Migrate from Zavvie Power Buyer to HubSpot

Zavvie's buyer_profile maps directly to HubSpot Contact. The buyer's name, email, phone, and address fields translate to HubSpot's standard firstname, lastname, email, phone, and address properties. The buyer_status field (Active/Inactive/Closed) maps to a custom HubSpot pick-list field since HubSpot has no direct buyer-status equivalent.

Zavvie's seller_profile maps to a separate HubSpot Contact record. Seller name, email, phone, and property address transfer to the Contact's standard firstname, lastname, email, phone, and address fields. The property address also creates a linked Company record using a naming convention you define, preserving the location for reporting. The seller_existing_mortgage_balance and seller_preferred_close_date migrate as custom number and date fields on the Contact.

Zavvie stores property_address, property_city, property_state, property_zip as flat fields on the offer. In HubSpot, these become a Company record with the property address as the company's primary address. HubSpot's Company model requires a name — we derive it from the street address or use a property-identifier format you specify.

The Zavvie Offer is the core migration object — it maps to HubSpot Deal. Offer_amount becomes Deal amount, offer_status maps to Deal stage, close_date maps to Deal close date, and property_address links to the associated HubSpot Company record via a custom field or association.

Zavvie's offer_status values (Lead, Offer Made, Offer Accepted, Under Contract, Closed Won, Closed Lost) map value-by-value to HubSpot Deal stage names. Each stage gets a probability percentage re-applied from HubSpot's stage settings. We preserve the original status-changed timestamp as a custom datetime field on the Deal.

Zavvie distinguishes between Cash Offer and Buy Before You Sell programs. HubSpot Deals have no native field for program type, so we create a custom pick-list field (Program_Type__c) on the Deal object with values matching your Zavvie program names. This allows filtering by program type in HubSpot reports.

Zavvie agent_id links each offer to the originating agent. In HubSpot, the OwnerId field on Deal accepts a HubSpot user ID. We resolve agent_id to HubSpot user by email match — your team sets up HubSpot user accounts for each agent before migration. Unmatched agents are flagged for manual assignment.

Zavvie stores attachments on offers (offer letters, purchase agreements, inspection reports) as file URLs. We download each file and re-upload to HubSpot Files, linking them to the corresponding Deal record. File size limits of HubSpot's file storage apply — large files may require alternative hosting with links stored as custom URL fields.

Zavvie's brokerage branch identifier maps to HubSpot Teams. If your Zavvie configuration records the branch that originated each offer, we create matching HubSpot Teams and assign the Deal owners to the appropriate team during migration. This preserves branch-level reporting, allowing you to filter pipeline performance by branch in HubSpot dashboards and analytics.

Zavvie captures how buyers found the brokerage (agent referral, online, partner lender). HubSpot Contacts have no native referral-source field — we create a custom pick-list field (Referral_Source__c) on the Contact object and map each value from your Zavvie data. This feeds HubSpot's source reporting.

Zavvie records which iBuyer partner such as Offerpad, Zillow Offers, or others was matched to each cash-offer transaction. HubSpot Deals have no native field for partner identification, so we add a custom pick-list field named iBuyer_Partner__c to the Deal object. Each offer's partner value is mapped to this field during migration, enabling filtering, partner-performance dashboards, and downstream analysis in HubSpot reports.

Zavvie stores bridge_loan_amount, bridge_interest_rate, and bridge_close_date for buy-before-you-sell transactions. HubSpot Deals have no native fields for these values. We create custom number and date fields on the Deal object to preserve bridge financing details. This data informs deal valuation and risk reporting in HubSpot.