Migrate from Inflection.io to Zoho CRM

Inflection.io Contacts map to Zoho CRM Contact records. Standard properties (email, first name, last name, phone, company) migrate directly. Custom Person fields in Inflection (text, numeric, date, boolean, multi-select) map to Zoho CRM custom fields we pre-create in the Contacts module before import. The email address serves as the dedupe key. Any Inflection Contact with a company association maps to a Zoho Contact with an AccountId lookup resolved after the Accounts module is loaded.

Inflection.io Account records map to Zoho CRM Accounts. Company domain, industry, employee count, annual revenue, and billing address migrate to Zoho standard Account fields. Account-level custom properties map to Zoho custom fields in the Accounts module. The Account record must be loaded before Contact import to satisfy the AccountId lookup constraint in Zoho's import wizard. If Inflection stores hierarchical account structures, we flatten to Zoho's single-level Account with a Parent Account field where applicable.

Inflection's product event schema has no direct Zoho CRM equivalent. We map the most recent product event data (last login, feature usage count, subscription tier, PQL score) as Contact-level custom fields. For customers with rich product event history (thousands of events per contact), we create a custom Product_Events module in Zoho with lookup relationships to Contact and Account, and store event records as individual rows in that module. Event type and timestamp map to custom fields in the Product_Events module.

Inflection Segments define audience populations using contact properties and behavioral signals. We export segment definitions and membership counts, then reconstruct them in Zoho CRM as Tags applied to Contact records plus Zoho Dynamic Views with the equivalent filter criteria. Segment counts serve as a validation baseline — the Dynamic View result count should match the Inflection segment membership count within tolerance. Complex behavioral segments relying on product event time-series may require a custom module or Zoho Analytics for equivalent filtering capability.

Inflection.io contact-level tags migrate to Zoho CRM Tags. Tags serve as the primary classification vocabulary in Zoho for Contact and Account records. We preserve tag counts and apply the same tag vocabulary during import. Multi-value tags in Inflection become individual tag assignments in Zoho. Zoho tags support record-level tagging across modules (Contact, Account, Deal) which gives slightly more flexibility than Inflection's contact-only tags.

If Inflection.io has synced Lead records from a connected Salesforce or HubSpot instance, those records export as Contacts in Inflection's data model and migrate to Zoho CRM as Leads (not Contacts) if the prospect has not yet entered a sales-qualified stage. We use the hs_lead_status property and any deal association to determine whether the record maps to a Zoho Lead or Contact. Unqualified records with no deal association go to Zoho Lead; records associated with a deal go to Zoho Contact under an Account.

Inflection.io does not natively store deal records, but companies that connect Salesforce or HubSpot may have deal data surfaced through the bi-directional CRM sync. If deal records exist in Inflection (via CRM sync), we map them to Zoho CRM Deals with Stage, Amount, Close Date, and Owner mapped to Zoho standard fields. The AccountId lookup is resolved through the Accounts module import. Deals that reference Contacts without an Account are held in a reconciliation queue.

Inflection.io call engagements (logged via CRM sync) map to Zoho CRM Tasks with Activity Type set to Call. Call duration, disposition, and recording URL map to custom fields in Zoho since the native Task record type supports call data but not all custom disposition values. Activity timestamps migrate to Zoho Event date fields. We preserve the contact and account association by resolving the WhoId and WhatId on the Zoho Task.

Inflection.io email engagement content migrates to Zoho CRM as Task records with the email body stored in a Notes attachment or custom long-text field. Zoho's native Email integration handles future emails but does not store a historical engagement timeline with the same richness as Inflection's activity log. We map the email subject, timestamp, and engagement outcome (Opened, Clicked, Bounced) to custom fields on the Task record to preserve the behavioral signal.

Inflection.io meeting engagements map to Zoho CRM Events with Start DateTime, End DateTime, and Location preserved. Attendee information (invitees) maps to Zoho's Event participant structure. The meeting description and any attached notes migrate as related Notes records linked to the Event or to the primary Contact/Account.

Inflection.io note engagements map to Zoho CRM Notes attached to the parent record (Contact, Account, or Deal). Note body content migrates as plain text with any embedded images handled separately. We preserve the note creation timestamp and the original author (mapped by email to the Zoho User). Notes attached to multiple Inflection contacts are replicated as individual Notes records in Zoho, each linked to the appropriate Contact or Account.

Inflection.io Journeys are workflow definitions with trigger conditions, step sequences, and action steps including AI-generated content. Zoho CRM Workflows and Blueprint processes are different automation models and Journeys cannot migrate as code. We export every active Journey as a written inventory document with trigger type, step count, step definitions, conditions, and delay actions mapped to Zoho equivalent constructs: entry triggers map to Workflow Entry Criteria, email steps map to Zoho Templates, delay actions map to Workflow Time-based Actions, and conditional branches map to Zoho Conditional Actions. The customer's Zoho admin rebuilds each Journey using Zoho Workflow Builder or Blueprint post-migration.