01Will my Zoho custom fields come across?
Yes. The free assessment finds them in your Zoho modules, and they are created as custom fields on the matching Pipedrive item before a single record is written. You see that mapping before anything runs, and you can drop the fields nobody fills in any more rather than carry them over.
02What happens to my Leads?
They land as Pipedrive people, which is where Pipedrive keeps everyone. Accounts become organizations and Deals stay deals, so the shape of your pipeline comes with you.
03What happens to my notes, calls, events and tasks?
Your Zoho Notes land as Pipedrive notes, Calls as call activities, Events as meetings and Tasks as to-dos, each one on the record it belongs to and with its owner and its date. The files attached to your Zoho records come across too, onto the record they were attached to.
04Do my emails come across?
No, and the reason is on Zoho's side. Zoho holds email as a related list hanging off each record rather than as a module we can read, so reading your email history would mean a separate call for every record in your org. The rest of your history comes across, and this is on your plan before you commit to anything.
05Do my deal pipelines and stages survive?
Your deals are routed onto the pipelines your Pipedrive account already has rather than into new ones we create, matched by what each stage meant. A stage with nowhere to go is named before the run rather than discovered during it.
06What about my Zoho custom modules?
Their records stay in Zoho. Pipedrive's items are the seven it ships and an account cannot add one of its own, so there is nothing for a custom module's records to become. We agree what that affects during the assessment, before you commit to anything.
07Do I have to build a field map?
No. The mapping is written for this one direction and shown to you before anything runs, so your part is reviewing it rather than assembling it. A Zoho field with no native home in Pipedrive can be brought along as a new field instead of being left behind.
08Who actually runs the migration?
You create an account and connect Zoho, and the free assessment tells you what is in it and what it costs. Pipedrive is connected next, so we can check it against what your account can hold. I run the migration itself and stay reachable while it does. Nothing moves until you ask for it.
09Can I keep working in Zoho while this happens?
Yes. Nothing is ever written back into Zoho, we only read it. After the main load, one action brings across everything that changed in Zoho since, so you can verify with both systems live and switch over when you are ready.
10What if the result is not what I expected?
Every write into Pipedrive is recorded, so one action takes the records we wrote back out again. You can sort out what was wrong and run it again.
11What does it cost?
One price, one time, based on how many records the migration moves. The free assessment counts them in your Zoho and gives you the exact price before you commit to anything. There is no subscription and no card form.