Migrate from PipeRun CRM de Vendas to Zoho CRM

PipeRun Contacts map directly to Zoho CRM Contacts. We export the full contact record including name, email, phone, and any custom field values. PipeRun's link to a Company (Empresas) becomes a Zoho Contact.AccountId lookup; we ensure the parent Account is created before Contact import so the lookup relationship is satisfied at insert time. Email and phone deduplication in Zoho is configured before import to prevent silent duplicate creation on re-runs.

PipeRun Companies map to Zoho CRM Accounts. The Account object is created first in the import sequence because Contacts and Deals (Potentials) both reference it. We extract the Company identifier from PipeRun and map it to AccountName in Zoho, preserving any custom fields as Zoho custom fields of matching type (text, date, picklist, currency).

PipeRun Deals (Negócios) are the central revenue object and map to Zoho Potentials. We extract Deal value, expected close date, owner, and stage, then map each Deal's Funil (Funnel) assignment to the correct Zoho Pipeline. Closed-Won and Closed-Lost reasons from PipeRun custom fields migrate to Zoho Potential custom fields. The Deal title becomes Potential name.

PipeRun allows multiple simultaneous Funnels, each with its own stage definitions. Zoho CRM uses a single pipeline per module by default. We disaggregate each PipeRun Funnel into a separate Zoho Pipeline, extracting the full stage list and stage order from PipeRun's admin settings. Each Zoho Pipeline is created with the same stage sequence as the source Funnel, and stage names are preserved to match the original funnel stage language. This step requires upfront stage-mapping design before any Deal import begins.

PipeRun Activities (calls, emails, meetings, notes) map to Zoho CRM Activities. We export activity type, description, timestamp, owner, and linked Contact or Deal. In Zoho, the Activity is linked to the migrated Contact and Potential via Zoho's WhatId and ContactId fields, which are resolved using the unique ID prefix we added to record titles during CSV preprocessing. Long free-text notes may be truncated if they exceed Zoho's character limits.

PipeRun Proposals with line items and electronic signature status map to Zoho Quotes. We export proposal content, line-item detail, pricing, and signature metadata (signature request date, status, signer information). ICP-Brasil electronic signature status migrates as a custom Quote field. The Quote is linked to the parent Contact and Potential via Zoho's standard lookup fields after those records are confirmed in the destination.

PipeRun Users are referenced as Deal owners, Activity owners, and stage assignees. We extract the distinct PipeRun user list and match by email address against Zoho CRM Users. Owners without a matching Zoho User go to a reconciliation queue for the customer's admin to provision before record import resumes. Migration cannot proceed past Deal and Activity import without resolved OwnerId references.

PipeRun custom fields on Contacts, Companies, Deals, and Activities are exported with their values. We map each PipeRun custom field definition to a Zoho CRM custom field of the equivalent type: text to Single Line, textarea to Multiline, date to Date picker, dropdown to Picklist, currency to Currency. Custom fields are pre-created in Zoho before the corresponding object import begins so that field IDs are available for CSV column mapping.

PipeRun tags applied to Deals and Contacts migrate to Zoho CRM Tags. Zoho supports tagging on Contacts, Accounts, Potentials, and Deals natively. We export tags as a comma-separated list per record and map them to Zoho's tag field. If the customer uses Zoho Standard (which has limited tag visibility per module), we alternatively write tags into a multi-select custom field to ensure visibility in list views.

PipeRun automation rules (ações automáticas) are platform-internal triggers that cannot be exported in a portable format. We do not migrate them. During discovery we document every active automation rule in PipeRun: its trigger condition, actions, and the objects it affects. We deliver this as a written inventory with a recommended Zoho Workflow Rule or Deluge script equivalent for each. The customer's admin or a Zoho implementation partner rebuilds them post-migration.