Migrate from The Real Estate CRM to Pipedrive

The Real Estate CRM contacts map directly to Pipedrive Persons. Each contact's name, email, phone, and address fields translate to corresponding Pipedrive Person fields. Owner resolution happens by email match against Pipedrive user accounts — unmatched contacts are flagged before migration commits.

The Real Estate CRM companies map to Pipedrive Organizations with all core attributes transferred. Company name, domain and website, industry classification, employee count, revenue figures, and phone contact details map directly to corresponding Pipedrive Organization fields. Parent-child company hierarchies in The Real Estate CRM translate to Pipedrive Organization hierarchy using the Parent Organization ID field — any circular references are flagged during validation. Owner assignment resolves by matching The Real Estate CRM owner emails to Pipedrive user accounts.

The Real Estate CRM's N:N person-to-company relationship graph converts to Pipedrive Person-Organization links. Each association transfers as a relationship entry connecting the Person to the Organization. Role labels (like Primary Contact or Decision Maker) migrate as a custom field on the link if they exist in The Real Estate CRM.

The Real Estate CRM deals map to Pipedrive Deals. Deal name, value, stage, close date, owner, and custom properties transfer directly. Pipedrive Deal custom fields are created using Pipedrive's field API and referenced by their hash keys — we extract these before loading.

The Real Estate CRM pipeline configuration translates to Pipedrive Pipelines. Each pipeline from The Real Estate CRM becomes a Pipedrive Pipeline with its own stage set. Stage names and probabilities map value-by-value; stage order is preserved. Pipedrive caps pipelines per plan tier — we flag any overage before migration.

The Real Estate CRM calls, emails, meetings, and tasks migrate as Pipedrive Activities. Activity type, subject, date, duration, and notes transfer. Owner assignment matches by email. The Real Estate CRM's built-in dialer call logs migrate as call Activities with duration and outcome fields preserved.

The Real Estate CRM notes map to Pipedrive Activity notes or Notes objects depending on content type. Document attachments on contacts, companies, or deals download and re-upload to Pipedrive Files attached to the corresponding record. File size limits (25MB per file in Pipedrive) are enforced during re-upload.

The Real Estate CRM leads that have not been converted to contacts map to Pipedrive Leads. Lead name, email, phone, source, status, and custom fields transfer. Pipedrive Leads inherit all Deal custom fields — we verify field key consistency before loading leads.

The Real Estate CRM custom properties on contacts, companies, and deals require Pipedrive custom field creation before data loads. Each custom field gets a Pipedrive API key (a 40-character hash) that we extract and store for field-level mapping. Custom field types (text, number, date, picklist) map to equivalent Pipedrive field types.

The Real Estate CRM owner IDs resolve to Pipedrive users by email address match. Unmatched owners are flagged before migration — teams either invite them to Pipedrive first or assign their records to a fallback owner. Historical owner information is preserved as a custom field on migrated records.

The Real Estate CRM lifecycle stages (Lead, Active, Closed Won/Lost) have no native Pipedrive equivalent. We migrate this as a custom pick-list field (Lifecycle_Stage__c) on both Person and Lead. Stage values transfer as-is; the custom field must be created in Pipedrive before migration.

The Real Estate CRM Action Plans and drip sequences contain automation logic that cannot be exported in a portable format. We export Action Plan definitions as a JSON reference document for your Pipedrive admin to rebuild using Pipedrive Automations and Sequences. This is always a manual rebuild step disclosed upfront.

The Real Estate CRM workflow rules and automation triggers do not migrate. They must be rebuilt in Pipedrive's Automation builder (available on Advanced and above). FlitStack exports a workflow definition export covering trigger conditions and action sequences for reference during rebuild.