Migrate from Funnel Leasing to Pipedrive

Funnel Leasing Prospects map directly to Pipedrive Person records. Contact name, email, phone, and all custom contact properties migrate as standard and custom fields on the Person. If the prospect has not yet engaged with a deal, it can route to Pipedrive's Lead Inbox for pre-deal nurturing.

Funnel Leasing Property records — including name, street address, city, state, property type (apartment, townhome, commercial), and unit count — migrate as Pipedrive Organization records. Property-level notes migrate as Organization notes. A property's primary contact person links to the Organization via the Person-Organization association.

Funnel Leasing's unit hierarchy (unit number, bedrooms, bathrooms, market rent, status) has no native Pipedrive equivalent. Units can be stored as Pipedrive Products linked to the parent Organization, or as a custom text field (Unit_Details__c) storing unit number and status. Status values (Occupied, Vacant, Pending) map via value mapping to pick-list options in Pipedrive.

Funnel Leasing Lease records migrate as Pipedrive Deals. The linked property becomes the Deal's Organization. Lease start date, end date, and monthly rent amount migrate as deal fields. Lease status (Active, Expired, Pending Renewal) maps to Pipedrive deal stage values — Active leases map to Open stages; expired leases map to Closed Won or Closed Lost depending on renewal outcome.

Funnel Leasing leasing stages — Inquiry, Tour Scheduled, Application, Approval, Lease Sent, Active, Renewal — do not map 1:1 to Pipedrive's custom stage names. We define a stage mapping table during the planning phase, matching each Funnel stage to the most appropriate Pipedrive pipeline stage. Active leases become Closed Won in Pipedrive; churned or expired leases become Closed Lost.

Funnel Leasing Tasks — follow-up calls, property tours, document reminders — migrate as Pipedrive Activities with Type='Task'. The original due date and assigned owner carry over. Completed task notes migrate as Activity notes. Tour activities specifically migrate with subject 'Property Tour' and the associated property as the linked Organization.

Funnel Leasing email logs and text message history migrate as Pipedrive Activity records with Type='Email' for emails and Type='Task' with a note annotation for texts. The full message content is preserved in the Activity details field. Timestamps and sender/recipient information are retained. Thread context is preserved by linking multiple activities to the same Person.

Funnel Leasing custom contact fields (renter score, referral source, move-in date, household size) migrate as Pipedrive Person custom fields. Field types are matched — text fields to Pipedrive text fields, pick-list fields to Pipedrive option set fields. Pipedrive requires custom fields to be created in the account before import; we create them during the Pipedrive schema setup phase.

Funnel Leasing custom property fields (building amenities, pet policy, parking details, year built) migrate as Pipedrive Organization custom fields. Same type-matching logic applies — text, number, option set, and date fields all translate directly to their Pipedrive equivalents. Property-specific pick-list values require a value-mapping pass.

Funnel Leasing AI message suggestions, automated leasing routing, voice AI call summaries, and workflow rules have no direct Pipedrive equivalent. These are destination-side automation constructs. We export your Funnel automation definitions as a structured JSON reference document. Your Pipedrive admin uses this to rebuild equivalent automations using Pipedrive Automations and Sequences.

Funnel Leasing owner assignments on prospects, leases, and tasks resolve by email match against Pipedrive Users. Unmatched owners are flagged before migration — teams either invite the Funnel user to Pipedrive first or assign their records to a designated fallback owner. No record lands without a Pipedrive owner assignment.