Migrate from HomeSpotter Spacio to Zoho CRM

Spacio guests who are unconverted prospects become Zoho Leads. Guests who are confirmed buyers, past clients, or have a deal associated with them become Zoho Contacts. The split is determined by whether the guest record has a DealId in Spacio — if yes, Contact; otherwise Lead.

Spacio property records (address, MLS number, price, beds, baths, type) map to a Zoho custom module named Property. If the property is associated with a brokerage company in Spacio, the brokerage becomes a Zoho Account and the Property module links to it via a lookup field.

Each Spacio open house event (date, start time, end time, address, agent, property) maps directly to a Zoho Event record. The Event is linked to the associated Property record via a custom lookup. Agent assignment maps to the Zoho Event owner.

Spacio agents are not Zoho CRM users by default — they must be invited as Zoho Users before migration. FlitStack matches Spacio agent email addresses to Zoho User emails; agents without a Zoho account are flagged before migration and assigned to a designated broker-admin as a fallback owner.

Spacio brokerages map to Zoho Accounts with the Account Name set to the brokerage legal name. Brokerage-level contacts (office admin, compliance) become Zoho Contacts associated with the Account. The brokerage address and phone map to the Account address fields. Additional details such as brokerage license number and primary contact email are stored in custom fields on the Account record.

Each custom question from a Spacio sign-in form becomes a Zoho CRM custom field on the Lead or Contact module, using the closest Zoho field type (pick-list for multiple-choice, text for freeform, date for date questions). If total custom fields exceed 300 per module, a Zoho Subform is used to store overflow fields.

Spacio links a Guest to a Property at an OpenHouse event. In Zoho this becomes a Contact record linked to a Property (custom module) and optionally to a Deal if the agent opens a real estate transaction. The association is preserved as a custom multi-select lookup field on the Contact.

Spacio gathers social profile links for verified contacts (LinkedIn, Facebook, etc.) as part of its enrichment. These are stored as custom text fields on the Zoho Lead or Contact (Social_LinkedIn__s, Social_Facebook__s). FlitStack does not migrate social profile content — only the profile URLs for reference.

Spacio sends automated follow-up emails after open houses. Each sent email becomes a Zoho Task with Type='Email', linked to the Contact record. The task subject, send timestamp, and open/click status are preserved as task fields. Zoho does not migrate the actual email body — only the activity record.

Spacio seller reports consolidate open house attendance, lead quality scores, and follow-up status per property. Zoho has no native equivalent. We export the report CSV and create a Zoho Analytics dataset (or custom module record) so the report data is queryable alongside Zoho Deal data. Reports themselves must be rebuilt in Zoho Analytics.

Spacio auto-populates listings from MLS feeds, storing MLS number, listing status, and listing agent. The MLS Number maps to a custom field on the Property custom module (MLS_Number__s). The listing status (Active, Pending, Sold) maps to a custom pick-list field.

Some Spacio setups assign a lead quality score (derived from form responses or agent rating). Zoho has no native scoring field below Enterprise tier. The score migrates as a custom integer field (Lead_Quality_Score__n) on the Lead or Contact for reference.