Migrate from HomeSpotter Spacio to Freshsales

Spacio open house guests map directly to Freshsales Leads. Each guest record carries name, email, phone, and property interest. Freshsales Lead Status defaults to 'New' unless the source record shows a signed buyer agreement, in which case it routes to 'Open - Not Contacted'.

Spacio guests flagged as 'Signed Buyer' or with financing documents attached in the lead record split into both a Freshsales Contact (person record) and an Account (derived from the property of interest or the guest's listed employer). The Account name defaults to the property address if no company name is present.

Each Spacio property listing (address, price, beds, baths, MLS number, listing agent) maps to a Freshsales Account record representing the property as a business entity. The Account Name field stores the full property address; the website field stores the MLS listing URL for brokerages that maintain public listing links.

Property-specific fields that have no Freshsales Account equivalent — MLS number, listing agent user key, property type (apartment, condo, house), and number of beds/baths — require a Freshsales custom object named 'Property' or custom fields on the Account object. Which approach is used depends on whether the brokerage wants property records reportable alongside contacts and deals.

Each Spacio open house event becomes a Freshsales Deal representing the event as a sales opportunity. The Deal name follows the pattern '[Property Address] — [Event Date] Open House'. Deal Amount is set to the listed property price to give the deal a monetary anchor in Freshsales pipeline views and forecasting reports.

Spacio open house attendee responses to buyer-interest questions (e.g., 'Ready to buy', 'Exploring', 'Just browsing') map to Freshsales Deal Stage values. 'Ready to buy with financing' maps to 'Qualified'; 'Exploring' maps to 'Proposal Sent'; 'Just browsing' maps to 'Prospecting'. Stage names are configurable in Freshsales pipeline settings and the mapping is validated against the brokerage's existing stage names before migration runs.

Spacio agent records resolve to Freshsales Users by email match. Each agent's Spacio user key is stored in a custom field (Agent_Spacio_Key__c) on the corresponding Freshsales User record for traceability. Agents without a resolvable email in Freshsales are flagged pre-migration so the brokerage admin can provision Freshsales accounts before the cutover.

Spacio team groupings (multiple agents under one brokerage account) map to Freshsales Sales Teams. Team lead agents are designated as the Sales Team owner in Freshsales. Membership is resolved by matching each Spacio agent's team assignment to the Freshsales user roster.

Spacio allows agents to configure custom check-in questions per event — financing status, timeline, referral source, property feedback. Each unique question becomes a Freshsales custom field (dropdown or text depending on question type) applied to the Lead and Deal objects. Value mappings are created for pick-list questions so 'Cash buyer' in Spacio maps to 'Cash' in Freshsales.

Spacio sends a customizable follow-up email to each guest after an open house event. Freshsales has no equivalent event-triggered email that fires based on a property record. The closest analogue is Freshsales Sales Sequences with time-based email steps, but the trigger logic is contact-centric rather than event-centric — your Freshsales admin must configure the sequence enrollment criteria based on Lead creation date or a custom 'Event Attended' field.

Spacio generates branded seller reports listing attendee names, contact info, and interest level after each open house. Freshsales has no native equivalent. After migration, your team can build a Freshsales custom report that aggregates Deal records for each open house property, then export as PDF — but the layout and branding must be recreated manually in Freshsales Report Builder.

Spacio enriches guest records with social profile URLs when available. Freshsales has no native social profile fields on Lead or Contact objects. These URLs are stored as custom text fields on the Lead record: Social_LinkedIn__c and Social_Facebook__c. The enrichment data is informational only — Freshsales does not use it for scoring or automation.