Migrate from Tubular CRM to Zoho CRM

Tubular Contact records map directly to Zoho CRM Contacts. We transfer first name, last name, email, phone, company association, owner, and all Tubular custom contact fields. The Contact's associated company in Tubular resolves to a Zoho Account lookup, so Accounts must be imported first. Email address serves as the dedupe key during Zoho import. Any Tubular DNA Credit enrichment data (AI-scored lead ratings, enriched company profiles) is preserved in a custom field tubular_dna_credits__c because Zoho does not have a native equivalent.

Tubular Company records (distinct from Contacts in Tubular's data model) map to Zoho CRM Accounts. We transfer company name, domain, address, industry, employee count, annual revenue, owner, and custom fields. Accounts are imported before Contacts to satisfy the Account-Contact lookup relationship. Where Tubular Contacts have a company association but no corresponding Company record, we create a stub Account using the Contact's company name to preserve the relationship.

Tubular Deal records map to Zoho CRM Deals with deal name, value (amount), stage, probability (from forecast-weighted view), payment terms, associated contacts, associated company, owner, deal-level notes, and custom deal fields. Deal stage history migrates where available in the export; stage-specific metadata such as probability percentages requires manual review in Zoho because Tubular's stage-trigger probability values do not map directly to Zoho's stage probability fields.

Tubular's custom pipeline stages per deal map to Zoho CRM Stage configuration within the Deals module. We transfer stage names and order but do not migrate Tubular's deal-stage triggers (automation) as logic. Stage probability percentages are preserved as custom fields on Deals since Zoho's stage probability is module-wide and may differ from Tubular's per-deal weighting. The customer configures Zoho stage probability settings post-migration to match their pipeline reporting requirements.

Tubular Lead records (distinct from Contacts) map to Zoho CRM Leads with source, status, owner, and custom Lead Builder fields. Lead-to-Contact conversion in Zoho is a manual action that the customer's sales team performs post-migration, similar to Tubular's own Lead-to-Contact conversion workflow. We preserve the Lead score from Tubular's Lead Builder in a custom field tubular_lead_score__c.

Tubular Tags applied to Deals and Contacts migrate as Zoho CRM Multi-Select Picklist field values. We extract all unique tag labels from Tubular exports, create a corresponding multi-select picklist field in Zoho CRM (or map to an existing field), and reapply the label arrays to each record during import. Tags that exceed Zoho's 150-character picklist value length are truncated and flagged for admin review.

Tubular Tasks associated with Leads and Deals migrate to Zoho CRM Tasks with title, due date, owner, status, priority, and associated record lookup. Recurring task patterns are not preserved in export and are documented separately for manual rebuild in Zoho using Blueprint recurring tasks. Task owner resolution uses email-based matching against Zoho Users.

Tubular email logs, call logs, and notes attached to Deals and Contacts migrate as Zoho CRM Activity records (Tasks for calls and tasks, Events for meetings). Activity type, timestamp, subject, description, owner, and associated record lookup transfer directly. Activity export format varies depending on whether we use API (Enterprise) or UI-based extraction; for Pro-tier exports, activity records may require format normalization before Zoho import because UI exports flatten the activity structure differently than API responses.

PDFs and Google Docs attached within Tubular deal flows are extracted via UI scraping or API where available. We preserve file names and link them to the correct Deal or Contact record in Zoho CRM. We do not host or transfer the file content itself; files are re-linked to Zoho Attachments using URLs or file paths provided during scoping. File attachments that exceed Zoho's attachment size limits are flagged for admin review.

Tubular User accounts and Deal owners map by email match to Zoho CRM User records. We resolve owners using email as the lookup key and flag any Tubular Owner without a matching Zoho User for the customer's admin to provision before record import. Inactive Tubular users can be mapped to inactive Zoho users or reassigned to active users at the customer's direction during scoping.

Tubular's Deal Stage Triggers (automation that fires on deal stage changes, Enterprise-only) are documented as a written inventory during discovery and do not migrate as code. We capture each trigger's name, stage-change condition, and associated actions (email template, field update, task creation) and deliver a Blueprint design document for the customer's admin to rebuild in Zoho. This is the highest-priority rebuild item for teams relying on stage-triggered follow-up sequences.

Tubular's DNA Credits (100 on Pro, 250 on Enterprise) power AI enrichment features within Tubular but have no monetary equivalent in Zoho CRM. We document the credit count and flag any enriched data (AI-scored lead ratings, enriched company profiles) for preservation in custom fields on the relevant Lead or Contact record before migration. DNA Credits themselves do not transfer and expire when the Tubular subscription ends.