Migrate from Lead Perfection to Zoho CRM

Lead Perfection's Job is the primary business record representing a customer project. We map Job fields to Zoho Deals — deal name from customer name, amount from estimated project value if present, stage from job status. The Job's create date is preserved as a custom datetime field for continuity in Zoho reporting.

The primary contact for each Job maps to a Zoho Contact record. We extract first and last name from the customer_name field, preserving the email and primary phone. This Contact is then linked to the Deal via the standard Contact-to-Deal lookup relationship in Zoho.

Lead Perfection's Job Address fields flatten into Zoho Account's address components. We map line_1 to Street, city to City, state to State, postal_code to Zip Code. If Lead Perfection has multiple addresses per job (job site vs. billing address), we create a primary Account address and store the secondary as a custom Multi-Line field on the Account.

Lead Perfection allows multiple phone records per Job with a name/type designation (e.g., 'Home', 'Mobile', 'Work'). We map the first matching type to Zoho Contact's Phone or Mobile field. Any additional phone records are stored in a custom Multi-Line text field (Additional_Phones__c) formatted as 'Type: Number' per line, preserving all contact numbers for reference.

Lead Perfection appointment records map to Zoho Tasks. The appointment summary becomes the Task subject, start_time maps to the Due Date field, and appointment notes map to the Task description. We preserve the original appointment timestamp and the salesperson assignment from Lead Perfection as a custom field on the Task.

Lead Perfection notes attach to a Job record and map 1:1 to Zoho Notes on the corresponding Deal. Rich-text formatting is preserved where present. Notes are linked to the Deal record using Zoho's standard Notes module and parent-ID association. If a Job has multiple notes, each note becomes a separate Zoho Note entry maintaining the original creation timestamp and author attribution from Lead Perfection.

Lead Perfection sales-rep assignments on Jobs and Appointments map to Zoho User records. We match by email address — if a Lead Perfection user record contains an email, we resolve it to the corresponding Zoho User. Unmatched owners are flagged before migration and assigned to a fallback Zoho user pending admin review.

Lead Perfection stores lead source and sub-source on the Job Appointment. We create a custom pick-list field (Lead_Source__c) on the Zoho Deal module and map each distinct value from Lead Perfection to the corresponding pick-list option. New values encountered in the source are added to the pick-list before migration.

We store Lead Perfection's internal record ID as a custom Single-Line field on every migrated Zoho record. This serves as the source system ID for delta-run de-duplication, audit traceability, and cross-referencing if a rollback or re-migration is required. The ID mapping also enables reconciliation reports comparing record counts between the source and destination systems.

Lead Perfection's industry-specific custom properties (e.g., project type, product category, service line) map to Zoho custom fields on the Deal or Account module. We create a custom field for each Lead Perfection property, selecting the closest Zoho field type (Pick List for categorical values, Multi-Select for multi-value properties, Single Line for text).