Migrate from Salescamp CRM to Zoho CRM

Salescamp Lead records map to Zoho CRM Leads for unqualified prospects and to Contacts (linked to an Account) for qualified records. We determine the split based on Salescamp's Lead status property (e.g., New, Contacted, Qualified, Converted) and map accordingly. If Salescamp records do not carry an explicit qualification flag, we apply a customer-confirmed rule during scoping (typically converting all Leads with a deal association to Contacts, and remaining Leads to Zoho Leads). The original Salescamp Lead status is preserved as a custom field sc_original_status__c on both the Zoho Lead and Contact for audit. Collection membership from Salescamp is preserved as a Zoho custom multi-select picklist field sc_collections__c to retain the grouping context.

Salescamp Collections have no direct Zoho CRM equivalent because they are organizational groupings rather than standard CRM objects. We export each Collection's member list as a CSV and build a custom field sc_collections__c (multi-select picklist) on the Lead/Contact object in Zoho. Each migrated record receives the Collection names as picklist values, preserving the grouping context without requiring a separate Zoho module. This approach avoids creating N additional lookup modules in Zoho and stays within the 300-field limit per module.

Salescamp Company records map to Zoho CRM Accounts. The Company name becomes the Account Name, and domain or website data maps to the Account Website field. We use Company Name as the dedupe key during Zoho import. Because Salescamp may have Companies without a related Lead (or vice versa), we resolve cross-references at migration time and create orphaned Accounts in Zoho when no matching Contact exists. Account is created before Contact import so that the Parent Account lookup is satisfied.

Salescamp Deal Pipeline stages map to Zoho CRM Deal Stage values in the Deals module. We create a Zoho Sales Process that mirrors the Salescamp pipeline structure and configure each stage with probability percentages matching the original Salescamp values. If Salescamp has multiple pipelines (one per Collection), we create separate Zoho Sales Processes or use a custom picklist field to distinguish pipeline origin, since Zoho's native multi-pipeline feature requires Enterprise tier.

Salescamp Deal records map directly to Zoho CRM Deals. The Salescamp deal value, stage, and owner map to Zoho Deal Amount, Stage, and Owner. The parent Account and Contact lookups are resolved by matching Salescamp's company and contact references against the imported Zoho Accounts and Contacts. Deals without a resolvable Account are imported with Account lookup left null and flagged for manual resolution after migration.

Salescamp Call logs, SMS records, and email sync entries map to Zoho CRM Tasks (TaskSubtype = Call for phone logs) and Events (for meeting records). The original timestamp is preserved as the Activity Date, and the owner resolves by email match against the Zoho User table. We check the Salescamp CSV export columns during scoping to confirm that activity records are included in the primary export; if activity history is omitted, we request supplemental activity exports per Collection and merge them before Zoho import. Zoho's 5 GB per file limit applies to any large activity history exports.

Salescamp Goals represent sales targets per user or team and have no direct Zoho CRM standard equivalent. We map goal definitions to a Zoho custom module (Goals__c) with fields for Target Amount, Period, Owner, and Status. Alternatively, if the customer prefers lighter-weight tracking, goals are stored as custom fields on the User module. The choice is confirmed during scoping based on how the customer uses Salescamp Goals.

Salescamp Users and Owners map to Zoho CRM Users resolved by email match. The Salescamp user role and active status transfer to the Zoho Role assignment. Any Salescamp Owner without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record import resumes, because OwnerId is a required reference on most Zoho standard object imports.

Salescamp custom fields per object (Leads, Deals, Companies) map to Zoho CRM custom fields created before migration begins. We validate the target field type (text, picklist, date, number, lookup) against Zoho's supported types. Zoho's limit of 300 fields per module and 5 lookup fields per module is checked against the Salescamp field inventory. If the count approaches or exceeds these limits, we identify the lowest-impact fields to store as a JSON-encoded custom Notes field or to exclude from migration and document for manual re-entry.

Salescamp file attachments associated with Leads, Deals, or Companies map to Zoho CRM Attachments. We extract attachment URLs or file references from the Salescamp export, re-download where possible, and attach them to the corresponding Zoho record via the Zoho Files API. If Salescamp attachments are stored in a third-party integration (e.g., Google Drive, Dropbox) rather than within Salescamp itself, we document the external link and leave the attachment migration to the customer's admin to re-link post-migration.