Migrate from SalesSeek to Zoho CRM

SalesSeek Organizations map directly to Zoho CRM Accounts. The organization name, address fields, industry, website, and custom properties migrate as standard and custom Account fields. The SalesSeek organization_id is preserved in a custom text field ss_original_id__c for reconciliation. Account creation happens before any Person or Contact migration so that the Account-Contact lookup relationship is satisfied at insert time.

SalesSeek People map to Zoho CRM Contacts. Each Person's link to an Organization becomes the Contact's Account Name lookup. We resolve the AccountId before Contact insert using the SalesSeek organization_id mapping. Email, phone, title, lifecycle stage, owner assignment, and any custom Person properties migrate as Contact fields. If the customer uses SalesSeek lifecycle stages, we map them to Zoho Contact Lead Source or a custom picklist.

SalesSeek Deals map to Zoho CRM Deals. Deal name, monetary value, stage, probability, expected close date, and linked Organization and Person associations migrate. The SalesSeek pipeline assignment maps to Zoho's Deal layout or Pipeline configuration. Closed-won and closed-lost dates and reasons migrate as custom fields if configured in Zoho. We resolve the AccountId and ContactId lookups from the migration's parent-record mapping before Deal insert.

SalesSeek pipeline stages are configurable enumerations with label, sequence order, and probability percentages. We preserve the stage labels and probabilities in the Zoho CRM pipeline stage configuration. Stage renaming or reordering in Zoho requires manual review post-migration since Zoho's pipeline builder uses a visual drag-and-drop interface rather than enumerated values. Zoho's single pipeline constraint may require the customer to select a primary pipeline if SalesSeek used multiple simultaneous pipelines.

SalesSeek Tasks (to-do items assigned to users with due dates and status) map to Zoho CRM Tasks. Subject, due date, status, priority, and owner assignment migrate. Task completion status maps from SalesSeek is_complete to Zoho Task Status (Not Started, In Progress, Completed). Owner resolution follows the User mapping by email match. Historical completed tasks and open tasks both migrate.

SalesSeek activity records (calls, emails, meetings) export with type, date, associated contacts, and content. We map call activities to Zoho Tasks with TaskSubtype=Call and call duration in a custom field; email activities map to Zoho Tasks with a custom email_body field; meeting activities map to Zoho Events with start time, end time, and location. The WhoId (Contact) and WhatId (Deal) references resolve from the parent-record mapping before activity insert.

SalesSeek tags label records for categorization. We export tag names and reapply them as Zoho CRM Tags, which are a native Zoho feature available on most standard modules. Tags with special characters are normalized to Zoho's allowed character set. If the customer used a high volume of tags per record, we map them to a custom multi-select picklist field in Zoho as an alternative.

File attachments associated with Organizations, People, or Deals in SalesSeek are downloaded and re-uploaded to Zoho CRM. We preserve the linked record association using Zoho's Attachments API endpoint per module. Attachments exceeding Zoho's size limits are flagged for the customer to store in an external document management system with a link stored in Zoho.

SalesSeek Groups segment records for filtering and sharing. Groups used for segmentation map to Zoho CRM Tags or Zoho CRM Views (saved filters). If the customer used Groups for team-based record sharing, we document the group membership and recommend Zoho CRM's sharing rules or Teams configuration post-migration. Group-based access controls do not migrate automatically.

SalesSeek Filter definitions are read-only via API and orphaned filters are periodically cleaned up by the system. We export all active filter definitions during scoping and recreate them as Zoho CRM Saved Views. Filters not linked to a Group in SalesSeek may have already been deleted before migration; we flag any that cannot be retrieved. Saved Views in Zoho replicate filter logic but require manual recreation in the UI.

SalesSeek Users who own records map to Zoho CRM Users by email match. We extract every distinct owner referenced on Organizations, People, Deals, Tasks, and Activities. Owners without a matching Zoho User go to a reconciliation queue for the customer's admin to provision before record import resumes. Inactive SalesSeek users map to Zoho Users with active=false if their historical records need ownership preserved.

SalesSeek custom fields on Organizations, People, and Deals can be text, number, date, or dropdown types. We map each field to an equivalent Zoho CRM field type: text to single-line, long text to multi-line, numbers to integer or decimal depending on precision, dates to date picker, and dropdowns to Zoho picklist with enumerated options explicitly mapped. Dropdown options require a value-mapping spreadsheet reviewed by the customer before migration. Zoho's 300-field per-module limit applies and is checked during scoping.