Migrate from Lucep to Zoho CRM

Lucep Leads map to Zoho CRM Contacts if the lead is converted at migration time, or to Zoho Leads if the customer wants to preserve a pre-qualification queue. We extract the lead's full name, email address, phone number, source channel (website, Facebook Lead Ads, form), routing assignment, response timestamp, and any qualification score from Lucep custom fields. The original Lucep lead ID is preserved in a custom field lucep_lead_id__c for deduplication and audit. If the customer already uses Zoho CRM and has existing Contact records, we match by email address and flag duplicates before insert.

Lucep Callback Request records represent the click-to-call interaction: timestamp, originating channel, assigned agent, and outcome (answered, missed, voicemailed, SMS sent). We map these to Zoho CRM Tasks with Task Type set to Call, Activity Status, and Duration fields populated from Lucep's outcome data. The original Lucep callback ID is stored in a custom field lucep_callback_id__c. If the callback originated from a specific Lucep Lead, we link the Zoho Task to the corresponding migrated Contact via the WhatId or WhoId reference.

Lucep qualifies leads across AI voice, WhatsApp, and SMS channels and stores a qualification score and status per lead. These values migrate to Zoho CRM custom fields (text or integer type depending on the score format) named lucep_qualification_score__c and lucep_qualification_status__c. We extract the field names used in the customer's Lucep instance during scoping since qualification fields may be custom-named. Zoho Standard edition does not support custom fields; we flag this during scoping and recommend Professional tier ($23/user/month) if qualification score migration is required.

Lucep's routing rules assign incoming leads to team members or queues based on custom algorithms. These rules are platform configuration and do not export as records. We document every active Lucep routing rule during discovery with its conditions, priority order, and assignment target, producing a written routing-rebuild specification that maps each Lucep rule to Zoho CRM Assignment Rules or Round-Robin assignment configurations. The customer or a Zoho consultant implements these post-migration.

AI Voice Agent conversations generate call transcripts and disposition data. Lucep does not consistently expose transcript endpoints via its public API, so during scoping we test API access to transcript records. If transcripts are accessible, we import them as Zoho CRM Notes attached to the corresponding Contact or Task. If transcripts are gated, we advise the customer to export them manually from the Lucep dashboard before cutover and handle the file import as a supplemental data load. Disposition codes migrate as a custom picklist field on the Task.

Lucep user records (agents, admins) map to Zoho CRM User accounts. We match by email address during migration. Any Lucep user without a matching Zoho CRM User is held in a reconciliation queue; the customer's Zoho admin provisions the missing User before record import resumes. Team assignments (which Lucep user owns which Lead or Callback) migrate as the OwnerId reference on the Zoho record.

Lucep allows tagging and segmentation of Leads. We extract tags as flat label strings and map them to Zoho CRM's native Tag feature (Contacts can be tagged directly) or to a custom multi-select picklist field if the customer prefers structured segmentation in a field. The customer chooses the tag strategy during scoping. Tags used for routing segmentation are documented separately in the routing-rebuild specification.

Lucep ingests leads from Facebook Lead Ads and maps Facebook form fields to Lucep's internal lead fields. We trace the field chain from Facebook form field name to Lucep field name to Zoho CRM field name and flag any fields that lose meaning in translation. Custom Facebook form fields that have no Lucep or Zoho equivalent are preserved in a custom field lucep_fb_form_data__c as a JSON string for post-migration reconciliation. This requires the customer to share the Facebook Lead Ads form configuration during scoping.

Lucep supports webhook-based lead distribution to external systems. These webhook configurations are platform settings, not data records, and do not migrate. We document the active webhook endpoints, payload structures, and trigger conditions during discovery and produce a webhook-rebuild specification that maps each Lucep webhook to a Zoho CRM Outbound Message, Deluge function, or third-party integration endpoint. The customer's technical team or Zoho consultant implements the webhook replacements post-migration.

Lucep customers commonly add custom fields to their Lead object for industry-specific data capture. During scoping we audit the Lucep field list and map each custom field to an equivalent Zoho CRM custom field, creating the destination field in Zoho before migration if it does not exist. Zoho's field limit is 300 fields per module with 5 allowed lookup fields; we verify this limit against the customer's custom field count during scoping and flag any overflow scenarios.