Migrate from Fortifi to Zoho CRM

Fortifi Customers map to Zoho CRM Leads (for unqualified prospects) or Contacts (for qualified buyers) based on the customer's engagement history and stage in Fortifi. We assess the customer's Action history, Conversion count, and interaction timestamp to determine qualification status before migration, then apply the split. The original Fortifi customer record ID is preserved in a custom Zoho field for audit traceability.

Fortifi Actions (behavioral event logs tracking customer interactions) map to Zoho CRM Tasks. Each Action type, timestamp, and associated customer link migrates to the corresponding Task with WhoId resolved to the target Lead or Contact. Action type classifications (e.g., page_view, form_submit, custom) become Task Subject prefixes for filtering in Zoho.

Fortifi Conversion records (goal completions tied to marketing or sales workflows) map to Zoho CRM Tasks or Events depending on whether the conversion represents a discrete task (e.g., form fill) or a scheduled event (e.g., webinar attendance). Attribution data and associated customer links migrate as Task or Event fields with the original Conversion record preserved.

Fortifi Email records (sent, delivered, opened, bounced states with template associations) map to Zoho CRM Email records linked to the target Lead or Contact. Email status, open timestamps, and click data migrate to Zoho Email fields. Campaign attribution data from Fortifi maps to Zoho Campaigns with Campaign Member status set based on Fortifi email engagement state.

Fortifi Interactions (customer touchpoints across support and engagement channels) map to Zoho CRM Tasks or Events based on channel type and duration. Interaction channel type, timestamp, and notes migrate to the corresponding Zoho activity record. Support-related Interactions map to Zoho Cases if the destination Zoho org includes Service Cloud.

Fortifi Invoices (full financial data including line items, payment status, due dates, tax codes) map to Zoho CRM Quotes and Invoices. Line items migrate as Zoho Line Item entries linked to the parent Quote or Invoice. Payment status and due date migrate to Zoho Invoice fields. Tax codes from Fortifi are preserved as text notes in Zoho for manual verification by the customer's finance team.

Fortifi Subscription records (recurring billing models, cycles, and plan assignments) map to Zoho CRM Contracts. Subscription cycle, plan name, and linked invoices migrate to the Contract record with the associated Contact and Account linked via lookup. Advanced billing rules (proration, trial periods, upgrade/downgrade logic) require manual review and rebuild in Zoho Workflows post-migration.

Fortifi Custom Properties on Customers (and other objects where supported) are discovered during scoping. We map each Custom Property to a Zoho CRM Custom Field of equivalent type (text, number, date, picklist, lookup). Zoho enforces a limit of 300 fields per module with only 5 lookup fields per module; we flag any Custom Properties that exceed this limit and propose consolidation or alternative mapping strategies.

Fortifi's implicit pipeline structure (deal stages implied through Conversion and subscription status) maps to Zoho CRM Pipelines with explicit stages. We define Pipeline stages in Zoho based on the customer's Fortifi Conversion and Subscription lifecycle, configure stage probabilities, and assign the pipeline to the appropriate Zoho user roles before migration.

Fortifi Users map to Zoho CRM Users by email match. Role and permission assignments from Fortifi are documented and mapped to Zoho Roles and Profiles during migration. Any Fortifi User without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Inactive users in Fortifi migrate as inactive Zoho Users for historical record attribution.