Migrate from Inmovilla to Zoho CRM

Direct map. Zoho Contacts hold name, email, phone, and address fields. Inmovilla contacts without a linked property default to a Zoho Contact record. Phone numbers formatted per Inmovilla's European convention (e.g., +34 prefix) are preserved as-is. We split the name into First_Name and Last_Name, and additional fields such as preferred language or source are migrated as custom fields. Zoho's mailing address fields (Street, City, State, Zip, Country) capture multiple address lines.

Inmovilla contacts at the 'Lead' stage (pre‑qualified inquiry) route to Zoho Leads. Contacts with at least one scheduled viewing or a signed意向书 route to Zoho Contacts. The routing decision is driven by Inmovilla's estado del cliente field values. For leads, we preserve the original source as a custom field and map Inmovilla's lead status to Zoho Lead Status picklist values. Contacts without a linked property default to Zoho Contacts.

Inmovilla properties map to Zoho Deals — each listing becomes a Deal record with the property address as the Deal name and custom fields for property-specific details. The deal value (precio de venta/alquiler) maps to the Amount field in Zoho.

Zoho Deals are too generic for real estate specifics. We create a linked custom module (Inmueble_Detalle__c) on the Deal to store tipo de propiedad, metros cuadrados, número de habitaciones, certificado energético, and orientacion — fields that don't map to standard Zoho Deal fields.

Inmovilla viewing records map to Zoho Tasks (for scheduled property visits) and Zoho Events (for confirmed appointments with date/time ranges). Original viewing date, agent assigned, and client linked are preserved. Viewing outcomes (visitó, no visitó, interesado) stored as custom Task fields.

Inmovilla property notes map to Zoho Notes attached to the corresponding Deal. Notes are imported with the original create timestamp and the Inmovilla user who authored them, stored as a custom Created_By_Source__c field for audit continuity. The note body, including any embedded links, is preserved verbatim. If a note references multiple properties, we create separate Note records on each related Deal and keep a cross‑reference in a custom field.

Inmovilla file attachments such as floor plans, energy certificates, and property photos are re‑uploaded as Zoho Attachments linked to the corresponding Deal or Contact. We preserve the original file name and upload timestamp. Zoho's 25GB storage limit per organization applies; large photo sets may exceed this, so we flag files over 25MB and either split them or host them externally with a link stored in a custom URL field.

Inmovilla agents resolved by email match against Zoho Users. Unmatched agents flagged before migration — your team either creates the Zoho user first or assigns records to a fallback owner (e.g., the agency admin). Owner history preserved as a custom field for reporting continuity.

Inmovilla portal sync status (published to Idealista, Fotocasa, etc.) has no Zoho native equivalent. We preserve the portal list as a multi-select custom field (Portales_Publicados__c) on the Deal. Portal-feed automation must be rebuilt using Zoho Blueprint or a Zoho Marketplace integration.

Inmovilla pipeline stages (Propiedad en Mercado, Visita Programada, Oferta Presentada, Negociación, Cerrada Ganada/Cerrada Perdida) map to Zoho Deal Stage values. We create custom stage names in Zoho matching Inmovilla's exact terminology so reports show continuity. Stage-entered timestamps preserved as custom datetime fields.

Inmovilla distinguishes between venta and alquiler (sale vs. rental). Zoho does not have a native operation‑type field on Deals, so we create a picklist custom field named Tipo_Operacion__c with values Venta and Alquiler, mapped directly from Inmovilla's tipo de operación. The field is placed on the Deal layout and marked required to ensure consistent reporting across sales and rental pipelines.

Inmovilla leads captured via portal inquiry forms map directly to Zoho Leads. The portal name is stored as a custom field (e.g., Portal_Source__c) to preserve origin. We also map the lead creation timestamp and any extra custom fields from Inmovilla. Zoho Lead Status picklist values are configured to mirror Inmovilla's lead qualification stages, and the lead owner is assigned based on the portal or the default lead queue unless a specific agent is recorded.