Migrate from Crank CRM to Freshsales

Crank CRM Contacts captured during demo sessions map directly to Freshsales Contact records. The contact's email, name, phone, and company association migrate as standard fields. Associated demo history (sessions the contact viewed or engaged with) migrates as a custom field demo_sessions_count__c and as linked Notes records containing session metadata so that sales reps can see engagement context without a separate tool.

Crank CRM Organizations stored in session context map to Freshsales Account records. The organization's name and domain (if present) migrate, with the domain used as a dedupe key during import. Any session metadata tied to the organization (total sessions, aggregate viewer count) migrates as custom Account fields for territory and engagement reporting.

Each Crank CRM Demo Session becomes a Freshsales Note attached to the relevant Contact or Account. The Note body contains session timestamp, duration, sharing method (email link, meeting embed, etc.), and viewer count. Recording URL is extracted from CrankWheel infrastructure and re-uploaded as a Freshsales attachment or stored as a custom URL field with an expiration flag if the link is time-limited. Session metadata not representable in Note body (viewer list, scroll heatmap) is documented in a custom fields section on the linked Contact for admin review.

Crank CRM Usage Logs exposed via the RESTful API map to Freshsales Task records with TaskSubtype and custom fields capturing the usage type (screen_share, recording_view, email_campaign_open). Each Task is linked via WhatId to the relevant Account or via WhoId to the relevant Contact. ActivityDate is set from the original usage timestamp to preserve timeline ordering. This mapping is only present when CRM modules are active and usage logs contain CRM-relevant records rather than pure platform analytics.

Crank CRM account owners referenced on demo sessions and CRM records (if CRM modules are active) map to Freshsales User records by email match. We extract all distinct owner emails and match against Freshsales Users during migration. Any owner without a matching Freshsales User is held in a reconciliation queue for the customer's admin to provision before record import resumes.

Crank CRM custom fields on Contacts or Organizations (only present when CRM modules are active) map to Freshsales custom fields of equivalent type. We detect field types during the pre-migration schema audit, create equivalent fields in Freshsales (Admin Settings > Custom Fields), and map values during import. Custom fields on inactive CRM modules do not exist and are skipped.

Crank CRM Pipelines and Stages (only present when CRM modules are active) map to Freshsales Deal records with a Sales Process and Pipeline field configured to match the source stage names and order. Each source stage becomes a Freshsales Deal Stage value, with probability percentages mapped from Crank CRM if available. If no CRM modules are active, this object is omitted from the migration scope.

Demo recording files and any attachments shared during Crank CRM sessions are extracted via the session endpoint URL reference, downloaded from CrankWheel infrastructure, and re-uploaded to Freshsales as Attachments linked to the relevant Contact, Account, or Note. We validate URL availability before download; expired or deleted recordings result in a broken-link flag in the migration report rather than a data loss event. Re-uploaded files are stored in Freshsales Documents or as record Attachments depending on file size and type.