Fast, Secure & Accurate Zoho to Salesforce Migration
Migrate from Zoho to Salesforce
Move from Zoho to Salesforce with cleaner data, better structure, and less risk at launch.
Transfer your opportunities, contacts, accounts and activity history into Salesforce in days, not weeks. Run a free sample migration first to see how your data lands before you commit.
Successful Zoho to Salesforcemigration requires more than records transfer.
A good project involves careful planning, accurate field mapping, data cleansing, relationship preservation, and thorough validation to ensure your new Salesforce portal is ready for your team from day one.
Self-service, guided, or fully managed—choose the level of support your business needs.
Choose the Migration Option That Fits Your Company
Every migration is different. MigrateMyCRM offers flexible pricing based on how you'd like our team to be involved in your project. Whether you're migrating independently using our AI-powered platform or have the assistance of SyncMatters migration specialists for a white-glove experience, you'll get secure, reliable, and accurate data migration.
Self Service
$99/ starts from
Migrate your data on your own using the MigrateMyCRM wizard. Connect your systems, map your data, run free sample migrations, and complete your migration at your own pace
What's included:
AI-Powered Field Mapping
Unlimited Free Samples
Records matching
Data Filters
Delta migration to cover a post-full transition period for your team
Chat/Tickets tech support
Guided Migration
$875/ add-on
Do you want to have control over each migration stage yourself but feel more comfortable with an expert by your side? For an $875 add-on to your DIY package, we'll virtually hold your hand through the process.
What's included:
Full-featured Migration Wizard
Migration specialist (your assistant)
5 hours of dedicated support
Records matching and filtering
Quality assurance
1–2-week delivery
Delta migration
Custom Migration
$ 3,500+/ per project
Complex requirements or little time to dig into documentation? You are not alone - a CRM migration is often added on top of one's everyday tasks.
SyncMatter handles the entire process, delivering a report after each milestone to confirm we are moving in the right direction.
What's included:
All MigrateMyCRM wizard features
Best practices from our 10+ years of expertise in CRM data migration
Customizations
Quality assurance
Custom supported CRMs
3+ week delivery
Common Zoho to Salesforce Migration Problems
A connector can move records. It can't decide what's worth keeping.
Duplicates and duplicate rules
Zoho can store duplicate accounts and contacts, and Salesforce can have existing records too. Very often, standard or custom duplicate rules fire during migration, and sometimes important records are skipped during migration.
Owner reassignment/mapping is required
Zoho users may not exist in Salesforce or have different usernames/emails. Reassigning data ownership to existing licensed Salesforce users requires a matching exercise.
Activities don't map 1:1
Act! activities such as appointments, calls, meetings, and to-dos don't always have a direct Salesforce equivalent.
Salesforce validation rules and automation
Salesforce may have validation rules, flows, Apex triggers, assignment rules, duplicate rules, or required fields that weren't present in Zoho. These can cause otherwise valid Zoho records to fail when inserted into Salesforce. Automation can also create/update additional records during migration, producing unexpected results.
Attachments vs Email attachments
Zoho email attachments are stored in an object different from the rest of attachments. Therefore, migration of email attachments requires collecting cache from emails and email attachments separately. Due to Zoho complex API logic, it requires
Data volumes/API limits
Large-scale migrations can be affected by various Zoho and Salesforce limitations, including API request and batch limits. As a result, a migration that performs successfully with 10,000 records may behave very differently when scaled to 2 million records, potentially requiring additional planning, optimization, and migration strategies to manage Zoho and Salesforce limits effectively.
Find your migration
CRMs
Migration Connectors
30+ Supported Systems
Act!
Agile CRM
Base CRM
Capsule
Close
Copper
CSV
Excel
Freshsales
Highrise
HubSpot
InfusionSoft
Insightly
Keap
MS Dynamics
monday.com
Pipeline
Salesforce
Salesforce Sandbox
Pipedrive
Solve
SugarCRM
SuiteCRM
Vtiger
Zendesk Sell
Zoho
How SyncMatters Helps You Migrate from Zoho to Salesforce without Risk
A migration tool can transfer records from Zoho to Salesforce. As the data owner, you determine which fields are relevant, how your sales pipelines should be aligned between the two CRMs, and whether your data is clean, organized, or needs deduplication.
The goal isn't just to move your Zoho data into Salesforce. We want your team start using Salesforce with cleaner, well-structured CRM data, preserved relationships, and confidence that everything works as expected from day one.
Migration planning
Data cleanup recommendations
Field and property mapping
Lead, contact, company, and deal structure review
Record association validation
Activities and Files transfer
QA before launch
Post-migration support
“Great service with even greater customer service”
“Couldn't be happier, the team over there are top-notch. Ease of use with consistent delivery of product. Time from start to implementation should be communicated on the front end to set expectations.“
Ryan McConville
- President Marketing & Advertising at Kargo
"The team is fantastic"
“Their great collaboration and support made the entire experience smooth and enjoyable. We felt well-supported at every stage, and their expertise was invaluable in achieving a successful migration.“
“I’ve done many data conversions in my past, but I’ve never converted one CRM into another in under one week.”
“Could never have done it without your product, and certainly not without your amazing help. You truly did go far and above and beyond for us and I really personally appreciate that. It would’ve been unimaginable to do it without your product.“
Migrate from Zoho to Salesforce with confidence. Backed by over a decade of CRM migration expertise, we help businesses securely transfer their data with minimal downtime, preserving relationships, custom fields, and historical records.
