How to migrate from bitrix24 to zoho
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How to Migrate from Bitrix24 to Zoho Automatedly PowerPoint PPT Presentation


Considering about Bitrix24 to Zoho migration? Take a look at this tutorial and switch your records with ease.

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How to Migrate from Bitrix24 to Zoho Automatedly

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How to migrate from bitrix24 to zoho

How to Migrate from Bitrix24 toZoho

www.data2crm.com/migration


How to migrate from bitrix24 to zoho automatedly

How to Migrate Data from Bitrix24 to Zoho

www.data2crm.com/migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

1. Initiate Migration to Bitrix24

1. Go to Bitrix24 app web page and press ‘Install’ button.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

1. Initiate Migration to Bitrix24

2. Provide your Bitrix24 URL in the corresponding field.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

1. Initiate Migration to Bitrix24

3. Click ‘Install’ to add the application to your Bitrix24 account.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

2. Create your account

Visit app.data2crm.com and register your Data2CRM account.

Provide your name, email, choose the password and specify your phone number.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

3. Specify Source CRM

Select your CRM type, in this case choose Bitrix24 and provide your URL.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

3. Specify Source CRM

  • In case, you aren’t signed in your account, you will be redirected to Bitrix24.

  • After pressing the ‘Log In’ button, you will be redirected to the migration wizard.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

4. Target CRM URL

  • Select Zoho CRM type from the drop-down menu.

  • Then, provide your login & password for Zoho system.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

5. Select Migration Options

  • Check the boxes

  • to activate the following

  • migration options:

  • Account

  • Contact

  • Task

  • Opportunity

  • Lead

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

6. Start Demo Migration

Now, start your Demo Migration. Data2CRM moves up a limited amount of records from all specified modules for you to see how the service works.

Note. You can skip this

step and start

Full migration right away

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

7. Start Full CRM Migration

Proceed with the CRM data migration to Zoho.

After you start the full migration,

your Bitrix24 data will be

moved directly to Zoho.

You'll receive an email

notification as soon as

the transfer is complete.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

Migration Setup

8. Full Migration Is Complete

Congratulations! Now you may check up the result of migration and

enjoy your new Zohosoftware.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration


How to migrate from bitrix24 to zoho automatedly

www.data2crm.com/migration


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