Migrate from Funnel Leasing to Zoho CRM

Funnel Prospects map directly to Zoho Contacts when the prospect has progressed to an active renter (lease signed or application approved). Prospects in earlier stages (inquiry, tour scheduled) map to Zoho Leads. The routing is determined by Funnel's status field: 'Customer' routes to Contact; all others route to Lead. Original Funnel prospect ID is preserved as Source_System_ID__c on the Zoho record for delta-run deduplication.

Direct mapping of primary email and phone from Funnel Prospect to Zoho Contact/Lead. Funnel stores one primary email and one primary phone per prospect — both map to Zoho's standard single-value email and phone fields. Secondary contact methods stored in Funnel as custom fields migrate to Zoho custom text fields.

Funnel stores prospect full name in a single field. We split on the first space to populate Zoho's First_Name and Last_Name fields. Hyphenated names, suffixes (Jr., Sr.), and single-name records are handled with name-part heuristics before migration — edge cases are flagged for manual review.

Funnel Properties (apartment communities) map to Zoho Accounts. Property name becomes Account_Name, street address maps to Account.Billing_Street, city/state/zip map to Billing_City/State/Postal_Code. Funnel property-level fields like total_units, year_built, and property_type migrate as custom fields on the Account record. Each Account receives the Account_Type = 'Property' marker for segmentation.

Funnel Units are property-subordinate records (apartment numbers, floor plans, rent amounts) with no direct Zoho CRM standard equivalent. We create a custom Units module in Zoho via the API using the _C naming convention, linked to the parent Account via a Lookup field. Unit fields (unit_number, floor_plan, bedrooms, bathrooms, market_rent, status) map to custom fields in the Units module.

Funnel Lease records (lease term, start/end dates, monthly_rent, security_deposit, lease_status) have no Zoho standard equivalent — Deals represent sales opportunities, not rental agreements. We create a custom Leases module linked to the Contact record (as the renter) and to the Units module (as the leased unit). Lease fields migrate as custom fields in the Leases module. Active leases map with status 'Active'; expired leases retain history for reporting.

Funnel's prospect-to-property association (which community a prospect is interested in) maps to the Contact.Account_Name lookup in Zoho CRM. If a prospect expressed interest in multiple properties, we assign the most-recently-modified property as the primary Account lookup and surface the full list in a custom multi-line text field on the Contact record for reference.

Funnel's omnichannel communication logs (emails sent/received, calls logged, texts) migrate as Zoho Tasks. The Task.Subject carries the communication type and direction (e.g., 'Inbound Call — 2025-03-15'). Task.Status is set to 'Completed'. Original timestamp, duration (for calls), and notes content migrate to Task fields. Owner resolves via email match to Zoho users.

Funnel's AI-generated lead quality score and routing tier (e.g., 'Hot', 'Warm', 'Cold' or numeric 1–100) migrate as a custom Number field (Funnel_Lead_Score__c) on both Contact and Lead. Routing metadata such as assigned_leasing_agent and auto_response_flag migrate as custom Pick-list (Assigned_Agent__c) and Checkbox (Auto_Response_Sent__c) fields respectively.

Funnel owner (assigned leasing agent) resolves against Zoho users by email address. If no Zoho user matches the Funnel owner email, the record lands with a designated fallback user and the original owner name is preserved in a custom text field (Original_Owner_Name__c) for admin reconciliation.

Funnel file attachments (lease documents, ID scans, application PDFs) associated with Prospect or Lease records re-upload to Zoho CRM's Attachments module linked to the corresponding Contact or custom Lease record. Zoho's 25 MB per-file limit applies — files exceeding this threshold are flagged for manual delivery.

Funnel's online leasing application fields (application_status, background_check_flag, income_verification, co_applicant_flag) have no Zoho standard equivalent. These migrate as custom fields to the Contact record and Leases module. Application status values (pending, approved, denied) map via value mapping to Zoho pick-lists. Application date and submitted timestamp preserve as custom datetime fields.

Funnel's AI-powered follow-up sequences, auto-responders, and inquiry-routing automations are platform-native and cannot be extracted in a transferable format. These must be rebuilt in Zoho Blueprint (Professional tier and above). We export Funnel workflow definitions as a structured reference document specifying trigger conditions, action sequences, and timing rules for your Zoho admin to re-implement.

Funnel's pre-built leasing funnel dashboards (tour-to-lease conversion, days-on-market by unit type) are Funnel-specific analytics that do not have Zoho equivalents. Underlying data (prospect status history, application timestamps) migrates so you can rebuild equivalent reports in Zoho Analytics. The Funnel analytics export is provided as a reference for Zoho report configuration.