Migrate from Real Properties to Zoho CRM

Real Properties contact records map directly to Zoho CRM Contacts. The contact's primary company links to a Zoho Account via lookup. Email, phone, and address fields transfer as-is. Unassigned contacts receive a default company or land as standalone. All timestamps, including creation and modification dates, are preserved to maintain historical context.

Real Properties contacts marked as 'Lead' or 'Inquiry' route to Zoho CRM Leads module. Leads can be converted to Contacts + Account when the prospect becomes a client. The split preserves source status for lead scoring continuity. Conversion workflows can be configured in Zoho to trigger account creation automatically upon lead qualification.

Real Properties company records map to Zoho CRM Accounts. Company hierarchies (parent/branch offices) translate to Zoho's Parent Account field. Multi-contact companies collapse to one Account record with multiple Contact links. This consolidation simplifies reporting by grouping related contacts under a single organizational entity.

Property records from Real Properties migrate to a Zoho CRM custom 'Properties' module. Property type (residential, commercial, land) becomes a layout-scoped pick-list; each type can have different required fields per Zoho's multi-layout configuration. Layout assignments ensure that only relevant fields appear for each property category, reducing data entry errors.

Real Properties property-type taxonomy (single-family, condo, commercial) maps to Zoho CRM layout assignments within the Properties module. The type value itself is preserved as a custom pick-list field for reporting filtering across all layouts. This dual approach supports both visual layout design and granular segmentation in analytics dashboards.

Listing status in Real Properties (Active, Pending, Sold, Withdrawn) maps to Zoho CRM Deal stage pick-list values. Each status maps value-by-value; stage probabilities are set per Zoho pipeline configuration. Historical status-change timestamps preserved. These timestamps enable trend analysis of listing performance over time and support accurate forecasting models.

Real Properties deals map to Zoho CRM Deals. The deal name, amount, close date, and owner transfer directly. Multiple pipelines in Real Properties map to separate Zoho pipelines with stage sets scoped per pipeline. Pipeline-specific stages allow tailored probability weighting and forecast categories for each business line.

Call logs become Zoho CRM Tasks with Type='Call'. Emails become Tasks with Type='Email'. Meetings become Events with original start/end times and location preserved. All activities link to parent Contact or Deal record via Zoho's related-record association. Activity types also support custom fields to capture additional details such as call duration or meeting agenda.

Real Properties notes migrate as Zoho CRM Notes (rich-text preserved). File attachments re-upload to Zoho Drive and link to the parent record. Property images attach to the corresponding Properties module record. All migrated attachments retain original creation timestamps for audit trail compliance.

Real Properties custom fields on property records (MLS number, listing agent, days on market) become Zoho custom fields in the Properties module. Field types map: text→single-line, number→integer, date→date. Multi-select fields map to Zoho multi-select pick-lists. Custom fields can also be added to Zoho layouts to appear only for relevant property types, enhancing user experience.

Real Properties owner IDs resolve by email match against Zoho CRM Users. Unmatched owners are flagged before migration; records can be assigned to a fallback user or held pending Zoho user provisioning. Owner history is preserved as a custom field.

Real Properties automations (listing status change triggers, follow-up sequences) do not migrate. We export workflow definitions as a reference document for Zoho Blueprint recreation. Priority automations should be rebuilt before go-live. This reference includes trigger conditions, action steps, and expected outcomes to guide your development team.