Migrate from Real Estate CRM to Pipedrive

Real Estate CRM contacts map directly to Pipedrive People. All standard fields—name, email, phone, address, job title—transfer as-is, and FlitStack preserves the original creation timestamp and last-modified date in custom datetime fields. Owner assignments resolve by matching the contact's owner email to a corresponding Pipedrive user; any unmatched owners are flagged for fallback assignment.

Real Estate CRM companies map to Pipedrive Organizations. Company name, domain/website, industry, employee count, and annual revenue transfer to the equivalent Organization fields. FlitStack creates the Organization record before linking People so that the relationship is established at import time.

Real Estate CRM deals map 1:1 to Pipedrive Deals. Deal name, amount, close date, and stage transfer. Pipeline stages from Real Estate CRM become custom stage values in Pipedrive's pipeline settings — we map each stage by name and reapply probability weights based on the stage definitions.

Real Estate CRM's property associations on contacts do not have a direct Pipedrive equivalent. FlitStack captures the associated property IDs and addresses into a custom field (e.g., Property_Address__c) on the linked Deal. Teams that need full property history may create a custom Pipedrive object or link Deals to Organization records where property details are stored.

Real Estate CRM property listings (address, MLS number, listing status, price) transfer as Pipedrive custom fields. The recommended mapping is address and status to the Organization record and listing price and MLS ID to the associated Deal. We flag any listing fields that cannot map directly and document them for manual entry or custom object setup.

Real Estate CRM call logs, emails, and meeting records map to Pipedrive Activities. Each activity retains its original timestamp, type (call, email, meeting), subject, and owner. FlitStack maps the activity's linked record to the corresponding Person, Organization, or Deal in Pipedrive so the activity history attaches correctly at import.

Notes on contacts, companies, or deals transfer as Pipedrive Notes attached to the equivalent Person, Organization, or Deal record. FlitStack preserves the note body, creation date, and last-modified timestamp. Rich-text formatting in Real Estate CRM notes is simplified to plain text at import to match Pipedrive's Note field format.

Files attached to contacts, companies, or deals in Real Estate CRM are downloaded and re-uploaded to Pipedrive as Files attached to the corresponding record. FlitStack handles filename preservation and re-links the file to the target record by ID. Pipedrive's 25MB per-file limit is enforced — files exceeding this are flagged for splitting before the migration runs.

Real Estate CRM custom modules (e.g., vendor records, tenant tracking) that contain simple key-value data map to Pipedrive custom fields on Person, Organization, or Deal. Custom modules with their own relationships or child records may require a manual rebuild plan in Pipedrive — FlitStack surfaces these as a dependency in the migration plan and provides a field-level export for reference.

Real Estate CRM owner records resolve by email match to Pipedrive users. FlitStack queries the Pipedrive user list before migration and maps owner IDs to the corresponding Pipedrive user ID. Records with no matching Pipedrive user are assigned to a fallback owner specified in the migration plan — all unmatched assignments are reported for admin review.

Real Estate CRM lead source values (Zillow, Realtor.com, referral, etc.) map to a Pipedrive custom pick-list field on Person. We create the pick-list with the exact values from Real Estate CRM. Pipedrive's native 'Lead Source' field is a single-select pick-list — any dynamic rules driving lead source assignment do not transfer and must be rebuilt in Pipedrive Automations.

Real Estate CRM deal stage change logs (e.g., listing agreement signed, inspection passed, closing scheduled) transfer as a custom field on the Pipedrive Deal. Each stage transition is concatenated into a text log field with the date. Stage timestamps are preserved as a separate datetime field for reporting continuity.

Real Estate CRM contact tags and labels map to Pipedrive custom multi-select fields. We create the field with all unique tag values as options. Multi-select fields with more than 150 unique values are flagged as candidates for consolidation — FlitStack provides a tag frequency report so your admin can decide which tags to keep before the migration runs.