Migrate from PropertySimple to Freshsales

PropertySimple contacts that represent prospects or unconverted leads migrate as Freshsales Leads. Email, phone, job title, and address fields map directly. Owner resolved by email match to Freshsales users — unmatched owners flagged before migration so deal attribution is preserved.

PropertySimple contacts representing known customers or clients land as Freshsales Contacts. The primary company link is preserved as AccountId. PropertySimple supports N-to-N contact-company relationships; Freshsales handles this via primary AccountId plus Account Contact Relationships. Additionally, we preserve the contact’s lifecycle stage as a custom pick‑list field in Freshsales, ensuring that segmentation rules and automation triggers tied to that stage continue to work after migration.

PropertySimple agents map to Freshsales Users by email match. If no matching Freshsales user exists, the agent is flagged before migration — your team either invites them to Freshsales or assigns their records to a fallback owner. Agent name and social links preserve as custom fields.

PropertySimple companies map directly to Freshsales Accounts. Company name, domain, industry, employee count, and annual revenue transfer as standard Account fields. Parent-company hierarchies map to Freshsales Parent AccountId — parent records must migrate before child records to resolve foreign keys.

PropertySimple property listings have no direct Freshsales equivalent — we create a Property custom object in Freshsales. MLS number, listing status, property type, address, zip code, and listing agent assignment all become custom fields on the Property record. The property-contact relationship becomes a junction object.

PropertySimple deals migrate directly as Freshsales Deals with deal name, amount, close date, and owner preserved. Pipeline stages map value-by-value to Freshsales Deal Stages. If PropertySimple has multiple pipelines, each maps to a separate Freshsales pipeline configuration. Deal-level custom fields such as ad spend and campaign name are also migrated as custom fields on the Freshsales Deal, preserving attribution data for reporting.

PropertySimple's zip code exclusivity feature has no Freshsales equivalent — we map exclusive ZIP codes as custom multi-select fields on the Property record, with exclusivity claim date and territory status preserved. These custom fields enable territory reporting in Freshsales. Territory reporting can be performed using Freshsales’ built‑in filter views, allowing managers to see which agents hold exclusivity for specific ZIP codes without needing additional third‑party tools.

PropertySimple social media links and ad campaign data migrate as custom fields on the agent or deal record — preserving original PropertySimple social URLs and ad campaign identifiers. These custom fields allow your team to reference PropertySimple attribution data after migration.

PropertySimple engagement records — appointments, emails, calls, and meetings — migrate as Freshsales Sales Activities and Events. Original engagement type, timestamp, and owner are preserved. Activity notes and call summaries transfer as activity descriptions. The original engagement type (e.g., call, meeting) maps to Freshsales activity type, while timestamps are preserved in UTC to maintain chronological integrity for activity reporting and follow‑up scheduling.

PropertySimple custom fields specific to your real estate setup — such as listing source, referral partner, or commission split — migrate as Freshsales custom fields on the appropriate object. We create the custom fields in Freshsales before loading data and map values value-by-value.