Migrate from FunnelMaker to Zoho CRM

FunnelMaker Contact records map directly to Zoho CRM Contacts. The primary address, email, phone, and all user-defined custom fields migrate to equivalent Zoho CRM custom fields. We use Zoho's Data Migration wizard CSV import with the _C suffix naming convention for any custom fields not present in the base Zoho schema. The contact's associated Company link migrates as a Account-Contact lookup that we resolve during the import phase. FunnelMaker's contact tier hard cap is irrelevant post-migration under Zoho's per-user model.

FunnelMaker Company records map to Zoho CRM Accounts. The company name, address, phone, website, and all company-level custom fields migrate to equivalent Zoho Account fields. We import Accounts before Contacts so that the Account-Contact lookup is satisfied at the moment of Contact insert. FunnelMaker's company-contact association is preserved via the Zoho CRM Contact-Account lookup relationship.

FunnelMaker Opportunity records map to Zoho CRM Deals. Stage, amount, closing date, owner, and all custom opportunity fields migrate directly. The associated Pipeline from FunnelMaker maps to a Zoho CRM Sales Process that we configure before migration, with FunnelMaker pipeline stages mapped to Zoho Deal Stage values and probability percentages.

FunnelMaker's drag-and-drop pipelines with user-defined stages map to Zoho CRM Sales Processes (defined in Setup > Sales Processes) and custom pipeline stage configurations. We recreate the stage names, sequence order, and probability values from FunnelMaker in Zoho's pipeline configuration before Deals are imported. Closed-Lost and Closed-Won stages are preserved with their corresponding Zoho status values.

FunnelMaker call logs (from the click-to-dial feature) map to Zoho CRM Activity records of type Call. Call duration, timestamp, owner, and linked Contact migrate to Zoho Task fields. We do not migrate audio recordings or full transcription text; this is a binary media constraint documented in the pair-specific evidence. The Zoho CRM customer can attach a document link or note referencing the original FunnelMaker storage if accessible.

FunnelMaker email engagements, tasks, and notes map to Zoho CRM Activity records. Email content migrates as an Activity with the email body preserved; task status, priority, and due date migrate directly; notes migrate as Activity records with the note content. The Activity-Contact and Activity-Deal lookups are resolved by matching the FunnelMaker record ID to the imported Zoho Contact and Deal IDs.

FunnelMaker tags and Groups that segment contacts map to Zoho CRM Tags (added to Contact records) or Contact Lists (created as Zoho CRM Target Lists or Segments). We extract all distinct tag values and group memberships during discovery, then either apply them as Zoho CRM Tag assignments or create Zoho List membership records depending on the customer's intended segmentation strategy.

FunnelMaker unlimited custom objects and user-defined fields map to Zoho CRM custom modules. We pre-create the destination custom module in Zoho CRM (using the _C naming convention if following Zoho's auto-module detection or via Setup > Modules > New Module for explicit creation), including all custom fields, field types (text, picklist, date, numeric, checkbox), and lookup relationships to standard objects before any data import begins.

FunnelMaker lead scoring values calculated from customizable rules migrate as a numeric custom field on the Zoho CRM Contact record. We preserve the score value as a data point but not the scoring logic itself, which is documented in the workflow inventory for the customer's admin to rebuild using Zoho CRM's Blueprint conditional fields or a custom function if the scoring rule is complex.

FunnelMaker drip campaigns (email sequences tied to contact segments) are documented as a written automation inventory rather than migrated as executable code. Zoho CRM's email automation uses a different trigger and action model. We capture each FunnelMaker drip campaign's step sequence, timing delays, condition branches, and associated contact segments, and deliver the documentation to the customer's admin for rebuild in Zoho CRM's Workflow Rules or Deluge-based custom functions.

FunnelMaker workflow automation rules are documented as a written inventory and not migrated as executable automation code. FunnelMaker uses FunnelMaker-specific trigger conditions, time delays, and CRM actions; Zoho CRM's workflow engine uses different syntax, operators, and action types. We deliver a step-by-step workflow tree for each active FunnelMaker workflow with a recommended Zoho CRM Blueprint or Workflow Rule equivalent. The customer's admin reviews and rebuilds the automation post-migration.

FunnelMaker document signature requests and stored documents migrate as file attachments on their parent Contact, Account, or Deal record in Zoho CRM. We preserve document metadata (filename, upload date, file size) and a link to the stored content where accessible via the FunnelMaker export. If the document content is not accessible via export, we flag it in the pre-migration inventory for the customer to manually transfer.