Migrate from BrightDoor to HubSpot

BrightDoor contact records (buyers, agents, referrals) map directly to HubSpot Contact objects. Email, phone, name, and address fields transfer directly. Owner resolution matches BrightDoor owner email to HubSpot user email for assignment. During migration, any missing required fields are flagged, and duplicate detection is applied based on email address to prevent redundant contacts.

BrightDoor builder and developer company records map to HubSpot Company objects. Company name, domain, address, and industry fields transfer. BrightDoor may store multiple contact roles per builder — all associated contacts are linked to the migrated Company. If a builder has no existing HubSpot Company, a new record is created automatically during migration, preserving all original details.

BrightDoor communities are real estate-specific with no direct HubSpot equivalent. FlitStack AI creates a HubSpot custom object named 'Community' with properties for community name, location, type (single-family, multifamily), and status (active, sold-out). The custom object also includes a lookup field to associate lots and to link parent developers for comprehensive reporting across the development portfolio.

Individual lot records require a HubSpot custom object. Each lot links to its parent Community via a lookup field. Lot properties (lot number, price, status, size, elevation) map as custom properties on the Lot object. During migration, any lot without a parent community is flagged for manual association to ensure data integrity across the inventory hierarchy.

BrightDoor deal or transaction records map to HubSpot Deals. Deal name, amount, stage, and close date transfer directly. BrightDoor's deal ownership resolves by email match to HubSpot users. If a deal has no assigned owner in BrightDoor, it is attached to a default HubSpot user or left unassigned with a flag for your team to resolve post-migration.

BrightDoor's deal-to-lot-to-community relationship is N:1:1. In HubSpot, the Deal gets a custom property storing the associated Lot ID, and the Lot record stores the Community lookup. This preserves the full hierarchy for reporting. During migration, any missing association is logged so your team can manually link orphaned records, ensuring complete data continuity in the new CRM.

BrightDoor activity records (calls logged, emails sent, meetings held) map to HubSpot engagements with original timestamps and owners preserved. Notes attach to the relevant Contact or Deal record. Each engagement is tagged with the activity type (call, email, meeting) and linked to the associated contact or deal, providing a complete timeline of interactions.

BrightDoor notes and attached documents migrate as HubSpot Notes. File attachments re-upload to HubSpot Files. Original create dates preserved as custom datetime fields for continuity. The migration process also maintains folder structure when possible, mapping BrightDoor folders to HubSpot file folders to preserve organizational hierarchy.

BrightDoor custom fields for real estate data (buyer type, financing status, preferred community, agent referral source) migrate as HubSpot custom properties on the appropriate object. Field type (text, number, pick-list, date) determines HubSpot property type. If a custom field uses a dependent pick-list in BrightDoor, FlitStack AI recreates the same option set in HubSpot, preserving any conditional logic for downstream workflows.

BrightDoor users and owners are matched to HubSpot users by email address. Unmatched owners are flagged before migration; records assign to a fallback HubSpot user or remain unassigned pending team provisioning. During the pre-migration audit, FlitStack AI also checks for duplicate email addresses across BrightDoor accounts to prevent ambiguous owner assignments in HubSpot.