Migrate from Zurple to Zoho CRM

Zurple stores all people records as contacts. We map these to Zoho CRM Leads by default — Zoho Lead captures email, phone, company, lead source, and custom property-interest fields. If the contact is already a closed-client, we map to Contact and link to an Account record.

Zurple contacts that have transacted become Zoho Contacts with a linked Zoho Account. We derive the Account name from Zurple's contact.company field or from property address data if no company is present. Multiple Zurple contacts sharing the same household map to one Account with multiple Contact records.

Zurple's embedded company name on each contact migrates as a separate Zoho Account record, created before the Contact so the AccountId lookup resolves correctly. If the company name is blank, we create an Account using the contact's last name + 'Household' as the account name.

Zurple's pipeline stage is a single pick-list value on the contact record. Zoho CRM uses a dedicated Deals module with a Stage pick-list. We create one Deal per active transaction, mapping Zurple stage values to Zoho Deal Stage values. If multiple transactions exist per contact, each gets its own Deal record.

Zurple captures property interest signals (price range, location, property type) as custom fields on the contact. Zoho CRM has no native real estate property interest fields — we create custom fields (Property_Type__c, Price_Range__c, Target_Location__c) on the Lead module and replicate them on Contact.

Zurple tracks lead origin (Organic, Google Ads, Facebook, IDX Website, Referral). We map these to Zoho CRM's Lead Source pick-list. Where Zurple uses a value not present in Zoho's default list, we create the new pick-list value during schema setup before migration runs.

Zurple's Conversation logs record outbound email sends with timestamp and status. We migrate these as Zoho Tasks with Type='Email', Subject derived from the email subject line, and Activity Date set to the original send timestamp. The related Lead or Contact is linked via the WhatId field.

Zurple call logs migrate as Zoho Tasks with Type='Call'. Subject includes the contact name and call direction (Inbound or Outbound) to preserve context. We also populate custom fields on the Task record with the original call date and duration where this metadata is available from the Zurple export. This ensures the full call history is preserved and accessible in Zoho's activity timeline.

Zurple's Conversation logs are text entries capturing lead interactions over time. We migrate these as Zoho Notes attached to the corresponding Lead or Contact record, preserving the original entry timestamp and author attribution where available from the export. This maintains the complete conversation history for reference during follow-up in Zoho.

Zurple's behavior-driven email sequences are a core product feature with no Zoho CRM equivalent. Zoho Blueprint enforces process steps on deal or case records; standard Workflow Rules handle field updates and email alerts but do not replicate the multi-touch, delay-based nurture logic. We export the sequence structure as a reference document for manual rebuild in Zoho.

Zurple owner assignments map to Zoho CRM users by email address match. Unmatched owners are flagged before migration — the team either creates a Zoho user or assigns records to a fallback owner. This prevents orphaned records in Zoho where OwnerId is required for deal assignment.

Leads captured through Zurple's IDX property search websites include a referring URL and search criteria (property viewed, search area). We preserve this as a custom field (IDX_Referral_URL__c) on the Lead record and populate Target_Location__c from the search criteria when available.

Zurple supports tagging contacts with custom labels such as 'Hot Buyer', 'Investor', or 'Expired Listing' to categorize prospects. We map these tags directly to Zoho CRM's native Tag feature on Leads and Contacts, which supports multiple tags per record and enables filtering in list views without requiring additional custom fields. The tag values transfer as-is from Zurple.

Zurple file attachments on contacts (such as pre-approval letters, offer documents, or property disclosures) are re-uploaded to Zoho CRM's Attachments feature linked to the corresponding Lead or Contact record. Zoho enforces a 25MB per-file size limit on attachments. Any file exceeding this threshold is flagged in the migration report for manual delivery to ensure no documents are lost during the transition.