Migrate from Teamwork CRM to Zoho CRM

Teamwork CRM Company records map directly to Zoho CRM Accounts. The Company name, website, address, phone, and industry fields migrate 1:1. Company is extracted first in every migration run to satisfy the Account lookup required by Contact records. We resolve any duplicate Accounts using the Company domain as the dedupe key.

Teamwork CRM Contact records map to Zoho CRM Contacts with the Account lookup resolved to the migrated Account ID. Standard fields (name, email, phone, address) migrate directly. Custom Contact fields (text, number, dropdown) map to equivalent Zoho custom fields; Teamwork CRM's dropdown fields map to Zoho picklist or multi-select depending on single versus multi-value selection. Note: Teamwork CRM does not support file attachments on Contact records, so no attachment migration occurs for this object.

Teamwork CRM Contacts that represent unqualified prospects may map to Zoho CRM Leads rather than Contacts if the customer chooses to run a dual-object model in Zoho. We apply a configurable split rule during scoping based on Contact tags, pipeline assignment, or stage. The original Teamwork CRM Contact record is preserved as a custom field twc_original_contact_id__c on the Zoho Lead for audit and cross-reference.

Teamwork CRM Lead records map directly to Zoho CRM Leads. Lead name, email, phone, company, and source fields migrate 1:1. Teamwork CRM lead status and stage values map to Zoho CRM Lead Status picklist values, which we configure in the destination org before migration begins.

Teamwork CRM Opportunity records map to Zoho CRM Deals. Deal name, amount, close date, probability, and stage migrate directly. The pipeline assignment in Teamwork CRM maps to a Zoho CRM Pipeline which we pre-create before migration. Stage names and probabilities transfer from Teamwork CRM to Zoho Deal Stage definitions.

Teamwork CRM pipeline definitions (name, stage order, probability weights) map to Zoho CRM Pipelines. We create the destination pipeline in Zoho first, then create matching stage names with probability percentages copied from Teamwork CRM. Auto-prioritization flags in Teamwork CRM have no Zoho equivalent and are documented in the migration inventory for manual review.

Each Teamwork CRM pipeline stage maps to a Zoho CRM Deal Stage within the corresponding Pipeline. Stage sort order, label, and probability percentage migrate. If the customer has deprecated or inactive stages in Teamwork CRM, we flag them in the mapping document and advise closing or archiving them post-migration.

Teamwork CRM activity records (calls, meetings, tasks) map to Zoho CRM Tasks and Events. Call records become Tasks with Task Type = Call and Call Duration preserved. Meeting records become Events with Start DateTime, End DateTime, and Location preserved. We resolve the Contact and Deal lookups on each activity using the migrated record IDs.

Teamwork CRM custom fields (text, number, dropdown) map to Zoho CRM custom fields of equivalent type. Text fields become Zoho Single Line or Multi Line depending on length. Integer fields map to Zoho Integer fields. Dropdown fields map to Zoho Picklist fields with the same value options. Multi-select, date, and boolean custom fields do not exist in Teamwork CRM and therefore require no transformation; Zoho's richer type support is available for post-migration schema enhancements.

Teamwork CRM Users map to Zoho CRM Users by email address match. We extract every distinct owner_id referenced on Contacts, Companies, Leads, Opportunities, and Activities and match against the Zoho destination User list. Any Teamwork CRM user without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import resumes.

Teamwork CRM tags on Contacts and Opportunities migrate to Zoho CRM Tags. If the customer prefers a structured field model, we offer the option to map tags to a Zoho multi-select picklist custom field, which enables filtering and reporting. The customer selects the strategy during scoping.

Teamwork CRM saved filters are workspace-level configurations that do not carry business data. We capture filter definitions (field conditions, operators, sort order) as a reference document for the customer's admin to re-create in Zoho CRM's saved filter builder. This is metadata only and does not affect record migration.