Migrate from Leadrat CRM for Real Estate to Zoho CRM

Leadrat contact records map directly to Zoho Contacts. Because Leadrat stores company as a property on the contact rather than a separate object, we first create a Zoho Account from the Leadrat company name field, then attach the Contact to that Account via AccountId lookup.

Leadrat leads — inbound inquiries, portal captures, referral leads — map 1:1 to Zoho Leads. Property-specific lead properties (budget range, property type interest, lead source) migrate as custom fields on the Zoho Lead module. The Leadrat lead stage (New, Contacted, Qualified) maps via value_mapping to Zoho Lead Status pick-list.

Leadrat does not have a standalone Company module; company information lives as a property on the contact record. We extract unique company names, website URLs, and industry values from Leadrat contact records, deduplicate, and create Zoho Accounts. The Account becomes the parent for all Contacts derived from that company.

Leadrat stores property inquiry details (listing ID, property type, budget range, site visit status) as custom properties on lead or deal records. These have no native Zoho equivalent. We create custom fields on the relevant Zoho module (e.g., Property_Type__c, Listing_URL__c, Budget_Min__c, Budget_Max__c) before migration and map values field-by-field.

Leadrat deals map to Zoho Potentials. The deal name becomes Potential Name, amount maps to Amount, and the Leadrat deal stage (Inquiry, Site Visit, Offer, Closed Won, Closed Lost) maps via value_mapping to Zoho Pipeline Stage values. We configure Zoho pipeline stages to match Leadrat's stage labels before migration runs.

Stage names do not map automatically between platforms. We build a stage-value mapping table: Leadrat 'Inquiry' → Zoho 'Qualification', 'Site Visit' → Zoho 'Needs Analysis', 'Offer' → Zoho 'Proposal/Price Quote', 'Closed Won' → Zoho 'Closed Won', 'Closed Lost' → Zoho 'Closed Lost'. Probability and forecast category are reapplied per Zoho stage configuration.

Leadrat follow-up tasks, reminders, and to-dos map to Zoho Tasks with the original due date, status, and owner preserved. The Task Subject maps to Zoho Subject, and the related record (Contact, Lead, or Deal) links via Zoho's WhatId / WhoId lookup fields. Completed status translates directly.

Leadrat site visits and meetings map to Zoho Events with start time, end time, location, and related record preserved. The event title maps to Zoho Event Subject, and the host agent (Leadrat owner) resolves to a Zoho user by email match before migration.

Leadrat notes on contacts, leads, and deals migrate to Zoho Notes with the original body text, timestamp, and owner preserved. Notes attached to a specific Leadrat record link to the corresponding Zoho record (Contact, Lead, or Potential) via Zoho's parent record lookup.

Leadrat file attachments on leads, contacts, and deals are downloaded and re-uploaded as Zoho Attachments linked to the corresponding Zoho record. Files exceeding Zoho's attachment size limit are flagged and re-hosted with a URL stored in a custom field for reference.

Leadrat owner records resolve to Zoho users by email address match. Any Leadrat owner whose email does not correspond to an active Zoho user is flagged before migration; the team assigns those records to a fallback Zoho user or creates the user account before the migration cutover.

Leadrat lead sources (Portal, Website, Referral, Walk-in, Campaign) map to Zoho Lead Source values. We create any missing pick-list values in Zoho before migration so no source value is lost. Unmapped source values are preserved in a custom text field for post-migration review.