Migrate from Homesnap Pro to Pipedrive

Homesnap Pro agents are system users. Mapped 1:1 to Pipedrive users by email address. Owner resolution on all migrated records uses this mapping — unmatched agents flagged before migration commits. All agent IDs are recorded in the migration manifest so you can trace ownership across records after cutover.

Homesnap Pro client profiles map directly to Pipedrive Person records. Name, email, phone, address, and all standard contact fields transfer as-is. Owner defaults to the agent who owned the client in Homesnap Pro. Custom properties on the client profile are migrated as Person custom fields with type preserved.

Client brokerage and company associations migrate as Pipedrive Organization records. Multi-client companies collapse to one Org with the primary contact linked via Person-Org relationship; additional contacts surface as related Persons. Company websites, industry classification, and phone numbers are transferred to the Organization fields for consistency.

Pipedrive has no native property or listing object. Listing address, MLS ID, status, price, and property type migrate as custom fields on the related Person or Deal record. Full listing details are stored in a linked Note so agents can reference them in Pipedrive without rebuilding from scratch.

Showings in Homesnap Pro become Pipedrive Activities of type 'Meeting' linked to the Person (client) and the Deal (transaction). Original showing date and time, agent, and client notes are preserved in the Activity subject and description fields. The Activity's due_date field stores the combined date‑time so you can filter and sort showings chronologically in Pipedrive.

Client messaging history linked to a Homesnap Pro contact migrates as Pipedrive Activities with type 'Note' or 'Email', timestamped to the original send date and owned by the agent who sent the message. Thread continuity is not preserved — individual messages become sequential activity entries.

Active or closed transactions in Homesnap Pro map to Pipedrive Deals. Deal name, value, stage (active/pending/closed), and close date transfer directly. Stage mapping is value-based: active→open, pending→won, closed→won or lost. Custom fields on the transaction are migrated as Deal custom fields, preserving any agent notes or listing references for future reference.

Homesnap Pro pipelines map to Pipedrive Pipelines. Stage names map value-by-value — active listings become open deal stages, pending become won stages, and closed become closed-won or closed-lost stages. Probability percentages are applied per Pipedrive's stage defaults. You can adjust stage probabilities in Pipedrive after migration to match your team's sales process.

Custom fields on Homesnap Pro client profiles migrate as Pipedrive Person custom fields. Field type is preserved — text, number, date, and pick-list map to their Pipedrive equivalents. Multi-select pick-lists become Pipedrive multi-select fields. All custom fields are created in Pipedrive before migration, ensuring the exact field keys are available for data population.

Custom fields on Homesnap Pro listings migrate as Pipedrive Deal custom fields. Since listing data lives on Deal records (no native property object), each custom listing field is created in Pipedrive first using exact name and type matching, then populated during migration.

Files attached to client profiles, listings, or showings in Homesnap Pro re-upload to Pipedrive as attachments on the corresponding Person or Deal record. Files exceeding Pipedrive's 32MB limit are flagged — compression or hosted-link substitution is applied before migration. The migration summary lists every file substitution so your team can verify the approach and update links if needed.

Unconverted inquiries in Homesnap Pro migrate as Pipedrive Lead records. Lead name, email, phone, source, and owner transfer directly. Leads are not automatically converted to Persons — that decision belongs to your team post-migration. You can batch‑convert leads to Persons in Pipedrive after reviewing data quality and assigning appropriate owners.

Agent service listings or featured property types in Homesnap Pro that function as products map to Pipedrive Products. Product name, price, and unit transfer as-is. Products can then be linked to Deals via Deal-Product associations in Pipedrive. Linking products to deals allows you to track revenue attribution and create报价 sheets directly from the Pipedrive deal view.