Migrate from Touchdown to Zoho CRM

Touchdown Contacts migrate to Zoho CRM as either Lead or Contact depending on qualification status. If Touchdown stores a lifecycle_stage or equivalent qualification property, we apply the customer's defined split rule during migration: unqualified prospects land as Zoho Leads, and qualified contacts with active deals or accounts land as Zoho Contacts tied to an Account. The original Touchdown lifecycle or status property is preserved in a custom field touchdown_original_status__c on both the Lead and Contact for audit and reporting continuity.

Touchdown Company records map directly to Zoho CRM Accounts. The company domain name from Touchdown populates the Account Website field and is used as a deduplication key during import. We create Accounts before importing Contacts so that the Account Lookup relationship is satisfied at the moment of Contact insert, preventing orphaned Contact records.

Touchdown Campaign records map to Zoho CRM Campaigns. Campaign name, type (email, social, event, webinar), start and end dates, and budget information migrate directly. Audience membership (which Contacts are in which Campaign) migrates as Zoho CRM Campaign Members linked to the Campaign and the corresponding Lead or Contact. Campaign status from Touchdown maps to Zoho Campaign Status (Active, Planning, Completed, Archived).

Touchdown Segments have no direct Zoho CRM equivalent. We discover the segment definition—field criteria, inclusion logic, and operator structure—via API exploration during scoping. Each Segment is then recreated as a Zoho Saved Filter on the Contacts or Leads module with equivalent criteria. If the customer uses segment membership as a targeting attribute in reporting, we also populate a custom multi-select field segment_name__c on Contact so that segment membership is visible without navigating to the Saved Filter.

Touchdown Email Templates with personalized messaging content export as template body text. We map template merge fields to Zoho CRM's corresponding merge field syntax and recreate the template in Zoho's Email Templates library. If Touchdown templates use non-standard token formats, we document the token mapping during scoping so template content renders correctly in Zoho's email composer.

Touchdown custom field schema is not publicly documented, so we discover custom field names, types, and picklist values during the pre-migration API exploration phase. Each discovered custom field is pre-created in Zoho CRM with the matching field type before any records are imported, so type mismatches do not block the migration. If a Touchdown custom field uses a data type not directly available in Zoho, we map it to the nearest equivalent—for example, a multi-select string in Touchdown becomes a Zoho Multi-Select Picklist.

Touchdown email engagement records (opens, clicks, sends) migrate to Zoho CRM Activity records of type Email linked to the corresponding Contact or Lead. The original engagement timestamp is preserved as Activity Date so the activity timeline reflects the actual engagement history. If Touchdown stores email body content, it migrates to the Activity notes field. Email tracking events (opens, clicks) are stored as separate Activity sub-records with Event_Type indicating the interaction type.

Touchdown call engagements map to Zoho CRM Activity records with Activity Type set to Calls. Call duration, disposition, and any associated notes from Touchdown migrate to corresponding Zoho custom fields on the Activity. The original call timestamp becomes the Activity Date.

Touchdown meeting engagements migrate to Zoho CRM Activity records with Activity Type set to Events. Start time, end time, location, and meeting title preserve from the Touchdown record. Attendee information from Touchdown migrates to Event invitee fields in Zoho.

Touchdown task engagements map to Zoho CRM Task records. Task subject, due date, status, and priority migrate directly. Owner assignment migrates by resolving the Touchdown owner email to a Zoho User record via the User mapping.

Touchdown Users referenced on Contact, Company, Campaign, and Engagement records map to Zoho CRM Users by email address match. Any Touchdown User without a matching Zoho User goes to a reconciliation queue for the customer's Zoho admin to provision before record import continues. Owner assignment on migrated records is resolved at migration time once User mapping is confirmed.