Migrate from SalesCaptain to Zoho CRM

SalesCaptain Contacts with no associated Company and no deal history map to Zoho CRM Lead. SalesCaptain Contacts attached to a Company record or linked to any Deal map to Zoho CRM Contact attached to a Zoho Account. We compute the split using SalesCaptain's contact status, lead_score, and company association properties. The original SalesCaptain contact status migrates as a custom field sc_original_status__c on the Zoho record for audit and reporting.

SalesCaptain Company records map directly to Zoho CRM Account. The Company name becomes Account Name, and the primary phone number maps to the Phone field. Account is created before any Contact import so that the Account-Contact lookup is satisfied at the moment of Contact insert. Multi-location accounts in SalesCaptain may require segmentation into multiple Zoho Accounts if the destination uses a location-per-account data model.

SalesCaptain Deals map to Zoho CRM Deals with pipeline and stage preserved. The SalesCaptain deal stage property maps to a Zoho pipeline stage, and we create the corresponding Zoho pipeline and stage values before migration. Deal amount, expected close date, and owner assignment transfer directly. SalesCaptain custom properties on Deals (such as deal_source or renewal_flag) become Zoho custom fields on the Deal module.

SalesCaptain conversation threads (SMS, voice call logs, and message exchanges) map to Zoho CRM Task records with the original timestamp preserved. Each conversation generates one Task entry with the thread summary in the Task description and the number of messages as a custom field. Voice call duration and disposition migrate as custom Task fields. We do not attempt to replicate SalesCaptain's threaded conversation UI in Zoho; Zoho's Activity timeline serves as the equivalent view.

SalesCaptain custom field definitions export as JSON schemas and values export alongside standard fields. We rehydrate custom field data in Zoho CRM, pre-creating any missing custom fields during the schema setup phase. Date-only fields from SalesCaptain may import as datetime in Zoho; we apply type coercion during import to normalize to date format. Multi-select picklist values use delimiter normalization to match Zoho's picklist separator.

SalesCaptain user records export with role and assignment data. We resolve owners by email match against the Zoho CRM User table. Any SalesCaptain user without a matching Zoho User is placed in a reconciliation queue for the customer's admin to provision before record import resumes. Role and permission structures are documented as a written inventory; Zoho Roles and Profiles are configured manually post-migration.

SalesCaptain channel profile data (phone numbers, messaging account IDs) exports as metadata. We flag any channel-specific routing rules that do not have a direct Zoho equivalent. Phone numbers and messaging identifiers migrate as custom fields on the Zoho Contact or User record. Advanced routing rules are documented for manual recreation in Zoho telephony settings.

Some SalesCaptain instances distinguish Leads from Contacts with a separate object. When present, SalesCaptain Leads map directly to Zoho CRM Lead with lead status and source preserved as custom fields. Any lead score property from SalesCaptain transfers to a Zoho custom field for use in Zia lead scoring configuration post-migration.

SalesCaptain workflow automation rules are not exposed through the API and cannot be extracted programmatically. We document every active workflow rule during the discovery phase in a Workflow Inventory worksheet that captures trigger conditions, filter logic, and action sequences. The customer's admin rebuilds these in Zoho Blueprint or workflow rules post-migration. This is a manual step; we provide the full inventory and a mapping to Zoho equivalents but do not execute the rebuild.

SalesCaptain file attachments associated with Contacts, Companies, or Deals migrate as Zoho CRM Attachments linked to the corresponding record. Zoho's Q1 2026 WorkDrive-based document storage migration provides cleaner attachment handling for attachments exceeding standard file size limits. We flag attachments over 25 MB for manual review as Zoho has per-file size constraints.