Bring your Zoho CRM pipeline and history with you
Import Accounts, Contacts and Deals from Zoho CRM exports. Zoho's labels are mapped for you, record ids are kept so nothing duplicates, and you preview the whole import before anything changes.
What it does
Import from Zoho CRM and this is what changes
Upload the exports; Zoho's labels are mapped and record ids are kept for de-duplication
Preview before anything changes, and undo in one click
Part of
CRM
See next quarter's recurring revenue and hand won clients to delivery with nothing lost on the way.
Related
More in migration and crm
Questions
What does the Zoho CRM integration do?
Import Accounts, Contacts and Deals from Zoho CRM exports. Zoho's labels are mapped for you, record ids are kept so nothing duplicates, and you preview the whole import before anything changes.
Will I lose history when I move from Zoho CRM?
No. The import brings your records across with their dates and notes. You see exactly what will come across before anything changes, and you can undo the whole import in one click.
Who can set up Zoho CRM?
A workspace admin. It takes a few minutes.
Agency operating software
Bring your Zoho CRM history with you.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.