How AppiWorks Enabled Seamless Asana to Zoho CRM Migration for a Leading FinTech Firm

Due to the way that the client maintained on Asana (Customers as Tasks and Deals as Sub-Tasks), the migration into Zoho CRM became complicated. 

With customers and deals tracked as tasks and subtasks in Asana, important relationships risked being lost during migration, threatening business continuity.

During migration, the relationship needs to be established in Zoho CRM as per the relationship in Asana.

For maintaining the relationship between Accounts and Deals in Zoho CRM

• Zoho Deals requires an Account ID for association.

• The user needed a way to correctly map subtasks (deals) with their parent tasks (accounts).

• Without automation, this would involve manually finding and entering Account IDs — a time-consuming and error-prone process.

Being a deep integration expert, we at Jivrus Technologies quickly understood the need and complexity. 

AppiWorks engineered an innovative Lookup Mapping Option, automating even the most complex data associations. This eliminated tedious manual lookup, ensured 100% data consistency, and set the stage for lasting CRM success.

Lookup Mapping Option within AppiWorks:

• While mapping fields, users can select the “Lookup” option.

• For Account Name ID, the system checks the Account module in Zoho CRM.

• If the Account Name matches the parent task name (from Asana), the corresponding Account Record ID is automatically retrieved and assigned.

• This dynamic implementation can be used for any field in future workflows.

Additionally, we guided the user to import Accounts first, followed by Deals. This ensures that all Accounts exist before linking related Deals during import.