Migrate from The Real Estate Platform (REP) to Zoho CRM

REP's agent contact records map directly to Zoho Contacts using email as the primary matching key. Agent-specific fields such as license number and agent type migrate as custom fields on the Zoho Contact module. The primary company association in REP, representing the brokerage affiliation, maps to the AccountId lookup field in Zoho Contacts. This maintains the relationship between agents and their brokerage in the Zoho environment.

REP prospective buyers and sellers map directly to Zoho Leads, representing potential clients in your real estate pipeline. Lead source and lead status values in REP require explicit value mapping to Zoho's Lead Source and Lead Status fields during migration planning. Unconverted leads remaining in REP at migration time land as Zoho Leads, preserving lead history and engagement data for your team to continue nurturing through Zoho's workflow.

REP brokerage and company records map directly to Zoho Accounts, representing the organizations in your real estate network. Industry classification and parent-company hierarchy defined in REP preserve through Zoho's Industry and Parent Account fields, maintaining your organizational structure. For multi-office brokerages with complex hierarchies in REP, we map these to a flat account structure in Zoho unless a specific parent-child mapping is requested, ensuring all offices appear as separate accounts.

REP real estate transaction deals map directly to Zoho Deals, representing active and completed property transactions. Each REP deal stage — Inquiry, Showing, Offer, Negotiation, Closing — maps to a corresponding Zoho Stage Name value through explicit value mapping during migration setup. The pipeline association in REP becomes the Pipeline field in Zoho Deals. We also preserve deal amount, closing dates, and owner assignments to maintain complete transaction records.

REP agent call logs and email activities map directly to Zoho Tasks, representing all communication activities with clients and prospects. Activity type from REP — call, email, or other interaction — is preserved in the Task Subject or a custom Type pick-list field in Zoho for filtering and reporting. Original timestamps and assigned owners carry forward during migration, maintaining compliance records and reporting continuity for each contact and deal.

REP property showing records and meeting logs map directly to Zoho Events, representing scheduled property viewings and client meetings. Original start and end datetime values from REP are preserved in Zoho Events, along with attendee information and assigned owner. Each Event links to the relevant Contact record and Property_Listings custom module record, maintaining the relationship between clients, properties, and meeting activities.

REP notes attached to contacts, companies, and deals migrate as Zoho Notes, preserving all written communication and context within each record. Note body content and original create timestamps transfer directly to Zoho, maintaining the history of note creation. Inline images embedded within REP notes are extracted during migration and rehosted as Zoho Attachments, ensuring they remain visible rather than appearing as broken links.

REP's native property listing object has no direct Zoho equivalent. We create a Property_Listings custom module with fields for MLS Number, Property Type, Beds, Baths, Square Footage, Lot Size, Year Built, List Price, Status, and Address — all real estate fields REP stores natively.

REP file attachments on contacts, companies, and deals re-upload to Zoho Attachments during migration, preserving all supporting documentation. Property images, contracts, and listing documents transfer to the corresponding Zoho modules. Zoho's 25MB per-file size limit applies, so oversized files are flagged during migration for manual handling by your team with documentation in the migration report.

REP's real estate-specific custom fields (MLS Number, Property Type, Beds, Baths, Square Footage, Lot Size, Year Built, Garage Spaces, HOA Fees, Zoning) create as Zoho Custom Fields on the relevant module. Data types map: text fields to text, pick-lists to pick-lists, numeric fields to number.

REP workflows and automation sequences do not migrate to Zoho due to differences in how each platform implements process automation. Zoho Blueprint and workflow rules use a different architecture and require manual configuration after migration. We export REP workflow definitions as documentation for your Zoho admin to reference during the rebuild process, capturing trigger conditions, action sequences, and logic flow to help recreate equivalent automations in Zoho.