Migrate from Lofty to Zoho CRM

Lofty's People module is the primary contact repository for leads. Each People record maps directly to a Zoho CRM Lead record. The lead's name, email, phone, and source information transfer as standard Lead fields. If a People record has an associated primary Property, the deal linkage is preserved via the Lofty_Property_ID__c custom lookup field.

Lofty People records that have progressed to a Closed transaction map to Zoho CRM Contacts. This split is based on Lofty's pipeline stage — 'Closed Won' and 'Closed Lost' records land as Contacts with an associated Account. The transformation rule is applied during migration validation.

Lofty Properties have no direct Zoho CRM equivalent. We create a Zoho custom module named 'Real Estate Property' to receive Property records. The module carries fields for address, listing price, status, property type, and associated owner contact. The custom module API name follows Zoho convention (Real_Estate_Property) with a lookup back to the Contact or Lead.

Lofty Transactions map directly to Zoho CRM Deals. The deal name, amount, close date, and owner transfer as standard Deal fields. The Lofty transaction status (Active, Pending, Closed Won, Closed Lost) maps to Zoho Deal Stage via a value-mapping table defined in the migration plan before the run.

Lofty pipeline stages ('New Lead', 'Showing Scheduled', 'Offer Made', 'Under Contract', 'Closed Won', 'Closed Lost') are mapped value-by-value to Zoho Deal Stage pick-list values. Each Lofty stage receives a corresponding Zoho stage with matching semantic intent. Stage probability values are re-applied from Zoho's default or your custom forecast category settings.

Lofty Tags attach multiple labels to a People or Property record for segmentation. Since Zoho CRM Leads lack a native multi-select tag field, we create a custom Multi-Select pick-list field (Lead_Source_Tags__c) to store the tag values as comma-separated entries. The original tag list is preserved verbatim.

Lofty Segments categorize leads by grouping type (Buyer, Seller, Investor, etc.). Each Segment name becomes a pick-list value in a custom Single-Select field (Lead_Segment__c) on the Zoho Lead. Multi-segment assignments are resolved by selecting the most recently applied segment or by creating additional custom fields (Segment_2__c, Segment_3__c).

Lofty Lead Source fields (Website Form, Zillow, Realtor.com, Referral, etc.) map directly to Zoho CRM's Lead Source pick-list. If Lofty sources include values not in Zoho's default list, we extend the Zoho pick-list before migration so no source value is lost.

Lofty notes attached to People, Properties, or Transactions migrate as Zoho CRM Notes linked to the corresponding Lead, Contact, or Deal. Call logs and meeting records migrate as Zoho Tasks (type 'Call') and Events respectively, preserving the original timestamp, owner, and linked record association.

Lofty custom fields on People (Text, Number, Date, Single-Select, Multi-Select, Percentage, Currency) are created as identically typed custom fields on the Zoho Lead and Contact modules. Lofty's Percentage and Currency types map to Zoho's Number field with formatting rules applied. The field API names follow Zoho's no-space convention (Favorite_Color__c).

Lofty property-specific custom fields (Beds, Baths, Square Footage, MLS Number, HOA Fees, etc.) are created as custom fields on the Zoho Real Estate Property custom module. Numeric fields use Zoho's Number type with appropriate decimal precision; date fields use Zoho's Date type; currency fields use Zoho's Currency type with USD as default.

Lofty agent assignments on People and Transactions are resolved by email match against Zoho CRM users. Unmatched owners are flagged before migration — your team either pre-invites them to Zoho or assigns their records to a fallback Zoho user. This ensures no Deal or Lead lands without an owner.