Migrate from AscendixRE to HubSpot

AscendixRE Account records (representing property owners, landlords, tenants, and buyer/seller entities) map directly to HubSpot Companies. Company name, website, industry, employee count, and billing address fields map with direct field-to-field correspondence. HubSpot's Company object supports multiple industry pick-list values that align with AscendixRE's industry taxonomy.

AscendixRE Contact records (brokers, property managers, tenants, buyers, and other CRE stakeholders) map to HubSpot Contacts. All standard contact fields including name, email, phone, title, and address map directly. HubSpot's contact model supports the same association labels used in AscendixRE for labeling contact roles on deals.

AscendixRE Opportunity records (representing active deals, listings, leases, and sales) map to HubSpot Deals. Deal name, amount, stage, close date, and owner map with stageName converted to HubSpot deal stage values in the target pipeline. Salesforce's Opportunity StageName pick-list values map value-by-value to HubSpot's corresponding pipeline stage names.

AscendixRE's Property__c custom object stores property details including address, property type, square footage, cap rate, NOI, and year built. HubSpot Enterprise custom objects receive these records. Property address components map to HubSpot's address fields; numeric fields like square_footage__c map as number properties; cap_rate__c and noi__c map as number properties. A HubSpot custom object type named 'Property' is created before migration.

AscendixRE's Listing__c custom object stores active property listings with listing status, asking price, listing date, and listing agent. These map to a HubSpot 'Listing' custom object. Listing status values (Active, Pending, Under Contract, Off-Market) map as HubSpot pick-list values. Listing date becomes a date property; asking_price__c maps as currency or number property.

AscendixRE's Lease__c custom object stores lease terms including tenant name, lease start/end dates, square footage, rent amounts, and lease type. These map to a HubSpot 'Lease' custom object. Lease dates map to HubSpot date properties; monthly_rent__c and total_lease_value__c map as currency properties. Lease status (Active, Expired, Month-to-Month) becomes a pick-list.

AscendixRE's Availability__c custom object tracks available space within properties—unit number, available square footage, floor, asking rent per SF, and availability date. These map to a HubSpot 'Availability' custom object linked to the Property custom object via HubSpot's association model. Available_square_footage__c becomes a number property; availability_date__c becomes a date property.

AscendixRE Salesforce Tasks and Events attached to contacts, accounts, and opportunities map to HubSpot engagements on the corresponding contact, company, and deal timelines. Task Subject, Status, Priority, and Activity Date map directly. Event Subject, Start DateTime, End DateTime, and Location map to HubSpot meeting engagements with original timestamps and owners preserved.

AscendixRE Salesforce Notes attached to records map to HubSpot notes and call logs on the corresponding contact, company, or deal. Note Title maps to the HubSpot note subject; Note Body maps to the note content. Rich-text formatting in Salesforce Notes is preserved in HubSpot's note content. Call logs are a HubSpot-specific note type used when the note records represent logged calls.

AscendixRE Salesforce User records provide owner information on all record types. We match Salesforce User email addresses to HubSpot user email addresses to resolve OwnerId lookups. Unmatched owners are flagged before migration so your team can either invite them to HubSpot or reassign records to a designated fallback owner. Owner name, title, and phone from Salesforce are not transferred—HubSpot's owner model uses HubSpot user profile data.

AscendixRE's commission tracking module stores commission calculations linked to Deal records. These migrate as a HubSpot 'Commission' custom object linked to the Deal. Commission amount, percentage, status (Pending, Approved, Paid), and agent contact map as custom object properties. Calculation logic embedded in AscendixRE must be rebuilt using HubSpot Operations Hub formulas or documented for manual entry.

Ascendix Search saved searches and advanced search configurations are Salesforce-side productivity features with no HubSpot equivalent. These are documented in the migration plan for your team to recreate relevant searches using HubSpot's filtering and list-building capabilities. The underlying data (contacts, properties, listings) migrates; the saved search definitions do not.