Migrate from Zoho Marketing Plus to Odoo CRM

Zoho Marketing Plus Contacts with lifecycle_stage of subscriber, lead, or marketing-qualified lead map to Odoo CRM Lead. Contacts with lifecycle_stage of SQL, customer, or evangelist map to Odoo CRM Contact attached to an Account (created from the Zoho Company field if present). We apply this split at migration time using Zoho's lifecycle_stage property, preserve the original Zoho lifecycle value in a custom field zoho_lifecycle_stage__c on both Lead and Contact for reporting continuity.

Zoho Marketing Plus Contact records that reference a Zoho Company map to Odoo CRM Account. The Zoho Company domain_name becomes the Account website field, and company_name becomes Account name. Account is created before any Contact import so that the Contact-to-Account relationship (partner_id or parent_id in Odoo) is satisfied at Contact insert. Contacts without a Zoho Company reference are migrated as standalone Contacts with a partner flag.

Zoho Campaigns are mapped to Odoo CRM Tags on Contact and Lead records for audience segmentation, plus an Odoo Marketing Campaign record if the customer licenses the Odoo Marketing app. Campaign metadata (name, start/end date, status, channel) is preserved as structured JSON. If Odoo Marketing is not in scope, the tag-only approach gives the customer's sales team filtered views without an additional app installation.

Zoho Events (registration data, session schedules, attendee lists) map to Odoo Event records. We preserve event name, start and end datetime, location, registration count, and attendee Contact references. Speaker data and session track metadata are stored as notes on the Event record. Ticketing tier settings and room capacity limits are flagged as configuration items for the customer to set in Odoo Event settings post-migration.

Zoho Webinar attendee records (registration status, attendance data, session links) map to Odoo Event Registration records linked to the equivalent Odoo Event. Zoho-specific webinar session URLs and identifiers are stripped and replaced with placeholder text flagging that the customer should re-configure video conferencing integration (Odoo Calendar, Zoom, or Meet) in the destination event. Webinar attendance status maps to Odoo Event registration State (open, done, cancelled).

Zoho Survey question responses attached to Contact records migrate as Odoo CRM Note records structured as question-and-answer pairs, preserving the full response text. If survey responses are structured and the customer wants to use them for lead scoring, we configure Odoo custom fields on the Lead object during migration scoping and map numeric or picklist answers into those fields. Survey logic (skip conditions, branching, piping) is documented as a written spec for the customer's admin to rebuild in Odoo Surveys or via Studio conditions.

Zoho Campaign email engagement records (email name, send date, open, click, bounce status) migrate as Odoo Marketing Campaign communication records if Odoo Marketing is licensed, or as CRM Lead/Contact tags with the campaign name and engagement date stored in a custom field. Email content and templates do not migrate; we deliver an email template inventory with recommended Odoo email template equivalents. Marketing attribution data (UTM parameters, source campaign) migrates to a custom field attribution_source__c on Lead and Contact.

Zoho Marketing Plus engagement records (calls, meetings, tasks) associated with Contacts migrate as Odoo CRM Calendar Events (for calls and meetings) or Odoo CRM Tasks (for tasks and notes). We preserve the original timestamp, subject, description, and owner by email match to the Odoo User. Call duration and disposition migrate as custom fields on the Event or Task. Zoho-specific engagement type identifiers are stripped.

Zoho Marketing Plus custom Contact fields created via the Marketing Automation API v1 (text, integer, phone, date, picklist, email, checkbox, multiselect, datetime, decimal, URL, long-text, percentage, currency, lookup) map directly to equivalent Odoo field types via Odoo Studio or Python field definition. We pre-create the destination schema with matching field names, types, and picklist options before any record import. Multi-select picklists migrate as comma-separated values or Odoo tags depending on the customer's preference set during scoping.

Zoho Marketing Plus user accounts (admin, marketer, custom roles) map to Odoo CRM User records by email match. Zoho brand-specific roles (admin per brand) are preserved as a custom field zoho_brand_role__c on the Odoo User. Any Zoho User without a matching Odoo User email is held in a reconciliation queue for the customer's admin to provision before record import resumes.

Zoho Landing Pages are exportable as HTML bundles and form field definitions. We export the page structure, form fields, and submission metadata as structured JSON. Landing pages cannot be transferred as functional web pages to Odoo without a page builder equivalent. We deliver a written inventory of each landing page with its URL, form fields, and Zoho submission count, recommending Odoo Website builder or the customer's existing CMS as the reconstruction target.

Zoho Marketing Plus multi-brand management (sub-brands, brand-level assets, brand-scoped campaigns) has no direct Odoo CRM equivalent. Brand metadata is preserved as a Contact and Lead tag (e.g., brand:acme-corp) and as a custom field brand_name__c. The customer's admin recreates brand-scoped campaign visibility in Odoo using Odoo Studio access rights and record rules per brand during post-migration configuration.