Migrate from Wetroo to Zoho CRM

Wetroo Contact records map directly to Zoho CRM Contacts. Standard fields (First Name, Last Name, Email, Phone, Address) migrate 1:1. Any Wetroo custom fields on Contact records are mapped to the equivalent Zoho custom field created during the schema phase. We use Email as the primary deduplication key during import to prevent duplicate Contact records in Zoho.

Wetroo Lead records (qualified via WhatsApp conversation workflows) map to Zoho CRM Leads. Lead status, source, and qualification score migrate to the equivalent Zoho Lead fields. The original Wetroo lead qualification status is preserved in a custom field wetroo_lead_status__c for reporting continuity. If the customer converts Leads during the Wetroo lifecycle, those records appear as Contacts in Wetroo and are mapped accordingly.

Wetroo Company records map to Zoho CRM Accounts. Company name and domain migrate to Account Name and Website respectively. Website is used as the dedupe key during import. Zoho Accounts must be created before any Contact or Lead import so that the Account-Contact lookup relationship is satisfied at insert time.

Wetroo Deal records map to Zoho CRM Potentials. Deal name, value, closing date, owner, and associated contact reference migrate to the equivalent Zoho Potential fields. The Wetroo deal stage name is mapped to the corresponding Zoho stage value during the pipeline configuration phase. Closed-Won and Closed-Lost reasons from Wetroo custom properties become Zoho custom fields for the same purpose.

Wetroo stage names are customer-defined and tied to WhatsApp workflow triggers. Zoho CRM stage values are configurable but use a picklist model rather than free text. We map each Wetroo stage name to a Zoho picklist value in the Potentials Stage field, preserving the original sequence as a custom field wetroo_original_stage__c on the Potential for audit. Stages with no direct Zoho equivalent are flagged during scoping for the customer's admin to confirm the destination stage value.

Wetroo uses a single pipeline model. Zoho CRM Pipelines are configured under Setup > Pipelines. We create the Wetroo-equivalent pipeline in Zoho (using the Wetroo pipeline name and stage order) and associate it with the Potentials module during schema setup. If the customer requires multiple Zoho pipelines post-migration, we document the split plan.

Wetroo automation sequences are JSON-based playbooks with WhatsApp event triggers. Zoho's automation model (Workflow Rules, Assignment Rules, Blueprint, and Deluge) is structurally incompatible with Wetroo playbooks. We export sequence names, trigger conditions, step definitions, and delay logic as a structured reference document. The customer's admin uses this document to rebuild automations in Zoho Blueprint and Workflow Rules. We do not migrate automation sequences as executable code.

Wetroo custom fields on Contacts, Leads, and Deals are discovered via API before migration. We create matching Zoho CRM custom fields during the schema phase, selecting equivalent Zoho field types (single-line text, multi-line text, picklist, numeric, date, checkbox). The field API names from Wetroo are preserved in Zoho field names where possible. Note: Zoho has a 300-field limit per module and 5 lookup fields per module, which we check against the discovered field count before migration.

Wetroo teams (up to 20 per owner) define grouping and access scope. Zoho CRM does not have a native team object with the same access-control semantics. We map Wetroo team membership to Zoho layout assignments and record ownership: team members receive the appropriate Zoho profiles and page layouts that govern their data visibility. Team names are preserved as a custom field on the Contact and Potential records for reference.

Wetroo Owners are assigned to Deals and Leads with name and email. We match Wetroo Owners to Zoho CRM Users by email address. Any Wetroo Owner without a matching Zoho User is placed in a reconciliation queue; the customer's admin provisions the Zoho User before record migration resumes. Active Wetroo owners who have left the company are mapped to inactive Zoho Users to preserve historical ownership on closed records.