CRM migration
Field-level mapping, validation, and rollback between ContactWise CRM and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
ContactWise CRM
Source
Freshsales
Destination
Compatibility
6 of 8
objects map 1:1 between ContactWise CRM and Freshsales.
Complexity
BStandard
Timeline
1-3 weeks
Overview
Migrating from ContactWise CRM to Freshsales involves a platform with no publicly documented CRM REST API moving to a well-structured AI-powered CRM from the Freshworks ecosystem. ContactWise organizes data around Contacts, Leads, Opportunities, Companies, and service desk Tickets, but its automation rules store as configuration rather than data records, and the CRM module lacks published API endpoints. We resolve the export constraint by combining ContactWise's native export output with direct database queries where provisioned, then load into Freshsales via its documented REST API with field-to-field mapping for all standard objects. Service desk Tickets map to Freshsales Deals with a custom status field for ticket state, and Time Entries map to Tasks with billing metadata. Workflows, automations, and service-desk configurations do not migrate as code; we deliver a written inventory for the customer's admin to rebuild. Freshsales' Growth plan ($9/user/month) includes one deal pipeline, contact and deal management, and basic automation, with Freddy AI features gated to Pro ($39/user/month).
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 ContactWise CRM 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.
ContactWise CRM
Contact
Freshsales
Contact
1:1ContactWise Contact records map directly to Freshsales Contact. The HubSpot-style unified contact model in ContactWise corresponds to Freshsales' Contact object with name, email, phone, address, and custom properties preserved. We perform field-to-field mapping on standard fields and flag any ContactWise custom properties that have no Freshsales equivalent for manual field creation before import. Owner resolution uses ContactWise owner email matched against Freshsales User email.
ContactWise CRM
Lead
Freshsales
Lead
1:1ContactWise Lead records map to Freshsales Lead with status and source attribution preserved. Lead status values map to Freshsales Lead Status picklist entries, with the mapping defined during scoping based on the customer's ContactWise status matrix. Any ContactWise lead scoring values transfer to a custom numeric field in Freshsales.
ContactWise CRM
Company
Freshsales
Account
1:1ContactWise Company records map directly to Freshsales Account. Company name, domain, address, and industry fields correspond straightforwardly. Account records are created before Contact import so that the Account-Contact association is resolved at insert time. ContactWise's company-contact associations transfer as Freshsales Account-Contact relationships.
ContactWise CRM
Opportunity
Freshsales
Deal
1:1ContactWise Opportunity records map to Freshsales Deals. The Opportunity amount maps to Deal Amount, stage maps to Freshsales Deal Stage via a stage mapping table defined during scoping, expected close date maps to Expected Close Date, and owner assignment resolves via email match against Freshsales Users. The pipeline mapping uses Freshsales' default pipeline unless the customer has provisioned multiple pipelines on a Pro or Enterprise plan.
ContactWise CRM
Pipeline Stages
Freshsales
Deal Stages
lossyContactWise pipeline stage definitions (stage names and order) are documented during discovery and mapped to Freshsales Deal Stages. We create stage entries in Freshsales matching the ContactWise stage names and assign probability percentages that correspond to the source values. Stage mappings are validated in a test import before the production migration runs.
ContactWise CRM
Service Desk Ticket
Freshsales
Deal (with custom status field)
lossyContactWise service desk Tickets do not map directly to any standard Freshsales object because Freshsales does not include a native case or ticket management module. We map Tickets to Freshsales Deals with a custom picklist field ticket_state__c capturing the original ticket status (open, in progress, resolved, closed). Ticket priority migrates to Deal Priority. The ticket-to-contact association preserves via the Deal's linked Contact. Customer's admins may alternatively choose to use Freshdesk for ticket management as a separate integration; in that case, we map Tickets to Freshdesk cases instead and flag that scope separately.
