Migrate from BlinQ to Freshsales

Primary BlinQ contact profiles (name, email, phone, job title, company) map directly to Freshsales Contact fields. Social links, tags, and profile URLs migrate as custom fields since Freshsales has no native social URL field. After migration, all contact identity data remains intact in Freshsales for immediate use by sales teams.

Records synced into BlinQ from HubSpot, Salesforce, or Pipedrive carry their source system name and original record ID. We store the source CRM name as a custom field and the original ID as a reference string for traceability after migration.

Contacts with BlinQ tags are mapped to Freshsales Contacts, with all tags serialised into a custom Multi-select or Text field. Tags do not map to Freshsales native Segments — those must be rebuilt from BlinQ tag lists. The tag serialisation preserves every label applied in BlinQ, maintaining the full organizational context for each contact.

BlinQ contacts without a company name get linked to a Freshsales Account that uses the contact's email domain as the account identifier, ensuring all contacts have an account association. This approach prevents orphaned contact records by creating account entries automatically when needed.

Companies synced from connected CRMs become Freshsales Accounts, with their original CRM source tag preserved since BlinQ lacks a standalone company database. Company records retain their CRM origin information, allowing teams to trace data lineage back to the source system after migration completes.

BlinQ does not have a native Deals object. Deal context from connected CRMs (deal value, stage, close date) is preserved as a custom text field on the Freshsales Contact record for reference. Full deal reconstruction requires re-entering pipeline data in Freshsales.

Each BlinQ contact has a unique card profile URL. We create a custom text field (Card_Profile_URL__c) on the Freshsales Contact to store this value, preserving the link for back-reference even after BlinQ is decommissioned. The URL field enables sales teams to view the original BlinQ card without requiring active BlinQ access.

BlinQ records the event or meeting context when a contact was scanned or shared. We store this source context (event name, location, date) as a custom text field on the Freshsales Contact so sales reps know the original networking context.

BlinQ tags are free-form labels applied by users. Freshsales has no equivalent tag object at the contact level. We serialise all BlinQ tags into a custom field, and teams rebuild Freshsales Segments manually from the exported tag list post-migration. This serialization ensures no organizational context is lost during the transition.

BlinQ stores LinkedIn profile URLs and Twitter/X handles on contacts. Freshsales has no native social link fields. We create LinkedIn_URL__c and Twitter_Handle__c custom URL/text fields on the Contact object to preserve this identity data. These custom fields keep social profile information accessible within Freshsales for outreach workflows.

Contacts synced into BlinQ from HubSpot or Salesforce carry the integration name and source record ID. We store this integration context as a custom field (CRM_Sync_Source__c) so the team knows which CRM originally owned each contact. This traceability field helps during audit reviews and when reconciling data across multiple source systems.

BlinQ records card creation and last-updated timestamps. Freshsales CreatedDate is set at migration time. We preserve original BlinQ timestamps as custom datetime fields (BlinQ_Created_Date__c and BlinQ_Last_Modified__c) for reporting continuity. These timestamp fields maintain historical accuracy for analytics and help track when contact records were originally created in BlinQ.

BlinQ supports vCard attachments and CRM-synced files. We re-upload these as Freshsales Files attached to the relevant Contact record. File size limits match Freshsales's storage quota per plan tier. All attachments transfer with their original filenames and metadata preserved for complete document continuity in the new system.

BlinQ card owners are matched to Freshsales Agents by email address. Unmatched owners are flagged before migration. Unassigned records route to a designated fallback Freshsales user to prevent orphaned contacts. Owner resolution ensures accountability and proper access control within Freshsales after migration completion.