Migrate from Levitate to Zoho CRM

Levitate Contacts map to Zoho CRM Leads (unqualified prospects) and Contacts (qualified or active relationships). During discovery we define the split rule — typically Contacts with a recent engagement date, campaign enrollment, or Key Date milestone become Zoho Contacts attached to an Account; cold or unsourced contacts become Leads. The original Levitate contact creation date is stored in a custom date field since Zoho's Created Time cannot be overridden on import. Email, phone, company, address, and custom properties migrate directly; Zoho's mandatory Last Name field is satisfied by splitting First Name and Last Name from Levitate's full name field.

Levitate Tags are the primary segmentation mechanism and drive automation triggers. We preserve the full tag taxonomy by mapping tags to a Zoho multi-select picklist on the Contact/Lead module. For customers with more than 50 distinct tags or tag hierarchies, we recommend a Zoho custom Tags module with lookup relationships to Contacts, allowing for richer segmentation in Zoho Workflows without hitting picklist limits. The customer chooses tag strategy during scoping.

Levitate Key Dates (birthday, renewal date, policy expiration, custom milestone) are a platform-specific field type that drives date-triggered automations. These have no direct Zoho equivalent and must be created as custom date fields on the Zoho Contact module before import. We flag each Key Date field during discovery, confirm the customer has created the matching custom fields in Zoho, and map the values during CSV import. Key Date-driven automations do not transfer — they are documented in the automation rebuild inventory for the customer's Zoho admin.

Levitate Campaigns (email groups with engagement tracking) map to Zoho Campaigns. Campaign name, description, target audience (contact list), and aggregate engagement statistics (total sent, open count, click count) migrate as Campaign metadata. Individual email performance (per-contact open and click timestamps) is captured as engagement activity entries rather than as Zoho Campaign Member activities, since Levitate's per-contact engagement log is not available as a bulk export.

Levitate engagement events (opens, clicks, replies) are stored per contact per campaign but are not available as a bulk event log export. We capture the last engagement date and aggregate open/click counts per contact and store them as custom fields on the Zoho Contact record. If the customer requires a full engagement timeline in Zoho, we recommend Zoho's Activity Tracking via Zoho CRM Plus or a Zoho Analytics integration to rebuild tracking post-migration.

SMS message history is stored per contact in Levitate but exportable only from the contact's recent message thread view. We migrate available SMS logs as activity entries (as Notes or custom Activity records) linked to the Contact in Zoho. Long message threads may require truncation or multi-entry activity records. We flag SMS consent records as a separate custom field (checkbox) since Zoho does not have a native SMS consent field type.

Attachments referenced in Levitate automations or campaigns are stored as URLs or references to Levitate's content library. We export the attachment reference URLs and flag any attachments that must be re-uploaded to Zoho's Documents module or as CRMAttachments. We do not download and re-upload attachment binary files as standard scope; this is a separate file-handling engagement.

Levitate user accounts (owner, admin, member roles) are mapped by email match to Zoho CRM User records. We extract the full user list during discovery and match by email address. Role definitions and permission scopes from Levitate do not export; we document the role hierarchy in the migration report and recommend the customer configure Zoho Profiles and Roles post-migration. Active users are prioritized; inactive users are imported with an inactive flag for reconciliation.

Levitate automations are server-side workflow sequences (email steps, delays, conditional branches, tag actions) with no export capability. We do not migrate automation logic. We deliver a written inventory of every active Levitate automation with its trigger conditions, delay rules, email content summary, tag actions, and a recommended Zoho Workflow equivalent (e.g., Zoho Workflow with Date-based triggers for Key Date automations, or Zoho Automation Rules for tag-based segmentation). The customer's Zoho admin rebuilds them post-migration.

Levitate integrations with Clio, Vertafore, and AMS360 sync contact and account data with practice management and agency management systems. OAuth tokens, sync direction, and field mappings are not exported. We document the active integrations, their purpose, and the data flows involved so the customer can configure equivalent Zoho integrations post-migration. Zoho supports direct integrations with Clio and Vertafore through its marketplace, though OAuth re-authentication and field remapping are required.