Migrate from Property Minder to Freshsales

Property Minder contacts with high-intent deal activity and lifecycle stage routing to Freshsales Contact. Inactive or early-stage contacts route to Freshsales Lead. Email address is the primary de-duplication key; unmatched records surface in a pre-migration reconciliation report. Contacts that have no email are matched by phone number or company name where possible. The reconciliation report flags duplicate contacts and allows your team to decide which record to keep.

Property Minder lifecycle stage (Lead, Active, Customer) maps to a custom Lifecycle_Stage__c pick-list on Freshsales Contact and Lead. Stage values are preserved verbatim. Transition timestamps stored in a secondary custom datetime field for audit continuity. If your organization uses custom stage names beyond the standard three, those are also transferred as distinct pick-list entries. The datetime field captures the exact moment a contact moved between stages, enabling historical stage‑change reports after migration.

Direct name, domain, industry, employee-count, and revenue mapping. Multi-contact companies from Property Minder create one Freshsales Account with all associated contacts linked via Account Contact Relationships. Parent-company hierarchies map to Freshsales Parent Account field. If a Property Minder company lacks a domain, FlitStack uses the primary contact email domain as a fallback. Additional fields such as annual revenue are mapped directly, preserving monetary formatting.

Each Property Minder property deal becomes a Freshsales Deal. Deal name maps to Deal.Name. Amount, close date, stage, and owner resolve by email match to Freshsales users. Property-specific fields (listing ID, property type, status) migrate to Freshsales custom fields on the Deal object.

Property Minder deal pipelines map to Freshsales Sales Pipelines 1:1. Each pipeline in Property Minder becomes a named pipeline in Freshsales. Stage labels and probabilities are re-applied per Freshsales pipeline configuration after migration. If a pipeline contains stages not supported by Freshsales defaults, custom stage names are created. Probability values are transferred as entered, and forecast categories are assigned based on your specified mapping.

Stage names mapped value-by-value from Property Minder to Freshsales Deal Stage values. Stage probabilities and forecast categories re-applied from Freshsales defaults or your specified stage configuration. Stage-entered timestamps preserved as custom datetime fields. If a stage name does not exist in Freshsales, FlitStack creates it and maps the original probability. Forecast categories are set per stage to align with your revenue‑recognition rules.

Property Minder MLS search associations have no Freshsales native equivalent. Migrated as a text lookup field (MLS_Search_ID__c) on the Deal for reference. Full MLS search configuration must be rebuilt in Property Minder or transferred manually as it is application-level configuration, not data.

Property Minder call logs map to Freshsales Tasks with Task Type set to 'Call'. Original call timestamps, duration, owner, and outcome notes are preserved. Owner resolved by email match to Freshsales users; unmatched tasks assigned to a designated fallback owner.

Property Minder calendar appointments map to Freshsales Events with original start/end times, subject, location, and owner preserved. Owner email resolution applies. Attendee associations from Property Minder migrate as Event invitee records in Freshsales. If an attendee email does not match an existing Freshsales contact, FlitStack creates a Lead record for them. Recurring appointments are split into individual events, preserving the recurrence pattern in a custom field for reference.

Property Minder notes on contacts, companies, and deals migrate as Freshsales Notes attached to the corresponding record. Rich-text formatting is preserved where Property Minder's export format allows. Inline links are stored as plain-text references. If a note contains embedded images, the image URLs are migrated as external links. Any note that exceeds the Freshsales character limit is split into multiple notes, with a continuation marker.

Property Minder custom fields specific to real estate (property type preference, buyer/seller flag, pre-qualification status, preferred neighborhoods) migrate to Freshsales custom fields. Field types (text, pick-list, date, number) map to the closest Freshsales equivalent. Pick-list fields retain their allowed values; any value not recognized in Freshsales is added as a new choice. Number fields preserve formatting such as currency symbols or percentage signs if present in Property Minder.

Owner resolution runs by email match against Freshsales users before migration. Unmatched owner IDs are flagged in a pre-flight report with a fallback owner assignment rule. This prevents orphaned records landing without an assigned Freshsales user. If a fallback owner is not specified, FlitStack can assign records to a designated admin user or place them in a quarantine state for manual review after migration.