Migrate from Sales Flow Technologies to Zoho CRM

Sales Flow Contact records map directly to Zoho CRM Contact. The LinkedIn URL field migrates to Zoho's LinkedIn URL custom field. Email address serves as the dedupe key. We resolve any duplicate email addresses during scoping and flag records for customer review before insert. Custom fields on Contact (imported from CSV) map to Zoho custom fields, which must be pre-created in Zoho's layout editor; the field types must match (text, number, picklist) or Zoho's import validation will reject records.

Sales Flow Contacts carry a company name field. We extract distinct company names from the Contact export, create corresponding Zoho CRM Account records first, then link each Contact to its Account via the Account Name lookup. If the Contact has no company name, the Account is created with the Contact name as the Account name to prevent orphaned Contact records.

Sales Flow Prospect Lists are named groupings of Contacts exported as CSV with list membership indicated by a dedicated column. We recreate list membership in Zoho CRM as Tags on Contact records. A Contact belonging to three prospect lists receives three Tags. Zoho's tag model is flat (no hierarchy), so nested Sales Flow list structures are flattened and documented with a mapping note for the customer's admin to design an equivalent Zoho Tags hierarchy post-migration.

A Sales Flow Sequence defines a cadence of outreach steps (LinkedIn connection request, follow-up email, InMail) applied to a group of Contacts. Zoho has no native sequence object, so we split the sequence data across Deal and Task records. The Sequence name and enrollment date become Deal fields; each step in the sequence becomes a linked Task with the original step timing preserved in the Task description. Sequence enrollment metadata (which Contact was enrolled in which sequence at what date) is stored as a multi-line custom text field on the Contact for reference. We request the Advanced Analytics CSV export in addition to the standard export to capture step-level timing data that the standard export truncates.

Sales Flow Campaigns bundle multiple Sequences under a single objective. We migrate Campaign names, associated sequence count, and reporting date ranges to Zoho CRM Campaigns. Channel routing logic and A/B testing configurations are not exposed via export and cannot be migrated; we document these in the Workflow Migration Summary for the customer's admin to evaluate for Zoho Blueprint recreation.

Sales Flow Workflows define conditional branching logic for prospect responses and follow-up actions. This logic lives in Sales Flow's application state and is not accessible via CSV or API. We produce a detailed Workflow Migration Summary documenting every conditional rule, step order, timing, and CRM action as written output. The customer's team uses this document to manually rebuild workflow logic in Zoho Blueprint. This is the most common source of post-migration surprise and is addressed explicitly during scoping before migration begins.

Sales Flow provides per-sequence and per-step open rates, reply rates, and connection acceptance rates via the Advanced Analytics CSV export. These metrics migrate as a structured reference document (CSV import into a Zoho custom module or an attached reference sheet) rather than native Zoho reports, because Zoho's reporting engine expects Zoho-sourced activity data. The customer's admin can build Zoho Analytics dashboards around new activity data post-migration.

Inbox messages represent the conversation thread between the rep and the prospect across LinkedIn and email. These are stored in LinkedIn's infrastructure and are not accessible via Sales Flow export. We do not migrate Inbox messages. We migrate the LinkedIn URL, connection request date, and connection status from the Contact export. The customer should archive or screenshot any critical Inbox threads before migration if conversation history is required.

Sales Flow User accounts (Admin, Standard roles) map to Zoho CRM User records. We extract all distinct owner references from Contacts, Sequences, and Campaigns and match by email against the Zoho destination org's User table. Any Sales Flow user without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Role labels (Admin, Standard) are preserved as a custom field on the Zoho User for reference.

Sales Flow Contacts may carry custom fields defined during CSV import (industry, seniority, custom score, etc.). The field labels and data types are captured during discovery. Zoho custom fields must be pre-created in the Zoho layout editor with matching types before migration. We import the raw field values during the Contact migration pass. Zoho's field validation rules may reject values that do not match picklist options or required formats; we address these during the sandbox pass and either clean the data or relax Zoho validation during the import window.