Migrate from SalesNexus to Zoho CRM

SalesNexus Contacts map directly to Zoho CRM Contacts. We export the full field schema via SalesNexus get-all-fields, map each field ID to a Zoho field by type (text to single-line, date to date picker, phone to phone, etc.), and create any missing Zoho custom fields before import. The SalesNexus company field resolves to the Zoho Account lookup on Contact. Contact owner resolves by email match to Zoho Users. Notes attached to contacts migrate as Zoho Notes linked via the Related To field.

SalesNexus Company records map to Zoho CRM Accounts. Company name becomes Account Name; website becomes the Website field and acts as a dedupe key during import. Accounts are created before Contact import so that the Account lookup is satisfied at the moment of Contact insert. Industry, annual revenue, and employee count map to their Zoho standard field equivalents or custom fields if the Zoho layout exposes them.

SalesNexus named Pipelines (up to 3 on Free, 10 on Starter) map to Zoho CRM Pipelines created in the pipeline configuration. We export the pipeline schema and recreate each pipeline in Zoho with its original name. Zoho assigns a Pipeline ID that we reference during stage import. Pipeline assignment per record maps via the Deal-to-Opportunity StageName lookup. Multi-pipeline accounts in SalesNexus map to multiple Zoho pipelines with matching names and stage counts.

SalesNexus Pipeline Stages are ordered integers within a pipeline. We export stage names, order, and probability percentages and recreate them in Zoho under the corresponding pipeline. Each SalesNexus stage maps to a Zoho Stage with its probability carried forward. Probability rounding follows Zoho's field precision. Stage names are preserved exactly to avoid downstream reporting breaks.

SalesNexus Tasks map directly to Zoho Tasks. Subject, Status, Priority, Due Date, and Description transfer. Owner assignment resolves via email match to Zoho Users. Closed and open tasks both migrate; the Activity Date (Created Time in SalesNexus) is preserved in the Zoho Created Time field for audit trail. Tasks linked to specific contacts or companies resolve their Zoho IDs before insert.

SalesNexus email templates export with name, subject, body (HTML), and merge field identifiers. We convert SalesNexus merge field syntax (e.g., {{contact.first_name}}) to Zoho CRM merge field syntax (e.g., {{Contact.First Name}}) and flag any fields that have no Zoho equivalent for manual correction. HTML body transfers as-is; plain-text versions are generated during export for CRMs that require them.

SalesNexus stores call recordings and transcriptions linked to contact Activity records. Transcription text exports as a Note body attached to the relevant Contact. The recording URL is stored as a Note attachment URL so reps can click through to the original file. Binary audio files cannot be downloaded via the SalesNexus API; we document the limitation and flag it for the customer's admin before migration.

SalesNexus email archival (included on all tiers) exports subject, date, direction (sent/received), and HTML body. We import as Zoho CRM Email Records linked to the relevant Contact or Account. HTML body transfers as-is. For Zoho layouts that render only plain-text, we generate a stripped version alongside. Sender and recipient email addresses map to the From and To fields.

SalesNexus drip automation workflow logic is not exposed via the public API. We export the list of active sequences with their enrolled contact counts and enrollment dates, producing a sequence audit report. The trigger logic, delay rules, and conditional branches cannot be extracted and must be manually rebuilt in Zoho Blueprint. We deliver the audit report listing each sequence name, enrollment count, and the contact list so the admin can reproduce the nurture logic in Zoho Workflow Rules and Blueprint processes.

SalesNexus custom fields on Contacts and Companies are identified by integer field IDs from get-all-fields. We export the full field schema (label, type, options for picklists) and create matching custom fields in Zoho CRM using Zoho's field designer. Picklist options migrate as picklist values. Multi-select picklists map to Zoho multi-select picklists. The mapping preserves field order for screen layout consistency.