Migrate from Leadrat CRM for Real Estate to Pipedrive

Leadrat's Lead object maps directly to Pipedrive's Lead object. Both store early-stage prospects before they convert to a Person. Source lead status, assigned agent, and lead score migrate as Pipedrive Lead custom fields. During migration, we preserve the original lead creation timestamp and capture the lead source attribution data for reporting purposes.

Leadrat Contact maps to Pipedrive Person. All standard contact fields (name, email, phone, address) transfer directly. Pipedrive Person supports additional fields like birthday, last contact date, and custom properties. The mapping also preserves any contact tags or segments that were used in Leadrat for marketing segmentation purposes.

Leadrat stores property interests on the Contact record (preferred location, budget range, property type). These migrate as custom fields on the Pipedrive Person record. Budget range splits into min_budget and max_budget numeric fields. The property type preference maps to a drop-down selection field in Pipedrive, allowing agents to quickly filter and search for contacts matching specific property criteria.

Leadrat's builder/company records (real estate developers, channel partners) map to Pipedrive Organizations. Organization name, website, industry, and address fields transfer directly. Multiple contacts per company link via Org ID. This organization-to-company relationship allows sales teams to view all deals and interactions associated with a particular builder or development project.

Leadrat's Property object is the primary translation challenge. Property details (address, type, bedrooms, area, price, RERA number) migrate as custom fields on the linked Pipedrive Deal. For recurring property listings, Properties can also map to Pipedrive Products. The RERA number field is particularly important for compliance tracking in regulated real estate markets.

Leadrat Deal maps directly to Pipedrive Deal. Both represent a sales transaction tied to a contact and property. Deal name, amount, stage, expected close date, and owner transfer. Stage names require value mapping to Pipedrive pipeline stages. This stage mapping is documented in a configuration file that your team can modify before subsequent migration runs.

Leadrat's deal-to-property association has no direct Pipedrive equivalent. We create a custom text field on the Pipedrive Deal (e.g., Property_Reference__c) storing the Leadrat Property ID and address. If Properties map to Products, we link via Deal-Product association. This ensures that agents can always trace a deal back to its original property record in Leadrat.

Leadrat Tasks and follow-up reminders map to Pipedrive Activities of type 'Task'. Original due dates, assignees (resolved by email), and completion status transfer. Note content on tasks migrates as activity notes. This preserves the full history of follow-up actions and ensures nothing falls through the cracks during the transition period.

Leadrat's site visit records and logged calls map to Pipedrive Activities. Site visits become Activities of type 'Meeting' with the property address in the location field. Call duration and outcome migrate as custom fields on the activity. This preserves the complete communication history for each contact and deal, enabling agents to review past interactions quickly.

Leadrat notes attached to leads, contacts, or deals migrate as Pipedrive Notes linked to the corresponding Person, Organization, or Deal. Original create timestamps and author (resolved by email) preserved. This maintains the complete audit trail of agent notes and ensures all contextual information is available to the team in Pipedrive.

Leadrat file attachments (property images, agreements, ID proofs) re-upload to Pipedrive's file storage attached to the relevant Person, Organization, or Deal record. File size limits (Pipedrive max 150MB per file) enforced during migration. Files exceeding this limit are flagged and can be stored in an external document management system with links maintained in Pipedrive.

Leadrat users and agents resolve to Pipedrive users by email address match. Unmatched agents flagged for manual Pipedrive user creation before migration runs. Active/inactive status preserved as a user custom field. This approach ensures that all records maintain proper ownership assignments and that the organizational hierarchy is reflected accurately in Pipedrive.