CRM migration
Field-level mapping, validation, and rollback between BoomTown and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
BoomTown
Source
Freshsales
Destination
Compatibility
11 of 12
objects map 1:1 between BoomTown and Freshsales.
Complexity
BStandard
Timeline
48–72 hours
Overview
BoomTown is a real estate-specific CRM that bundles lead generation, IDX website hosting, and drip campaign automation with a per-seat pricing model that scales steeply at the Grow and Advance tiers. Teams leave BoomTown when they need a platform-agnostic CRM that handles broader sales motion beyond real estate transactions, want Freddy AI lead scoring available on all plans, or are reducing costs by moving away from bundled IDX and lead-gen services they no longer need. Freshsales stores data in four core objects: Lead, Contact, Account (which Freshsales calls 'Organization'), and Deal. Unlike BoomTown, which treats Leads and Contacts as a unified contact record with lifecycle properties, Freshsales separates them at the object level, and requires a Lead-to-Contact conversion step to move a record into the Contact object. We map BoomTown contacts into Freshsales Leads or Contacts depending on their pipeline status at migration time. BoomTown Deals (transaction records) map to Freshsales Deals with stage-name mapping per pipeline. Custom fields in BoomTown become custom fields in Freshsales — subject to the per-plan limits (Blossom: 10, Garden: 100, Estate/Forest: 300). Drip campaigns (BoomTown's automated follow-up sequences) do not migrate; Freshsales has Sales Sequences and Workflows but the logic must be rebuilt. We export BoomTown data via their API using broker/admin credentials, validate foreign-key relationships (owner email → Freshsales user, account → organization), then bulk-insert into Freshsales using their REST API with rate-limit pacing (1,000–5,000 req/hour depending on destination plan). A sample migration of 100–500 records runs first with field-level diffing; the full migration follows with a 24–48h delta pickup window capturing any records modified during cutover.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a BoomTown object lands in Freshsales, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
BoomTown
Contact
Freshsales
Lead / Contact
1:manyBoomTown stores all people in one Contact object. FlitStack routes each record to Freshsales Lead or Contact based on pipeline status: contacts attached to an active BoomTown deal map to Freshsales Contact; all others map to Freshsales Lead. The routing rule is configurable per your pipeline setup before migration runs.
BoomTown
Contact
Freshsales
Contact
1:1For BoomTown contacts that are current deal parties at migration time, FlitStack creates Freshsales Contact records directly with full field mapping. The email address becomes the unique identifier for deduplication against any pre-existing Freshsales contacts. This prevents duplicate records, and the original BoomTown contact ID is preserved as a custom field for reference and data lineage.
BoomTown
Lead
Freshsales
Lead
1:1BoomTown leads that have not yet converted to a Contact map to Freshsales Lead using the same field names where parities exist. Custom lead properties map to Freshsales custom fields on the Lead object; any that exceed the plan's custom field limit are flagged before migration.
BoomTown
Company
Freshsales
Organization (Account)
1:1BoomTown Company maps to Freshsales Organization (Freshsales uses 'Organization' rather than 'Account' in its UI). The company name, industry, website, and address fields map directly; parent-company hierarchy is preserved using Freshsales' parent_organization_id lookup if the destination plan supports it. Additional company metadata such as employee count and annual revenue also transfer to maintain complete organizational profiles in Freshsales.
BoomTown
Deal
Freshsales
Deal
1:1BoomTown Deals map to Freshsales Deals 1:1. The deal name, amount, close date, stage, and owner all map directly. If BoomTown has multiple pipelines, FlitStack maps each to a separate Freshsales pipeline — this requires a Freshsales Pro or Enterprise plan since only those tiers support multiple pipelines.
BoomTown
Pipeline Stage
Freshsales
Deal Stage
1:1Stage names in BoomTown are mapped value-by-value to Freshsales deal stage values. Probability and forecast category are reapplied from Freshsales' default stage model; if BoomTown stages have custom probabilities, FlitStack stores them as custom fields for reporting continuity. This ensures historical deal forecasting data remains accurate and comparable in Freshsales reports.
BoomTown
Activity (Call / Email / Meeting / Note)
Freshsales
Sales Activity
1:1BoomTown call logs, emails, meetings, and notes migrate as Freshsales Sales Activities (Tasks). Original timestamps, activity owners, and parent-record links are preserved. The activity type (call, email, meeting) maps to Freshsales' activity_type field. This maintains complete activity history for each contact and deal, ensuring your team has full context when reviewing records in Freshsales.
BoomTown
Tag
Freshsales
Tag
1:1BoomTown tags migrate to Freshsales' native Tag system, which can be applied to Leads, Contacts, Organizations, and Deals. FlitStack runs a pre-scan to identify all unique tag values in BoomTown and creates the corresponding tags in Freshsales before inserting tagged records.
