REsimpli to HubSpot migration: what moves, what needs a workaround, and how

A REsimpli account is more than its leads. It is years of notes on sellers, call logs, text threads, offers, tasks and the automations that kept follow-up moving. A migration is worth doing only if that history arrives with its dates and owners intact, and only if you know in advance which parts REsimpli will let out. This page covers both.

Your REsimpli account

Notes Calls Texts Sellers Leads Deals Emails Buyers Tasks Campaigns Custom fields Users

HubSpot

• Notes
• Calls
• Texts
• Sellers
• Leads
• Deals
• Emails
• Buyers
• Tasks
• Campaigns
• Custom fields
• Users

What moves from REsimpli to HubSpot?

Everything REsimpli’s Open API and exports reach, mapped to where it belongs in HubSpot. The second column is the route out of REsimpli; the third is where it lands.

Routes documented by REsimpli as of September 2026. Activity marked as tested is confirmed with your read-only key before we quote.

Data	Route out of REsimpli	Lands in HubSpot as
Sellers and co-owners	Lead details through the Open API, and pipeline exports	Contacts, with co-owners linked to each deal
Leads and properties	Lead list and details, filterable by pipeline and status	Deals in pipelines that mirror your statuses, with a listing per property
Offers and transactions	On the lead record and in transaction pipelines	Deal properties in an acquisitions or dispositions pipeline
Buyers, agents, vendors	List and details through the Open API	Contacts and companies with a type and buying criteria
Call logs	Per record through the Open API	Calls on the timeline, with original dates and reps
Notes, texts, emails	Per-record activity feed, tested with your key; otherwise a written request	Notes, SMS messages and emails on the timeline
Tasks and appointments	Appointments by date range; tasks tested or requested	Meetings, and open tasks recreated with owners and due dates
Files and photos	File list and download through the Open API	Attachments on the deal and the listing
Campaigns, tags, custom fields	Reference lists and fields on each record	Properties you can report and filter on
Automations	Inventoried with you, step by step	Workflows, switched on only after you approve each one

What needs a workaround?

Three things, and we name them before we quote. REsimpli’s Open API has no notes or tasks endpoint and documents no response fields, so we test its per-record activity feed with your read-only key to see whether notes, texts and emails come back with their dates and authors. Call recordings are kept for as long as your REsimpli account is active, and REsimpli documents playing them, not a bulk download, so recordings are either retrieved and re-hosted or archived with links, which you choose. Anything the API does not reach goes into a written export request to REsimpli, which its terms allow for thirty days after cancelling.

How does the migration work?

Six steps. Your team keeps working in REsimpli until the day you choose to switch.

1. 1

   Assessment

   A 45-minute call about your pipelines, team and the history that matters. We ask for a read-only API key if you are on 6.0, or a pipeline export if not, and return a dated plan and a fixed quote.

2. 2

   Test the history first

   We pull a sample of leads through REsimpli’s per-record activity and call log endpoints to see exactly what comes back, before anything is promised.

3. 3

   Extract everything into staging

   Every record and every activity is pulled into a staging store and counted before mapping starts, so nothing depends on a second pass.

4. 4

   Map and sign off

   A field-by-field map of your data to HubSpot properties, pipelines and activity types, including what we recommend leaving behind. You approve it before anything loads.

5. 5

   Load a sandbox and review

   The full migration runs into a test portal. Your team opens real records and timelines, we fix and reload, and the counts are reconciled against the source.

6. 6

   Cut over, then keep REsimpli read-only

   A final load, users switched, forms and numbers pointed at HubSpot, and a signed reconciliation report. REsimpli stays available read-only until you cancel.

Can I keep my phone numbers?

Usually, with planning. REsimpli’s terms say its numbers are provisioned through Twilio under REsimpli’s account, and that port-out follows REsimpli’s procedures. HubSpot’s porting article says numbers from platforms that also use Twilio can move as a porting transfer without a letter of authorization, and that US ports take two to four weeks, so REsimpli numbers may qualify. We confirm it with both sides early and keep REsimpli active until every number has moved. The phone number guide has the detail.

What should I do before my REsimpli renewal date?

Book the assessment first, since everything else is scheduled back from your renewal. Legacy REsimpli pricing holds until your first renewal on or after November 1, 2026, and charges are not refunded once incurred, so a move that finishes a week after a renewal costs you a term. The pricing guide and the cancellation guide cover the dates and the order.

What does HubSpot look like for a REsimpli team?

Sellers, buyers and agents as contacts, a deal per property in acquisitions and dispositions pipelines, properties in HubSpot’s listings object, and every note, call and text on the timeline of both. HubSpot for real estate wholesalers walks through the model we build, including what comes from other tools.