Migrate from Genoo to Zoho CRM

Genoo Lead records map directly to Zoho CRM Lead. Standard fields (First_Name, Last_Name, Email, Phone, Company, Website) transfer via CSV or API import. The Genoo lead source field maps to Zoho CRM Lead Source. We resolve duplicate Leads during import using Zoho's existing-record matching rules (Email is the primary dedupe key). Any Genoo Lead without an email address is flagged in a reconciliation report for the customer's admin to review before the record is finalized.

Genoo Contact records map to Zoho CRM Contact. We preserve Contact name, email, phone, and address fields. Where Genoo Contacts have an associated Account link, we resolve the Account record first so that the Contact-to-Account lookup relationship is satisfied at insert time. Contacts without an Account link in Genoo are imported as standalone Contacts; the customer's admin can assign them to Accounts post-migration.

Genoo Account records map to Zoho CRM Account. The Account name becomes the Account Name field; website, industry, and any custom company fields map to their Zoho equivalents. We create Accounts before Contacts so that the Contact-to-Account lookup (Account_Id) is available during Contact import. Company name is used as the dedupe key for Accounts. Genoo's Account object is shallow (company name, website, industry only), so the Zoho Account inherits standard fields beyond what Genoo populated; those fields remain empty and the admin fills them post-migration.

Genoo Campaigns (drip programs and nurture sequences) map to Zoho CRM Campaign records. Campaign Name, Status, Start Date, and End Date migrate directly. Campaign type or category maps to Zoho Campaign Type. Campaign membership — which Leads entered which Campaign — is preserved as a Zoho CRM Campaign Member record linked to the Lead email address resolved during migration. We run Campaign Members last because they require both the Campaign and the Lead to exist in Zoho CRM first.

Genoo landing page form submissions create Lead records in the destination, with the landing page name or campaign source captured as a custom field or tag. Each form submission generates a Lead record with its submission date, form name, and any fields captured on the form. If multiple Genoo landing pages submitted the same email address, we consolidate to a single Zoho CRM Lead with a campaign membership history reflecting all contributing landing pages.

Genoo event registrations are Activity-type records linked to Leads. We import registration data (event name, date, registration status) as Zoho CRM Activity records (Tasks with a custom Event Type field) linked to the resolved Lead or Contact. Post-event attendance data, if available from Genoo, migrates as a separate Activity with status updated. If the event was a webinar with a meeting link, the meeting URL migrates to the Activity's description field.

Genoo does not have a native Opportunity object — Opportunities are derived from CRM sync where the destination CRM owns the record. We do not migrate Opportunities from Genoo. Instead, we create a Zoho CRM Potential record for any Genoo Lead or Contact that shows a purchase intent signal (e.g., a form field indicating budget, timeline, or interest level) during migration scoping. The customer's admin defines the criteria for creating Potentials post-migration.

Genoo Owner references on Leads and Contacts map to Zoho CRM User records. We resolve owners by email match against the Zoho CRM User table during migration. Any Genoo Owner without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Inactive Genoo owners map to inactive Zoho Users so that historical assignment is preserved.

Genoo supports limited custom fields on the Lead and Contact objects. During discovery, we audit every custom field the customer has created in Genoo, map its data type to the equivalent Zoho CRM field type (Text, Number, Date, Picklist, Checkbox, etc.), and pre-create the custom fields in the destination Zoho CRM account before migration begins. Custom field migration requires schema pre-creation in Zoho CRM; we coordinate this as a configuration step before data load.

Genoo's pipeline capabilities are limited to basic campaign-to-lead assignment, not multi-stage deal pipelines. If the customer uses Genoo's lead scoring and assignment features to represent a sales process, we configure Zoho CRM Potential stages, Sales Stages, and any required Pipeline or Record Type during the schema design phase. This is a configuration step that precedes data migration so that any Opportunity or Potential records imported reference the correct stage values.