Migrate from Makesbridge to Zoho CRM

Makesbridge Subscribers map to Zoho CRM Leads (unqualified or marketing-sourced prospects) or Contacts (qualified buyers, existing customers, or subscribers with a known company relationship). We apply a split rule at migration time: Subscribers with no associated company name and no deal history become Zoho Leads; Subscribers with a company name, deal association, or Hot List membership become Contacts attached to a Zoho Account. The original subscriber email, phone, and custom field values migrate as typed Zoho fields.

Makesbridge Hot Lists are high-priority subscriber groups surfaced by the lead scoring engine. We export Hot List membership at migration time and create a custom numeric field hot_list_score__c (Multi-Select Picklist for multiple Hot List assignments) on both Zoho Lead and Contact. Customers using a single priority flag can use a checkbox field is_hot_list__c instead. The field is created during the Zoho schema design phase before any records are imported.

Makesbridge Lists (named audience groups) map to Zoho CRM Tags applied to Contacts. Each Makesbridge List name becomes a Zoho Tag with the same label. A subscriber assigned to multiple Makesbridge Lists receives multiple Zoho Tags. Tags are applied via the Zoho CRM Tags API after Contact records are created.

Makesbridge Segments are dynamic rule-based subsets of Lists. The segment rule definitions are not exportable via API. We export the evaluated subscriber set at migration time as a static snapshot and create a Multi-Select Picklist field segment_snapshot__c on Zoho Contact containing the segment names the subscriber belonged to. Customers recreate segment rules in Zoho using Custom Views with saved filters or Zoho Analytics.

Makesbridge supports unlimited custom fields per Subscriber with no per-field type restrictions. Zoho CRM enforces field types (Single Line, Multi Line, Number, Date, Picklist, Multi-Select, Checkbox, Currency). We retrieve the Makesbridge custom field schema via API, map each field to the nearest Zoho type, create the Zoho custom fields in the target module before import, and flag any Makesbridge field that cannot be losslessly typed in Zoho (e.g., a freeform text field with date-like values goes to Single Line rather than Date).

Makesbridge Campaign metadata (name, status, send date, subject line, send count, open rate, click rate, bounce count) migrates to Zoho CRM Campaign records. Campaign-level aggregate metrics transfer as custom fields on the Zoho Campaign. Individual email HTML content is preserved as a ContentDocument attachment. Template assignments are documented separately because Zoho's email template model differs from Makesbridge's.

Makesbridge computes a lead score per Subscriber based on behavior and data triggers. We export the current score value at migration time and map it to a custom numeric field lead_score__c on Zoho Lead. Note that Zoho's native AI scoring (Zia) requires Zoho CRM Plus; the custom field approach works at all paid tiers and preserves the original Makesbridge score for comparison.

Makesbridge Tags applied to Subscribers (separate from List memberships) map directly to Zoho CRM Tags. We extract the full tag string per subscriber and apply the same tag in Zoho via the Tags API. Tags used for lead source attribution become a Zoho custom picklist field lead_source_tag__c if the customer prefers structured data over freeform tags.

Makesbridge email templates (HTML and drag-and-drop layouts) are exported as HTML documents and ContentDocument records in Zoho CRM. Zoho's email template system uses a different block and merge field model, so we preserve the exported HTML as reference material for manual template reconstruction in Zoho's Email Template builder. Template metadata (name, subject line, last modified date) is captured in a migration artifact spreadsheet.

Makesbridge Owner/User assignments map to Zoho CRM Users by email address match. We extract all subscriber owners, match by email against the Zoho destination User table, and flag any Makesbridge owner without a corresponding Zoho User for the customer's admin to provision before record import begins. Owner assignments on records are resolved at import time via the Zoho Owner ID lookup.