Migrate from Workpex to Zoho CRM

Workpex is primarily a lead management platform where Leads are the core object with status fields, source tracking, and user assignment. We map Workpex Leads to Zoho CRM's Lead module if they are unqualified prospects, or to Contact if they represent active buyers, based on the Workpex lead status and stage values. The original Workpex status and any custom lead scoring fields migrate as custom fields on the Zoho record for reporting continuity.

Workpex Contacts linked to Leads migrate as Zoho CRM Contacts. We preserve the Contact-to-Lead association by mapping the Workpex contact-to-lead relationship to the Zoho Contact's Related To field pointing to the migrated Lead. Email, phone, and address fields map 1:1. Any Workpex custom fields on Contact become Zoho CRM custom fields with equivalent data types.

Workpex Companies map to Zoho CRM Accounts. The Workpex company name becomes the Account Name field; industry, website, and address fields map directly. Account is created before Contact import so that the Account-Contact lookup relationship is satisfied at the moment of Contact insert. Any flat or nested structure in Workpex is flattened to Account hierarchy compatible with Zoho.

Workpex Deals map to Zoho CRM Deals. The Deal amount, stage, owner, and expected close date migrate directly. Custom pipeline stages in Workpex require value-mapping to Zoho CRM Stage values with probability percentages defined before import. Deals are imported after Accounts and Contacts so that the Account Name lookup resolves at insert time.

Workpex Tasks migrate as Zoho CRM Tasks with Subject, Status (Open/Completed), Priority, Due Date, and Owner preserved. We resolve the Workpex task assignee to a Zoho User by email match. Tasks are imported after Contacts and Accounts so that the WhatId (parent record) lookup is satisfied. Open/Closed status maps directly to Zoho Task Status values.

Workpex Follow-up Reminders tied to Leads and Contacts are converted to Zoho CRM Tasks with the Reminder date as Due Date and the description as Task Subject or an Activity Note body. Because Zoho has no native Reminder object, we use Tasks as the equivalent semantic container. Any recurring reminder patterns are flagged for the customer to configure as Zoho Workflow Rules post-migration.

Workpex call tracking data (duration, direction, timestamp, disposition) migrates as Zoho CRM Activity records of subtype Call Log. The call recording file migrates as a Zoho Attachment linked to the Activity Log. Call direction (inbound/outbound) maps to Zoho Call Type picklist. If Workpex stores call recordings in a format that Zoho does not natively preview, we flag the format and recommend an attachment download link stored in a custom field.

Workpex pipeline stages map to Zoho CRM Stage values on the Deal module. Each Workpex stage name becomes a Zoho Stage with a probability percentage assigned from the source. Any deprecated or custom stages in Workpex are flagged for the customer to validate before import. We configure the Zoho Deal layout to display only the migrated stages, matching the Workpex pipeline structure.

Workpex custom fields on Leads, Contacts, and Deals are discovered during the pre-migration audit and created as Zoho CRM custom fields with matching data types (text, numeric, picklist, date, checkbox). Custom field API names in Zoho follow the standard naming convention (underscore-prefixed labels). We flag any Workpex custom fields with data types that Zoho does not support and propose an equivalent type or workaround.

Workpex WhatsApp marketing and message logs migrate as Zoho CRM Activity records with message content stored as Activity Notes. Rich media attachments (images, PDFs) from WhatsApp conversations migrate as file attachments linked to the Activity. Zoho CRM does not have a native WhatsApp inbox at the CRM layer; we recommend the Zoho Mail or Zoho Cliq WhatsApp integration for ongoing message handling post-migration.

File attachments associated with Workpex Leads, Deals, or Tasks are exported and re-linked to the corresponding Zoho CRM record (Lead, Contact, Account, Deal, or Task) using Zoho's attachment API endpoint. We verify file size limits (maximum 10 MB per file in Zoho CRM) and flag any files exceeding this threshold for alternative handling.