Move your Zoho CRM data into Salesforce CRM

Yes. The free assessment finds them in your Zoho modules, and they are created as custom fields on the matching Salesforce object before records are migrated. Review the plan and choose whether to leave unused fields behind.

They land as Salesforce Contacts. Salesforce does keep leads in an object of their own, and this migration lands your people in Contacts instead, so what arrives is a record your team can work rather than one waiting to be converted. Accounts stay Accounts and Deals become Opportunities.

Salesforce keeps activities on two objects, so your Zoho Notes, Calls and Tasks all land as Salesforce Tasks and your Events land as Events, each one on the record it belongs to, with its owner and its date. The files attached to your Zoho records come across too.

No, and the reason is on Zoho's side rather than Salesforce's. 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.

Your Zoho stage names are not recreated in Salesforce. Each deal lands on the Salesforce stage that matches what its Zoho stage meant, won, lost or still open, so a won deal lands in a won stage rather than at the top of the funnel, and the original Zoho stage name is carried across in a field beside it so you can still see what it was.

Salesforce can create a custom object for one, so the records and their fields follow the same path as everything else. We agree which modules are coming during the assessment and you see the plan before anything runs.

No. We work out what each value becomes, so nobody builds a field map. You review the plan before the migration runs. A Zoho field with no native home in Salesforce can be brought along as a new field instead of being left behind.

We run the migration and stay reachable. Connect Zoho for the free assessment and price, then Salesforce to complete the plan. Nothing moves until you ask.

Yes. We only read Zoho and never write back to it. Keep working while you check the results, then bring across the latest changes before switching over.

You can undo the migration, correct the issue and run again. Created fields, shared catalogue data and any other items listed as retained stay in place.

One payment, based on the records that move. The free assessment of Zoho gives you the exact count and price before you commit. Payment is by invoice, with no subscription.