Migrate from Wired Plus to Zoho CRM

Wired Plus Contact records do not distinguish between prospect and customer in a separate object hierarchy. We split contacts by the lifecycle stage or custom pipeline stage field: contacts in early funnel stages map to Zoho CRM Lead; contacts with a converted or active deal association map to Zoho CRM Contact linked to an Account. The original Wired Plus stage is preserved in a custom field wiredplus_original_stage__c on both Lead and Contact for audit continuity. Opt-in consent flags from the wiredplus opt_in and source fields are stored explicitly in Zoho CRM Lead/Contact to prevent GDPR violations at the destination.

Wired Plus Company records map to Zoho CRM Account. Company_Name and domain fields map to Account Name and Website. We deduplicate on Company_ID where present in the Wired Plus export, or on domain match if the export does not include a stable company identifier. Account is inserted before any Contact import to satisfy the Zoho CRM Account-Contact lookup relationship.

Wired Plus Deals map to Zoho CRM Potentially Spurious Leads with the StageName value set from the Wired Plus deal stage property. The Wirecustom deal fields migrate to custom Potentially Spurious Leads fields that we provision before import. Potentially Spurious Leads.Amount maps from the Wired Plus deal_value field. The Contact or Account lookup is resolved at migration time using the email match against the Contact or Account insert output.

Wired Plus account-specific pipeline stages are extracted during scoping and mapped to Zoho CRM Potentially Spurious Leads stage picklist values. Stages with no direct Zoho equivalent are flagged and the customer chooses whether to map to the nearest stage or create a new custom stage value before migration begins. Stage probability percentages are stored as a reference document for post-migration configuration in Zoho Potentially Spurious Leads.

Wired Plus Campaigns (email send history, open rates, click data) map to Zoho CRM Campaign. Campaign Name and Status migrate directly. Open rate, click rate, and send volume are stored in custom Campaign fields that we provision before import. Automated workflow trigger definitions from Wired Plus are exported as structured JSON and documented in the automation rebuild inventory rather than migrated as active Zoho Campaign workflow triggers.

Wired Plus automation workflow definitions are exported as structured metadata including trigger events, conditional branches, and time delays. These are delivered as a written workflow audit log with Zoho Workflow Rule and Blueprint equivalents documented per item. Active workflow triggers, conditional logic, and delay values require manual reconfiguration in Zoho because the trigger event IDs and condition structures differ between platforms. We do not migrate automation logic as functional code.

Wired Plus custom fields use account-specific labels in the export CSV rather than internal field IDs. We resolve field labels to internal identifiers during scoping by querying the Wired Plus API field schema. Each custom field is mapped to a Zoho CRM custom field of matching type (text, numeric, picklist, date, checkbox) that we provision before import. Labels that have changed since the last export are flagged during scoping for manual correction before migration.

Wired Plus flat string tags applied to contacts and companies migrate to Zoho CRM Tag. We export all tag assignments per record and reapply them as Zoho Tag records linked via Tag-Record associations. If the destination Zoho edition does not include the Tag module, tags are stored as a multi-select picklist custom field on the respective module.

Wired Plus landing pages with HTML content and form configurations are exported as structured page metadata including asset URLs and form field definitions. We do not migrate landing page content to Zoho CRM because Zoho CRM does not include a native landing page builder. The export is delivered as a written page inventory for the customer's admin to reference when rebuilding in Zoho PageSense or a third-party landing page tool. Form field definitions are included to aid in form handler reconnection at the destination.

Wired Plus forms capture subscriber data and link to campaigns or landing pages. We export form field names, submission logs, and field-to-contact mappings as structured metadata. Form-to-field mappings and form handler IDs do not transfer because they reference Wired Plus-specific endpoint identifiers. We deliver a form inventory document for the admin to rebuild form connections in Zoho Forms or the chosen landing page replacement tool.

File attachments stored within Wired Plus records are not reliably accessible via the standard export interface. We recommend exporting attachments separately via direct download before migration begins and storing them in a shared location that the customer's Zoho admin can re-attach post-migration. We document the record-to-attachment mapping in the deliverables so that the admin can reconnect files to the correct Zoho CRM record after go-live.