Migrate from SprintHub to Zoho CRM

SprintHub Lead records map directly to Zoho CRM Leads. We extract all standard Lead fields including name, contact info, status, and owner assignment. Tags associated with Lead records in SprintHub migrate to Zoho CRM Tags (a global tagging system present in Zoho CRM Standard and above). The SprintHub lead status and source fields map to Zoho CRM's Lead Source and Lead Status picklist values, with any custom picklist values added to Zoho's picklist configuration during schema setup.

SprintHub Contact records map to Zoho CRM Contacts. The API supports querying by contact ID with nested tag and company associations, which we preserve during migration. We resolve the SprintHub company association to a Zoho CRM Account record (created in the Companies phase) before Contacts are inserted to satisfy the lookup relationship. Any custom fields on SprintHub Contacts are mapped to Zoho CRM custom fields of equivalent type.

SprintHub Company records map directly to Zoho CRM Accounts. Company name becomes the Account Name, industry and company size map to standard Zoho Account fields, and any custom fields transfer to Zoho CRM custom fields. The Company-to-Account mapping is established first in migration order because Contact records require a parent Account lookup to be valid in Zoho CRM.

SprintHub Pipeline definitions, including stage names and ordering, vary between instances. We extract the pipeline structure explicitly and map each to a corresponding Zoho CRM Pipeline. Zoho CRM Pipelines use Stage Names, probability percentages, and expected close dates; we configure these as part of the Zoho CRM schema setup before any Deal records are imported. If a SprintHub instance has multiple pipelines, each maps to a separate Zoho CRM Pipeline with its own stage configuration.

SprintHub Deals map to Zoho CRM Deals (Opportunities in Zoho's internal terminology but exposed as Deals in the standard CRM module). The SprintHub deal stage maps to Zoho CRM Stage Name, pipeline assignment maps to the Zoho Pipeline configured in the previous step, and deal amount, expected close date, and owner assignment transfer directly. Win/loss reasons from SprintHub custom fields map to Zoho CRM's Loss Reason field or a custom picklist.

Tags in SprintHub are global across the instance and attach to Leads, Contacts, Companies, and Deals. Zoho CRM has a native Tags feature that works across modules similarly. We extract the full tag list including color metadata and recreate the tags in Zoho CRM before record import. Tag associations on each record are preserved as part of the standard record import, with tag names matched exactly to avoid duplicates.

SprintHub's multi-account WhatsApp support is a key feature for Brazilian teams. Zoho CRM does not natively support multiple WhatsApp accounts per instance in the same way; WhatsApp integration is typically a single connected account via Zoho Flow or the WhatsApp Business API. We export the full account-to-conversation routing mapping as a structured JSON document that the customer's admin can use to configure Zoho Flow workflows or connect a WhatsApp Business API account. This is documented handoff, not functional migration.

SprintHub custom field names, types, and picklist options vary per instance. We extract the complete custom field schema alongside record values and map each to a Zoho CRM custom field of the appropriate type. Text fields map to Zoho Single-Line and Multi-Line fields, numeric fields map to Zoho Number fields, date fields map to Zoho Date fields, and picklist fields require pre-configuration of picklist values in Zoho CRM before import to avoid silent rejection. Custom field order and section placement in Zoho CRM's layout editor is documented for the customer's admin to arrange post-migration.

Automation rules in SprintHub including trigger conditions, filter logic, and multi-step action sequences are stored in a proprietary format. We export the workflow definitions as structured JSON with trigger type, conditions, and action sequence documented. Zoho CRM uses Blueprint for sales process automation and Workflow Rules for CRM action automation (assignments, field updates, email alerts, Webhooks). Deluge scripts handle advanced logic. We deliver a mapping table recommending Zoho equivalents for each SprintHub workflow trigger and action. Rebuild is handled by the customer's admin or a Zoho consultant post-migration.

SprintHub engagement records (calls, emails, meetings, tasks, notes) map to Zoho CRM Activities and Notes. Call records map to Zoho CRM Tasks with Activity Type = Call and call disposition preserved. Email engagement history maps to Zoho CRM Notes with the email content body preserved, linked to the parent Contact or Lead. Meeting records map to Zoho CRM Events with start/end time, location, and attendees. Note records map to Zoho CRM Notes attached to the relevant Lead, Contact, Account, or Deal via the relatedTo mechanism.

SprintHub social media campaign data including campaign names, metrics, and post histories are extracted from SprintHub's social module. Zoho CRM Campaigns store campaign names, types, status, budget, and response metrics. Post-level detail from SprintHub social campaigns is exported as a structured JSON file and attached to the corresponding Zoho CRM Campaign record rather than as individual activity entries, since Zoho CRM does not have a native social post object. Attribution settings and UTM parameters are preserved as campaign custom fields.