Migrate from Interactive to Zoho CRM

Interactive contacts split into Zoho Leads and Contacts based on qualification status. If Interactive tracks a lifecycle or status field, values below the qualified threshold route to the Lead module; closed or qualified contacts land as Zoho Contacts with a link to the mapped Account record.

Qualified Interactive contacts migrate as Zoho CRM Contacts. Each contact links to a mapped Account record via Account_Name. Original create timestamps are preserved in custom datetime fields since Zoho sets Created_Time at import time.

Interactive company records map directly to Zoho CRM Accounts. Account_Name maps from the company name field. Website, industry, employee count, and annual revenue map to their Zoho equivalents. Parent-child company hierarchies map to the Parent Account lookup.

Interactive deals migrate as Zoho CRM Deals. Deal name maps to Deal_Name, amount maps to Amount, close date maps to Closing_Date. Pipeline stages require value-by-value mapping since Interactive stage names and Zoho pipeline stage names differ by implementation.

Interactive's pipeline structure becomes a Zoho CRM Pipeline. Each Interactive stage name maps to a corresponding Zoho stage within the target pipeline. We preserve original stage-entry timestamps as custom datetime fields for deal history reporting.

Interactive activity records (calls, emails, meetings, notes) map to Zoho CRM Tasks and Events. Call activities with duration and outcome map to Tasks with Type = Call. Meeting records map to Events with start/end times. Notes map to Zoho Notes attached to the parent record.

Interactive file attachments re-upload to Zoho CRM as Attachments linked to the appropriate record (Contact, Account, or Deal). Files larger than Zoho's 25MB limit are flagged and split or skipped per your configuration. Inline images in notes are downloaded and rehosted.

Interactive owner IDs are resolved by email match against Zoho CRM users. Unmatched owners are flagged before migration — your team either pre-invites them to Zoho or assigns their records to a fallback user. No record lands in Zoho without a valid owner reference.

Interactive custom fields on any module require Zoho custom field creation before migration. We create fields via the Zoho Fields API with matching data types (text, number, date, picklist, multi-select). Picklist values map value-by-value to avoid import rejection.

Interactive workflows, sequences, and automation rules have no equivalent in Zoho CRM. We export your Interactive workflow definitions as a structured JSON reference document so your Zoho admin can rebuild them in Blueprint and workflow rules after migration completes.

Interactive reports and dashboards do not migrate. The underlying data (deals, contacts, accounts) moves to Zoho, but report definitions and visual dashboards must be rebuilt using Zoho's analytics tools. We provide a data dictionary of migrated fields to accelerate the rebuild.