Migrate from Lead Guerrilla to Zoho CRM

Lead Guerrilla Contact records map directly to Zoho CRM Contacts. Standard fields (First Name, Last Name, Email, Phone, Address) migrate as typed equivalents. Lead scoring values stored as a numeric custom field in Lead Guerrilla map to a Zoho CRM custom numeric field (Lead_Score__c) so the original ranking is preserved for segmentation and reporting. Any Lead Guerrilla contact carrying a cross-referenced 1CRM internal identifier is audited and re-linked to its migrated Company record by email domain or explicit company name match.

Lead Guerrilla Company records map to Zoho CRM Accounts. The company name becomes Account Name, and any domain stored in the company record becomes the Website field. If the customer is simultaneously migrating away from 1CRM, we treat Account records as the primary anchor object so that any orphaned cross-references from Lead Guerrilla's Contact-to-Company links are resolved before Contact import begins.

Lead Guerrilla Campaign configurations — including channel assignments (email, SMS, Twitter, web notifications), timing rules, and enrollment triggers — are exported as structured metadata and mapped to Zoho CRM Campaigns. The Zoho Campaigns module supports campaign type, status, start and end dates, budget, and expected revenue. Note that the multi-channel delivery logic (which sequences fire on which triggers) is documented for rebuild in Zoho Marketing Automation rather than directly migrated.

Lead Guerrilla Segment definitions — including filter conditions, behavioral criteria, and demographic rules — are exported and translated into Zoho CRM Dynamic View filters. Segment membership counts are preserved as reference data. In Zoho CRM, Contacts and Accounts can be filtered dynamically using criteria-based views, which serve the same segmentation function. We deliver a mapping table listing each Lead Guerrilla Segment and its equivalent Zoho Dynamic View filter configuration.

Landing Pages created in Lead Guerrilla's builder cannot be exported as portable HTML or schema files. We export page metadata (title, URL slug, published status) and redirect rule configuration. The actual page rendering code and form embed scripts are not portable. We deliver a page-by-page inventory with field-level mapping so the customer's team can rebuild each landing page in Zoho Sites or a third-party builder. URL redirects are documented for the team to reconfigure in the destination.

Lead Guerrilla web form field definitions, submission mappings, and redirect behavior are exported as structured metadata. Form logic such as field visibility conditions, required field rules, and auto-response settings are documented for rebuild in Zoho Forms or Zoho CRM's native web form builder. We deliver a field-level inventory that maps each Lead Guerrilla form field to its Zoho Forms field equivalent. The actual form embed script is not portable.

Lead scoring is extracted as a numeric value per Contact from Lead Guerrilla and stored as a custom numeric field (Lead_Score__c) on the Zoho CRM Contact record. The scoring model itself — the point values assigned to specific behaviors, form submissions, and page visits — is documented as a written playbook so the customer's marketing team can rebuild the scoring model using Zoho CRM's scoring rules or Zoho Marketing Automation's lead scoring module.

Contact interaction history — email opens, page visits, form submissions, SMS sends, and tweet engagement — is exported from Lead Guerrilla as structured activity records with timestamps and event types. We map these to Zoho CRM Activity records, preserving the original timestamp on each activity. High-volume activity records (exceeding 100,000 per contact in some accounts) are chunked and imported via Zoho CRM's bulk import wizard with validation. Activity records that reference a Lead Guerrilla Campaign are linked to the migrated Zoho Campaign by campaign name lookup.

Contact and Company tags from Lead Guerrilla migrate to Zoho CRM Tags, preserving naming conventions exactly. Tags serve as a lightweight classification layer in Zoho CRM for filtering and segmentation. We migrate all tag assignments at the Contact and Account level and deliver a tag inventory showing which tags were applied to which records.

Lead Guerrilla user accounts map to Zoho CRM Users. We export the user list including name, email address, and role assignment. Owner assignments on Contacts, Companies, and Campaigns are resolved by email match in Zoho CRM. Any Lead Guerrilla user without a matching Zoho CRM User account enters a reconciliation queue for the customer's admin to provision before record import resumes.

Lead Guerrilla automation rules — time-based triggers, behavioral enrollments, score adjustments, and campaign enrollment logic — have no exportable equivalent. We do not migrate automation rules as code. During discovery we catalog every active rule via screenshots and configuration notes taken from the admin UI and deliver a detailed reimplementation playbook that maps each Lead Guerrilla rule to its recommended Zoho Blueprint or workflow rule equivalent. The customer budgets time for their marketing team or a Zoho implementation partner to rebuild these rules post-migration.