CRM migration
Field-level mapping, validation, and rollback between Real Properties and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Real Properties
Source
HubSpot
Destination
Compatibility
12 of 12
objects map 1:1 between Real Properties and HubSpot.
Complexity
BStandard
Timeline
24–72 hours
Overview
Real Properties stores real estate data across contacts (buyers, sellers, tenants, agents), companies (brokerages, property managers), property records (listings with addresses and valuations), and transaction deals (purchases, sales, leases). HubSpot models this same data as Contacts, Companies, Deals, and a custom Properties object — plus lifecycle_stage for buyer/seller segmentation and deal pipelines keyed by stage name. The migration carries everything Real Properties stores natively (contacts, companies, property records, deals, activities) into HubSpot's object graph. The more complex challenges involve mapping Real Properties property types to HubSpot custom pick-lists, preserving transaction-deal associations to contact roles, and resolving agent-owner records by email matching. Workflows, email templates, and automation sequences do not migrate — those require a complete rebuild using HubSpot's workflow builder. The migration sequence ensures associations resolve correctly before records commit, and FlitStack runs a sample migration with field-level diff before the full dataset runs to validate data integrity.
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 Properties object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Real Properties
Contact (buyer/seller/tenant)
HubSpot
Contact
1:1Real Properties contacts (buyers, sellers, tenants) map directly to HubSpot contacts. The contact's type flag (buyer/seller/tenant) migrates as a custom pick-list property (contact_type) since HubSpot uses lifecycle_stage for segmentation rather than explicit type fields. Existing contact associations to companies and properties are preserved as HubSpot associations during the migration run.
Real Properties
Contact (agent/broker)
HubSpot
HubSpot User
1:1Agents and brokers stored as contacts in Real Properties map to HubSpot users by email match. If a Real Properties contact has an email matching an existing HubSpot user, the contact's owner field populates from the user record. Unmatched agents become inactive HubSpot users flagged for admin review.
Real Properties
Company (brokerage/property manager)
HubSpot
Company
1:1Real Properties companies (brokerages, property management firms, title companies) map 1:1 to HubSpot companies. Company type flags (brokerage, property manager, vendor) migrate as a custom pick-list property (company_type) since HubSpot companies do not have a native type field. Associated contacts link to the company record via HubSpot's association API.
Real Properties
Property (listing)
HubSpot
Custom Object: Property
1:1Real Properties property records have no HubSpot native equivalent — a custom object (Property__c) is created with fields for address, property_type, status, asking_price, bedrooms, bathrooms, square_footage, and mls_number. The custom object associates to HubSpot contacts via a lookup relationship, enabling segmentation by property type and location.
Real Properties
Deal (transaction)
HubSpot
Deal
1:1Real Properties transaction deals (purchase, sale, lease) map to HubSpot deals. Each deal is associated to the buyer/seller contact via HubSpot deal contact roles. The deal's stage name in Real Properties maps to a HubSpot deal pipeline stage value via value_mapping.
Real Properties
Deal Pipeline
HubSpot
HubSpot Pipeline
1:1Real Properties pipelines (residential sales, commercial sales, leasing) map to HubSpot pipelines 1:1. Each pipeline in Real Properties becomes a separate HubSpot deal pipeline with its own stage definitions, and deal properties like commission_split and referral_partner migrate as custom deal properties.
Real Properties
Showing/Appointment
HubSpot
Meeting
1:1Real Properties showing records (date, time, property, contact, agent notes) map to HubSpot meetings. The property association is preserved as a custom property link to the Property custom object since HubSpot meetings do not natively link to custom objects without a workaround.
Real Properties
Call/Email Log
HubSpot
Call/Email Task
1:1Real Properties call logs and email records map to HubSpot calls (type=calls) and email activities (type=emails). Original timestamps, agent owners, and the associated contact are preserved. Note bodies migrate to HubSpot engagement notes attached to the contact record, maintaining the full communication history.
Real Properties
Note
HubSpot
Note/Engagement
1:1Free-form notes in Real Properties migrate as HubSpot engagement notes attached to the relevant contact, company, or property record. Rich-text formatting is preserved where Real Properties supports it, and attachments reference the original file URLs.
Real Properties
Custom Property: Property Type
HubSpot
Custom Property: property_type
1:1Real Properties property types (single-family, condo, townhouse, commercial, land) require value-by-value mapping to HubSpot pick-list options. Each Real Properties type value maps to a corresponding HubSpot custom pick-list value via a pre-generated mapping table — no automatic synonym matching is applied.
