Migrate from Real Geeks to Zoho CRM

Real Geeks leads migrate directly to Zoho Leads. Real Geeks urgency values (Cold, Warm, Hot) and timeframe values map to custom pick-list fields in Zoho. The Real Geeks internal lead ID is stored as Source_System_ID__c for traceability and delta-run de-duplication.

Real Geeks status values (Active, Cancelled, In Escrow, Closed Escrow, Dead) map to Zoho Deal Pipeline stages. 'Active' maps to a custom pipeline stage in Zoho such as 'Active Lead'. 'In Escrow' and 'Closed Escrow' map to 'Negotiation' or a custom escrow stage. 'Dead' maps to 'Closed Lost'. Each mapping is configurable during schema setup.

Real Geeks urgency pick-list (Cold, Warm, Hot, Contacted, Not Contacted) has no native Zoho equivalent. FlitStack creates a custom pick-list field on the Zoho Leads module and maps each value directly. If your team has added custom urgency tiers in Real Geeks, those require value-by-value mapping during migration planning.

Real Geeks timeframe values (Immediately, 1 Week, 2-4 Weeks, 30 Days, 60 Days, 90 Days, 3-6 Months, 6-12 Months, 1 Year Or More) require a custom pick-list field in Zoho CRM. The field is preserved for follow-up cadence planning; Zoho does not have a native equivalent.

Real Geeks tags are comma-separated string values per lead. These migrate to a custom multi-select or text field in Zoho Leads. Multi-select is preferred if Zoho edition supports it; otherwise tags concatenate into a single text field for reference. Tags do not create Zoho Contact Tags automatically — manual tagging workflow can be applied post-migration.

Real Geeks lead_source field maps directly to Zoho's Lead Source pick-list. If Real Geeks uses Facebook Ad sources or custom lead sources not in Zoho's default list, those values are added to the Zoho pick-list during schema setup before migration runs.

Real Geeks lead notes are transferred as Zoho Notes linked to the matching Lead record, preserving the original creation timestamp and the agent identity who authored each note. The migration process converts Real Geeks rich-text formatting (including bold, italic, and hyperlinks) into plain text, ensuring readability in Zoho Notes while maintaining the original content. Any attachments referenced within notes are noted as plain‑text links for manual reattachment if needed.

Real Geeks agents are matched to Zoho users by email address. Unmatched agents are flagged before migration — your team either creates the Zoho user first or assigns their leads to a fallback owner. This step runs before any records load to prevent ownerless records in Zoho.

Real Geeks activity logs (calls, emails, meetings logged against a lead) migrate as Zoho Tasks and Events. Each activity links to the corresponding Zoho Lead record by ID. Original activity timestamps, owners, and subject lines are preserved. Real Geeks property-search activity (pages viewed, searches performed) migrates as note entries or a custom Activity_Log__c field.

Real Geeks file attachments associated with leads are re‑uploaded as Zoho CRM Attachments linked to the matching Lead record. Zoho enforces a per‑file size ceiling of 25 MB; any attachment exceeding this limit is stored as a plain‑text URL reference for manual download. Inline images embedded within Real Geeks notes are extracted, saved as separate image files, and attached to the corresponding Zoho Note, preserving visual context where possible.

Real Geeks drip campaigns and automated follow-up sequences have no Zoho equivalent and cannot be migrated. FlitStack exports the Real Geeks drip campaign configuration (step names, delays, content triggers) as a documented rebuild reference for your Zoho admin to reconstruct in Zoho's Blueprint and workflow tools.

Real Geeks Facebook Lead Ads integration and IDX website lead-capture configuration does not migrate. These are Real Geeks platform-specific integrations. Zoho supports native Webforms and Zapier-based form integrations — your team sets up new lead-capture forms in Zoho post-migration, using the exported Real Geeks form field names as a rebuild guide.