Migrate from Homesnap Pro to Freshsales

Homesnap agent accounts map directly to Freshsales Users using email address as the primary match key. Owner resolution for all migrated records is performed using the matched User ID. Any unmatched agents are flagged in a pre-migration report with instructions for manual assignment or Freshsales user invitation before migration proceeds.

Homesnap client records containing names, phone numbers, and email addresses map directly to Freshsales Contacts using email as the match key. The client's primary associated property is preserved as a linked reference to the corresponding mapped Account record for full relationship context.

Homesnap clients that lack a verified email address are routed to Freshsales Leads rather than Contacts, which aligns with Freshsales' data quality requirements for Contact records. Lead status defaults to 'New' with original source attribution preserved for downstream qualification workflows.

Homesnap property records map to Freshsales Accounts using the property street address as the Account Name. The Account type field is set to 'Real Estate' via an automated value mapping rule during migration. The original MLS number is stored in a custom field for reference and cross-referencing with MLS systems.

Homesnap allows a client to express interest in multiple properties simultaneously. These N-to-1 associations between client contacts and property records map to Freshsales Account Contact Relationship records, with the interest type (Buyer, Seller, Both) preserved as a custom field on the relationship for accurate client intent tracking.

Homesnap transactions marked as closed map to Freshsales Deals. The deal name derives from the property address, the amount is populated from the sale price, and the close date is set from the transaction date. Pipeline and stage assignment is configured per the target Freshsales pipeline setup during migration.

Homesnap showing records map to Freshsales Tasks with Task Type set to 'Showing'. The original showing date and time, attending client names, and property address are all preserved in the task record. Each task is linked to the corresponding Account and Contact records via lookups for complete activity context.

Homesnap client-agent messages are migrated as Freshsales Tasks with Task Type set to 'Message'. The message body, timestamp, sender role, and linked contact are fully preserved. Rich media attachments are downloaded and re-hosted within Freshsales file storage limits during the migration.

Homesnap saved searches and favorited properties have no direct Freshsales equivalent object. These are preserved as text-formatted custom fields on the related Account record, listing property addresses, search criteria, and price ranges for manual reference and future Smart List rebuilding.

Homesnap Business Suite produces agent production metrics and office rankings that do not map to any Freshsales native object or report template. These are exported as CSV reference files and must be fully rebuilt as custom Freshsales Analytics reports or external BI dashboards post-migration.

Homesnap MLS data accessed through the platform is licensed per MLS subscription agreement, not owned data. It cannot be legally exported to Freshsales. Agents must maintain MLS access independently through Homes.com or direct MLS tools. Listing associations used in client conversations are noted on Account records as text references.

Buyer and seller leads generated through Homesnap Concierge map to Freshsales Leads with lead source set to 'Homesnap Concierge'. These records are treated as standard leads and follow Freshsales' native lead scoring, qualification workflow, and conversion process from day one in the new CRM.