Migrate from Real Properties to Freshsales

Real Properties Property records map to Freshsales Accounts. The property address becomes the Account billing/shipping address fields. Property type and listing status are preserved as custom fields or mapped to Freshsales industry values depending on the type classification. Property-level documents and attachments re-upload as Files linked to the Account record.

Real Properties Buyer and Seller contacts map directly to Freshsales Contacts. The contact's role (buyer/seller) from Real Properties migrates as a custom pick-list field on the Freshsales Contact since Freshsales does not have a native role attribute at the contact level. Email, phone, and address fields transfer directly to matching Freshsales Contact fields.

Unconverted prospects in Real Properties (inquiry leads, website leads, referral leads) map to Freshsales Leads. The Lead record captures name, email, phone, source, and any custom property interest fields from Real Properties. If the Lead converts during or after migration, it creates a corresponding Freshsales Contact and Account.

Real Properties transaction deals map to Freshsales Deals. The deal amount, close date, and stage (Active, Under Contract, Closed Won, Closed Lost) map to Freshsales Deal amount, close date, and pipeline stage. Each Real Properties pipeline maps to a corresponding Freshsales pipeline with stage name translation. Owner resolution by email match against Freshsales users.

Real Properties agent and team member records resolve by email match against Freshsales users. FlitStack matches on email address — if a Freshsales user exists with the matching email, the Real Properties agent's deals and contacts assign to that user. Unmatched agents are flagged before migration for your team to either invite to Freshsales or reassign to a fallback owner.

Property showings and appointments from Real Properties map to Freshsales Tasks. The task subject captures the showing type and property address, the due date reflects the scheduled showing time, and the associated Contact and Account links are preserved via Freshsales lookup relationships. Call tasks from Real Properties map similarly with Type='Call' on the Freshsales Task.

Real Properties notes and comments on properties, contacts, or transactions migrate as Freshsales Notes. Original timestamps and note authors (matched by email to Freshsales users) are preserved. Rich-text formatting is converted to Freshsales Note format, and notes are linked to the target Account or Contact record based on the original Real Properties context.

Listing documents, contracts, disclosures, and images attached to Real Properties records re-upload to Freshsales Files linked to the corresponding Account or Deal record. File size limits per the Freshsales plan apply. We download attachments from Real Properties, rehost them, and attach to the mapped Freshsales record with the original filename and upload date preserved.

Real Properties custom fields on Property, Contact, and Deal objects migrate as Freshsales custom fields. We create the corresponding custom field in Freshsales (Text, Number, Date, Pick-list, Checkbox, etc.) based on the source field type before data lands. Value-mapping is applied for pick-list custom fields where the Real Properties options may not match Freshsales defaults.

Real Properties workflows and automation rules do not migrate automatically. Freshsales uses its own Workflow engine with different trigger-action architecture. FlitStack exports your Real Properties workflow definitions as a reference document your Freshsales admin can use to rebuild equivalent automations in Freshsales Workflows, Auto-assignment Rules, and Sales Sequences.