Migrate from Link app to Zoho CRM

Link App client records translate directly to Zoho CRM Contacts with field-level mapping for client name, email, phone, and address information on a one-to-one basis. The original Link App client ID is preserved in a custom field named Source_Client_ID__c, enabling accurate de-duplication during delta synchronization runs and maintaining traceability to the source system.

Link App client records that lack active matters or represent prospective clients and inquiries are routed to Zoho CRM Leads, while active clients with open matters are mapped to Contacts. This classification is determined by evaluating whether a Link App matter record exists in association with the client, ensuring proper segmentation of your sales pipeline and existing customer relationships.

Link App firm and organization records are mapped to Zoho CRM Accounts with direct field translation for firm name, industry classification, website URL, and address information. When multiple Link App clients belong to the same organization, they are consolidated into a single Account record while maintaining individual Contact records with lookup relationships back to the parent Account.

Link App matters map to Zoho CRM Deals. Matter name becomes Deal name; matter value or billing amount maps to Deal Amount. Deal Stage is set based on matter status — Open matters map to Zoho's first stage, Closed/Won to Won, Closed/Lost to Lost. Record Type is set via a default mapping since Link App has no concept of deal types.

Status values from Link App matters—including Active, Pending, Closed, and On Hold—are mapped to corresponding Zoho CRM Deal Stage values through a configured value-mapping table within the migration plan. Stage probability percentages are re-applied according to Zoho's default stage configuration, ensuring accurate sales forecasting and pipeline analytics in your Zoho CRM instance.

Message threads and interaction logs from Link App are translated into Zoho CRM Tasks, with the Task Subject field capturing the interaction type such as Client Message, Internal Note, or Status Update, while the Task Description field contains the full message body. Original interaction timestamps and the owning user information are preserved to maintain complete audit trails and communication history within your Zoho CRM instance.

Scheduled meetings and calendar events from Link App are mapped to Zoho CRM Events with direct one-to-one field translation for Event Subject, Start DateTime, End DateTime, and location information. Meeting participants are linked to existing Zoho CRM Contacts through email address matching, ensuring that attendee information is properly associated with calendar records and activity history.

File attachments stored in Link App are extracted and re-uploaded to Zoho's native file storage infrastructure, then linked to the appropriate Contact or Deal record using Zoho CRM's Attachments module. The original filename, file extension, and original upload timestamp are preserved within the attachment metadata to maintain document integrity and ensure proper version tracking within your Zoho CRM environment.

Link App user accounts are resolved through email address matching against existing Zoho CRM user records. Any unmatched users are flagged in a pre-migration report, requiring either pre-creation of their Zoho CRM user account or assignment to a designated fallback owner before migration execution to prevent orphaned records without proper ownership assignments.

Link App custom client properties (e.g., practice area, referral source, billing tier) require Zoho CRM custom fields. These are created via Zoho CRM's field API before migration runs. Field type mapping (text, picklist, multi-select) is determined from Link App field definitions.

Notification triggers, assignment rules, and automated workflows configured in Link App have no direct equivalent in Zoho CRM's architecture. FlitStack exports your complete Link App workflow definitions as a structured JSON reference document with visual screenshots, providing Zoho CRM administrators with the detailed specifications needed to reconstruct these automations using Zoho Blueprint for process modeling and Workflow Rules for field-based automation logic.

Link App reports and analytics dashboards do not migrate. Underlying data (contacts, matters, interactions) migrates to Zoho CRM, and report definitions must be rebuilt in Zoho Analytics — we provide a data dictionary mapping so Zoho Analytics report builders can reconstruct the source metrics.