Migrate from Real Geeks to Nutshell

Real Geeks Lead maps to Nutshell Person for contacts with a primary company or active relationship history, and to Nutshell Lead for raw prospects that have not been worked yet. The split is based on the Real Geeks status value: Active leads with a name and email route to Person; leads still in early engagement stages route to Nutshell Lead.

Real Geeks status values (Active, Cancelled, In Escrow, Closed Escrow, Dead) map to Nutshell Lead status pick-list values. 'In Escrow' and 'Closed Escrow' are real-estate-specific and have no Nutshell native equivalent — they map to a custom pick-list field on the Nutshell Lead and should be rebuilt as deal-stage labels in Nutshell's Deals pipeline.

Real Geeks urgency (Cold, Warm, Hot, Contacted, Not Contacted) plus any custom urgency values migrate to a Nutshell custom pick-list field called RG_Urgency__c. The values are mapped one-by-one; custom values are preserved verbatim so your team sees the same taxonomy in Nutshell.

Real Geeks timeframe (Immediately, 1 Week, 2-4 Weeks, 30 Days, 60 Days, 90 Days, 3-6 Months, 6-12 Months, 1 Year Or More) migrates to a Nutshell custom pick-list field called RG_Timeframe__c. Original values are preserved for segmentation and follow-up scheduling.

Real Geeks Lead can have an associated company name stored as a property. This maps directly to Nutshell Company. When Real Geeks stores a parent/branch company structure, it maps to a single Nutshell Company record — nested hierarchies collapse to the top-level company unless your team specifies a different rule.

Real Geeks activity records fetched via the outgoing leads API map to Nutshell Tasks attached to the corresponding Person or Lead. Email type maps to Task with type='Email', calls map to Task with type='Call', and general notes map to Nutshell notes. Original timestamps and owner IDs are preserved so your activity timeline in Nutshell reflects the full history.

Real Geeks tags are multi-value string lists stored per lead. In Nutshell, they migrate to a custom text field (RG_Tags__c) holding a comma-separated string. If your team uses tags for segmentation, the Nutshell admin can re-create them as a custom pick-list or use Nutshell's built-in tagging once the migration completes.

Real Geeks owner IDs map to Nutshell user accounts via email matching. Each Real Geeks agent's email address is matched against Nutshell user emails — matched users receive assignment to the migrated records. Agents who have no Nutshell account are flagged pre-migration so your team can create their user or reassign records before the cutover run.

Real Geeks drip campaigns (automated email sequences tied to leads) do not have a Nutshell equivalent. Nutshell Pro+ has personal email sequences, but these are prospect-specific, not campaign-level. FlitStack exports drip campaign enrollment history as a custom field on the Person/Lead so your team can see which sequence a contact was in, then rebuild the logic manually in Nutshell.

Real Geeks tracks lead source (website, referral, PPC, etc.) as a property on the Lead. This maps to Nutshell's native Lead source field (or a custom field if the values are custom). Source values are preserved as-is for reporting continuity.

The Real Geeks internal lead ID is stored on each migrated record as a custom field (RG_Lead_ID__c) for traceability, delta-run de-duplication, and reconciliation. This prevents duplicate records if the migration is re-run to pick up changes during the delta window.