Migrate from Lead Docket to Zoho CRM

Lead Docket contacts map directly to Zoho CRM Contacts. Lead Docket stores name, email, phone, address, and custom fields per contact. Zoho CRM Contacts require an Account lookup — contacts without a company in Lead Docket are attached to a default 'Unassigned Account' record or the Account Name is stored as a free-text field.

Lead Docket's lead record maps 1:1 to Zoho CRM's Lead module. Lead Docket lead status values (New Lead, Qualified, etc.) map to Zoho Lead Status picklist values. Custom lead statuses in Lead Docket require pre-creation in Zoho before the migration runs — FlitStack surfaces the full list during the planning phase.

Lead Docket does not have a native Account module — if your team uses the company name field on contacts or in a custom field to track business relationships, those values are extracted and created as Zoho Accounts. Parent-child company hierarchies in Zoho use the Parent Account lookup field.

Lead Docket cases (representing intake matters or deals) map to Zoho CRM Deals. The Lead Docket Case Type field maps to the Deal Name or a custom pick-list field on the Deal. Deal Stage in Zoho is a picklist tied to the pipeline — each Lead Docket case status group maps to a Zoho Deal Stage value.

Lead Docket's 11 default lead statuses are mapped to Zoho's Lead Status picklist values. Lead Docket custom statuses are extracted, and Zoho admin creates matching picklist values via Settings > Fields before migration. FlitStack provides the full value-mapping table during schema setup.

Lead Docket case status values (New, In Progress, Pending, Closed Won, Closed Lost, etc.) map to Zoho Deal Stage picklist values. Teams with multiple case-type pipelines in Lead Docket may need multiple Zoho Deal pipelines — each pipeline has its own stage picklist scoped to that pipeline.

Lead Docket contact custom fields are extracted via the Custom Fields API and created as Zoho CRM custom fields on the Contact module. Field data types are preserved — picklist fields become Zoho picklists, date fields become Zoho Date fields, checkbox fields become Zoho Checkbox fields. Each requires a POST to /settings/fields before data can land.

Lead Docket lead custom fields are mapped to Zoho CRM custom fields on the Lead module. If a custom field in Lead Docket has the same label and type as one on Contacts, they are created as separate custom fields in Zoho — Zoho does not share field definitions between modules by default.

Lead Docket's Case Type field — used to classify intake matters — is extracted and created as a custom pick-list field on the Zoho Deal module called Case_Type__c. Picklist values are preserved exactly as they appear in Lead Docket, with Zoho admin approval on the final list.

Lead Docket's attorney rotation feature assigns leads to attorneys based on round-robin or weighted rules. Zoho CRM has no native rotation assignment. We preserve the current assignment as a read-only custom field on the Lead (Assigned_Attorney__c) and export the rotation rules as a JSON configuration file for your Zoho admin to implement via a custom function in Workflow Rules.

Lead Docket notes are extracted with their parent record ID and owner. Zoho CRM Notes module stores title, content, and parent record lookup. Original timestamps are preserved in a custom datetime field (Original_Note_Date__c) since Zoho Note's created date reflects the import time.

Lead Docket file attachments are downloaded and re-uploaded to Zoho CRM Attachments linked to the parent record. File size limits apply — Zoho CRM default attachment size is 25 MB per file. Files exceeding this are flagged for splitting or alternative storage (Zoho Docs link) before migration.

Lead Docket owner IDs are matched to Zoho CRM users by email address. Unmatched owners are flagged before migration — your team either creates Zoho user accounts for them first or assigns their records to a fallback owner. Owner resolution must complete before record migration to populate the Owner Id lookup.

Lead Docket's Source Rules field (Marketing Source or Contact Source) maps to Zoho CRM's Lead Source picklist. Custom source values in Lead Docket are extracted and added to the Zoho picklist during the schema setup phase. Multiple source associations in Lead Docket are stored as a comma-separated custom field in Zoho.

Lead Docket's referral-source integration allows law firms to track referring attorneys or sources. This maps to a custom picklist field (Referral_Source__c) on the Zoho Contact. If the referral source is linked to another Lead Docket account (B2B referral), we create a related Account record in Zoho.