Migrate from BoomTown to Zoho CRM

BoomTown's primary contact record maps 1:1 to Zoho's Lead module. FirstName, LastName, Email, Phone, and address fields migrate as direct field mappings. The Lead record in BoomTown may contain both individual and company-level data — FlitStack splits company data into Zoho Accounts and links the Lead via the Account Name lookup.

BoomTown leads that represent qualified individuals with a named company become Zoho Contacts. The Contact links to the corresponding Zoho Account via Account Name lookup. BoomTown leads without a company association land as standalone Contacts with no AccountId. After migration, Zoho Contacts display the original BoomTown lead source and creation timestamp for complete audit traceability.

BoomTown stores company information inside the Lead record rather than in a separate module. FlitStack extracts unique company names from BoomTown leads, deduplicates them, and creates Zoho Account records first, then links each Lead/Contact back to the Account via Account Name lookup. This ensures the Account-Contact relationship is established before deal associations are resolved.

BoomTown deals map directly to Zoho Deals. The deal name, amount, close date, and owner fields migrate as direct field mappings. BoomTown deal stage names (New Lead, Contacted, Under Contract, Closed Won, Closed Lost) are mapped value-by-value against Zoho's target Blueprint stage pick-list — stage probability and forecast category are reapplied on the Zoho side.

BoomTown's single pipeline model maps to a Zoho Blueprint that defines stage order, required fields per stage, and automated actions. If your BoomTown account uses multiple pipelines (Advance or btPRO tier), each BoomTown pipeline becomes a separate Zoho Blueprint — your Zoho admin creates the Blueprint in advance, and FlitStack references it via the Blueprint API name during import.

BoomTown's AvgListingPrice field — a numeric property representing a lead or deal's average listing price — has no Zoho equivalent. FlitStack creates a custom currency field (Avg_Listing_Price__c) on the Zoho Deals module and migrates values directly. The field is created via the Zoho CRM Create Custom Field API before the Deals batch import runs.

BoomTown's ClosingDate property tracks the expected or actual transaction close date for a real estate deal. Zoho Deals have a native Closing Date field; if your BoomTown ClosingDate represents a separate milestone (e.g., inspection date vs. actual close), FlitStack maps it to a custom date field (Closing_Date__c) on the Deal rather than overwriting the native Close Date.

BoomTown stores birthday as a date property on the Lead record — a field common in real estate CRMs for drip-campaign personalization. Zoho Leads have no native birthday field. FlitStack creates a custom Date field (Date_of_Birth__c) on the Lead module and migrates the date values preserving the original format (YYYY-MM-DD).

BoomTown file attachments on leads and deals (contracts, listing PDFs, client documents) are downloaded from BoomTown's storage, re-uploaded to Zoho CRM as Attachments on the corresponding record, and linked with the original file name preserved. File size limits follow Zoho's 25 MB per attachment ceiling; files exceeding this are split or linked via URL reference.

BoomTown call logs, email records, and notes associated with a lead or deal migrate as Zoho Tasks (for calls and emails) and Notes (for free-text notes). The original activity timestamp, associated record ID, and BoomTown owner email are preserved so Zoho shows the full activity timeline with correct attribution.

BoomTown owner IDs are resolved by matching the owner's email address against Zoho user accounts. If a BoomTown owner has no matching Zoho user, FlitStack flags the record for your admin to assign a fallback Zoho user before the full migration runs. No record lands without a valid Zoho OwnerId.

BoomTown workflows — lead routing rules, drip email sequences, activity triggers, and predictive lead-score-based assignments — are platform-internal constructs that do not export via the BoomTown API. They must be rebuilt in Zoho using Workflow Rules, Assignment Rules, and Zia-based scoring. FlitStack exports a written inventory of your active BoomTown workflows as a rebuild reference document.