CRM migration
Field-level mapping, validation, and rollback between Real Intelligence and Mailchimp. We move data and schema; workflows are rebuilt natively in Mailchimp.
Real Intelligence
Source
Mailchimp
Destination
Compatibility
6 of 9
objects map 1:1 between Real Intelligence and Mailchimp.
Complexity
BStandard
Timeline
2–5 days
Overview
Real Intelligence and Mailchimp occupy fundamentally different positions in the go-to-market stack. Real Intelligence is a CRM that stores contacts, companies, deals, activities, and workflow definitions in a unified object graph. Mailchimp is an email marketing platform organized around audiences — lists of subscribers with merge fields, tags, and automation flows. There is no native opportunity, activity, or company object in Mailchimp. FlitStack AI migrates the data that has a structural equivalent: contacts to subscribers, custom properties to merge fields, and company associations to tags or flattened text fields on each contact record. Deals and pipeline stages are translated to subscriber tags because no opportunity object exists in Mailchimp. Activities, notes, and attachments map to tags or custom properties since there is no native activity log. Workflow and automation definitions have no equivalent in Mailchimp's Customer Journey system — FlitStack exports those definitions as a JSON reference so your team can rebuild them post-migration. The migration runs via API extraction from Real Intelligence, data transformation, and Mailchimp import API with a delta-pickup window for in-flight records created during the cutover.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Real Intelligence object lands in Mailchimp, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Real Intelligence
Contact
Mailchimp
Subscriber (Audience member)
1:1Real Intelligence contacts map 1:1 to Mailchimp subscribers in the target audience. Each contact's email address serves as the unique identifier — when duplicate emails appear across multiple Real Intelligence records, they merge into a single subscriber and are tagged by their original object type to preserve source context.
Real Intelligence
Custom Properties / Custom Fields
Mailchimp
Merge Fields
1:1Real Intelligence custom properties become Mailchimp merge fields. Text, number, and dropdown types map directly. Date fields are reformatted to YYYY-MM-DD strings because Mailchimp stores all merge field values as text. Phone numbers are cleaned and standardized to E.164 format during import.
Real Intelligence
Company
Mailchimp
Tags + Text Properties on Subscriber
1:manyReal Intelligence company records have no direct Mailchimp equivalent. Company name is stored as a CONTACT_PROPERTY text field. Industry, employee count, and annual revenue are stored as additional text properties. Company domain is mapped to the Website field on the subscriber record.
Real Intelligence
Deal / Opportunity
Mailchimp
Subscriber Tags + Custom Properties
1:manyMailchimp has no opportunity or deal object. Deal name becomes a tag on the subscriber (Deal: [deal_name]). Deal stage becomes a separate tag (Stage: [stage_name]). Deal amount is stored as a custom merge field (DEAL_AMOUNT). This flattens the pipeline into contact-level tagging.
Real Intelligence
Activity (Call / Email / Meeting / Note)
Mailchimp
Subscriber Tags
1:manyActivity records are split by type and recorded as tags on the subscriber: Activity: Call, Activity: Email, Activity: Meeting, Activity: Note. Original timestamps are appended to the tag value for traceability. There is no native activity timeline in Mailchimp — this tagging preserves historical context at the contact level.
Real Intelligence
Attachment / File
Mailchimp
Not migrated
1:1Mailchimp does not store file attachments on subscriber records. Files linked to Real Intelligence contacts are exported as a manifest and re-hosted externally. Your team receives a file manifest with URLs so attachments can be re-linked in your document management system.
Real Intelligence
Workflow / Automation Definition
Mailchimp
Not migrated
1:1Real Intelligence workflow definitions have no structural equivalent in Mailchimp Customer Journeys. FlitStack exports workflow definitions as a JSON document. Your Mailchimp team uses this export as a rebuild reference — conditions, triggers, and actions are documented so Customer Journeys can be rebuilt to match the original intent.
Real Intelligence
Tag / Label
Mailchimp
Tag
1:1Real Intelligence contact tags pass through directly to Mailchimp subscriber tags. The tag vocabulary is preserved exactly. Tags are the closest Mailchimp equivalent for Real Intelligence labeling systems — they are the recommended vehicle for surfacing account context and deal associations on each subscriber.
