Migrate from Real Geeks to HubSpot

Real Geeks lead status has no native HubSpot equivalent — value mapping requires a workflow decision

Real Geeks stores lead lifecycle in a single 'status' field with values like Active, In Escrow, Closed Escrow, Cancelled, and Dead. HubSpot splits this across lifecyclestage on contacts and dealstage on deals. The correct mapping depends on whether your agents work from a contact-centric or deal-centric view. FlitStack surfaces both options in the migration plan before data lands — choosing 'Closed Escrow → HubSpot deal closed-won' preserves revenue reporting but requires deal creation logic; routing everything through lifecycle stage is simpler but loses deal-level amount tracking.

Property-view activity history requires custom property or engagement notes — not a native HubSpot activity type

Real Geeks API surfaces structured property searches and listing views per lead, giving agents a behavioral record of what homes a prospect has expressed interest in. HubSpot has no native property-view activity object — calls, emails, meetings, and tasks are the built-in engagement types. We migrate this history as engagement notes with property references or as custom timeline properties on the contact, but it will not appear in HubSpot's standard engagement analytics unless you rebuild a custom reporting view using the migrated custom properties.

Saved searches become HubSpot lists — Real Geeks filter logic must be manually translated

Real Geeks saved searches let agents segment leads by status, urgency, timeframe, tags, and custom fields. HubSpot's list builder supports similar criteria but uses different field names and operators. We export each saved search's criteria as a human-readable document, but the translation into HubSpot smart lists is a manual rebuild step. Static lists can be migrated as-is (the contacts inside them move), but dynamic smart lists require criteria recreation.

Real Geeks drip campaigns and automated follow-ups do not migrate — export for rebuild

Real Geeks drip campaigns and automated follow-up sequences are platform-native workflows with no export mechanism beyond manual documentation. HubSpot's Workflows tool handles contact-based automation but requires a separate rebuild from the ground up. We extract campaign names, enrollment triggers, and step timing from Real Geeks as a rebuild reference. Marketing automation logic (list-based drip, time-delay triggers, lead scoring sequences) needs to be rebuilt in HubSpot or a dedicated marketing automation tool post-migration.

Multi-agent accounts need HubSpot seat provisioning before owner resolution runs

Real Geeks agents assigned to leads must resolve to HubSpot user accounts by email match. If your Real Geeks account has agents who do not yet have HubSpot user accounts, their leads are flagged for reassignment to a fallback owner before the migration commits. We recommend provisioning HubSpot seats for all active agents before the migration date so owner resolution maps cleanly and no lead loses its assigned agent during cutover.