Migrate from Sales Snap to Zoho CRM

Sales Snap Contacts with lifecycle stage values indicating an unqualified prospect map to Zoho Lead. Contacts with lifecycle stage indicating a qualified buyer, active customer, or evangelist map to Zoho Contact attached to an Account. We infer the split from the lifecycle stage values visible in the CSV export and preserve the original Sales Snap lifecycle stage in a custom field snap_original_stage__c on both Lead and Contact for post-migration audit. This mapping requires the customer to confirm their lifecycle stage taxonomy during scoping since Sales Snap does not publish a standard schema.

Sales Snap Company records map to Zoho CRM Accounts. The Company Name field becomes the Account Name, and any domain or website field maps to Account Site or Website. We deduplicate on Account Name during import because Sales Snap exports Companies per-contact, which may duplicate records across multiple exported rows. We apply a fuzzy-match dedupe threshold of 95% string similarity before insert to avoid duplicate Account creation.

Sales Snap does not expose a standalone Deal object in exports; deal values and stages are typically embedded in contact lifecycle data or in separate deal exports if available. We map any standalone deal records to Zoho PotentialDeals. Stage values map to Zoho Stage Name, and deal amount maps to Amount. If Sales Snap exports include pipeline stage labels, we map them to Zoho Sales Stages or create custom stage values during import configuration.

Sales Snap Sequences cannot migrate as active automations because Zoho uses a different workflow execution model (Blueprints, assignment rules, and Deluge scripts). We document the sequence as a written template: step order, email template subject lines, personalization tokens, delay rules, and trigger conditions. The customer's Zoho admin rebuilds each sequence using Zoho's Workflow Rules or Blueprint designer post-migration. Personalization tokens require manual reconfiguration because Sales Snap tokens are not compatible with Zoho's token syntax.

Sales Snap Tasks map directly to Zoho Tasks. Task Subject, Due Date, Status, Priority, and Description fields migrate 1:1. Task Owner maps by email match to a Zoho User. Orphaned tasks (tasks linked to a deleted or unmapped Contact) are flagged in the reconciliation report and held in a Zoho staging module for the admin to reparent or close.

Sales Snap call engagement logs map to Zoho Calls. Call duration, disposition, direction (inbound/outbound), and timestamp migrate to Zoho Call fields. The related Contact or Lead WhoId is resolved by email lookup during import. Call recordings are not included in Sales Snap CSV exports and are flagged as a data gap in the scoping report.

Sales Snap email engagement records (opens, clicks, replies, sent logs) map to Zoho Tasks with a custom activity type field. The email subject, timestamp, and engagement type (opened, clicked, replied) are preserved. Full email body content migrates to the Task Description field. We do not migrate email content as Zoho Email Messages because the Zoho Data Migration wizard does not support that object via standard CSV import; the customer can enable email logging via Zoho Mail integration post-migration if full email history is required.

Sales Snap meeting engagements map to Zoho Events. Event Subject, Start DateTime, End DateTime, Location, and Description migrate 1:1. Attendee emails map to Event Participants (WhoIds) via email lookup to Zoho Contacts and Leads. We create Event Relation records for each attendee during import.

Sales Snap custom fields visible in the CSV export map to Zoho custom fields of equivalent type. We flag any field type mismatches during the mapping phase: date fields that export as text strings require type conversion before Zoho import; picklist values require matching against Zoho's picklist options. Fields not visible in the export UI are flagged as hidden and cannot be mapped without manual discovery through Sales Snap support.

Sales Snap Owners (assigned users on Contacts, Companies, Tasks) map to Zoho Users by email address match. We extract the distinct Owner list from all exported records and match against the destination Zoho User table. Owners without a matching Zoho User are placed in a reconciliation queue; the customer's Zoho admin provisions the missing Users before record import resumes.