Migrate from Salesboom to Zoho CRM

Salesboom Leads map directly to Zoho CRM Leads module. Standard fields (name, email, phone, company, status, source) migrate 1:1. Custom Lead fields migrate as Zoho custom fields scoped to the Leads module. If the customer has configured Lead conversion settings in Salesboom (custom conversion mapping), we replicate the field-level mapping in Zoho's lead conversion layout. The mapping preserves the original Salesboom Lead ID in a custom field sb_original_id__c for audit trail and cross-system reconciliation.

Salesboom Accounts map 1:1 to Zoho CRM Accounts. The primary mapping is Account Name, Billing Address, Shipping Address, Industry, Employee Count, and Annual Revenue. Salesboom's Account hierarchy migrates to Zoho's parent-account lookup where supported. Custom Account fields migrate to Zoho custom fields. We resolve the Account record before importing any child Contacts to satisfy Zoho's mandatory Account lookup on Contacts.

Salesboom Contacts map directly to Zoho CRM Contacts. The Contact-to-Account parent relationship migrates by resolving the Salesboom Account Name or Account ID to the Zoho Account ID generated during the Account migration phase. Standard fields (First Name, Last Name, Email, Phone, Title) migrate 1:1. Address fields from Salesboom map to Zoho's Mailing Street, Mailing City, Mailing State, Mailing Country, and Mailing Zip fields. Custom Contact properties migrate as Zoho custom fields.

Salesboom Opportunities map to Zoho CRM Deals. The mapping uses Opportunity Name as Deal Title, Amount as Deal Amount, Close Date as Closing Date, Stage as Stage Name, and Probability as the probability percentage. Salesboom stage names migrate to Zoho stage names, and we configure the Zoho pipeline stages to match the source stage sequence before migration begins. The Opportunity-to-Account parent lookup resolves to the Zoho Account ID. Custom Opportunity fields migrate as Zoho custom fields on Deals.

Salesboom Products map to Zoho CRM Products. The mapping preserves Product Name, Product Code (mapped to Zoho Product Code), Description, and Unit Price. Active/inactive status from Salesboom migrates to Zoho Product Active flag. Products must be created before Line Items or Quotes that reference them can be imported, so Product migration runs as a prerequisite phase before Deal-line migration.

Salesboom Tasks migrate to Zoho CRM Tasks. Standard fields (Subject, Status, Priority, Due Date, Assigned Owner) migrate 1:1. Recurring tasks from Salesboom require flattening into individual task instances because Zoho Tasks do not support native recurrence object structures. The Owner resolves by email match against Zoho Users. Tasks are imported after Users, Accounts, Contacts, and Deals to ensure all valid Lookups are available.

Salesboom Events map to Zoho CRM Events. Standard fields (Subject, Start DateTime, End DateTime, Location, Description) migrate directly. Attendee relationships from Salesboom Events link to the corresponding Zoho Contact or User records via Event Relations. Events run after Contacts to satisfy attendee lookups.

Salesboom Notes attach to any parent record (Account, Contact, Opportunity, Case). We migrate Note body text, associated parent object type, parent object ID (mapped to the new Zoho record ID), and ownership. Rich-text formatting in Salesboom Notes is converted to plain text to ensure rendering compatibility in Zoho. Note migration runs after parent records are confirmed in Zoho.

Salesboom Cases migrate to Zoho CRM Cases. The mapping preserves Case Number (if exposed), Subject, Description, Status, Priority, Origin, and Resolution fields. Custom Case fields migrate as Zoho custom fields on Cases. Auto-assignment rules and escalation workflows from Salesboom do not migrate; these require rebuilding in Zoho's Case assignment rules and workflow engine post-migration. We document every active rule during the automation inventory phase.

Salesboom file attachments migrate to Zoho CRM Attachments linked to the corresponding parent record (Account, Contact, Deal, Case). We extract attachment binary data via Salesboom API where available, map file names, types, and sizes, and upload to Zoho using the Attachments API. Attachments are imported after their parent records to satisfy the required lookup. Large attachment volumes use Zoho's file upload API with batch handling.

Salesboom allows unlimited custom fields on every standard tab with no per-field pricing. Zoho enforces a hard limit of 300 fields and 5 lookup fields per module. During discovery, we count the total custom fields per module. If any module exceeds 300, we present three options: archive fields with no data values, convert overflow fields to a linked custom module, or split the data across two related Zoho modules. The customer chooses the strategy before schema design begins.

Territory Management in Salesboom is gated behind the Professional and Enterprise tiers. Territory assignments on Accounts and Users migrate as data. We document the territory hierarchy (name, parent territory, assigned Accounts, assigned Users) in a written Territory Map for the customer's admin to rebuild in Zoho's Territory Management feature, which is available in Zoho CRM Enterprise. Territory automation rules do not migrate; they require manual configuration in Zoho.