Migrate from Agent Legend to Zoho CRM

Agent Legend contacts split based on source status. Prospects without closed deals route to Zoho Lead module; existing clients or past transaction contacts route to Zoho Contact module with Account linkage. The split rule is configurable based on Agent Legend property values or deal history.

Agent Legend company records map 1:1 to Zoho Accounts using a straightforward field-to-field translation. Parent-child company hierarchies in Agent Legend translate to Account.Parent_Account lookups in Zoho, preserving organizational relationships. Multi-company contacts that exist under multiple organizations in Agent Legend collapse to a primary AccountId in Zoho plus secondary linkages maintained through Zoho Account Contact Relations for N:N relationships.

Agent Legend deals map to Zoho Deals module. Pipeline stages translate to Zoho Deal Stage pick-list values. Amount, Closing Date, and OwnerId carry over directly. Each Agent Legend deal pipeline becomes a separate Zoho Blueprint workflow that must be configured post-migration.

Agent Legend campaign records (circle prospecting, email sequences) map to Zoho Campaigns. Campaign members and response history migrate as Campaign Member records. Note that campaign activity logic (sequence triggers, cadence) does not transfer and must be rebuilt in Zoho Workflow Rules.

Agent Legend call logs migrate to Zoho Calls module with original timestamps, duration, and owner preserved. Call disposition and outcome values map to custom pick-list fields in Zoho since Agent Legend disposition labels may not match Zoho's default Call Outcome values.

Agent Legend email activity migrates to Zoho Emails module linked to the corresponding Lead, Contact, or Deal record. Email body content and timestamps are preserved. Attachments on emails re-upload to Zoho's file storage and link back to the parent record.

Agent Legend meeting and appointment records migrate to Zoho Events with start and end times, location details, and owner assignments preserved from the source. Recurring meeting patterns defined in Agent Legend are not automatically converted to Zoho recurring events; instead, each individual occurrence from the recurring series migrates as a separate Event record in Zoho.

Agent Legend's Lily predictive score operates on a 1-100 scale and has no direct native equivalent in Zoho CRM. To preserve this data, we create a custom numeric field called Lily_Score__c on both the Lead and Contact modules in Zoho. Zia AI lead scoring, available on Enterprise and Ultimate tiers, operates independently and does not inherit Agent Legend's scoring methodology or historical data.

Agent Legend custom properties per contact or deal map to Zoho custom fields. Each custom property requires a custom field in Zoho with matching data type (text, number, pick-list, date, etc.). Custom fields require Professional+ tier in Zoho. Properties with complex data types (JSON blobs, nested arrays) require transformation or are stored as text with a transformation note.

Agent Legend lead source values such as portal leads, referral sources, and organic traffic map to Zoho's Lead Source pick-list field. Custom lead sources that exist in Agent Legend but not in Zoho's default pick-list options require value-by-value mapping to ensure consistent categorization in Zoho. New pick-list options can be created in Zoho's Setup to accommodate Agent Legend custom sources.

Agent Legend contact and deal tags migrate to Zoho Tags. Tags are a native Zoho feature that can be applied to Leads, Contacts, Accounts, and Deals. Tag names are preserved exactly; Zoho's tag limit per record is applied during migration.

File attachments on Agent Legend records (contacts, companies, deals) re-upload to Zoho's file storage. Files are linked to the parent record in Zoho. Zoho's file size limit (20MB per file on most plans) applies; files exceeding this limit are flagged for chunked upload or alternative storage.

Agent Legend owner assignments resolve by email match to Zoho Users. Unmatched owners are flagged before migration; records can be assigned to a default owner or held for Zoho user provisioning. Zoho's role and profile system does not migrate and must be configured separately.