Migrate from Thunderbolt Pipeline to Zoho CRM

Thunderbolt Contact records split based on relationship status. Contacts with active bids or project assignments route to Zoho Contact. Unqualified or prospect-only records route to Zoho Lead. The split rule is configurable — default uses the most recent bid engagement date.

Thunderbolt Company records map directly to Zoho Account objects with a one-to-one field correspondence. The company name transfers as the Account Name, while address, phone, website, and industry classification map to their standard Zoho Account fields. Primary contact assignment identifies the most-active Thunderbolt Contact record linked to that Company and assigns it as the primary contact on the Zoho Account.

Thunderbolt's bid and project records map to Zoho Deals. Bid amount transfers as Deal Amount. Bid status (Pending, Awarded, Lost) maps to Zoho Deal Stage via value mapping. Awarded bids get a Closed Won stage. Trade type classification migrates as a custom pick-list field on the Deal.

Thunderbolt bid stages including Bidding, Under Review, Awarded, Not Awarded, and Withdrawn each map to corresponding Zoho Deal Stage values. Each stage mapping entry is defined in the migration planning phase before data loads commence. Stage-entered timestamps are preserved as custom datetime fields in Zoho to maintain historical audit trails for pipeline analysis.

Thunderbolt workforce records — trade assignments, labor forecasts, crew schedules — require a Zoho custom module or custom fields on the related Deal. We recommend a Workforce Assignment custom module linked to Deals via lookup. The module is created during schema setup before migration runs.

Thunderbolt compliance records including insurance certificates, licensing documentation, and union agreements migrate as custom fields on the associated Account or Deal object. Compliance expiry dates leverage Zoho's native date fields with optional reminder workflow rules configured post-migration to alert users before certifications lapse.

Thunderbolt file attachments including bid documents, project drawings, and compliance PDFs are downloaded from the source system and re-uploaded to Zoho Attachments linked to the corresponding Account, Contact, or Deal record. File size limits adhere to Zoho's attachment constraints which vary by edition tier.

Thunderbolt users are matched to Zoho Users by email address using a deterministic lookup. Unmatched owners are flagged in a pre-migration report for manual review and assigned to a designated fallback Zoho User. Active and inactive status flags from Thunderbolt are preserved in a custom field for reporting continuity.

Thunderbolt notes and activity logs migrate as Zoho Notes and Activities (Tasks and Events) respectively. Original timestamps and activity owners transfer verbatim to maintain historical accountability. Meeting and call records map to Zoho Events with start and end time preserved for calendar continuity.

Thunderbolt custom fields across any source object map to corresponding Zoho custom fields created during the schema setup phase. Field creation matches source data type including text, number, date, and pick-list formats. Pick-list values transfer verbatim from Thunderbolt with value mapping applied when pick-list structures differ between systems.