Migrate from FowCRM to Zoho CRM

FowCRM Account records map to Zoho CRM Accounts. All standard fields (Account Name, Industry, Website, Phone, Address) migrate directly. Custom fields attached to the Account model are enumerated via the two-step Model-then-Fields discovery process before export. Accounts are loaded first in the migration sequence because Contact and Deal records depend on the Account lookup.

FowCRM Contacts map to Zoho CRM Contacts with a required link to a parent Account. We resolve the FowCRM account_id lookup at migration time by querying Zoho CRM for the matching Account by name, then populate the Contact-Account relationship during import. Custom contact properties migrate via the same two-step custom field enumeration used for Accounts.

FowCRM Deals map to Zoho CRM Deals with references to the parent Account and optionally to a Contact. Deal stages migrate to Zoho pipeline stages; if FowCRM uses multiple pipelines, we create corresponding Zoho CRM Pipelines with distinct stage definitions. Closed-won and closed-lost Deals carry their original stage designation without further workflow processing.

FowCRM Pipelines (with configurable stages and probabilities) map to Zoho CRM Pipelines. Stage names and order transfer directly. We recommend mapping stage probability percentages to Zoho's Win Probability field for forecasting consistency. Each FowCRM pipeline becomes a separate Zoho Pipeline within the Deals module.

FowCRM Case management (Requests and Complaints) is a Professional and Enterprise tier feature. We check the source plan tier during discovery. If the FowCRM account is Standard tier, the Cases API endpoints return 403 or empty arrays and we skip Case export gracefully. If Professional or Enterprise, we map Case status, priority, and custom case-type fields to Zoho CRM Cases using the standard Case Status and Priority picklists.

FowCRM Custom Fields are defined per Model, requiring a two-step API discovery: enumerate all Models first, then query the Fields endpoint for each Model ID to build the complete schema index. We handle this by running the Model enumeration step before any custom field data export. Custom field types (picklist, text, date, number) are matched to Zoho CRM field types during the mapping phase. FowCRM picklist values map to Zoho picklist options; multi-select picklists transfer as-is if the destination field type supports them.

FowCRM Activity records (calls, emails, and notes) linked to Contacts or Accounts are exported and re-linked in Zoho CRM by Contact name and Account name resolution. Call duration and disposition fields map to Zoho Tasks with Call-type subtype. Email activity content migrates to Zoho Notes attached to the relevant Contact or Account record. Activity timestamps are preserved to maintain the historical timeline ordering.

FowCRM User records (email, role, department) are exported. Owner assignments on Contact, Account, and Deal records are resolved by matching the FowCRM owner email to a Zoho CRM User. If a FowCRM owner has no matching Zoho User at migration time, we hold the assignment in a reconciliation queue for the customer admin to provision the User before the final record batch loads.

FowCRM Survey definitions and response data export as structured JSON. Zoho CRM does not have a native Survey object, so we create a custom module named Survey Responses with fields for survey name, question text, response value, and respondent link to the originating Contact. Survey question-answer schemas differ significantly between platforms, so we document the mapping and deliver the survey data as a structured CSV alongside the custom module schema.

Integration configurations and webhook subscriptions are not exposed via the FowCRM public API. We do not migrate these because they cannot be extracted through the available endpoints. We deliver a written inventory of every integration and webhook endpoint found in the FowCRM admin interface during discovery, with recommendations for equivalent Zoho CRM Marketplace apps or Zoho Flow configurations for manual reconfiguration post-migration.