HubSpot + REsimpli integration

REsimpli is built for real estate investors and arrives preset for them. The dialer, texting, list stacking, direct mail and statuses that follow a property from first call to closing are all in the box. A solo wholesaler who wants all of that in one place is well served, and plenty stay for exactly that reason. The teams that come to us have usually outgrown an all-in-one tool. They want their sellers, deal history and phone numbers in a CRM they can connect to everything else, with reporting the owners can build themselves.

REsimpli’s own changes put a date on that decision. Version 6.0 arrived as a new platform, so integrations and Zapier connections had to be set up again and drip campaigns came across switched off. The terms end legacy pricing at the first renewal on or after the start of November 2026, and charges are not refunded once incurred. For a team on an older plan, that renewal is the deadline for the move.

What nobody can see from inside REsimpli is how much of the history will come out. Leads export cleanly, one pipeline at a time, and the Open API lists and downloads files and photos. The notes, texts, call logs and tasks attached to them have no documented export, which our export guide walks through record by record. REsimpli keeps call recordings for as long as the account is active and documents no bulk download, so we retrieve them before it closes. The numbers sellers call back sit on REsimpli’s own carrier account.

Seven kinds of record come across, and the property decides the model. A REsimpli lead is a property with a required seller, and each new property is added under the same seller. So each lead becomes a deal, in a pipeline whose stages follow the REsimpli statuses. The property becomes a listing in HubSpot’s listings object, which has to be activated in the portal first. The seller becomes one contact, associated to every deal they are part of.

Buyers, agents and vendors become contacts with a type property. A seller who also buys is two REsimpli records, so a second pass matches them on email: one contact, a multi-select type, both REsimpli ids. Buyers keep their target cities, counties, states and zip codes for dispositions. Vendor records can carry a Social Security number, and that field stays behind. Call logs, activity and appointments land on the timeline as calls, notes and meetings, with their original dates and owners.

Contacts, deals and listings key on their REsimpli ids, held in unique custom properties. Phone numbers are never a key, since REsimpli lets one number sit on several properties. The Open API documents what each endpoint accepts but not what it returns. Every key and field name is confirmed against a test pull before the mapping is signed.

The pattern is a one-time keyed batch migration, and it reads everything before it maps anything. An extractor walks the lead, buyer, agent and vendor lists a hundred records a page. It then reads each record’s detail, call log and activity feed, one record at a time. That is at least three requests a lead, or thirty minutes for every thousand leads at the documented limit. Every response lands untouched in a staging store, beside the pipeline files from the Export Log. They stand in wherever the Open API is unavailable, since it works only on REsimpli 6.0. A stopped run resumes from its last page.

Mapping runs from staging, never from the live API. The loader creates the properties and pipelines, then upserts contacts, listings and deals in batches keyed on REsimpli ids. Calls, notes and meetings follow, each created once with its original timestamp and owner. A separate associations pass links them once every parent exists, and reconciliation compares staging with the portal, object by object.

The number port runs as its own track, on the carriers’ calendar. HubSpot quotes two to four weeks for a US port into HubSpot, and four to six for other countries.

There is no app to install, so the choice turns on whether REsimpli stays switched on. If it is being retired, the job is a migration. A scripted load carries the history with its dates and owners, rehearses against a HubSpot sandbox and then runs the same way in production.

Sometimes REsimpli has to keep running for a while, usually because calls and texts stay there until the numbers port. Then the question is what has to cross between the two. New leads can go from HubSpot into REsimpli through the REsimpli 6.0 Zapier app, whose actions create leads, buyers, agents and vendors. Nothing comes back through the Zapier app, which has no triggers. For that direction, a webhook step in a REsimpli automation can call a small receiver, within the plan’s webhook allowance. A nightly full read catches whatever the webhooks miss.

1. Scope. A call about pipelines, users, the history that matters and the renewal date, then a test pull with the account’s API key. The quote follows what comes back.
2. Architect. The object model with listings activated, pipelines mapped status by status, the keys, what stays behind, and a porting plan dated back from the renewal.
3. Build. A paced, checkpointed extractor into staging, then the transform, keyed batch upserts, activity created once with its original dates, and the associations pass.
4. Validate. The full migration loads into a HubSpot sandbox, the team opens real records and timelines, and counts reconcile object by object before production is booked.
5. Operate. The final load, users switched, every ported number tested, and REsimpli cancelled only once the port and any export request are complete.