BoomTown
Custom Field (BoomTown)
Freshsales
Custom Field (Freshsales)
1:1BoomTown custom properties migrate as Freshsales custom fields on the relevant module (Lead, Contact, Organization, or Deal). FlitStack pre-creates each custom field in Freshsales via the API before inserting data, using the same field type where supported (text, number, date, picklist). If picklist values differ between systems, a value-mapping step is added.
BoomTown
Smart-Drip Campaign
Freshsales
Sales Sequence / Workflow
1:1BoomTown Smart-Drip plans are automation sequences with time-based triggers that have no direct equivalent in Freshsales. FlitStack exports the drip campaign definitions as a structured JSON reference document so your Freshsales admin can rebuild them as Sales Sequences (for cadence-based outreach) or Workflows (for event-triggered actions).
BoomTown
User / Owner
Freshsales
User
1:1BoomTown owner IDs map to Freshsales users by email address. FlitStack requires an owner email list from BoomTown export; any BoomTown owner without a matching Freshsales user is flagged and assigned to a designated fallback user before migration, so no record lands without an owner.
BoomTown
Attachment / File
Freshsales
File
1:1BoomTown file attachments are downloaded and re-uploaded to Freshsales Files attached to the corresponding record. File size limits per Freshsales plan apply (Blossom: 2MB, Growth: 5MB per file by default); large files are flagged for manual handling if they exceed plan limits.
| BoomTown | Freshsales | Compatibility | |
|---|---|---|---|
| Contact | Lead / Contact1:many | Fully supported | |
| Contact | Contact1:1 | Fully supported | |
| Lead | Lead1:1 | Fully supported | |
| Company | Organization (Account)1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Pipeline Stage | Deal Stage1:1 | Fully supported | |
| Activity (Call / Email / Meeting / Note) | Sales Activity1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| Custom Field (BoomTown) | Custom Field (Freshsales)1:1 | Fully supported | |
| Smart-Drip Campaign | Sales Sequence / Workflow1:1 | Fully supported | |
| User / Owner | User1:1 | Fully supported | |
| Attachment / File | File1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
BoomTown gotchas
Export requires Broker or Admin permission
Workflows and automations do not export
12-month contract creates financial lock-in
IDX website content is not migratable via API
Freshsales gotchas
Freddy AI is Pro-tier only despite heavy marketing
Post-migration emails and sequences are disabled
Bot session credits are a one-time 500-session allocation
Phone credits charged per minute with no cap
File storage limits scale with plan tier
Pair-specific challenges
Migration approach
Export BoomTown data and audit schema
FlitStack connects to BoomTown using broker/admin API credentials and exports all Leads, Contacts, Organizations, Deals, Activities, Tags, and custom field definitions. We produce a schema audit that lists every BoomTown object and property, flags missing email addresses on contacts, counts custom fields per module, and identifies owner records without email addresses. This audit is shared with your team before any data moves — it is the gating artifact that determines the migration scope and any pre-migration cleanup required in BoomTown.
Pre-create Freshsales schema and resolve owner mappings
Before data insertion begins, FlitStack creates all required custom fields in Freshsales via the API using the field names and types identified in the BoomTown audit. Owner email lists from BoomTown are matched against Freshsales users; unmatched owners are assigned to a designated fallback user so no record lands without an owner. Tags are pre-created in Freshsales. If multiple BoomTown pipelines exist, Freshsales pipelines are created (requires Pro or Enterprise plan).
Run sample migration with field-level diff
A representative slice of 100–500 records — covering Leads, Contacts, Organizations, Deals, and Activities — is migrated first and a field-level diff report is generated. You review the diff to verify lifecycle stage mapping, pipeline assignment, owner resolution, and custom field values before the full run commits. The sample run also surfaces any Freshsales validation errors (e.g., malformed email, pick-list value mismatch) so they can be corrected in the source or resolved through value mapping before the bulk run.
Execute full migration with delta-pickup window
The full dataset is inserted into Freshsales using the field mapping confirmed during the sample step. Freshsales API rate limits are respected through request pacing. After the initial bulk run completes, a delta-pickup window of 24–48 hours captures any BoomTown records created or modified during the cutover period. All operations are logged to an audit trail. If reconciliation identifies missing or misaligned records, one-click rollback reverts the Freshsales instance to its pre-migration state for a clean retry.
Deliver drip campaign reference export and post-migration verification
After migration, FlitStack delivers a structured JSON export of all BoomTown Smart-Drip campaign definitions — including trigger conditions, day offsets, email template content, and recipient filter criteria — so your Freshsales admin can rebuild them as Sales Sequences or Workflows. We run a post-migration verification that checks record counts per object, owner assignment rates, and custom field coverage, and we surface any records that failed validation for manual review.
Platform deep dives
BoomTown
Source
Strengths
Weaknesses
Freshsales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across BoomTown and Freshsales.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
BoomTown: Not publicly documented.
Data volume sensitivity
BoomTown doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during BoomTown to Freshsales migration scoping. Not seeing yours? Book a call.
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