Migrate from AgentLocator to Zoho CRM

AgentLocator stores all inbound prospects as Leads. These map directly to Zoho CRM Leads. We resolve the agent owner by email match against Zoho CRM Users and assign OwnerId accordingly. Unmatched owners are flagged before migration so the team can invite them to Zoho CRM first.

AgentLocator registered contacts (prospects who completed forced registration) map to Zoho CRM Contacts. We preserve original create dates as a custom datetime field since Zoho's CreatedTime is set at migration time. Phone, email, and address fields map directly. For any duplicate email addresses detected across contacts, we flag them for review to prevent overwriting existing Zoho records during migration.

AgentLocator Company records represent brokerages, teams, or associated businesses. These map to Zoho CRM Accounts. Account Name and Website map directly. Industry field is value-mapped where AgentLocator uses real-estate-specific industry codes. We also capture the Company phone number and address details, migrating them to the Account module's standard Phone and Mailing Address fields for comprehensive contact information in Zoho CRM.

AgentLocator Deals represent real estate transactions. Zoho CRM Deals use a pipeline-and-stage model. We map each AgentLocator pipeline to a Zoho CRM pipeline; stage names are value-mapped to Zoho stage pick-list values. Amount and Closing Date map directly. Deal owners are resolved via email matching to Zoho Users, with unmatched owners flagged for pre-migration review. AgentLocator deal custom fields (e.g., property address) are migrated to Zoho custom fields.

AgentLocator call logs map to Zoho CRM Tasks with Subject populated from the call outcome and Call_Duration__c for duration. Email and SMS logs map to Zoho Tasks with Type='Email' or Type='Message'. Original timestamps and owner IDs are preserved. Call recordings are downloaded and re-uploaded to Zoho file storage, linked to the Task record. We deduplicate activities by comparing subject, timestamp, and owner.

AgentLocator notes on contacts and deals migrate to Zoho CRM Notes attached to the corresponding Contact or Deal record. We strip any HTML markup from note content and preserve the original created date and author information. Notes are linked to the parent record using Zoho's Notes module association, with the Note Title populated from the first line of the note body. Special characters and emoji are preserved during the migration.

AgentLocator Saved Search criteria — preferred location, price range, property type — are stored as custom contact/deal properties. Zoho CRM has no native equivalent. We create custom fields in Zoho (e.g., Saved_Search_Location__c, Saved_Search_Price_Range__c) before migration and map values directly. During migration, we validate that saved search values conform to Zoho field length limits. These custom fields enable your team to filter contacts by historical search preferences in Zoho reports.

AgentLocator's Property Interest type (e.g., Buy, Sell, Rent) is a pick-list property without a Zoho CRM native equivalent. We create a custom pick-list field (Property_Interest_Type__c) in Zoho CRM and map values one-to-one. If AgentLocator uses values Zoho cannot represent, we flag them for review before migration.

AgentLocator tracks how a lead was generated (Zillow, Realtor.com, Facebook Ad, Referral, etc.) as a custom property. We map these to Zoho CRM's built-in Lead Source pick-list where values overlap. Non-matching values are preserved in a custom field (Listing_Source_Detail__c) for reporting continuity.

AgentLocator drip campaign enrollment status (Campaign Name + Enrollment Date) is stored as a custom contact property. Zoho CRM has no native drip-enrollment equivalent. We create a custom multi-line text field (Drip_Campaign_Enrollment__c) and migrate the campaign name and enrollment date as structured text.

AgentLocator file attachments on leads, contacts, and deals re-upload to Zoho CRM Attachments linked to the corresponding record. We re-upload files to Zoho's file storage and link by record ID. Zoho's 25 MB per-file limit applies; larger files are flagged before migration.

AgentLocator agent records map to Zoho CRM Users. Resolution happens by email address — we match AgentLocator owner email to Zoho CRM user email. Records without a matching Zoho user are assigned to a designated fallback owner and flagged for review. Zoho User IDs are required for Deal OwnerId assignments.