Migrate from Selligent by Marigold to Zoho CRM

Selligent Individual records map to both Zoho Contact and Zoho Lead depending on addressability and lifecycle context. Email-addressable individuals with a known organization become Zoho Contacts attached to a Zoho Account; email-addressable individuals without organizational affiliation become Zoho Leads. We resolve this split during scoping using Selligent's addressability flags and any organizational tag properties, and preserve the original Selligent USERID as a custom field selligent_userid__c on both Lead and Contact for cross-reference.

Selligent stores organizational data as custom properties or relation tags rather than a native parent object. We extract company-related field values (company name, industry, revenue tier) from each Individual record, aggregate unique company names, and create Zoho Accounts. The Account acts as the parent for subsequent Contact linking.

Selligent Action Lists contain LISTID-keyed records with USERID and ACTIONCODE plus custom fields. Each Action List becomes either a Zoho custom module (named with the LISTID for disambiguation) or maps to the Zoho Deals module if the list represents opportunity-stage records. We preserve the full field schema per Action List by extracting the FieldsDefinition array during scoping and creating matching Zoho custom fields before record import.

Selligent Dynamic Segments are defined by behavioral and demographic rule sets that cannot be exported. We export the segment membership (the list of contact USERIDs in each segment) and recreate segment membership in Zoho as either Tags applied to the Contact record or as entries in a Zoho Static Group. The segment criteria rules are documented in the handoff inventory for manual rebuild in Zoho using the segment builder.

Selligent accepts custom field names as key-value props at record write time without requiring upfront schema registration. Zoho requires custom fields to be defined before data can be written. We extract the full FieldsDefinition array from the customer's Selligent CreateActionList API payload and the Individual record schema during scoping, generate the Zoho custom field creation API calls for each target module (Leads, Contacts, Accounts, Deals), and sequence record imports after field registration completes.

Selligent tags drive personalization and segmentation and are stored as arrays on each Individual record. We export tag assignments per contact and write them to Zoho Contact Tags using the Zoho CRM Tags API. Tags on Accounts map to Account Tags. The tag vocabulary is preserved as-is with no transformation.

Selligent tracks behavioral events (page views, product interactions, purchase events) for known and anonymous visitors. Zoho does not have a native event stream object, so we migrate the most recent and relevant event summaries as custom fields on the Contact record (e.g., last_purchase_date__c, last_page_view__c, total_sessions__c). Full event history is not migratable as a time-series object in Zoho CRM.

Campaign send history (subject, send date, audience size, open rate, click rate) migrates to Zoho Campaign records linked via Campaign Members to the corresponding Contacts. Message content, template assets, and creative files are not migratable; we document the campaign list and note which assets require re-upload at the destination.

Selligent stores engagement history (calls, emails, meetings) on the Individual profile. We export engagement records and write them to Zoho Tasks (for calls and standalone tasks) and Zoho Events (for meetings) linked to the Contact or Account. Activity timestamps are preserved to maintain the chronological timeline. Email content migrates as Task or Note body text.

Selligent user accounts and role assignments are organizational settings. We export user email addresses, names, and role labels from Selligent where accessible. Zoho User provisioning is customer-controlled; we provide a user mapping table with email-match recommendations and flag any users in Selligent who have no corresponding Zoho user account for admin provisioning before Contact assignment.

Selligent webhook configurations are not directly exportable via the public API. We document webhook URLs, subscribed event types, and payload configurations during scoping so the customer can recreate them in Zoho using Zoho CRM Webhooks or Zoho Flow. This is a manual rebuild item included in the handoff inventory.