5-Star reviews on AgentExchange
Choose between a self-service migration wizard or a fully managed migration handled by our CRM migration specialists for complex requirements.
Enterprise-grade security
ISO 27001 certified and GDPR compliant. Your data is encrypted in transit and at rest, ensuring every migration is secure.
Complete Data Migration
Migrate contacts, companies, deals, activities, notes, emails, attachments, products, pipelines, custom fields, and associations without losing critical relationships.
AI-Powered Migration
Intelligent field mapping accelerates your migration while giving you full control over mappings, transformations, and data validation.
Which Objects can I Migrate?
Automatically Supported via MigrateMyCRM
Can't find your objects? Reach out to us — we also offer fully customized migration services for unsupported or complex migration requirements.
Zoho
Salesforce
Contacts
⇒
Contacts
Accounts
⇒
Accounts
Users
⇒
Users
Files Upload Fields
⇒
Attachments
Attachments
Content Versions
EmailAttachments
Attachments
Campaigns
Campaigns
Cases
Cases
Leads
Leads
Tasks
Tasks
Activities (Calls)
⇒
Tasks (Call type)
Deals
⇒
Opportunities
Deal Products
⇒
Opportunity products
Products
⇒
Products
Quotes
Quotes
QUoteItems
⇒
Quote Line Items
Tags
⇒
Tags
Events
⇒
Events
Emails
⇒
Emails
Calls
⇒
Tasks (Call)
Notes
⇒
Notes
Objects/Features
MigrateMyCRM
HubSpot Import
Salesforce sync App
Unlock the power of MigrateMyCRM
MigrateMyCRM gives you full control over your migration — no black box, no guesswork.
AI-Powered Automapping
Our intelligent AI automaps both objects and fields, reducing the effort needed to set up your migration.
Full or Partial Migrations
Whether you need to migrate all your Zoho objects to Salesforce or just a few (e.g., Emails with Attachments), MigrateMyCRM handles this while keeping all associations.
Unlimited Free Samples
Run as many sample migrations as you need to validate your data mapping and filter settings. Pay only when you are confident enough to start the entire data migration.
Advanced Filtering
Customize your migration with advanced filtering options. Define criteria for each object to include or exclude specific records.
Flexible Object Mapping
Choose a strategy for each object — migration, matching, or both. Prevent duplicates by using matching based on a name or domain.
Field Mapping Control
Gain full control over field mappings. Edit, add, or update auto-mapped fields to ensure your data is transferred how you want.
Custom Object Creation
Create custom objects through our interface or map to existing custom objects within your CRMs.
Technical support
Our data migration experts and engineers are at your disposal from the first to the very last step of your data migration.
Field Usage Insights
See field usage percentages to understand how many records contain values in specific fields. Make informed decisions about which fields to migrate based on their actual usage.
See for yourself how MigrateMyCRM can streamline your Zoho to Salesforce data migration. Explore more MigrateMyCRM features.
FAQs
Everything you need to knowabout Zoho to Salesforce migration.
Planning a move from Zoho?
We've answered the most common questions about the migration process, including what data can be migrated, how long it takes, how custom fields and pipelines are handled, and how to ensure a smooth transition with minimal disruption.
Does MigrateMyCRM Respect Salesforce Deduplication Rules During Data Migration?
Yes, MigrateMyCRM fully respects and adheres to Salesforce CRM's deduplication rules during data migration.
Why Target Salesforce Users Are Unavailable (greyed out) for Matching During Migration
To ensure your records are correctly associated in Salesforce—your target CRM—you need to complete the user matching process as part of your migration setup.
If you notice during the matching step that some Salesforce users are unavailable (greyed out) in the interface, it means those users are inactive.
What options do I have when migrating Notes to Salesforce?
When planning to migrateNotesto Salesforce, it's important to understand that the platform supports two different note objects:
Notes (You can see them as Notes & Attachments section in the UI)
Content Notes (also known as Enhanced Notes).
The last one is the newer, richer version of the note-taking tool, offering features like rich text formatting, the ability to relate notes to multiple records, and creation in Lightning Experience.
When you migrate Notes to any of the objects above, make sure that you have it enabled in Salesforce. Follow the directionshere.
Can I create custom fields in Salesforce using the migration wizard interface?
Yes, you can easily create Custom Fields in Salesforce CRM using our mapping User Interface.
Can I migrate data into the Salesforce audit fields "created at", "created by", "updated at", and "updated by"?
Yes! If you are migrating to any of the following Salesforce CRM editions, you can enable the “Create Audit Fields” feature in your target CRM. This will allow for the insertion of values via API:
Use the form below to explore options or see the most popular migration scenarios.
Find your migration
Select your source and target CRM to get started.
Data Migration
Migrate from
your source to
your target
Move data from your source CRM to your target CRM with a migration process built for cleaner mapping, lower risk, and faster onboarding. SyncMatters helps teams migrate contacts, companies, opportunities, notes, history, custom fields, and selected related records with planning, sample testing, and validation before launch.
Trust us to expertly navigate the complexities of data migration, ensuring a strategic approach to propel your business forward.
Get started with this migration
Tell us a bit more and our team will reach out to help you plan your migration.
Special requirements?
No problem, we'll complete the migration for you.
Gain access to an entire team of technical engineers and dedicated customer success managers to get your project across the finish line.
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