Migrate from Zoho Marketing Plus to Zoho CRM

Zoho Marketing Plus Contact records map directly to Zoho CRM Contacts. Standard fields (First_Name, Last_Name, Email, Phone, Company) migrate 1:1 via the Marketing Automation API v1 for extraction and the CRM API for insert. Custom Contact fields created via the Marketing Automation API migrate to equivalent CRM custom fields, which we pre-create with matching field types before the contact import phase. Contact records that the customer wants to keep as unqualified prospects map to CRM Leads instead (see separate mapping).

If the customer uses Zoho Marketing Plus Contacts as a combined pre-sale and post-sale database, we can split the import: Contacts with a Lifecycle Stage of marketing-qualified or earlier map to CRM Lead, and contacts at sales-qualified or later stages map to CRM Contact attached to an Account. We preserve the original Lifecycle Stage value in a custom field lifecycle_stage__c on both Lead and Contact for audit and segmentation purposes.

Marketing Plus Campaign records (covering email, social, webinar, and event campaigns) map to Zoho CRM Campaigns. Campaign Name, Type, Status, Start Date, End Date, and Budget migrate directly. Campaign Members migrate as CRM Campaign Members linked to the corresponding Lead or Contact records. Campaign performance metrics (opens, clicks, sends) from Marketing Plus export as a CSV and are preserved as Campaign custom fields or attached notes in CRM.

Marketing Plus Event registrations and Webinar attendee records map to Zoho CRM Campaign Members on the corresponding Campaign record. We extract attendee name, email, registration status, and session attendance data, then insert as Campaign Member records with custom fields capturing attendance details. Multiple webinar sessions per event map to separate Campaign records linked by a parent event identifier.

Zoho Survey responses collected in Marketing Plus do not have a native CRM equivalent. We export survey response data as structured JSON, then attach it as a Note record to the corresponding CRM Contact or Lead. Survey logic (skip conditions, branching) is preserved as JSON metadata in the note body for manual reconstruction in Zoho Survey or a third-party survey tool post-migration.

Custom fields created via the Marketing Automation API v1, including text, integer, phone, date, picklist, email, checkbox, multiselect, datetime, and decimal types, migrate to equivalent Zoho CRM custom fields. We pre-create the destination CRM custom fields with matching field types before contact import, using the same API field name with a zmp_ prefix to distinguish them from CRM-native custom fields. Field-level security is set to visible for the migrating user's profile during import.

Zoho Marketing Plus user accounts with admin and marketer roles map to Zoho CRM User records. We match by email address. Any Marketing Plus user account without a corresponding CRM User is held in a reconciliation queue; the customer's admin provisions the missing CRM User before record import resumes. Role names from Marketing Plus are preserved as a custom field on the CRM User record.

Zoho Marketing Plus multi-brand management (with sub-brands, brand-specific assets, and brand-level campaign scoping) has no direct CRM equivalent. We preserve brand affiliation as a custom picklist field brand__c on the CRM Contact and Lead records. The customer's admin establishes brand-segmentation logic in CRM using this field and CRM's built-in filtering and reporting tools post-migration.

Marketing Plus campaign performance reports (opens, clicks, sends, conversions, cost per lead) export as CSV and are imported as custom numeric fields on the corresponding CRM Campaign record. Historical campaign analytics from Marketing Plus that pre-date the migration are preserved as a CSV attachment on the CRM Campaign for reference. Dashboard visualizations do not transfer.

Marketing Plus Brand Studio assets (documents, presentations, PDFs, videos) stored in Zoho's collateral management export as file bundles with folder hierarchy preserved. We upload the asset bundle to a Zoho WorkDrive folder and record the folder URL in a custom field brand_assets_url__c on the CRM Account or as a CRM Notes attachment. The customer's marketing team manages brand assets post-migration from WorkDrive rather than from the CRM.