Migrate from Cloze to Freshsales

Cloze People with Stage = Lead or Potential map to Freshsales Lead. People with Stage = Active, Inactive/Past, or Lost map to Freshsales Contact attached to an Account. We compute the split using Cloze's stage property during extraction, preserve the original Cloze Stage as a custom text field cloz_stage__c on the migrated Lead or Contact, and preconfigure the Freshsales lead-conversion field mapping so that stage data transfers during any subsequent Lead-to-Contact conversion in Freshsales.

Cloze Company records map directly to Freshsales Account. Company address, industry, and social fields migrate as typed Account fields. The Account is created before any related Contact import so that the Account lookup is satisfied at Contact insert. Hierarchical Account structures in Freshsales are supported if the customer maintains parent-subsidiary relationships in Cloze.

Cloze Projects (aliased as Deals or Properties depending on the customer's industry context) map to Freshsales Deal. We strip any real estate-specific stage labels (Property Listed, Offer Made, Under Contract, Closed) during transformation and map to Freshsales standard stage values or a custom stage set the customer defines in Freshsales. Project custom fields migrate to typed Deal custom fields. Note that Freshsales Deal does not support multi-currency natively at the Growth tier; this requires Pro ($39/user/mo) or above.

Cloze Segments and Audiences group contacts by Stage or tag criteria. We preserve segment membership by mapping each People's Cloze Stage to Freshsales Lifecycle Stage (which includes Subscriber, Lead, Marketing Qualified, Sales Qualified, Customer, Evangelist). Additional segment membership is preserved as a tag field migrated to Freshsales' native Tags feature or as a multi-select picklist if the customer's Freshsales plan does not support tags.

Cloze Timeline entries (email, call, meeting, note, text) migrate to Freshsales Activities. Calls map to Freshsales Tasks with Call disposition, duration, and recording URL in custom fields. Emails migrate as Activity records with body content preserved. Meetings map to Events with Start Time, End Time, and Location. Text records migrate as Activity notes if supported. We preserve the original Cloze timestamp as Activity Date so the chronological timeline is intact in Freshsales. Note that raw email content may be truncated in Cloze depending on the connected email account's retention policy.

Cloze tags are flat labels applied to People and Companies. We preserve all tag assignments. Freshsales Growth and above include a native Tags feature; if the customer is on a plan without Tags, we map tag assignments to a multi-select picklist field that the customer pre-creates in Freshsales before migration.

Cloze custom fields on People, Companies, and Projects map to typed Freshsales custom fields (text, number, date, choice, phone, URL, etc.). We flag any Cloze custom fields that are deprecated or deleted in the source account. Freshsales requires custom fields to be created in the destination before import; we coordinate the field creation step with the customer's admin during scoping.

Cloze Campaigns are available only on the Business Platinum plan and use a campaign automation engine with trigger logic. We migrate campaign definitions (name, target audience criteria, stage logic) as custom records in Freshsales for documentation, but the campaign automation engine does not migrate. We deliver a written campaign inventory with trigger conditions and recommended Freshsales Workflow equivalents for the customer's admin to rebuild. If the customer does not have Business Platinum, no campaign data exists to migrate.