Migrate from Zymplify to Zoho CRM

Zymplify Contact records include standard fields (name, email, phone, role) plus enrichment provenance from Bombora and G2 Buyer Intent data attached at the Company level. We map Zymplify Contacts to Zoho CRM Leads using email as the dedupe key. Intent signal metadata sourced from the parent Company record is resolved at migration time and attached as custom fields on the Lead record. Ownership (hub assignment and role) migrates to a custom field on the Lead because Zoho CRM's native role model does not cover Zymplify's hub-based team structure.

Zymplify Company records are well-structured with firmographic data and intent signals attached at the record level. We map Companies to Zoho CRM Accounts 1:1 using domain as the dedupe key. Bombora-powered intent scores, signal source flags, and G2 Buyer Intent spike metadata are preserved as custom fields on the Account record with enrichment_provenance__c documenting the original data source. Account is created before Contact import so that the lookup relationship is satisfied at the moment of Lead insert.

Zymplify Deals map to Zoho CRM Potentials. Pipeline stages map to Potential Stage values, and we preserve custom stage names as-is. Stage probability percentages migrate to the corresponding Zoho stage weight. We configure Zoho Sales Processes and Deal stages before migration so that the stage vocabulary is ready for the incoming data. Closed-Lost and Closed-Won reasons from Zymplify custom properties become custom picklist fields on Potentials.

Zymplify Sales Cadences are outreach sequences combining email steps, delays, and task actions with no direct Zoho CRM equivalent. We export cadence structure as a sequence definition document and create a requirements spec for rebuilding using Zoho CRM Tasks, Workflow Rules, and SalesInbox features. The cadence logic itself does not migrate as executable code; the sequence definition document enables your admin to rebuild equivalent outreach flows in Zoho.

Zymplify Marketing Workflows are automation builders with triggers, conditions, and actions that do not map 1:1 to Zoho CRM. We document the workflow logic in a requirements spec that maps each Zymplify trigger and action to the equivalent Zoho Blueprint stage or Workflow Rule condition. The workflow definitions are not migrated as executable Zoho Deluge code; we deliver the specification and your admin rebuilds them in Zoho.

Zymplify customer health scores and churn risk indicators are proprietary calculations with no direct Zoho CRM equivalent. We export the raw health metrics and signal values as custom fields on the Zoho Account record. The scoring model itself is platform-specific and does not migrate; we flag that Zia AI (Zoho Enterprise tier) can be configured to generate predictive health indicators from the imported raw signals.

Zymplify's CDP hub list management and data-cleansing records carry enrichment status and deduplication decisions. We migrate the cleansed contact data to Zoho CRM Leads with enrichment_provenance__c documenting the original data source. The deduplication decisions themselves do not execute in Zoho; we recommend a post-migration Zoho duplicate check run to re-evaluate the imported contact base against any existing Zoho records.

Zymplify supports custom fields across all object types but the export schema is not publicly documented. We discover the custom field inventory during the discovery phase, map each field to the corresponding Zoho CRM field type (text, picklist, multi-select, date, number, phone, URL), pre-create the custom fields in Zoho before data import, and flag any fields with validation formats that require conditional mapping in the import job.

Zymplify User records include role, hub assignment, and ownership relationships across the Prospecting, Marketing, Sales, and Success hubs. We extract active users and match by email against the Zoho CRM User table. Any Zymplify user without a matching Zoho User goes to a reconciliation queue for your admin to provision before record import resumes. Role-based access information that does not map to Zoho's standard role model is preserved in custom fields on the User record.

Tags applied to Zymplify Contacts and Companies are Zymplify-native with no Zoho CRM equivalent structure. We export tags as a comma-separated custom field on the Lead or Account record. During scoping, the customer chooses between a multi-select picklist migration approach or a topic-based taxonomy rebuild in Zoho CRM. We recommend rebuilding tagging taxonomy in Zoho using standard CRM tagging after migration rather than preserving the full Zymplify tag vocabulary.