Migrate from LocaliQ to Zoho CRM

LocaliQ Dash Leads with AI-scored attributes, lifecycle stages, engagement timestamps, and multi-channel agent interactions map to Zoho CRM Leads. We preserve the AI lead score as a custom numeric field, the lifecycle stage as a custom picklist field, and any Dash-specific scoring properties as additional custom fields on the Zoho Lead. Dash agent interactions (Voice, SMS, chat) are documented as notes rather than imported as activities because Zoho's activity model does not have a native equivalent for AI agent conversation logs.

LocaliQ marketing Contacts with associated company references and custom fields map to Zoho CRM Contacts. We preserve the contact-company relationship graph by resolving the parent Account reference during import, and any LocaliQ-specific custom properties (beyond standard name, email, phone, address) are recreated as Zoho custom fields on the Contact module. Dash AI attributes attached to contacts are preserved in custom fields rather than native Zoho properties.

LocaliQ business accounts linked to contacts and campaign associations map to Zoho CRM Accounts. The Account-Contact relationship is preserved by importing Accounts first, then resolving AccountId on Contact records during import. Any custom properties on the LocaliQ company record become Zoho custom fields on the Account module.

LocaliQ Dash pipeline stages tracking lead progression map to Zoho CRM Deal stages within the Deals module. We map stage names and ordering, noting that custom stages in LocaliQ may require manual confirmation with the customer before finalizing the Zoho stage configuration. Stage probabilities from LocaliQ are mapped to Zoho Probability fields if available.

LocaliQ Deals (if any exist beyond pipeline stage tracking) map to Zoho CRM Deals. We extract Deal values, associated contacts, and stage history. LocaliQ does not have a native deal currency field, so we standardize amounts to the customer's primary currency during import. Any deal notes or attachments migrate as Zoho Notes attached to the Deal.

LocaliQ marketing campaigns across channels (search, social, display) with budget allocations and status map to Zoho CRM Campaigns. We export campaign metadata, budget figures, and channel attribution where available from dashboard exports. Performance metrics (impressions, clicks, conversions) migrate as custom fields on the Campaign record since Zoho Campaigns focus onCRM-linked campaign attribution rather than ad performance data.

LocaliQ custom properties on leads, contacts, and companies are inventoried during discovery. We create equivalent custom fields in Zoho CRM on the corresponding modules (Lead, Contact, Account) before data import begins. Data type mapping is applied: LocaliQ text fields become Zoho single-line text or multi-line text; numeric scores become Zoho numeric fields; multi-value attributes become Zoho multi-select picklists. Picklist values are reviewed and mapped to Zoho allowed values before import.

LocaliQ review data including ratings, content, dates, and any response history from the dashboard is exported as structured records. We attach these as Zoho Notes linked to the corresponding Account record, preserving the original rating, review source, date, and any response text. The review syndication mechanism does not transfer; listings must be managed independently at the destination platform.

References to connected Google Ads and Yelp Ads accounts stored in LocaliQ are documented as notes attached to the relevant Account records in Zoho CRM. We provide a connection metadata inventory (account ID, platform, last sync date) for the customer to re-authenticate ad integrations directly within Zoho or via Zoho's advertising integrations.

LocaliQ automation sequences and trigger conditions are documented as a written workflow inventory delivered to the customer. Zoho CRM Workflow Rules use a different trigger and action model, and the automation logic cannot be migrated as code. We provide a field-by-field inventory of every active LocaliQ workflow with its trigger conditions, filters, and actions mapped to recommended Zoho Workflow Rule equivalents for the customer's admin to rebuild.