Migrate from MobileAction to Zoho CRM

MobileAction Tracked Apps map to a Zoho CRM custom module named App. App ID, store (App Store or Google Play), bundle ID/package name, and visibility_score export from the Dashboard API and become custom fields in the App module. The App module's primary field stores the app name. We pre-create the module schema before migration so that subsequent keyword and competitor imports can resolve lookups to the App record. If the customer's plan tier limits app exports, we note which apps require a temporary upgrade or data export window.

Keyword tracking data — keyword text, associated country/locale, search volume estimate, difficulty score, and traffic estimate — maps to a custom Keyword module in Zoho CRM. The Keyword module links to the App module via a lookup field (one App has many Keywords). We preserve the estimation_source tag on every volume and difficulty field so downstream analysts know these are modeled figures. Keywords without an associated Tracked App in MobileAction are held in a staging queue until the app is confirmed or resolved during migration.

MobileAction's competitor visibility scores and ranked keyword lists export as a Competitor module in Zoho CRM. The competitor app name, visibility score, and ranked keyword snapshot become fields in the Competitor module, which links back to the App module via a lookup. Because competitor sets are user-curated in MobileAction, we preserve the full curated group as named Competitor records per App. Any competitor app not already in the Tracked Apps list is created as an App record with a Competitor flag field set to true. We flag competitors that were added by the user but may not appear in the export if the Lite plan caps the competitor export scope.

MobileAction SearchAds.com campaign structures (campaign name, ad group assignments, goal type, and automated rule conditions) map to Zoho CRM Deal records with a dedicated ASO Campaign layout. The MobileAction campaign ID becomes a custom field, and goal type (Awareness, Downloads, Revenue) is mapped to a picklist that we configure during schema setup. Budget and bid configuration values export as numeric fields. The Deal links to the relevant App record via a lookup. Note that goal probabilities and automated bid rules are exported as data, not as automation — we document them for Blueprint rebuild.

CPP metadata from MobileAction — screenshots, promotional text, video URLs, and associated keywords — becomes a related list on the App module in Zoho CRM. Each CPP page is a record with fields for page ID, associated keywords (multi-select), creative asset URLs, and performance metrics (impression share, conversion rate). The raw creative files are URLs pointing to MobileAction's infrastructure — we export the URL references and note that URLs may not persist after account cancellation. Customers should re-host or download critical creative assets before migration.

Creative asset references (screenshot IDs, video URLs, impression share, performance signals) export from MobileAction as structured fields. We load these as file fields or URL fields on the App or CPP record in Zoho CRM depending on whether the creative applies to the app globally or to a specific CPP page. Like CPP metadata, the underlying image and video files are URL-hosted on MobileAction infrastructure — we flag the URL retirement risk during scoping and recommend the customer download assets before migration.

Daily or weekly keyword ranking snapshots per keyword-app-country are time-series datasets with high row counts. We create a dedicated Keyword Ranking History module in Zoho CRM with fields for Keyword (lookup), App (lookup), Country, Snapshot Date, Ranking Position, Previous Position, and Change Delta. We chunk exports by date range to avoid MobileAction API pagination timeouts and preserve ordering by snapshot date. Zoho CRM's standard Analytics can render basic trend charts on this data; for multi-dimensional time-series analysis, we recommend Zoho Analytics as a supplemental reporting layer.

Estimated downloads, revenue projections, and market share figures from MobileAction export with their estimation provenance tag intact. We store these as custom numeric fields on the App module — estimated_downloads, estimated_revenue, market_share_pct, and estimation_source — so analysts can apply their own confidence weighting. Volume and revenue estimates are third-party modeled; we do not present them as precise figures and recommend the customer cross-reference with Apple's App Store Connect or Google Play Console for first-party data.

MobileAction SearchAds.com bid and budget automation rules are exported as structured condition sets (goal type, keyword criteria, bid adjustment percentage, budget ceiling). These do not have a migratable Zoho CRM equivalent — Zoho Blueprint and workflow rules use a different trigger model. We deliver a written inventory of every active automation rule documenting its conditions, actions, and recommended Zoho Blueprint equivalent. The customer's Zoho admin or a Zoho consultant rebuilds the automations post-migration. We do not execute the rebuild inside the migration scope.

MobileAction user accounts and team member assignments export as owner records. We match MobileAction owners to Zoho CRM Users by email address. Any MobileAction owner without a matching Zoho User goes into a reconciliation queue for the customer's admin to provision the User before record import resumes. Owner permissions, roles, and notification preferences from MobileAction export as a configuration blob and are documented separately for the admin to reconfigure in Zoho, since field-level permission structures differ between platforms.

User-level settings including tracked countries, notification preferences, and team member role assignments export as configuration data. These are not migratable directly because Zoho CRM's settings schema is structurally different. We deliver a written inventory of the current MobileAction configuration — tracked country list, alert thresholds, report schedule settings — so the admin can re-apply equivalent settings in Zoho CRM during the post-migration configuration phase.