To switch from Infusionsoft (now Keap) to Zoho CRM, export contacts, companies, opportunities, tags, notes and orders, map them to Zoho modules and fields, import in stages, rebuild campaigns as workflows, preserve consent status and run both systems briefly before cutting over.
Infusionsoft, now called Keap, helped many US small businesses automate follow-up. But teams often outgrow it, or find the pricing and flexibility limiting. Moving to Zoho CRM is very doable, yet tags, campaigns and e-commerce records do not map one to one. This guide shows a careful path.
Key takeaways
- Decide what to keep before exporting: contacts, deals, notes, tags and orders.
- Tags and campaigns are redesigned in Zoho, not copied.
- Preserve opt-in and unsubscribe status to respect CAN-SPAM and consent rules.
- Rebuild only the automations that still earn their keep.
- Run both tools briefly and compare reports before you cancel.
1Why do US businesses switch from Infusionsoft or Keap to Zoho CRM?
Teams switch for deeper CRM features, wider app integration, more flexible reporting and a plan structure that scales with users. Zoho CRM sits inside a suite that also covers books, support, projects and analytics, so customer data stops living in silos. Keap remains a sound choice for some, so the decision is about fit. Our Keap to Zoho CRM migration service covers the whole path.
Flexibility
Custom modules, blueprints and layouts adapt to your process.
Connected suite
Books, Desk, Campaigns and Analytics share one customer record.
Scale
Roles, territories and forecasting grow with the team.
2What data can you export from Infusionsoft?
You can generally export contacts, companies, opportunities, tags, notes, tasks, products, orders and subscriptions as CSV files, and some history through reports. Check the current export options in your account because they change. Decide what history is worth keeping; years of closed-lost deals and old campaign stats are often better archived than imported.
- Contacts with email, phone, address, owner and source.
- Companies and the links to contacts.
- Opportunities with stage, value and dates.
- Tags, custom fields and notes.
- Products, orders and subscriptions, if you use them.
3How do tags, campaigns and custom fields map to Zoho?
Map each tag by purpose: a lead source becomes a picklist, a segment becomes a view or tag, and an email sequence becomes a workflow or a Zoho Campaigns journey. Clean and merge tags first, because hundreds of legacy tags rarely help. See Zoho Campaigns for the email side.
| Infusionsoft item | Zoho destination | Note |
|---|---|---|
| Tag | Tag or picklist | Merge near-duplicates |
| Campaign | Workflow or journey | Rebuild, do not copy |
| Opportunity stage | Pipeline stage | Set probabilities |
| Order | Sales order or invoice | Link to Books |
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4How should you handle pipelines, deals and data quality before importing?
Clean first, then import. Merge duplicate contacts, standardize phone and state fields, remove addresses that have bounced and decide which closed deals still matter. Then define the Zoho pipeline: stage names, probabilities and required fields at each stage. Import accounts first, then contacts, then deals so relationships hold. Run a trial of a few hundred records and check that fields land where you expect before the full load.
A short data-quality checklist saves rework later:
- Remove duplicate emails and test records.
- Standardize country, state and phone formats.
- Map every picklist value to a Zoho value.
- Decide how to store the original Infusionsoft ID for reference.
5What about consent, CAN-SPAM and text messaging?
Carry over unsubscribe and opt-in status so nobody who opted out is emailed again. The CAN-SPAM Act sets rules for commercial email, and calls or texts can carry consent rules under the TCPA, so record consent source and date and confirm requirements with your counsel. Limit who can see exports and delete temporary files after import.
6How do you rebuild automations and e-commerce flows?
List every active campaign, rank by revenue or time saved and rebuild the top few using workflows, blueprints and email templates. Retire the rest. If you take payments, link orders to Zoho Books and test invoices, taxes and receipts end to end. Sales tax settings are state specific, so set them carefully.
Lead nurture
Welcome series, follow-up tasks and lead scoring.
Sales steps
Stage-change tasks, reminders and approvals.
Billing
Orders, invoices and subscription renewals.
7What does a safe cut-over plan look like?
A safe plan has five steps: audit, mapping, trial import, full import with testing and cut-over. Run both systems side by side for a short time, compare pipeline reports and contact counts, then freeze Infusionsoft to read-only. Train reps before go-live, and agree a date after which no one edits the old system. Related reading appears on our US blog.
- Back up all exports.
- Import a small test batch.
- Reconcile counts and totals.
- Switch email and forms last.
8How do you test before you switch everything off?
Testing proves that the new system behaves like the old one where it matters. Compare record counts, open pipeline value and a sample of contacts between systems. Submit every web form, trigger each rebuilt automation with a test contact and confirm emails, tasks and owner assignments fire. Check that unsubscribed contacts stay unsubscribed. Ask two or three sales reps to work only in Zoho for a few days and log anything that feels slow or unclear. Fix those items before you announce the cut-over date to the wider team.
9What mistakes do teams make when leaving Infusionsoft?
The most common mistakes are importing everything unchanged, canceling Keap before reports match, rebuilding every old campaign and forgetting to move forms and tracking links. Another is giving every user admin rights, which makes later clean-up hard. Plan a freeze date, keep exports safely archived and write down who owns each task. Also tell customers if sender addresses or portal links change, so nothing looks suspicious. Treat the first month in Zoho as a tuning period: review dashboards weekly, adjust stages and retire automations that nobody uses. Small, steady fixes keep adoption high and protect the sales process during the change. If you want a second pair of eyes on your plan, our team can review it with you.
10What does it cost and how do you start?
Cost depends on record volume, number of campaigns to rebuild, integrations and training needs, so we scope before quoting. Zoho licenses are separate. Book a free consultation with ERPHUBs, an independent Zoho Authorized Partner, and we will review your Keap set-up and outline a migration plan.
Keap to Zoho CRM Migration
Mapping, trial imports and testing for a safe move from Infusionsoft or Keap.
Frequently asked questions
Yes. Infusionsoft rebranded as Keap, and many users still search for the old name. The data export and migration approach is the same.
Yes. Contacts, companies, opportunities, tags and notes can be exported, mapped and imported. Campaigns and automations are rebuilt rather than copied.
Not if you plan. We list active campaigns, rebuild the valuable ones as Zoho workflows or journeys and retire unused ones.
Export opt-out and consent fields and import them as fields or list statuses before sending anything, so opted-out contacts are not emailed.
Small databases can move within days, but planning, testing and training usually take a few weeks. More automations lengthen it.
Yes, for a short overlap. Many teams run both while comparing reports, then set Keap to read-only.
Not always. A small, tidy database can be moved by a careful admin. A partner helps with many campaigns, e-commerce records, integrations or tight deadlines.