Migrate from Market Leader to Zoho CRM

Market Leader Contact maps to both Zoho Lead and Zoho Contact depending on lifecycle status. Leads that have not yet been qualified in Market Leader route to Zoho Leads; converted or active customer records route to Zoho Contacts. The split rule is based on the presence of a Market Leader deal association — contacts with at least one linked deal become Zoho Contacts, orphaned contacts become Leads.

Market Leader Company maps directly to Zoho CRM Account. Company name, domain, industry, phone, address, and employee count fields transfer to their Zoho equivalents. Parent-company hierarchies in Market Leader map to Zoho's Account Hierarchy via the Parent Account lookup field. Market Leader's multi-company contact associations collapse to the primary Account with secondary associations preserved as Account Contact Relations.

Market Leader Deal maps to Zoho CRM Potential — Zoho's deal/opportunity object. Deal name, amount, stage, close date, and owner transfer directly. If Market Leader uses multiple deal pipelines, each pipeline maps to a separate Zoho Sales Pipeline, with stage values translated through a value-mapping table. Stage probability percentages are recalculated based on Zoho's stage-configuration defaults, or preserved as custom fields if the original percentages are critical for reporting continuity.

Market Leader's drip-email sequences have no direct equivalent in Zoho CRM. FlitStack exports the sequence structure — step order, email content, delay intervals, and trigger conditions — as a structured JSON document. This document serves as a rebuild reference for your Zoho admin to reconstruct equivalent automations using Zoho Workflow Rules and Deluge scripts. The migration itself carries the email activity log: each sent email becomes a Zoho Task (Type: Email) attached to the contact record with the original send timestamp.

Market Leader tasks and logged activities map to Zoho CRM Tasks. Each task retains its subject, description, due date, status, and owner. Task priority maps to Zoho's priority pick-list (High, Medium, Low). Reminders and recurrence patterns are preserved as custom fields where Zoho's native recurrence model does not support the source pattern exactly.

Market Leader events and meetings map to Zoho CRM Events. Start time, end time, location, attendees, and organizer details transfer to Zoho's Event object. If Market Leader stores attendee response status (Accepted, Declined, No Response), that data is preserved as custom fields on the Zoho Event record since Zoho Events do not have a native attendee-status sub-field.

Market Leader notes map to Zoho CRM Notes. The note body, parent record link (contact, company, or deal), owner, and creation timestamp transfer directly. Rich-text formatting in Market Leader notes is preserved as HTML within the Zoho Note body. If the note contains inline images, FlitStack downloads and re-uploads them to Zoho's file storage and updates the image references in the note body.

Market Leader file attachments associated with contacts, companies, or deals are downloaded and re-uploaded to Zoho CRM Attachments on the corresponding Zoho record. File size limits follow Zoho's 25 MB per attachment cap — files exceeding this are flagged before migration and handled as oversized-file exceptions with a custom delivery method documented in the migration report.

Market Leader user and owner records are matched to Zoho CRM users by email address. A pre-flight audit flags any Market Leader owner whose email does not match an active Zoho user account. Your team can either create the Zoho user before migration or designate a fallback owner. Unresolved owners receive a default owner assignment with a custom field flagging the original Market Leader owner ID for post-migration reconciliation.

Market Leader custom fields on Contact, Company, and Deal objects require Zoho CRM custom field creation before data migrates. FlitStack delivers a custom-field creation checklist specifying field label, API name, data type (text, pick-list, numeric, date, checkbox), and target Zoho module. Custom pick-list fields require value-mapping setup — the migration plan maps each Market Leader pick-list value to its Zoho equivalent or creates the missing Zoho value in the pick-list before import begins.

Market Leader's lead-product associations — linking a contact to a specific property listing or lead source product — are non-standard in Zoho CRM. If Zoho Products module is active, the associations map there. If the lead-product relationship is more complex (multiple products per lead, custom pricing), FlitStack creates a custom Zoho module to preserve the relationship with the Contact or Lead record.

Market Leader lead source or campaign tags map to Zoho CRM Campaigns. Campaign name, type, status, and start/end dates transfer directly. If Market Leader tracks campaign budget or spend, those fields map to custom fields on the Zoho Campaign since Zoho Campaigns do not have native budget fields. Campaign member associations (which Market Leader contacts were part of which campaign) are preserved as Zoho Campaign Members.