Migrate from Agencyzoom to Freshsales

AgencyZoom leads map directly to Freshsales Leads. Freshsales automatically converts a Lead to a Contact when the lead_status field is updated to 'Converted' — the activity history, original create date, and custom fields survive the conversion. Unconverted leads land as Freshsales Leads with all custom properties intact.

AgencyZoom contacts without a corresponding lead record map 1:1 to Freshsales Contacts. Freshsales Contacts store phone, email, address, and all custom properties on the same record. Multiple phone numbers on an AgencyZoom contact become separate phone-type custom fields in Freshsales.

AgencyZoom companies map to Freshsales Accounts. The Account record holds business-level data — name, domain, industry, employee count, annual revenue — while contacts link via AccountId. Carrier affiliation from AgencyZoom company properties migrates as a custom Account field in Freshsales.

AgencyZoom deals map to Freshsales Opportunities. The Opportunity stores deal name, amount, close date, stage probability, and owner. Pipeline and stage values from AgencyZoom require value-mapping to Freshsales pipeline stages, which are scoped per Freshsales pipeline object. Custom fields such as Policy_Type__c, X_Date__c, and Commission_Rate__c are migrated as Freshsales custom fields on the Opportunity, preserving data. The AgencyZoom created_at timestamp is saved in Created_Source__c to retain record age after migration.

AgencyZoom pipelines (Sales, Service, Onboarding) do not have a direct Freshsales equivalent because Freshsales pipelines are a configuration object rather than a data record. Each AgencyZoom pipeline maps to a named Freshsales Pipeline; the pipeline's stages become Freshsales stage pick-list values within that pipeline.

AgencyZoom stage names (New Lead, Quote Sent, Sold, Dead, Recycle, etc.) map value-by-value to Freshsales Opportunity Stage names. Stage probability percentages require manual re-entry in Freshsales Pipeline settings since probabilities are pipeline-level configuration, not field data. Each mapped stage keeps the same display order as in AgencyZoom, aligning Kanban columns with the workflow. Freshsales stage IDs are stored in the mapping table so Opportunity.PipelineId and StageId resolve correctly at import.

AgencyZoom exposes custom fields via the /custom-fields API endpoint. Insurance-specific fields — Producer, Carrier, X-Date, Lapse_Date, Policy_Type, Commission_Rate — are created as Freshsales custom fields before import. Field data types must match: date fields map to Freshsales date fields, numeric fields to number fields, and text to text fields.

AgencyZoom tasks map to Freshsales Tasks. Task subject, due date, status, priority, and owner resolve by email match. The parent record link (contact_id or deal_id) is preserved so each task is associated with the correct Freshsales Contact or Opportunity after migration.

AgencyZoom Service Center tickets include priority, status, assign_group, resolution_type, and loss_reason fields. Freshsales has no native service-desk object. Tickets migrate as Tasks with custom fields for priority, resolution status, and assign group. If Freshsales Enterprise is available, a custom Service_Ticket__c object can be created to preserve the full schema.

AgencyZoom notes map to Freshsales Notes. The note body, create date, and owner are preserved. Notes attached to a contact or deal retain their parent-record association in Freshsales so the activity timeline reflects the original context. HTML or plain‑text formatting is retained in Freshsales Notes, and inline images are extracted and re‑uploaded as linked attachments. The original created_at timestamp is saved in a custom datetime field to preserve record age.

AgencyZoom owner IDs resolve by email match against Freshsales users. Unmatched owners are flagged before migration — the agency either invites the user to Freshsales or assigns records to a fallback owner. No record lands without a valid Freshsales OwnerId on Opportunity and Task records.

Files attached to AgencyZoom records are downloaded and re-uploaded to Freshsales as Attachments linked to the corresponding Contact, Account, or Opportunity record. File size limits on Freshsales apply; inline images in notes are extracted and rehosted separately. File name and MIME type are stored in Freshsales Attachment metadata. Files exceeding Freshsales' size limit are linked to a storage URL. created_at timestamps are kept in a custom field for audit traceability.