Migrate from LeadTrac to Zoho CRM

LeadTrac Lead records migrate directly to Zoho Leads module. Lead status pick-list values (New, Contacted, Qualified, etc.) are mapped value-by-value to Zoho Lead Status pick-list. LeadTrac source field maps to Zoho Lead Source. Custom fields on Lead records migrate to Zoho custom fields on the Leads module.

LeadTrac Contact records migrate to Zoho Contacts. First name, last name, email, phone, and title map directly. The LeadTrac company association field maps to Zoho's Account lookup — the Account must exist in Zoho first, so we sequence Accounts migration before Contacts migration to satisfy the foreign-key dependency.

LeadTrac Company records migrate to Zoho Accounts. Company name maps to Account Name. Website, industry, annual revenue, and employee count map to their Zoho equivalents. LeadTrac parent-company hierarchy maps to Zoho Parent Account lookup — the parent Account must be migrated before the child so the ParentId reference resolves correctly.

LeadTrac Deal records migrate to Zoho Potentially Module. Deal name, amount, expected close date, and stage map directly. Deal owner resolves by email match to Zoho Users. LeadTrac stage names are mapped value-by-value to Zoho Deal Stage pick-list. Stage-entry timestamps are preserved as a custom datetime field in Zoho for reporting continuity.

LeadTrac call logs migrate as Zoho Tasks with Task Type set to 'Call'. Subject, call duration, call outcome, and original timestamp are preserved. Owner resolves by email match to a Zoho User. Note that LeadTrac's built-in telephony stores call recordings as binary blobs — these require separate file export and re-upload to Zoho Attachments on the parent Contact or Lead record.

LeadTrac email activity records migrate as Zoho Tasks with Task Type set to 'Email'. Subject, body (plain text), sent/received timestamp, and owner are preserved. HTML email bodies are stripped to plain text during transformation. Rich-text formatting and inline images from LeadTrac email threads do not transfer.

LeadTrac meeting records migrate to Zoho Events. Event subject, start time, end time, location, and description are preserved. Meeting attendees stored in LeadTrac migrate as Event attendees if the attendee email addresses match existing Zoho Contact or Lead records. Unmatched attendee emails are logged in a migration audit field for manual review and potential manual creation of Zoho Contact records prior to migration.

LeadTrac notes migrate as Zoho Notes. Note title and body map directly. Notes attached to a specific LeadTrac record (Lead, Contact, Deal) link to the corresponding Zoho record via the parent record ID preserved in the migration. Created-by user and created timestamp are preserved as Zoho Note metadata.

LeadTrac file attachments (PDFs, enrollment agreements, Docusign documents) re-upload to Zoho Attachments on the parent record. File size, file name, and uploaded-by user are preserved. Files are batched and uploaded via Zoho Attachments API; files exceeding 25MB are flagged for manual re-upload. LeadTrac document storage paths are logged in a migration audit field for reference.

LeadTrac custom properties on Lead records that have no Zoho standard field equivalent are created as Zoho custom fields on the Leads module before migration. Custom field data type is inferred from the LeadTrac property type: text strings become varchar fields, numbers become int/decimal fields, and date values become date/datetime fields.

LeadTrac custom properties on Contact records that do not map to standard Zoho Contact fields are created as Zoho custom fields on the Contacts module. Multi-select pick-lists from LeadTrac require Zoho multi-selectpicklist field type — value options must be created in Zoho Setup before migration inserts data.

LeadTrac owner and user records are resolved by email address match against Zoho Users. Unmatched owner records are flagged before migration — your team either creates Zoho User accounts for them or assigns their LeadTrac records to a fallback Zoho user. No record lands without a valid Zoho owner assignment.

LeadTrac lead status pick-list values (e.g., New Lead, In Progress, Converted, Dead) are mapped value-by-value to Zoho Lead Status pick-list. Any LeadTrac status values that do not exist in Zoho are flagged for admin review — the Zoho admin creates the missing pick-list value in Setup before the migration inserts records.