Migrate from Zavvie Power Buyer to Freshsales

Client records from Zavvie map directly to Freshsales Contacts. Each contact record carries name, email, phone, address, and source property data. Email is required in Freshsales API; contacts without email are flagged for manual resolution before migration. The mapping preserves all standard fields and captures the original property reference for future follow-up.

Zavvie contacts that have not yet entered an active offer program route to Freshsales Leads. Once a client enters an offer (Cash Offer or Buy Before You Sell), they convert to a Freshsales Contact with an associated Deal. The split ensures early pipeline visibility while maintaining full contact history after program entry.

Zavvie agent profiles map to Freshsales Users by email match. Agents who are also clients (dual-role) are stored as Contacts with a custom agent flag field. Only agents with active Freshsales user licenses become Users; inactive agents become Contacts, preserving the relationship without consuming a license.

Zavvie transaction records map to Freshsales Deals. Deal Name is constructed from client name and property address. Amount maps to Freshsales Amount field. Program type (Cash Offer or Buy Before You Sell) and lender name are stored as custom fields on the Deal.

When a single Zavvie transaction has multiple property offers, each offer event can map to a separate Deal or to a custom Offer Events module linked to the primary Deal via lookup field. The choice depends on Freshsales plan tier and reporting needs.

Zavvie program types — Cash Offer and Buy Before You Sell (Modern Bridge) — have no direct Freshsales equivalent. We create a Program_Type__c custom pick-list field on the Deal object and map each transaction's program label value-by-value. This allows reporting by program while respecting Freshsales field limits per plan tier.

The offer amount or approved purchase price stored in Zavvie maps directly to the Freshsales Deal Amount field. This drives pipeline value reporting, deal stage forecasting, and helps sales managers gauge transaction size. Mapping ensures that all monetary values are reflected accurately in Freshsales without manual re-entry.

Property address associated with each transaction is stored in Zavvie. Freshsales Deals do not have a native address field. We create Property_Address__c as a custom text field on the Deal object, allowing teams to view the property location directly within the deal record and use it in filters or reports.

Lender names associated with Zavvie Cash Offer or Buy Before You Sell transactions merge into Freshsales Account records. Each unique lender becomes an Account; the Deal is linked via AccountId lookup, enabling you to track lender performance, associate multiple deals with the same lender, and run account-level reports.

Zavvie offer stages (Offer Submitted, Offer Accepted, Underwriting, Closed Won, Closed Lost) map value-by-value to Freshsales Deal StageName pick-list values. We apply stage probability and forecast category per Freshsales stage configuration, ensuring accurate pipeline metrics and weighted revenue forecasts after migration.

Zavvie documents attached to transactions — purchase agreements, lender approvals, inspection reports — are downloaded and re-uploaded to Freshsales Files on the corresponding Deal record. File size limits in Freshsales apply (25MB per file). We preserve original upload timestamps, owner attribution, and document type metadata to maintain a complete audit trail.

Activity logs from Zavvie (offer updates, lender communications, agent notes) migrate as Freshsales Tasks with Type set to 'Note' and original timestamps preserved. Task owner resolves by email match to Freshsales Users, ensuring each activity is attributed to the correct user and visible in the timeline of the related Deal or Contact.

Zavvie tags on contacts and transactions (e.g., 'First-Time Buyer', 'Investment Property') map directly to Freshsales Tags and apply to both Contacts and Deals. Tags enable segmentation, targeted marketing, and filtered views in Freshsales, allowing teams to quickly identify groups for follow-up or analysis.