Migrate from Realvolve to Pipedrive

Realvolve Person records map 1:1 to Pipedrive Person records. Name, email, phone, address, and all custom person fields migrate directly. Pipedrive Person records have no native lifecycle stage — Realvolve's lifecycle or contact-category values migrate as a custom field on the Person record.

Realvolve Organization records map 1:1 to Pipedrive Organization records. Company name, website, industry, phone, and address fields migrate directly without transformation. Realvolve parent-company hierarchies map to Pipedrive's parent Organization lookup if the destination Org has the relationship pre-built. Industry pick-list values are mapped value-by-value, with any unmapped industry values created as new options in Pipedrive's industry select dropdown. During migration, we verify that each Realvolve organization identifier is preserved for cross-object reference integrity.

Realvolve Transaction records map to Pipedrive Deal records. Realvolve's real-estate-specific stage names (Listed, Under Contract, Inspection, Appraisal, Closing) require value-mapping to Pipedrive Pipeline stage names — your Pipedrive admin defines those stages before migration. Transaction-level fields (listing address, MLS number, escrow company) migrate as custom fields on the Pipedrive Deal.

Each Realvolve Transaction Workflow pipeline becomes a Pipedrive Pipeline board. Pipedrive supports multiple Pipeline boards — one per real-estate workflow type or business unit. Stage names and stage order are user-defined in Pipedrive and must be configured before migration validates the Deal StageName values.

Realvolve tracks per-stage entered dates (e.g., Under Contract Date, Closing Date) on Transaction records. Pipedrive Deal has a single close_date field. We migrate each Realvolve stage-date as a separate custom date field on the Deal record (e.g., Under_Contract_Date__c, Appraisal_Date__c) so historical timeline data is preserved.

Realvolve Activities map to Pipedrive Activities by type. Calls migrate as Call activities, emails as Email activities, meetings as Meeting activities, and notes as Note records. Original timestamps, activity owners (resolved by email), and person links are preserved. Pipedrive Note records use a plain-text body — rich-text formatting from Realvolve is simplified during migration.

Realvolve File Manager attachments (contracts, disclosures, listing agreements) are downloaded and re-uploaded as Pipedrive Deal or Person attachments. Pipedrive's storage limits depend on the plan tier — files exceeding plan limits may need to be stored externally with a link field. We preserve the original filename and attach it to the corresponding migrated record.

Realvolve custom fields on Person records (e.g., Lead Source, Buyer/Seller type, Preferred Contact Method) are created as Pipedrive Person custom fields before migration. Pipedrive custom fields on Person inherit automatically to Leads when the same field key is used for Deal custom fields — we coordinate field creation so this inheritance works correctly.

Realvolve Transaction custom fields (e.g., MLS Number, Property Type, Escrow Company, Commission Split) map to Pipedrive Deal custom fields. Field types are translated: Realvolve pick-lists become Pipedrive select fields, numeric fields map to Pipedrive numeric fields, and text fields map to text. We flag any fields with unsupported character encodings before migration.

Realvolve Users are matched to Pipedrive Users by email address. The migration flags any Realvolve owner without a corresponding Pipedrive user account — your team must invite those users to Pipedrive before the migration owner assignment step, or records are reassigned to a designated fallback Pipedrive user.

Realvolve links a Transaction to a Person (buyer, seller, or both). Pipedrive links a Deal to Persons via the deal's person_id field and through Activities associated with Persons. We migrate the primary Person link as the deal's person_id, and surface additional linked Persons as Activity records tied to the correct Person.

Realvolve's Premium Workflow suites (Basic, Premium, Open House, Everything) store automation logic in a proprietary format that has no Pipedrive equivalent. We export the workflow definition as a structured reference document listing triggers, conditions, and actions so your Pipedrive admin can rebuild them in Pipedrive Automations. The workflow logic does not migrate automatically.

Realvolve's dynamic group logic (used for 'Active Buyers,' 'Sphere of Influence,' etc.) is a saved filter concept without a direct Pipedrive equivalent. We export group definitions as a list of filter criteria so your team can recreate them as Pipedrive Filters or use them to build Smart Lists in your marketing automation tool.

Pipedrive sets CreatedDate at record creation time and does not allow backdating legacy timestamps. We preserve Realvolve's original create_date and last_modified_date as custom datetime fields on each record (Original_Create_Date__c, Original_Modified_Date__c) for reporting continuity and historical analysis. This ensures that date-based reports in Pipedrive reflect the original Realvolve activity timeline rather than the migration import timestamp.