Migrate from REsimpli to HubSpot

REsimpli lead and investor records map to HubSpot contacts. First name, last name, email, phone, address, and property interest details migrate as HubSpot contact properties. Original REsimpli create dates are preserved as custom datetime fields since HubSpot's CreatedDate reflects the migration timestamp.

REsimpli property records map to HubSpot companies. Property address, type, asking price, motivation level, and investment criteria migrate as HubSpot company properties or custom fields. REsimpli's property-owner association to a lead is preserved via HubSpot contact-company association labels. If the property record includes sub-records such as images or documents, those attachments are exported and linked to the HubSpot company as files.

REsimpli investment deals map directly to HubSpot deals. Deal name, amount, stage, close date, and owner migrate. Stage values are mapped value-by-value to HubSpot deal pipeline stages. Deals without a close date receive a placeholder close date flagging manual review before go-live.

REsimpli custom fields on leads — such as investment_criteria, driving_for_dollars_notes, motivation_level, and best_time_to_call — require HubSpot custom properties. Professional or Enterprise tier is required if the cumulative custom property count exceeds HubSpot's 30-field limit on standard contacts. We verify each custom field’s data type in REsimpli and create the matching HubSpot property with the appropriate type to avoid validation errors.

Property-specific custom fields like after_repair_value, repair_estimate, and seller_motivation_score map to HubSpot company custom properties. Each custom property is created in HubSpot before migration and validated for correct field type (number, date, picklist, or text). We also add a brief description and help text to each property in HubSpot so users understand the data source and intended use.

REsimpli call logs, SMS history, and notes map to HubSpot engagements on the contact timeline. Original timestamps, duration, and outcome (answered, voicemail, no-answer) are preserved. HubSpot's call engagement property captures phone-call metadata directly. If a call or SMS includes a recording, we export the media file and attach it to the corresponding engagement in HubSpot for convenient playback.

REsimpli's N:1 or N:N contact-to-property association maps to HubSpot's primary contact-company link plus secondary association labels. When a lead is associated with multiple properties in REsimpli, we surface the additional associations as HubSpot association labels or custom multi-select fields. We document the original association names so you can recreate them in HubSpot if a different labeling scheme is preferred.

REsimpli's SpeedToLead call timestamps, CallGrade AI scores, and CallAnswer summaries have no HubSpot native equivalent. These values migrate as HubSpot custom number or text fields for reporting continuity. The underlying AI logic does not transfer — SpeedToLead-style instant calling must be re-implemented with a HubSpot telephony partner.

REsimpli drip campaigns including voice, SMS, and email sequences have no direct HubSpot equivalent. We export the campaign structure (step names, delay intervals, message templates) as a reference document. Rebuilding in HubSpot's workflow builder or a third-party tool like Zapier or Make must be done post-migration.

REsimpli file attachments on leads, properties, and deals are downloaded and re-uploaded to HubSpot Files, linked to the corresponding record. File size limits follow HubSpot's upload restrictions. Inline images in notes are downloaded and re-hosted within HubSpot's file storage. We preserve the original file name and path metadata to help you locate assets in HubSpot's file manager.