Migrate from Zoho CRM Plus to Freshsales

Zoho Leads map directly to Freshsales Lead records. We preserve the Zoho Lead_Status, Lead_Source, and any custom fields as Freshsales native or additional fields. If the Zoho org uses the Zoho CRM Plus lead-conversion workflow, we flag the conversion mapping for the customer's admin to configure in Freshsales before cutover. Freshsales uses a separate Lead and Contact object model, so unqualified prospects remain Leads and do not auto-convert during import.

Zoho Accounts (internally called Companies) map to Freshsales Accounts. We map industry, website, address fields, and billing address directly. Account is the parent object for Contacts in Freshsales, so it must be imported first to satisfy the Account lookup on the Contact records. We use the Zoho Account_Name as the Freshsales Account Name and the domain as a secondary dedupe key.

Zoho Contacts map 1:1 to Freshsales Contacts. We preserve ownership, custom fields, tags, and the Contact Role on related Deals. The Account lookup in Freshsales is resolved by matching the Zoho Contact's Account reference to the imported Account record. Phone and email fields map directly; Zoho multi-phone-type fields (Work Phone, Mobile) consolidate into Freshsales' phone field structure.

Zoho Deals map to Freshsales Deals. We map stage, amount, closing date, probability, and pipeline assignment. If the Zoho org has multiple deal pipelines, we map each pipeline to a Freshsales Deal owner pipeline view or a custom pipeline field. Closed-Lost and Closed-Won reasons from Zoho custom fields migrate to Freshsales Deal loss_reason and custom fields of equivalent name.

Zoho Tasks and Events map to Freshsales Tasks and Events. Call Logs from Zoho migrate as Freshsales Tasks with a call type indicator. We preserve the related-to record reference by resolving the Zoho record ID against the imported Contacts, Accounts, or Deals. Due dates, statuses, and ownership migrate directly; Zoho's multi-day event structure maps to Freshsales Event with start and end timestamps.

Zoho Campaigns map to Freshsales Campaign records, preserving type, status, start and end dates, budget, and expected revenue. Campaign member history (which Contacts and Leads were added to which Campaigns) migrates to Freshsales Campaign Members. If the Zoho org uses Zoho's advanced campaign tracking features, we document them for the customer's admin to configure post-migration because Freshsales Campaigns are less feature-rich than Zoho's Campaign module.

Zoho Cases from the Zoho Desk module within CRM Plus map to Freshsales Cases. We preserve status, priority, channel, assignee, and the related Contact or Account reference. Comment threads migrate as Case notes or activities depending on whether the comment structure in Zoho is flat or threaded. If the Zoho Desk instance uses SLA rules, these are documented for manual recreation in Freshsales because SLA configurations are platform-specific.

Zoho Products map to Freshsales Products, preserving product code, unit price, tax configuration, and description. Product bundles and bundle components are flattened into individual Freshsales Product2 records with bundle pricing preserved as a custom field because Freshsales Products do not natively support hierarchical bundle structures. Price book entries migrate to Freshsales' pricing tier structure.

Zoho CRM Plus custom modules migrate to Freshsales custom modules. We inspect the Zoho schema via API before migration to capture all custom field definitions, field types (lookup, picklist, currency, date), and module relationships. Autonumber and Formula fields cannot be replicated during import because they require destination-side configuration; we migrate the last computed value as a static field and flag the Formula field for the admin to reconfigure in Freshsales.

Zoho Users map to Freshsales Users by email address match. We extract all Zoho users referenced as record owners and create a reconciliation queue for any email that does not resolve to a Freshsales User. The customer's admin provisions missing users in Freshsales before record migration begins because Freshsales requires a valid User reference on Contacts, Accounts, and Deals. Inactive Zoho users are mapped as inactive Freshsales users to preserve ownership history without creating active seat licenses.