Migrate from Taguchi to Zoho CRM

Taguchi Subscribers map to Zoho CRM Contacts by default. If the customer requires a pre-qualification stage before contacts enter the active sales pipeline, we offer a Lead-first model where subscribers without an assigned deal are imported as Leads and converted to Contacts upon deal assignment. The subscriber email becomes the Contact Email, status (active/bounced/unsubscribed) is mapped to HasOptedOutOfEmail or a custom Multi-Select field, and read-only metadata (campaign_source, import_source) is preserved as custom Contact fields. Bounced subscribers are quarantined and not re-activated on Zoho to protect the customer's new sending reputation.

Taguchi Organizations linked to Subscribers map to Zoho CRM Accounts. Organization name becomes Account Name, and the organization domain becomes Account Website. We resolve the Organization-to-Subscriber linkage during import so that each Contact is created with the correct AccountId lookup. If a Subscriber has no linked Organization in Taguchi, we create an Account named after the Subscriber's domain or email host as a placeholder.

Taguchi key-value custom fields map to Zoho CRM Custom Fields on the Contact module. We snapshot the full custom field schema during discovery, including fields that have been soft-deleted from Taguchi's UI but remain tagged to Subscriber profiles. These archived fields are reconstructed as Inactive custom fields in Zoho to preserve historical data. Field types are inferred from Taguchi value patterns (string, numeric, date, multi-select) and matched to Zoho's field type equivalents.

Taguchi activity events (opens, clicks, custom events) migrate as Zoho CRM Task records linked to the Contact. Each activity type is stored in a custom Task field (Activity_Type__c: Email_Open, Email_Click, Custom_Event) with the event name and timestamp preserved. Activity timestamps are set as the Task ActivityDate to maintain chronological ordering in the Contact timeline. This preserves the behavioral engagement history that drives Taguchi automation triggers.

Taguchi List memberships translate to Zoho CRM Tags on the Contact record. Because Taguchi list memberships are append-only (cannot be deleted), we document the full membership list during discovery and import all list associations as Tags. The customer chooses whether to import List Names as Tags, as a custom Multi-Select field, or both. Zoho supports tag add and remove operations at any time, giving full lifecycle management post-migration.

Taguchi Clusters identify the primary subscriber segment a Contact is most strongly associated with. We map clusters to a custom Contact field (Primary_Cluster__c) or as a Tag depending on the customer's segmentation strategy. Clusters are distinct from List membership and are preserved as separate metadata to support reporting by subscriber population.

Taguchi Campaigns link subscribers and activities. We migrate campaign metadata (campaign name, send date, recipient count) as linked Task records or as custom Contact fields rather than as standalone Zoho objects, since Zoho CRM does not have a native Campaign object in the base CRM module (Campaign is part of the Zoho Marketing module). Campaign associations are preserved as metadata on the Contact record for reporting.

Taguchi one-time broadcast sends migrate as engagement metadata. Broadcast name, send date, and recipient count are stored as custom fields on the related Contact Task records. Content and scheduling metadata are preserved in a custom field. Broadcast-level analytics (open rate, click rate) are not available in Zoho CRM's base reporting and are noted as a reporting gap in the handoff documentation.

Taguchi SMS send history migrates as Zoho CRM Task records with a custom SMS subtype. The contact's phone number field must be present and validated before SMS records are imported. Phone number formatting is standardized during the data cleaning phase to match Zoho's expected format. Note that Zoho CRM does not have native SMS sending; SMS activity records are historical metadata only.

Taguchi automation workflows and journey logic are rule-driven configurations that do not map to Zoho CRM Workflows or Blueprints. We do not migrate automation workflows. We deliver a written inventory of every active Taguchi Workflow with its trigger conditions, audience rules, and action sequence, along with a recommendation for how to rebuild equivalent logic using Zoho CRM Workflows, Blueprints, or Deluge functions. This document is handed off to the customer's Zoho administrator post-migration.