Migrate from Zoho Marketing Plus to monday CRM

Zoho Marketing Plus Contacts map directly to Monday.com CRM People. Standard fields (name, email, phone, address) map 1:1. Custom Contact fields created via the Marketing Automation API (text, integer, phone, date, picklist, checkbox, multiselect, email, datetime, decimal) map to equivalent Monday column types during the Monday board setup phase. We preserve Zoho's contact Owner (marketer assignment) as a Person column in Monday for assignment tracking. Multi-brand scoping from Zoho migrates as a Tags or Labels column on the People board.

Zoho Campaigns (the audience list and execution record) map to a Monday.com Board with campaign metadata stored in Board settings and contact lists as Items tagged with the campaign name. Alternatively, for sales-pipeline-centric teams, campaign audience members become Leads/People tagged by campaign. We export the campaign metadata (name, type, channel, start/end dates, status) as structured JSON for re-entry in Monday's Board description or a linked Deals board. Campaign performance metrics (open rate, click rate, send volume) are preserved as historical data notes rather than live metrics.

Zoho Journeys (multi-step visual automation workflows) export as JSON configuration containing triggers, conditions, delays, and actions. Monday.com CRM automations (Recipes) use a trigger-action model that covers most Journey use cases but not Deluge custom scripts. We deliver a written Recipe inventory mapping each Zoho Journey step to a Monday.com Recipe trigger and action pair. Customer's admin rebuilds in Monday's no-code Recipe builder; Zoho's Deluge scripting has no Monday.com equivalent and requires manual reimplementation or developer consultation.

Zoho custom fields created via the Marketing Automation API map to Monday column types: text fields to Text columns, picklists to Dropdown or Status columns, checkboxes to Checkbox columns, dates to Date columns, phone numbers to Phone column (if available in plan) or Text, multiselect to Tags. Number, decimal, integer fields map to Number columns with appropriate decimal settings. We pre-create all destination columns in the Monday CRM People board before any Contact import so that Zoho field values populate on first insert.

Zoho Event registrations and attendee records export as a list of contact identifiers with event metadata (event name, registration date, attendance status, session data). In Monday.com CRM, we create a Person column or Tag entry on each attendee's People record to preserve event participation history. Zoho event-specific settings (room capacity, ticketing tiers, session scheduling) do not have Monday.com equivalents and are flagged for manual handoff or a separate event management tool.

Zoho Webinar attendee records, registration status, and attendance data migrate as Tags or custom columns on the corresponding Monday.com CRM People record. Zoho Webinar-specific session links and identifiers are stripped; we preserve the webinar name, registration timestamp, and attendance status. Full webinar session content, polls, and breakout room data do not migrate.

Zoho Survey objects (question types, answer options, logic branches, skip conditions, piping, branching) and survey response data do not have a Monday.com CRM equivalent. Survey logic requires manual field mapping against the destination survey tool. We deliver a survey inventory document listing every Zoho Survey with its question structure, response schema, and logic branches for reconstruction in an equivalent survey platform (Typeform, Google Forms, or Monday.com Work Management boards used as surveys).

Zoho LandingPage HTML bundles and form field configurations do not migrate to Monday.com CRM. Landing page structure and form fields are preserved as HTML asset bundles and configuration JSON for manual reimplementation. We deliver a landing page inventory with page structure, form field mapping, and redirect logic for reconstruction in the customer's preferred landing page tool.

Zoho Social post metadata (text, images, schedule, channel targets) and post-level analytics are preserved as structured CSV and JSON export. Monday.com CRM does not have a native social publishing module. We deliver a social post inventory for re-implementation in a dedicated social management tool (Buffer, Hootsuite, Sprout Social).