Real Properties
Custom Property: Listing Status
HubSpot
Custom Property: listing_status
1:1Listing status values (active, pending, sold, withdrawn, expired) map to HubSpot custom pick-list options. Closed transactions in Real Properties map to won deals in HubSpot; withdrawn/expired map to lost deal status. Each mapping is validated during the sample migration phase.
Real Properties
Attachment/File
HubSpot
HubSpot Files
1:1Real Properties file attachments (listing photos, contracts, disclosures) re-upload to HubSpot Files. Files are associated to the relevant Property custom object record or contact record using HubSpot's file association API. File size limits apply per HubSpot's upload constraints for each file type.
| Real Properties | HubSpot | Compatibility | |
|---|---|---|---|
| Contact (buyer/seller/tenant) | Contact1:1 | Fully supported | |
| Contact (agent/broker) | HubSpot User1:1 | Fully supported | |
| Company (brokerage/property manager) | Company1:1 | Fully supported | |
| Property (listing) | Custom Object: Property1:1 | Fully supported | |
| Deal (transaction) | Deal1:1 | Fully supported | |
| Deal Pipeline | HubSpot Pipeline1:1 | Fully supported | |
| Showing/Appointment | Meeting1:1 | Fully supported | |
| Call/Email Log | Call/Email Task1:1 | Fully supported | |
| Note | Note/Engagement1:1 | Fully supported | |
| Custom Property: Property Type | Custom Property: property_type1:1 | Fully supported | |
| Custom Property: Listing Status | Custom Property: listing_status1:1 | Fully supported | |
| Attachment/File | HubSpot Files1:1 | 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 Properties gotchas
Catalog entry is mismatched — realproperties.com is a brokerage, not a CRM
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Extract Real Properties data via API and validate record counts
FlitStack connects to the Real Properties API using scoped read credentials. We extract all contacts (buyers, sellers, tenants, agents), companies (brokerages, property managers, vendors), property records, deals, and activity history. The extraction respects the 150 req/sec rate limit using batched requests and exponential backoff. A record-count validation report is generated showing total records per object, empty field counts, and duplicate risk flags. This report is shared with your team for sign-off before field mapping begins.
Create HubSpot custom objects and custom properties
Before any data loads, FlitStack creates the HubSpot schema: the Property__c custom object with all required fields (address, property_type, listing_status, asking_price, bedrooms, bathrooms, square_footage, mls_number), plus custom properties on Contact (contact_type, original_create_date, source_system_id), Company (company_type), and Deal (commission_split, transaction_type, referred_by). Pick-list values for property_type and listing_status are pre-created per the value-mapping table so imported values land as structured options rather than plain text.
Resolve agent contacts to HubSpot users by email match
Real Properties agent records are resolved by email against existing HubSpot user accounts. Agents with matching emails receive the correct HubSpot owner on their migrated records. Agents without a HubSpot user account migrate as contacts and are flagged in the migration report under 'unresolved owners.' Your HubSpot admin creates the missing user accounts and reassigns the flagged records post-migration. No deal or contact lands without a resolved owner or a flagged status for manual assignment.
Run sample migration with field-level diff
A representative slice of 100–500 records migrates first — spanning contacts, companies, property records, deals, and a few showings. FlitStack generates a field-level diff comparing source values against destination values for every mapped field. You verify that property types landed as pick-list options (not plain text), deal amounts preserved decimal precision, and agent owners resolved correctly. This sample run surfaces any missing pick-list values, incorrect date formats, or association failures before the full migration commits.
Execute full migration and run delta-pickup window
The full dataset loads into HubSpot using the validated field mappings. After the initial load, a delta-pickup window (24–48 hours) captures any records created or modified in Real Properties during the cutover — your team keeps working in Real Properties throughout this window. FlitStack generates an audit log of every record inserted or updated, including the source system ID for reconciliation. One-click rollback is available if record counts, field-level checks, or deal amount totals show material variance from the source.
Platform deep dives
Real Properties
Source
Strengths
Weaknesses
HubSpot
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 Properties and HubSpot.
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 Properties: Not applicable.
Data volume sensitivity
Real Properties doesn't expose a bulk API — REST + parallelization used for high-volume runs.
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 Properties to HubSpot migration scoping. Not seeing yours? Book a call.
Walk through your Real Properties to HubSpot migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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