Migrate from Zoho Marketing Plus to Nutshell

Zoho Marketing Plus Contacts migrate to Nutshell People. Standard fields (name, email, phone, address) map directly. Zoho lifecycle stages (subscriber, lead, MQL, SQL, customer, evangelist) do not have a native Nutshell equivalent, so we preserve them as a custom field zoho_lifecycle_stage__c on the Person record. Zoho tags migrate to Nutshell tags. Custom contact fields created via the Marketing Automation API map to Nutshell custom fields on Person. If the Zoho contact has no email address, we flag it for the customer's admin to review because Nutshell People require an email for most CRM functions.

Zoho Marketing Plus Companies map directly to Nutshell Companies. Company name, domain, phone, address, industry, and annual revenue fields migrate 1:1. Multi-brand configurations in Zoho are preserved as a brand property on the Company record; the customer's admin establishes brand-segmentation logic in Nutshell post-migration.

Zoho Marketing Plus Campaigns bundle email, social, webinar, and event channels, which do not map to a single Nutshell object. We export campaign metadata (name, type, start/end dates, audience size, status) as a Note attached to the relevant Person or Company records, and we preserve campaign performance metrics as a CSV export for the customer to reference. The campaign audience list (the set of Contacts in the campaign) migrates as tag assignments on the Person records.

Multi-step Journeys built in Zoho's visual automation builder cannot migrate to Nutshell as executable logic. Nutshell does not offer a visual journey or workflow builder equivalent. We deliver a written inventory of every active Journey including its trigger, conditions, delays, and actions, with a recommended Nutshell Plays or Task sequence equivalent. The customer's admin rebuilds these in Nutshell or documents them as a prerequisite for future automation tooling.

Zoho LandingPage objects are exportable as HTML bundles but have no Nutshell equivalent. Nutshell is a CRM without a native page builder. We preserve landing page metadata (URL, title, form fields, submission counts) as a Note on the associated Campaign record. Form field mappings are documented for the customer to configure in their replacement web form tool.

Zoho Survey objects including question types, answer options, logic branches, and response data have no Nutshell equivalent. We export survey questions and response data as structured CSV and JSON for the customer to import into a survey tool replacement. Survey logic (skip conditions, branching) is documented separately.

Zoho Event records including registrations, session data, and attendee lists migrate to Nutshell People records with the event registration status preserved as a custom field event_registration_status__c. Event metadata (name, date, venue, capacity) is stored as a Note on the primary event Contact. Session and speaker data is exported as a separate CSV.

Webinar attendee records including registration status and attendance data migrate to Nutshell People with a webinar_registration__c custom field. Zoho Webinar-specific identifiers and session links are stripped and replaced with a note referencing the original webinar platform. Full webinar history is preserved as CSV for the customer's records.

Scheduled and published social posts are exported as post metadata (text, images, schedule, channel targets, post-level analytics) preserved as a Note on the associated Campaign record. Social listening and mentions data does not migrate; we flag this for the customer's social media team to re-establish in their chosen social management tool.

Brand asset libraries (documents, presentations, PDFs, videos) stored in Zoho collateral management are exportable as file bundles. We preserve folder hierarchy and naming conventions but do not migrate files to Nutshell because Nutshell does not have a native brand asset library. Files are delivered as a structured download for the customer's admin to re-upload to their chosen asset management tool.

Visitor tracking data and session records from Zoho PageSense are primarily analytics data rather than contact records. Nutshell does not have a visitor tracking equivalent. Visitor data is exported as CSV for the customer's analytics team to import into a replacement web analytics platform. Contact records derived from visitor-to-lead conversions migrate as standard Person records.