Migrate from LeadSimple to Zoho CRM

LeadSimple leads map directly to Zoho CRM Leads module. The Lead Name maps to the Last Name field; first name maps separately if present in the export. Email Address, phone numbers, and address fields transfer as-is. Owner resolution happens by email match against Zoho Users.

LeadSimple contact-level data (if exported separately from leads) maps to Zoho CRM Contacts module. Primary phone, email, and address fields transfer directly. Contact-to-Account linkage requires an existing Account record — we create a default Account using the contact's company name if one exists.

LeadSimple stores property context (Property Type, Occupancy, Number of Units) as custom fields on the lead. In Zoho CRM, we create an Account record representing the property and link it to the Lead/Contact via Account Name. Property attributes migrate as custom fields on the Account record.

LeadSimple's Pipeline Name maps to a Zoho CRM Pipeline within the Deals module. Each unique Pipeline Name in LeadSimple generates a corresponding Zoho Pipeline layout. Stage Name values map to Stage pick-list values within that pipeline, with Stage Status (Active/Closed Won/Closed Lost) mapped to Zoho's stage outcome fields.

LeadSimple owner assignments resolve by matching the Assigned To email address against Zoho CRM user records. Unmatched owners are flagged before migration — you either pre-create Zoho user accounts or assign their records to a designated fallback owner during migration.

LeadSimple's Source Name and Referrer Name are lead attribution fields. Zoho CRM has a native Lead Source pick-list; we map Source Name values to that field. Referrer Name has no native Zoho equivalent — we create a custom single-line text field (Lead_Referrer__c) on the Lead module.

LeadSimple Tag List is a comma-separated string of labels. Zoho CRM supports native Tags, but bulk import of multi-value tags is unreliable. We split the tag string and apply tags individually to each Zoho record, then preserve the original comma-separated string in a custom field (Original_Tags__c) for audit reference.

LeadSimple stores deal value in Annual Contract Value and Cost fields. Zoho Deals have a native Amount field — we map Annual Contract Value to Deal Amount. If Cost represents a separate figure (e.g., acquisition cost), we create a custom currency field (Deal_Cost__c) on the Deal record.

LeadSimple Autopilot processes define multi-step conditional workflows tied to stage changes and property events. Zoho Blueprints provide visual process automation but must be rebuilt manually. We export the process definitions as a JSON specification document your Zoho admin can use as a rebuild reference.

LeadSimple allows custom fields on Contacts, Properties, Units, and Processes. We map each to a corresponding Zoho CRM custom field, preserving data type — date fields use Zoho's date picker, currency fields use the currency type, and pick-lists migrate with their exact values as options in Zoho's pick-list configuration.

LeadSimple stores upcoming task type and due date as fields on the lead. We convert these into Zoho CRM Tasks linked to the corresponding Lead record. Task Subject uses Next Task Kind; Due Date maps to the Task Due Date field. Historical completed tasks require separate activity export.

Zoho CRM sets the Created Time field automatically when records are inserted during migration, which overwrites the original timestamp. To preserve the original LeadSimple create and close dates for reporting continuity, we create two custom datetime fields: Original_Created_Date__c stores the LeadSimple Created At value, and Original_Closed_Date__c stores the LeadSimple Closed At value. These custom fields allow your team to run reports based on the actual record history from the source system.