Q&A

How do I migrate from Zoho CRM to Leadkaun?

TL;DR

Export Zoho leads/contacts/deals as CSV, audit to keep only live leads (usually 40–60% of historical data), import to Leadkaun during onboarding, run both side-by-side for 30 days, then cut over. Total migration: 2–4 weeks.

01The full answer

Here's the detail.

The Zoho-to-Leadkaun migration is a 3-step workflow. Week 1: export Zoho data as CSV, audit, clean junk. Week 2: Leadkaun onboarding (same day), ingest CSVs, configure ICP defaults per industry. Week 3: run Zoho + Leadkaun in parallel, 2-hour rep training. Week 4: cutover, maintain Zoho in read-only mode for 90 days as archive. Most teams cancel Zoho at day 90 after ROI is proven.

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