and stage history timeline transfer. We extract each pipeline's stage definition from Floww.ai before export so that the stage names and ordering can be mapped to Zoho Deal Stage values during import. Closed-Lost and Closed-Won statuses from Floww.ai map to the corresponding Zoho stage outcomes.

Floww.ai pipelines map to Zoho CRM Pipelines. Each Floww.ai pipeline becomes a separate Zoho Pipeline with its own stage set. We capture the pipeline name, description, and active/inactive status during scoping and configure the corresponding Zoho Pipeline before Deal migration begins.

Floww.ai stage names and counts vary per pipeline (ranging from 4 to 12 stages depending on the team's configuration). We extract the live stage definitions from each pipeline during scoping and map them to Zoho Deal Stage values. Stage probability percentages from Floww.ai migrate to Zoho Probability fields if the customer has Probability Tracking enabled in Zoho. Any stage-level filter configuration documented during scoping is preserved in the filter inventory for reconstruction in Zoho Blueprint.

Floww.ai call logs migrate to Zoho CRM Activities with Activity Type set to Call. Call disposition, duration (in seconds), and the linked Contact or Deal reference transfer to corresponding Zoho custom activity fields. We resolve the Contact or Deal lookup reference at migration time by matching against the migrated record IDs.

Floww.ai email engagement records migrate to Zoho CRM Activities with Activity Type set as Email. Email subject, body content, sender address, and recipient address transfer to the corresponding Zoho Activity fields. The linked Contact or Deal reference resolves to the migrated Zoho record ID. Email attachments are flagged for the separate file-migration pass.

Floww.ai notes migrate to Zoho Notes attached to the relevant Contact, Deal, Account, or Lead record. Note content, author, and timestamp transfer. We link each note to its parent record via the Zoho entity ID resolved at migration time.

Floww.ai scheduled tasks migrate to Zoho Tasks with Status, Priority, Due Date, and Subject preserved. Task assignment resolves by matching the Floww.ai owner email to the Zoho user record provisioned during migration. Recurring task patterns are documented but not automated in Zoho; the recurrence rule is noted in the rebuild inventory for the customer's admin.

Floww.ai Custom Objects migrate to Zoho CRM Custom Modules. We request a schema map from the customer before migration covering all Custom Object definitions, property names, and relationship cardinalities. One-to-many relationships from Floww.ai map to Zoho lookup fields on the child Custom Module pointing to the parent. Many-to-many relationships require a junction Custom Module in Zoho with two lookup fields, one to each related module. Custom field types (text, number, date, picklist) map to equivalent Zoho field types during schema deployment.

Floww.ai's non-standard relationship cardinalities (one-to-many and many-to-many) require schema design in Zoho before data migration begins. For one-to-many relationships, we add a Lookup field to the child Zoho module pointing to the parent module. For many-to-many relationships, we create a junction Zoho Custom Module with two Lookup fields. The relationship table data from Floww.ai migrates as records in the junction module with both parent references resolved to the migrated Zoho record IDs.

Floww.ai tags applied to Contacts, Leads, and Deals migrate to Zoho CRM. For small tag sets (under 50 unique tags), we use a Zoho Multi-Select Picklist field on the target module. For large or unbounded tag sets, we create a custom Tag module in Zoho with a many-to-many relationship via a junction module, allowing tags to be applied across multiple record types. The customer selects the strategy during scoping.

Floww.ai user accounts map to Zoho CRM User records. We match Floww.ai user email addresses to Zoho user accounts by email. Any Floww.ai user without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record migration continues. Owner references on Deals, Activities, and Custom Objects resolve to the mapped Zoho User IDs.

Attachments linked to Contacts, Deals, and Activities require a separate file-migration pass outside the standard CSV-based record migration. We pull files from Floww.ai's storage layer where the customer grants access and attach them to the corresponding migrated Zoho records by resolving the parent record ID. Call recordings are optional migration targets and are explicitly confirmed with the customer before inclusion in scope; they migrate as file attachments linked to the originating Activity record.