Real Intelligence
Owner / User
Mailchimp
Custom Property (Owner Name)
1:1Mailchimp subscribers have no owner field. Real Intelligence owner names are stored as a custom contact property (Owner_Name) on each subscriber. This preserves assignment context but does not create a live ownership relationship in Mailchimp — there is no user-assignment equivalent.
| Real Intelligence | Mailchimp | Compatibility | |
|---|---|---|---|
| Contact | Subscriber (Audience member)1:1 | Fully supported | |
| Custom Properties / Custom Fields | Merge Fields1:1 | Fully supported | |
| Company | Tags + Text Properties on Subscriber1:many | Fully supported | |
| Deal / Opportunity | Subscriber Tags + Custom Properties1:many | Fully supported | |
| Activity (Call / Email / Meeting / Note) | Subscriber Tags1:many | Fully supported | |
| Attachment / File | Not migrated1:1 | Fully supported | |
| Workflow / Automation Definition | Not migrated1:1 | Fully supported | |
| Tag / Label | Tag1:1 | Fully supported | |
| Owner / User | Custom Property (Owner Name)1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Real Intelligence gotchas
Salesforce dependency is a hard prerequisite for any Real Intelligence product
Custom CAD floor plan files require separate binary migration
Real Bots AI voice agent state is not exportable
MyQR app QR codes are tied to vendor infrastructure
Real Events QR scanner integration requires Salesforce mobile app or vendor-issued device
Mailchimp gotchas
Contact count includes unsubscribed and non-subscribed records
Automation workflows cannot be exported
Account suspensions trigger silently during migration
Template HTML is Mailchimp-specific and may not render in other platforms
E-commerce data requires active store connection
Pair-specific challenges
Migration approach
Discover and plan — inventory Real Intelligence data objects
FlitStack conducts a full inventory of your Real Intelligence instance: contacts, companies, deals, activities, custom fields, tags, and workflow definitions. We produce a migration plan mapping each Real Intelligence object to its Mailchimp equivalent (or to a tag-based workaround where no direct object exists). Merge field names are defined in this phase. Your team approves the plan before any data is extracted.
Export workflow definitions for rebuild reference
Real Intelligence automation definitions are exported as a JSON document that maps each workflow name, trigger condition, and action step to its Mailchimp Customer Journey equivalent. This export does not transfer workflows — it serves as the rebuild specification for your Mailchimp team. FlitStack can provide a high-level export summary in a shared document alongside the JSON for non-technical stakeholders.
Run sample migration and validate field-level mapping
A sample batch of 200–500 contacts migrates first. We validate that merge fields are created with the correct data types, that company associations are correctly flattened to text properties and tags, that deal data maps to subscriber tags, and that owner names appear on each record. A field-level diff report is delivered for your review before the full migration is scheduled.
Execute full migration with delta pickup window
The full migration loads all contacts, company properties, deal tags, and activity tags into the target Mailchimp audience. A delta-pickup window (24–48 hours) captures any contacts added or modified in Real Intelligence during the cutover. Your team continues working in Real Intelligence throughout this period — FlitStack uses scoped read access only. After the delta pass, a final reconciliation report is delivered, and your team switches to Mailchimp as the active email marketing platform.
Decommission support and rollback plan
FlitStack maintains an audit log of every record written to Mailchimp. If reconciliation reveals discrepancies that your team cannot accept, a one-click rollback reverts the Mailchimp audience to its pre-migration state. After confirmation that the migration is clean, FlitStack can coordinate the export of any remaining Real Intelligence data (attachments, files) to a manifest for external storage and assist with setting up your Mailchimp Customer Journeys using the exported workflow definitions.
Platform deep dives
Real Intelligence
Source
Strengths
Weaknesses
Mailchimp
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Real Intelligence and Mailchimp.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Real Intelligence: Inherits Salesforce API governor limits — typically 15,000 API calls per 24h for Enterprise Edition (varies by edition and add-on licensing)..
Data volume sensitivity
Real Intelligence exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Real Intelligence to Mailchimp migration scoping. Not seeing yours? Book a call.
Walk through your Real Intelligence to Mailchimp migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Real Intelligence
Other ways to arrive at Mailchimp
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