Migrate from Leaf360 to Zoho CRM

Leaf360 borrower Contact maps 1:1 to Zoho Contact. All standard fields (name, email, phone, address) map directly. Leaf360 owner resolved by email match to Zoho Users before migration. Records without an email are flagged for manual assignment to a Zoho user.

Referral partners stored as Contact-type records in Leaf360 transform into Zoho Accounts because these entities are organizations like real estate brokerages and title companies rather than individuals. The primary person within each partner organization becomes the linked primary Contact on the Zoho Account. This organizational mapping ensures referral partner records appear correctly in Zoho's Account-centric reporting and lookup fields.

Leaf360 Company records representing lenders map directly to Zoho Accounts without transformation. Lender name, website, industry classification, and physical address fields map field-by-field to corresponding Zoho Account fields. Parent-company hierarchies present in Leaf360 translate to Zoho's Parent Account field, preserving organizational structures. This direct mapping maintains lender data integrity and supports Account-level reporting in Zoho.

Leaf360 Deal (representing an individual loan application) maps to Zoho Deal. Standard fields (deal name, amount, closing date, stage) map directly. Leaf360's mortgage-specific fields (loan type, interest rate, term, referral source) require Zoho custom fields on the Deal module — created before import.

Leaf360 loan stages (Application Received, Underwriting, Rate Lock, Clear to Close, Funded) map value-by-value to Zoho Deal Stage pick-list. We preserve stage-entry timestamps as Zoho custom datetime fields since Zoho Deal history tracks stage changes but not precise entry timestamps by default.

Leaf360's N:N referral partner association (one loan can have multiple referral sources) collapses to one primary referral Account per Deal in Zoho. We use the most-recently-modified referral partner as the primary, then surface additional referral partners as a custom multi-select field or separate custom module if your team needs the full chain preserved.

Leaf360 owner_id on Deal records resolves to Zoho Users through email address matching during migration. Records with unmatched owner email addresses are flagged in a pre-flight report before the migration run executes. Your team can pre-create missing Zoho user accounts or designate a fallback owner during discovery to handle any unresolved assignments before go-live.

Leaf360 call logs map to Zoho Call records. Emails map to Zoho Tasks with Type=Email. Meetings map to Zoho Events with original start/end times and attendee lists preserved. All activity records link to the parent Contact or Deal via Zoho's related-list model.

Leaf360 file attachments on Deals and Contacts are downloaded and re-uploaded to Zoho's native Notes & Attachments. Files are associated to the same Zoho record they were attached to in Leaf360. Large files are chunked if they exceed Zoho's attachment size limits.

Leaf360's mortgage-vertical custom fields have no Zoho standard equivalent. We create matching custom fields on the Zoho Deal module before migration: Picklist for loan_type, Currency for interest_rate, Number for term_length. Pick-list values are mapped value-by-value so Zoho reporting filters work on the imported data.

Leaf360's loan-stage automations, referral assignment rules, and rate-lock alert workflows do not have a Zoho equivalent that auto-migrates. We export a Zoho Blueprint-compatible workflow definition documenting your current Leaf360 automation triggers, conditions, and actions. Your Zoho admin uses this as a rebuild reference.