ContactWise CRM
Time Entry
Freshsales
Task
1:1ContactWise Time Entries linked to Contacts or Tickets map to Freshsales Tasks with a custom numeric field billable_hours__c and a note field time_entry_notes__c capturing the original entry description. Time Entry associations to Tickets (mapped as Deals) preserve as Task-Deal links. Duration in minutes migrates to Freshsales Task Duration field. Non-billable time entries store with the billable_hours__c field left empty.
ContactWise CRM
Documents
Freshsales
Attachments (on Contact, Account, Deal)
1:1ContactWise document attachments associated with Contacts, Companies, or Opportunities export to cloud storage and are re-linked in Freshsales as file attachments on the corresponding Contact, Account, or Deal record. The original filename and any description fields are preserved. We flag any attachment exceeding Freshsales' file size limit for manual upload after migration.
| ContactWise CRM | Freshsales | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Lead | Lead1:1 | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Opportunity | Deal1:1 | Fully supported | |
| Pipeline Stages | Deal Stageslossy | Mapping required | |
| Service Desk Ticket | Deal (with custom status field)lossy | Fully supported | |
| Time Entry | Task1:1 | Fully supported | |
| Documents | Attachments (on Contact, Account, Deal)1:1 | Mapping required |
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.
ContactWise CRM gotchas
Workflow rules do not export as records
Service desk tickets require non-standard field mapping
API documentation is not publicly available for the CRM module
Custom contact properties may require manual field creation in destination
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
Discovery and export completeness assessment
We audit the ContactWise instance across all supported objects: Contacts, Leads, Companies, Opportunities, Tickets, Time Entries, and Documents. Because ContactWise lacks a documented CRM API, we run the native export function first and compare its output against the database query results (where database access is provisioned) to identify export gaps. We document all custom properties, pipeline stage names, ticket states, and active workflow rules. The discovery output is a written scope confirming record counts, identified gaps, and a migration feasibility assessment.
Schema preparation in Freshsales
We create all custom fields in Freshsales required to receive ContactWise data that does not map to standard fields. This includes custom fields for ticket state, time-entry metadata, lead scoring, and any ContactWise custom properties. Pipeline stages are created in Freshsales matching the ContactWise stage names and order. Owner email-to-User resolution is validated against the Freshsales User table, and any missing Users are flagged for the customer's admin to provision before record import.
Test migration and mapping validation
We run a test migration into a Freshsales staging environment using a subset of records (typically 50-100 per object type). We validate field mapping correctness, confirm date format compliance with Freshsales import requirements, verify contact-account associations, check deal-contact linkages for ticket-mapped Deals, and confirm time-entry Task associations. Mapping corrections are documented and applied to the production migration script before the production run begins.
Production migration in dependency order
We run production migration in record-dependency order: Accounts (from ContactWise Companies), Contacts (with AccountId resolved), Leads (with status mapping applied), Deals (Opportunities and ticket-mapped Deals in parallel queues), Tasks (time entries and activity records), and Documents (as file attachments linked to parent records). Each phase emits a row-count reconciliation report. Freshsales' daily import limit is respected per module, with chunking applied for large datasets.
Cutover and post-migration validation
We freeze ContactWise writes at cutover, run a delta migration of any records modified during the migration window, then confirm Freshsales as the system of record. We deliver a validation report comparing source record counts to destination record counts and spot-checking 25-50 records per object type against the ContactWise source. Any gaps are investigated and corrected where the export data supports it.
Workflow inventory handoff and admin rebuild support
We deliver a written inventory of every active ContactWise Workflow documenting its trigger type, conditions, actions, and recommended Freshsales Workflow equivalent. The customer's admin uses this document to rebuild automations in Freshsales. We do not rebuild workflows as code inside the migration scope. We support a one-week hypercare window for reconciliation issues raised during the first week of live Freshsales usage.
Platform deep dives
ContactWise CRM
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 ContactWise CRM 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
ContactWise CRM: Not publicly documented.
Data volume sensitivity
ContactWise CRM 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
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