Migrate from Salesmate to Zoho CRM

Salesmate Contacts map to Zoho CRM Leads if they represent unqualified prospects (no associated Deal) or Contacts if they are attached to a Company record. The distinction is determined by whether the Contact has a linked Deal at migration time. We preserve Salesmate's lifecycle_stage and custom contact fields as custom fields on the Zoho destination record, with a lookup relationship to the linked Company mapped as an Account.

Salesmate Companies map directly to Zoho CRM Accounts. The company domain becomes the Account Website field and serves as the dedupe key during import. We create Accounts before any Contact import so that the Account-Contact lookup relationship is satisfied at the moment of Contact insert. Address, industry, employee count, and custom company fields map to equivalent Zoho Account fields.

Salesmate Deals map to Zoho CRM Potentials (the Zoho term for pipeline opportunities). Deal stage maps to Potential Stage, deal value maps to Amount, and the pipeline assignment maps to a Zoho CRM pipeline that we configure before migration. Closed-Won and Closed-Lost reasons from Salesmate become Zoho custom fields because Zoho Potentials do not have a native loss-reason attribute.

Each Salesmate deal pipeline becomes a Zoho CRM pipeline with corresponding Stage values. We map Salesmate stage names to Zoho stage names by the customer's documented pipeline definition and set probability percentages per stage. Stage probability percentages migrate from Salesmate with rounding to Zoho's integer format.

Salesmate Tasks map directly to Zoho Tasks with Subject, Status, Priority, Due Date, and Owner preserved. Task association to Contact, Deal, or Company migrates as a Zoho Related To lookup. Open and closed task status maps to Not Started, In Progress, Completed, or Deferred in Zoho's task status model.

Salesmate email history attached to Contacts migrates as Zoho CRM email records in the Contact's related list. Thread metadata (message ID, in-reply-to, conversation thread) is preserved as Zoho custom fields when the native Zoho email threading model does not accommodate Salesmate's threaded structure. Full email body content transfers where the API export path supports it.

Salesmate Team Inbox uses a shared-conversation threading model that has no direct Zoho CRM equivalent. We create a custom Zoho CRM module (Inbox_Threads) to receive the thread metadata, including thread ID, team assignment, message count, and participant list. Individual messages within a thread link to the custom module via lookup. The customer maps thread assignments to Zoho's shared email routing after go-live.

Salesmate Products (Module ID 6) map to Zoho CRM Products with Product Name, Unit Price, Product Code, and description preserved. Currency handling defers to the customer's Zoho base currency setting. Product active/inactive status migrates directly.

Salesmate Users map to Zoho Users by email match. We extract every distinct owner referenced on Contacts, Companies, Deals, and Tasks and resolve them to Zoho Users by email lookup. Any Salesmate Owner without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import resumes.

Salesmate Tags on Contacts and Companies export as string arrays via the API and map directly to Zoho CRM Tags. Zoho's tag model supports the same label-style metadata use case, and tags carry over without transformation.

Salesmate custom fields across Contacts, Companies, Deals, Tasks, and Products map to Zoho CRM custom fields of equivalent type (text, number, date, picklist, multi-select, checkbox). We audit the total field count per module against Zoho's 300-field-per-module limit during scoping. Fields exceeding this limit require a custom module split or a field retirement decision with the customer's admin.

Smart Flow automation definitions are not fully exposed via the Salesmate public API, so direct migration of automation logic is not possible. We extract sequence membership (which Contact is enrolled in which sequence and at what step) and document it as a written Blueprint rebuild guide. The customer's Zoho admin uses the membership data to configure equivalent Blueprint workflows and Workflow Rules in Zoho CRM.