Migrate from REIPro to HubSpot

REIPro investor contacts map directly to HubSpot contacts via email as the primary key. The primary company association becomes a HubSpot company association, and any secondary company links are preserved as additional associations. Owner resolution uses email match against the HubSpot user list. Any contact without an email address is flagged for manual review before the migration commits to ensure no orphaned records enter the HubSpot portal.

REIPro company records — representing property owners, LLCs, seller entities, and other investment-related organizations — map directly to HubSpot companies. HubSpot supports multiple contact associations per company, allowing all relevant investor contacts to be linked. Parent-company hierarchies are preserved using HubSpot's parent company field if present in the REIPro export, maintaining organizational structure across the migration.

REIPro property records (address, ARV, rehab cost, driving directions, owner mailing address, MLS comps) have no native HubSpot equivalent. We create a HubSpot custom object named 'Property Record' with custom fields matching REIPro's property schema. The custom object links to both the Contact (investor) and Company (owner) records.

REIPro deals map to HubSpot deals. The deal name, amount, stage, close date, and owner transfer directly. Deal stage values in REIPro (10-step tracker states) map to HubSpot deal pipeline stage names. A new HubSpot pipeline is created if REIPro's step stages don't fit a single pipeline's stage pick-list.

REIPro's step tracker records which numbered step (1–10) a deal is at and when that step was last updated. This migrates as two custom fields on the HubSpot deal: Step_Number__c (number) and Step_Updated__c (datetime). The step sequence is preserved but not the step-specific tasks or reminders tied to each step.

REIPro workflows, task reminders, and automation triggers tied to step progression have no HubSpot equivalent and cannot be migrated. We export the workflow definitions as a structured document listing trigger conditions and actions. HubSpot workflows and sequences must be rebuilt manually or with a HubSpot partner after the migration.

REIPro notes attached to contacts, companies, or deals migrate as HubSpot engagement notes and attachments via the Engagements API. File attachments are re-uploaded to HubSpot's file storage using the Files API. Large files exceeding HubSpot's 25MB per-file limit are flagged during the migration audit and handled via a file-hosting reference link stored in a custom note field to preserve accessibility.

REIPro skip-trace data (phone numbers, email addresses, owner info sourced via skip trace credits) migrates as read-only custom fields on the HubSpot contact. The skip-trace credits themselves are not migratable — they are a REIPro consumable with no HubSpot equivalent.

REIPro lead source fields capturing how the investor found a property (referral, marketing campaign, direct outreach, etc.) map to HubSpot's deal-level lead source property. Where REIPro tracks a specific or custom lead source category not represented in HubSpot's standard options, we create a custom pick-list in HubSpot matching the original source taxonomy to preserve reporting continuity.

REIPro's monthly export credits (10,000 on Standard, 20,000 on Team) and skip-trace credits are platform-specific consumables. HubSpot has no equivalent credit system. We document the remaining credit balance at migration time for the customer's records, but no credit data transfers.