Migrate from REsimpli to Pipedrive

REsimpli leads map to Pipedrive People by default. If a lead has no associated organization in REsimpli, it creates a standalone Person in Pipedrive. REsimpli's lead-score and lead-status fields migrate as custom fields on the Person. Leads without an email address are flagged pre-migration because Pipedrive's deduplication rules treat email as a uniqueness key.

REsimpli's Driving for Dollars feature creates property records attached to a lead. In Pipedrive, the property address and distressed-property flags (foreclosure, tax-delinquent, absentee-owner) merge into a custom address field on the Organization record, with the lead's contact details on the linked Person. This preserves the driving-route context without creating a separate Pipedrive object.

REsimpli investor profiles map to Pipedrive Organizations. Company name, investor type (wholesale buyer, cash buyer, seller), and funding status migrate as Organization custom fields. If the REsimpli company record has multiple contacts, each maps to a Person linked to the same Organization in Pipedrive via the Person's Organization ID field.

REsimpli list-stacking records are saved filter sets (e.g., 'absentee owner + tax delinquent + pre-foreclosure in zip 90210'). Each unique filter combination becomes a row in a Pipedrive custom field (List_Stack_Filters__c) on the Organization, storing the criteria as a text summary. This preserves the list-building intent without replicating REsimpli's native stack mechanic.

Skip-trace results (phone numbers, email addresses, relative contacts) returned by REsimpli's integration append as additional phone and email rows on the Pipedrive Person record. Each skip-trace source type (Whitepages, TLO, Spokeo) is noted in a Pipedrive custom text field (SkipTrace_Source__c) for data-quality transparency. Duplicate phone/email rows are detected and merged during the validation pass.

REsimpli deals (property transactions at a specific stage: Made Offer, Under Contract, Closed) map directly to Pipedrive Deals on the corresponding pipeline stage. The deal name in REsimpli (typically the property address or deal ID) becomes the Pipedrive Deal name. Stage values map via a value-mapping table because REsimpli stage names (e.g., 'Dispo', 'Assignment') differ from Pipedrive's default stage labels.

REsimpli drip campaigns and SMS sequences are automation logic with no direct Pipedrive equivalent. The campaign name, start date, and current step are preserved as a text summary in a custom field (Drip_Campaign_History__c) on the Person record. FlitStack exports the full sequence definition (step order, delay, message content) as a CSV rebuild reference for Pipedrive's Sequences feature.

REsimpli's AI calling agents log inbound/outbound call outcomes as activity records. These migrate to Pipedrive Activities with Type='Call', preserving the original call disposition, duration, and AI-generated summary notes. Each AI agent session (CallAnswer AI, SpeedToLead AI, VoiceFollow AI) is tagged with a custom Activity label field so reporting can distinguish them in Pipedrive.

REsimpli SMS and email logs migrate to Pipedrive Activities with Type='Email' or Type='Task' depending on the communication channel. Original timestamps, message content, and send/receive status are preserved in the Activity's Subject and description fields. REsimpli's SMS sender ID is stored in a custom Activity field for deliverability auditing.

REsimpli user accounts resolve against Pipedrive users by email match. Unmatched owners are flagged in the pre-migration audit — teams either invite them to Pipedrive first or assign their records to a fallback owner before the migration runs. REsimpli's role labels (Agent, Account Manager, Dispo) become custom text fields on the Pipedrive User record.

REsimpli's built-in SEO-optimized website and landing pages are a platform feature with no Pipedrive equivalent. This content does not migrate. FlitStack documents the current page structure, SEO metadata, and lead-capture form fields as a reference deliverable so the team can rebuild in a dedicated CMS or use Pipedrive's Web Forms add-on.

REsimpli's property-specific fields (MLS number, ARV estimate, repair estimate, after-repair value, property condition, driving-route timestamp) require custom fields on Pipedrive Organizations. Each field is created pre-migration in Pipedrive's Company settings, and the hash key is captured for field mapping. Value types (currency for ARV, date for driving-route timestamp, picklist for property condition) are preserved.