Migrate from Real Estate CRM to HighLevel

Real Estate CRM contacts map directly to HighLevel Contacts. The primary company association migrates as a lookup link to the corresponding HighLevel Company record. Multiple company associations collapse to a primary Company link with secondary associations preserved as tags for reference.

Real Estate CRM company records map to HighLevel Companies. Company addresses, domains, and industry classifications transfer as HighLevel Company fields. If your Real Estate CRM supports parent‑child company hierarchies, the parent link migrates as the HighLevel Parent Company lookup. Phone numbers and any custom company fields such as ‘License Number’ also transfer to the corresponding HighLevel fields.

Real Estate CRM deals (transactions, listings, or closings) map to HighLevel Opportunities. The deal name becomes the Opportunity name. Deal value or sale price maps to the Opportunity value field. The deal stage (e.g., Prospect, Under Contract, Closed) maps to the corresponding stage in the HighLevel Opportunity Pipeline.

Each Real Estate CRM pipeline (e.g., Buyer Pipeline, Seller Pipeline, Rental Pipeline) becomes a separate HighLevel Opportunity Pipeline. Pipeline stages within each source pipeline map to corresponding stages in the destination pipeline, preserving stage order and probability percentages where configured.

Call logs from the Real Estate CRM transfer as HighLevel Tasks with Task Type set to 'Call'. The call notes, duration (if stored), and outcome fields migrate as the task description. Original call timestamp and assigned owner are preserved. Tasks attach to the corresponding Contact or Opportunity record.

Email history from the Real Estate CRM becomes HighLevel Tasks with Task Type set to 'Email'. Subject line and email body transfer as the task subject and description. HighLevel's Conversation Stream captures email threads at the contact level; the migrated task provides the historical record alongside new emails sent from HighLevel.

Scheduled showings and meetings map to HighLevel Tasks with meeting-specific fields (property address, showing type) preserved as task descriptions. If the source stores calendar entries with start/end times, those transfer as Calendar Events in HighLevel linked to the relevant Contact or Opportunity.

Lead source properties (Zillow, Realtor.com, Referral, etc.) migrate as a HighLevel custom pick-list field on Contact. The pick-list values are created in HighLevel based on the distinct values found in the source data, then each contact's value maps to the corresponding pick-list option.

Property interest fields (desired neighborhoods, property types, price range) migrate as individual custom fields on the HighLevel Contact. High‑value or high‑priority interest tags (e.g., 'Hot Buyer', 'Investor') also become HighLevel Tags for segmentation use in Workflows and Smart Lists. Price range can be split into two number fields (minimum and maximum) to enable range queries, while interest tags trigger drip sequences and stage updates.

Real Estate CRM custom objects representing property listings map to HighLevel Custom Objects. Listing address, price, status, and bedrooms/bathrooms become Custom Object fields. Listing-to-contact associations (interested buyers) migrate as Custom Object relationships linking the listing record to the corresponding HighLevel Contact.

Real Estate CRM owner or agent IDs resolve to HighLevel Users by email address. Before migration, we match each owner email to an existing HighLevel user. Unmatched owners are flagged so your team can create or invite the user to HighLevel before the full migration run.

File attachments on contacts, companies, or deals download from the source and re-upload to the corresponding HighLevel record. File names and upload timestamps are preserved. HighLevel's file size limit (25MB per file) applies; files exceeding this threshold are flagged for manual handling.

Tags from the Real Estate CRM (e.g., 'Hot Lead', 'Past Client', 'Investor') migrate as HighLevel Tags on the corresponding Contact record. Tags are preserved verbatim where they exactly match existing HighLevel tags; new tags are created in HighLevel as part of the migration.

Notes attached to contacts or deals migrate as HighLevel Notes on the corresponding Contact or Opportunity. Note content, author, and creation timestamp are preserved. Rich-text formatting in source notes is simplified to plain text in HighLevel Notes.

Workflows, sequences, and automation rules do not migrate. FlitStack exports the workflow definitions (trigger types, conditions, action sequences) from the source as a structured JSON and PDF reference document. Your team uses this to rebuild automations in HighLevel's Workflow Builder, which operates on a different trigger‑action model than most Real Estate CRM automation engines. The export also includes a visual diagram of each workflow’s logic flow.