Migrate from Clarify CRM to Freshsales

Discovery and scoping

We audit the Clarify CRM account for record counts across Contacts, Companies, Deals, Activities, and any custom objects. We identify AI-enriched fields, credit-heavy records, and tag usage. We also identify the destination Freshsales plan (Free through Enterprise) and confirm whether custom fields, multiple pipelines, and Custom Modules are required. The discovery output is a written migration scope, a list of AI-enriched records for customer review, and a Freshsales plan recommendation.

Schema pre-creation in Freshsales

We pre-create all required destination fields in Freshsales before any data import. This includes custom fields on Contact, Account, and Deal (mapped from Clarify custom fields), Freshsales Tags configuration, and Deal Stages matching Clarify's pipeline sequence. If the customer requires multiple pipelines, we create them in Freshsales at this stage. If custom objects are in scope and the customer is on Freshsales Enterprise, we create the equivalent Custom Modules.

Owner reconciliation and User provisioning

We extract every distinct Clarify Owner referenced on Contact, Company, Deal, and Activity records and match by email against the Freshsales destination User table. Any Clarify Owner without a matching Freshsales User goes to a reconciliation queue for the customer's admin to provision before record import resumes. This step is required because Freshsales Activity and Deal records require a valid OwnerId at insert time.

Data export from Clarify with AI-field audit

We export data from Clarify in dependency order: Companies (first, to resolve Account lookups), Contacts (with AccountId resolved), Deals (with OwnerId resolved and stage mapping applied), Activities (with parent record lookups resolved). During export, we flag any records with AI-enriched fields for customer review. We chunk exports under the 15 req/s limit using batch processing and exponential backoff. After export, we run a deduplication pass using email as the unique identifier for Contacts and domain for Accounts.

Production migration in dependency order

We run production migration in record-dependency order: Accounts (from Clarify Companies), Contacts (with AccountId resolved), Deals (with OwnerId and stage resolved), Activities (Tasks, Calls, Emails, Meetings), Notes (AI-generated summaries attached to activities), and Tags. Each phase emits a row-count reconciliation report before the next phase begins. Freshsales API writes are batched and throttled to respect Freshsales rate limits.

Cutover, validation, and custom object handoff

We freeze Clarify writes during cutover, run a final delta migration of any records modified during the migration window, then enable Freshsales as the system of record. We validate record counts and spot-check 20-30 records against the Clarify source. If custom objects were in scope, we deliver a written schema map for the customer's admin to create the equivalent Freshsales Custom Modules (Enterprise tier) or rebuild as standard objects. We do not rebuild Clarify autonomous workflow agents as Freshsales workflows; that work is outside migration scope.