Migrate from LeadManaging to Pipedrive

LeadManaging contact records map to Pipedrive Person objects. FlitStack AI reads the primary phone, email, name, and address fields via the LeadManaging API and writes them to the corresponding Pipedrive Person fields. When a contact lacks a linked organization, the Person record receives no OrganizationId and appears as a standalone contact in Pipedrive. This ensures every person record is created with its original data intact and without unnecessary organization links.

LeadManaging leads that are in early-stage inquiry status map into Pipedrive's separate Lead inbox. Pipedrive Leads inherit all custom Deal fields and can be converted to Person–Deal records when the lead advances. Your team decides the conversion trigger in Pipedrive after migration.

LeadManaging property records representing apartment communities or commercial buildings map directly to Pipedrive Organization entries. FlitStack AI reads each property's name, street address, city, state, and zip via the LeadManaging API and writes them to the corresponding Pipedrive Organization fields. Property‑specific attributes such as unit type, community amenities, or building class are stored as Pipedrive custom fields on the Organization entity, ensuring the full leasing context transfers without manual re‑entry.

Active lease opportunities and deal records in LeadManaging map to Pipedrive Deals, preserving the deal title and value. FlitStack AI links each Deal to the Person and Organization, and maps LeadManaging pipeline and stage names to Pipedrive stages with probability percentages re‑applied from Pipedrive's stage configuration. Any custom fields on the Deal—such as priority, preferred move‑in date, or unit preference—are written to Pipedrive custom fields on the Deal entity.

LeadManaging lead status values (Inquiry, Qualified, Touring, Application, Lease Signed, Lost) are mapped to Pipedrive deal stage names for each pipeline in the migration. FlitStack AI creates a value‑mapping entry for each status, assigning the corresponding Pipedrive stage and re‑applying probability percentages based on Pipedrive's stage configuration. If a LeadManaging status does not have a direct Pipedrive equivalent, the migration flags it for manual stage assignment before the final run.

LeadManaging records the originating lead source (Website Form, ILS, Referral, Walk‑in, etc.) on each contact. Pipedrive lacks a native lead‑source attribute on Person or Deal, so FlitStack AI creates a custom field named Lead_Source__c in Pipedrive and maps each LeadManaging source value into it. The custom field type is set to picklist to match the source options, and any unmapped values are flagged for review before the final migration run.

Property tour records, follow-up calls, and inquiry responses in LeadManaging map to Pipedrive Activities. Tour type maps to Activity Type (Meeting); phone follow-ups map to Activity Type (Call). Each activity is linked to the corresponding Person and Deal in Pipedrive.

LeadManaging notes and communication logs are attached to the parent contact or property record. During migration, FlitStack AI reads each note's body, author name, and creation timestamp via the LeadManaging API and writes it as a Pipedrive Note linked to the corresponding Person or Organization. The original author and timestamp are stored as Note metadata so the conversation history remains fully traceable after cut‑over.

LeadManaging owner IDs are resolved by matching the owner's email address to a Pipedrive user account. FlitStack AI performs a pre‑flight check that lists every unmatched owner, allowing your team to create the corresponding Pipedrive users before the migration run. If a Pipedrive user is not available, the records are assigned to a designated fallback owner to prevent orphaned data after cut‑over.

Any leasing-specific custom properties on LeadManaging records — preferred move-in date, unit preference, budget range, referral source detail — are mapped to Pipedrive custom fields on the appropriate entity. Field types (text, number, date, picklist) are matched to Pipedrive's supported custom field types.

LeadManaging file attachments and lease documents linked to contact or deal records are downloaded and re-uploaded to Pipedrive Files, attached to the corresponding Person, Organization, or Deal record. File size limits (25MB per file) are enforced; large documents are chunked if necessary.