Migrate from CRM for real estate to Zoho CRM

CRM for Real Estate contacts migrate directly to Zoho Contacts. Zoho requires an Account lookup on the Contact record — if the contact's primary company exists in Zoho, we link it via Account_Name; otherwise, we create a placeholder Account and flag it for review.

Real estate-specific contact properties — preferred property type, budget range, MLS search criteria — have no Zoho standard field equivalent. We create custom fields on the Contact module (Property_Type_Preference__c, Budget_Range__c) and migrate values directly. These are readable in Zoho list views and usable in Blueprint criteria.

CRM for Real Estate company records map 1:1 to Zoho Accounts. Account_Name, website, industry, phone, and billing address transfer as direct field mappings. Parent-company hierarchies (broker-office relationships) map to Zoho's Parent Account field, requiring the parent account to migrate first.

Brokerage-level fields — including license number, MLS association ID, commission structure, and brokerage type — migrate to custom fields on the Zoho Account module (License_Number__c, MLS_Board_ID__c, Commission_Structure__c). These fields are optional in the migration but critical for regulatory compliance tracking, audit readiness, and reporting continuity once Zoho CRM fully replaces the source system.

CRM for Real Estate deal records migrate to Zoho Deals with direct field mapping for deal name, amount, expected close date, and owner. Zoho's Deal module uses a single default pipeline; multi-pipeline setups require additional pipeline configuration in Zoho before migration validation.

Property address, MLS number, listing status, and property type migrate as custom fields on the Zoho Deal (Property_Address__c, MLS_Number__c, Listing_Status__c, Property_Type__c). If your CRM for Real Estate tracks offer history per property, we preserve the latest offer amount and date in Offer_Amount__c and Offer_Date__c.

CRM for Real Estate stage values (Active Listing, Under Contract, Pending, Closed) map to Zoho Deal stage pick-list values via a value-by-value mapping table. Stages with probability weights are translated as forecast category assignments in Zoho. Any stage that has no Zoho equivalent is flagged for admin decision before migration.

CRM for Real Estate call logs map to Zoho Tasks with Type = 'Call', emails to Tasks with Type = 'Email', and meeting records to Zoho Events with original start and end times. Notes migrate to Zoho Notes with rich-text formatting preserved. Each activity retains its original timestamp, owner, and parent record link.

File attachments on CRM for Real Estate records are downloaded and re-uploaded as Zoho Attachments linked to the equivalent Deal, Contact, or Account record. Zoho's 25MB per-file limit applies; files exceeding this are flagged for chunking. Inline images in rich-text notes are extracted and rehosted separately.

CRM for Real Estate owner IDs are resolved against Zoho user accounts by email address. Matched owners link to Zoho User records on migrated records. Unmatched owners are flagged in the pre-migration report — your team provisions the Zoho user account before the migration run, or we assign a fallback owner to prevent orphaned records.

Any CRM for Real Estate custom fields not covered by standard object mapping — renovation history, showing feedback, HOA fee tracking, financing type — are cataloged during the pre-migration audit. We create matching custom fields in Zoho (using the CRM field API) on the appropriate module before the migration run so data has a destination at load time.

CRM for Real Estate automation rules and sequence cadences do not migrate. We export your workflow definitions (trigger criteria, action steps, timing rules) as a structured reference document your Zoho admin uses to rebuild them in Blueprint or workflow rules on the corresponding plan tier.