Migrate from Wishpond to Zoho CRM

Wishpond's primary record is a flat Lead with name, email, phone if provided, and source campaign tags. We split each Wishpond Lead into a Zoho Account (using email domain extraction from the contact's email address) and a Zoho Contact linked to that Account. This resolves the flat-to-relational gap: every Wishpond Lead becomes a Contact-to-Account relationship in Zoho. Phone number gaps are preserved as blank phone fields; we flag records missing both phone and company name for customer review before load. Owner assignment maps from Wishpond Owner email to Zoho User email during scoping.

As a parallel path, we also map Wishpond Leads directly to Zoho Leads for customers who want to preserve the unqualified-prospect model and use Zoho's Lead conversion process. The customer chooses the primary model (Contacts or Leads) during scoping. If Leads are chosen, we preserve the Wishpond lead source as a Zoho custom Lead Source field and any Wishpond custom fields as custom fields on the Zoho Lead module. The original Wishpond campaign attribution is stored as a custom field on Zoho Lead for reporting.

Wishpond email campaigns with drip sequences, A/B variants, and engagement metrics map to Zoho Campaign records. Campaign name, type (drip, blast, A/B), and send date migrate. Historical open rates, click rates, and conversion rates are stored as Zoho custom numeric fields on the Campaign record because Zoho Campaigns track response metrics differently. Wishpond A/B test traffic allocation percentages are preserved as custom fields. Zoho's Campaign Member tracking (tracking individual contact responses) requires post-migration list configuration in Zoho Campaigns; we document the target list structure during handoff.

Wishpond lead capture forms map to a Zoho custom module (named Wishpond_Forms_C) storing form metadata: form name, field names, field types, associated landing page URL, and creation date. Zoho's Web Forms serve as the replacement for live form capture post-migration. Form field mapping to Zoho Contact fields is documented as a mapping table for your admin to configure in Zoho Web Forms. We do not rebuild Wishpond forms in Zoho; we deliver the field inventory and mapping recommendation.

Wishpond landing pages export as metadata records: page name, URL slug, creation date, and associated form ID. We store this in a Zoho custom module (Wishpond_Landing_Pages_C) for reference during Zoho Page Builder reconstruction. The actual page layout, copy, and design do not migrate; Zoho's PageRay or an external page builder must be used to recreate them. We flag which Wishpond landing pages had the highest lead capture volume so those are prioritized in rebuild scope.

Wishpond referral campaigns export as Zoho Campaign records with referral-specific metadata (reward type, reward value, campaign start/end dates) stored as custom fields. Referral participant lists (contacts who participated in the referral program) export as records in a custom module (Wishpond_Referral_Participants_C) linked to the associated Zoho Contact. This preserves the referral participant data for re-enrollment in Zoho's native referral tracking or a third-party referral tool.

Wishpond contest entries export as individual records in a Zoho custom module (Wishpond_Contest_Entries_C) with contest name, entry date, winner/loser status, and linked Contact. Where Wishpond tracks contest participation separately from standard leads, we merge these into the unified contact export and populate the contest module with a lookup to the associated Contact. Winner status is stored as a Zoho picklist field on the custom module.

Wishpond user accounts (name, email, role, active/inactive status) map to Zoho Users by email match. Wishpond role names map to Zoho profile permissions during scoping. We resolve all Wishpond Owner assignments on Leads, Campaigns, and Forms to Zoho OwnerId references. Any Wishpond user without a matching Zoho User is held in an owner reconciliation queue for your admin to provision before record import begins.

Wishpond historical email engagement metrics (open rates, click rates, bounce rates, conversion attribution by campaign) export as monthly CSV segments due to API rate limiting. We import these as Zoho custom report data or as attachments on the associated Zoho Campaign records. Zoho Analytics (available at higher tiers) can visualize these time-series metrics. The customer receives a Zoho custom report configuration guide for rebuilding the Wishpond analytics dashboard in Zoho.

Wishpond automation workflows export as JSON schema documenting trigger conditions, action sequences, delay rules, and A/B split logic. We deliver this as a written Blueprint design document with Zoho Blueprint equivalents for each Wishpond Workflow trigger and action type. The actual Blueprint is not built during migration; your admin uses the document to rebuild in Zoho Blueprint or workflow rules post-migration. Active vs. inactive workflow status is preserved in the documentation so inactive workflows are not accidentally rebuilt.