Migrate from Real Estate 7 to Freshsales

Real Estate 7 contact records map to Freshsales Contacts when they include company association or transaction history. Records without company association map to Freshsales Leads. The split occurs based on whether the contact has a linked property or deal in Real Estate 7.

Real Estate 7 company records representing brokerages, developer partners, and other business entities map directly to Freshsales Accounts. The mapping preserves company name, physical address, website URL, and industry classification as standard Freshsales Account fields. All company metadata from Real Estate 7 transfers without transformation, and the hierarchical relationship between contacts and their associated company is maintained during import into Freshsales.

Real Estate 7 transaction records representing property deals, listings, or sales opportunities migrate to Freshsales Deals. Each deal automatically inherits its linked contact and account relationships from the source transaction record. Deal stage names undergo value-by-value mapping to corresponding Freshsales pipeline stages configured in the target account during pre-migration setup.

Real Estate 7 stores property associations as linked records. Freshsales has no native property object in standard tiers, so property IDs and listing status migrate as custom text fields on the Contact or Account record. If the client has Freshsales Enterprise, a dedicated Property custom module can be created.

Real Estate 7 lead status values (hot/warm/cold) map to Freshsales lifecycle stages. Hot maps to Sales Qualified Lead (SQL), warm maps to Marketing Qualified Lead (MQL), cold maps to Lead. Custom status values require pick-list value mapping in Freshsales before import.

Real Estate 7 follow-up tasks and scheduled reminders migrate to Freshsales Tasks with full fidelity preservation. The original due dates, assigned task owners (resolved via email matching to Freshsales User records), and task completion status transfer directly. Completed tasks import with their status field set to 'Completed' and the original completion timestamp maintained for historical accuracy.

Real Estate 7 contact notes and email history text migrate as Freshsales Notes attached to the corresponding Contact or Account record. Rich-text formatting from HTML email content is simplified to plain text during migration, while the note body and association to the correct contact or account record are fully preserved in Freshsales.

Real Estate 7 WordPress user accounts are resolved against Freshsales users by matching email addresses. Unmatched users are flagged in a pre-migration report before the migration runs. The client must assign a fallback Freshsales owner for records belonging to users not yet provisioned in Freshsales, ensuring no records remain unassigned after migration.

Real Estate 7 marketing campaign records and their associated metadata migrate to Freshsales Campaigns with campaign name, start date, and end date preserved. Campaign membership records linking contacts to campaigns transfer as Freshsales Campaign Member records, each connected to the corresponding Contact record already imported into Freshsales.

Real Estate 7 custom contact properties (beyond standard fields) require Freshsales custom field creation before migration. FlitStack generates a custom field creation checklist based on the property inventory. Field type mapping applies: text properties to text fields, numeric properties to number fields, date properties to date fields.