Zoho CRM Field Update Guide — Homesfy Post-Sales

Update in Zoho CRM

Editable in Zoho — automatically syncs back to Homesfy CRM

Update in Homesfy CRM

Read-only in Zoho — change in Homesfy, it flows to Zoho automatically

Zoho only

Exists only in Zoho — no sync in either direction

Filter:

All fields

Update in Zoho

Update in Homesfy

Zoho only

Booking core

Booking amount	Homesfy CRM	Set at time of booking. Contact sales RM to correct.
Agreement Value (AV)	Zoho CRM	Update here after AV renegotiation. Syncs to Homesfy automatically.
Passback amount	Zoho CRM	Update in Zoho. Syncs to Homesfy automatically.
Booking date	Homesfy CRM	Read-only in Zoho. Set at time of booking.
Flat number	Homesfy CRM	Raise correction with sales RM or Projects team.
Flat type / BHK	Homesfy CRM	Corrections via Projects team in Homesfy CRM.
Building / Wing number	Homesfy CRM	If blank, contact Projects or Operations team to populate.
Carpet area	Homesfy CRM	Set by Projects team in Homesfy CRM.
Brokerage %	Homesfy CRM	Read-only in Zoho.

Invoice & payment

Invoice raised status	Zoho CRM	Update when invoice is raised. Syncs to Homesfy.
Partial invoice raised	Zoho CRM	Update in Zoho. Syncs to Homesfy.
Invoice not raised status	Zoho CRM	Update in Zoho. Syncs to Homesfy.
Invoice cleared status	Zoho CRM	Update when payment received and invoice is cleared.
Payment received status	Zoho CRM	Update in Zoho. Syncs to Homesfy.
Base % per ladder	Zoho CRM	Update in Zoho. Syncs to Homesfy.
Invoice raised % (ladder)	Zoho only	Managed in Zoho only. Does not sync to Homesfy.
Eligible invoice % (ladder)	Zoho only	Calculated in Zoho. Does not sync to Homesfy.
Payment received % (ladder)	Zoho only	Managed in Zoho only. Does not sync to Homesfy.
Sales agreement status	Homesfy CRM	Managed by sales team. Read-only in Zoho.

Booking status

Booking cancellation status	Zoho CRM	Update here when a booking is cancelled. Syncs to Homesfy.
Cross-sale status	Homesfy CRM	Read-only in Zoho. Managed by sales team.
Booking status (active / cancelled)	Homesfy CRM	Set in Homesfy CRM. Read-only in Zoho.

RM & team — all read-only in Zoho

S1 (Sales RM) name & employee ID	Homesfy CRM	Contact team lead to correct in Homesfy. Will flow to Zoho automatically.
A1 name	Homesfy CRM	Read-only in Zoho.
RH name	Homesfy CRM	Read-only in Zoho.
CH name	Homesfy CRM	Read-only in Zoho.
Cross-sale A1 name	Homesfy CRM	Cross-sale assignments managed in Homesfy CRM.

Project & developer — all read-only in Zoho

Project name	Homesfy CRM	Managed by Project Data team. Read-only in Zoho.
Developer / Builder name	Homesfy CRM	If blank, escalate to Project Data team to link developer in Homesfy.
Region (sales RM)	Homesfy CRM	Derived from S1's region in Homesfy. Read-only in Zoho.
Region (booked project)	Homesfy CRM	Derived from the project's own region. Read-only in Zoho.

Client

Client name	Homesfy CRM	Read-only in Zoho. Raise corrections with sales RM.
Client name as per developer	Zoho only	Manage in Zoho for invoice generation. Does not sync to Homesfy.
Client phone number	Homesfy CRM	Set by sales team. Read-only in Zoho.
Client email	Homesfy CRM	Some emails may be blank or invalid — known issue being addressed.

Magnet bookings

Magnet name / ID	Homesfy CRM	Set at time of booking. Read-only in Zoho.
Magnet retention amount	Homesfy CRM	Homesfy stores Magnet Share; Zoho displays 100% minus that value.
RM name (80% magnet booking)	Homesfy CRM	Post-Sales Magnet RM/TL name sent from Homesfy. Read-only in Zoho.

Zoho only — no sync in either direction

Ladder scheme	Zoho only	Assigned in Zoho. Does not exist in Homesfy CRM.
Notes / comments	Zoho only	Internal notes in Zoho. Not synced to Homesfy.
Callbacks & follow-ups	Zoho only	Tracked in Zoho only.
Invoice line items & amounts	Zoho only	Full invoice management in Zoho only.
Payment tracking details	Zoho only	Detailed payment records in Zoho only.

Common scenarios

AV has been renegotiated ⌄

Open the booking record in Zoho CRM.
Update the Agreement Value (AV) field.
Save. The new AV syncs automatically to Homesfy CRM.
You do not need to open Homesfy CRM for this change.

An invoice has been raised ⌄

Open the booking record in Zoho CRM.
Update Invoice raised status to Yes.
Update the relevant ladder % fields (Invoice raised %, Eligible invoice %) in Zoho.
Save. Status fields sync to Homesfy; % fields stay in Zoho only.

A booking has been cancelled ⌄

Open the booking record in Zoho CRM.
Update Booking cancellation status.
Save. Syncs back to Homesfy CRM automatically.

Do not delete the record in Zoho — always mark it cancelled using the status field.

Wrong RM name is showing in Zoho ⌄

Do not attempt to edit RM name in Zoho — the field is read-only.
Contact your team lead or Homesfy Tech to correct the assignment in Homesfy CRM.
Once corrected in Homesfy CRM, the name updates in Zoho automatically.

Developer name is blank in Zoho ⌄

Do not attempt to edit project fields in Zoho.
Escalate to the Project Data team with the Lead ID and project name.
They will link the developer in Homesfy CRM. It will then flow to Zoho automatically.

A 100% Magnet booking is not showing in Zoho ⌄

100% Magnet bookings are not pushed automatically until the vetting process is live.
Contact Priya to vet the booking data in Homesfy CRM.
After vetting, the booking will be pushed to Zoho manually by the tech team.

Note: This process will be automated once the vetting workflow with Priya's team is formalised.

Flat type showing as "1.0" or "2.0" ⌄

This is a known issue being fixed in Homesfy CRM by the tech team.
Do not edit in Zoho — it will be overwritten on the next sync.
Raise with Homesfy Tech (Rohan) if the issue persists after the fix.

Adding notes, follow-ups, or callbacks ⌄

All notes, callbacks, and follow-ups are managed entirely in Zoho CRM.
No action needed in Homesfy CRM — these fields do not sync.

Who to contact for corrections

If the issue is…	Contact	What to provide
RM name / team assignment is wrong	Team Lead / Homesfy Tech	Lead ID, correct RM name and employee ID
Developer / builder name is blank	Project Data team	Lead ID, project name, correct developer name
Flat number, type, or building number is wrong	Projects / Operations team	Lead ID, Booking ID, correct value
Project or region details are incorrect	Project Data team	Lead ID, project name, correct region
Client name or phone is wrong	Sales RM	Lead ID, correct client details
100% Magnet booking not in Zoho	Priya → Homesfy Tech	Lead ID, Booking ID
Field not syncing from Zoho → Homesfy	Homesfy Tech (Rohan / Sandeep)	Lead ID, field name, value updated, screenshot if possible
Field not syncing from Homesfy → Zoho	Homesfy Tech (Rohan / Sandeep)	Lead ID, field name, expected value

Tip: Always share the Lead ID and Booking ID when reporting a sync issue — it's the fastest way for the tech team to trace it in the integration logs.