CRM migration
Field-level mapping, validation, and rollback between Eagle CRM and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
Eagle CRM
Source
Freshsales
Destination
Compatibility
10 of 10
objects map 1:1 between Eagle CRM and Freshsales.
Complexity
BStandard
Timeline
24–72 hours
Overview
Eagle CRM stores contacts, companies, deals, and custom real-estate objects with pipeline-stage labels and owner assignments. Freshsales uses a Lead, Contact, Account, Opportunity model with pipeline-scoped stage values and lifecycle stages per contact. The two systems diverge most on custom data structures: Eagle CRM's property-specific fields have no direct Freshsales equivalent and require custom field creation, while pipeline stages in Eagle CRM are global values that must be mapped per pipeline in Freshsales to preserve deal history accurately. FlitStack AI extracts Eagle CRM data via the platform's export API and maps it into Freshsales using its REST API. We load Accounts first (since Contacts require an AccountId), then Contacts and Leads, then Opportunities with stage mapping applied per pipeline. Custom objects and their N:N associations become either Freshsales Custom Objects or custom fields on the parent record. A sample migration of 100–500 records runs first with a field-level diff so you can verify mapping completeness before the full run commits. A delta-pickup window (48 hours) captures any Eagle CRM records modified between the full-run snapshot and go-live. Workflows, automation rules, and sequence logic do not migrate — we export the definitions as a rebuild reference for your Freshsales admin.
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 Eagle 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.
Eagle CRM
Contact
Freshsales
Contact
1:1Eagle CRM contacts map directly to Freshsales Contacts. Email, phone, name, and address fields are matched by field name. Owner resolution happens by email match against Freshsales users before the full run. Contacts without a primary company link are attached to a default account.
Eagle CRM
Company
Freshsales
Account
1:1Eagle CRM companies become Freshsales Accounts. Company name maps to Account Name, domain to Website, industry to Industry pick-list with value mapping applied, employee count to NumberOfEmployees, and annual revenue to AnnualRevenue. Parent-child company hierarchies map to the Parent Account lookup.
Eagle CRM
Deal
Freshsales
Opportunity
1:1Eagle CRM deals map to Freshsales Opportunities. Deal name becomes Opportunity Name, amount maps directly, close date maps to Close Date, and owner resolved by email match. Pipeline-to-Opportunity mapping applies per-pipeline stage-value mapping before the Opportunity is inserted. Each pipeline's global stage names must be split into Freshsales pipeline-scoped stage sets to preserve deal history accurately.
Eagle CRM
Pipeline
Freshsales
Sales Pipeline
1:1Each Eagle CRM pipeline becomes a Freshsales Sales Pipeline. Eagle CRM's global stage values must be split into per-pipeline stage sets in Freshsales since Freshsales scopes stage values to individual pipelines. Stage names, probabilities, and forecast categories are mapped value-by-value during the pipeline configuration step.
Eagle CRM
Pipeline Stage
Freshsales
Opportunity Stage
1:1Stage names in Eagle CRM map to Freshsales Opportunity Stage values per pipeline. Since Freshsales allows different stage values per pipeline, each Eagle CRM pipeline generates its own value-mapping table. Stage-entered timestamps are preserved as custom datetime fields for reporting continuity.
Eagle CRM
Property (custom object)
Freshsales
Custom Object: Property
1:1Eagle CRM's real-estate-specific Property object maps to a Freshsales Custom Object named Property. Property_ID, listing_status, property_type, and address fields migrate as Custom Object fields. Each field's data type (text, pick-list, address) is preserved during migration. Associations between Property and Contact/Account require junction records using Freshsales' Custom Object relationship model. The Property Custom Object must be created in Freshsales before data insertion.
Eagle CRM
Call / Email / Meeting
Freshsales
Task / Event
1:1Eagle CRM call and email logs map to Freshsales Tasks with Type set to 'Call' or 'Email' respectively. Meetings map to Freshsales Events with original start and end times preserved. Owner, related contact, and original timestamps are carried across. Engagement content in notes migrates to the Task body.
Eagle CRM
Note
Freshsales
Note
1:1Eagle CRM notes migrate as Freshsales Notes attached to the parent Contact, Account, or Opportunity record. Rich-text formatting is preserved where the source note supports it. Notes without a parent record are attached to the primary contact on the account.
Eagle CRM
Attachment / File
Freshsales
Salesforce Files equivalent
1:1Eagle CRM file attachments (listing photos, PDF documents) are downloaded and re-uploaded to Freshsales Files linked to the corresponding Contact, Account, or Opportunity record. File size limits in Freshsales apply (25MB per file). Inline images in notes are extracted and hosted as separate file attachments.
Eagle CRM
Custom Property (non-standard fields)
Freshsales
Custom Field / Custom Object
1:1Any Eagle CRM custom property that doesn't map to a standard Freshsales field is evaluated at migration planning: text and number fields become Freshsales custom fields on the target object; pick-list fields require value mapping; multi-value fields may need a custom object. We document every custom field and its recommended destination before the migration runs.
| Eagle CRM | Freshsales | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Pipeline | Sales Pipeline1:1 | Fully supported | |
| Pipeline Stage | Opportunity Stage1:1 | Fully supported | |
| Property (custom object) | Custom Object: Property1:1 | Fully supported | |
| Call / Email / Meeting | Task / Event1:1 | Fully supported | |
| Note | Note1:1 | Fully supported | |
| Attachment / File | Salesforce Files equivalent1:1 | Fully supported | |
| Custom Property (non-standard fields) | Custom Field / Custom Object1:1 | 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.
Eagle CRM gotchas
Enquiry import failures from listing ID mismatches
Trust account ledgers require explicit opening balance setup
Export permissions are role-gated
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
Audit Eagle CRM data model and Freshsales API endpoints
FlitStack AI reads Eagle CRM's current data model via the platform's export API and maps every standard and custom object. We identify property-specific custom fields (listing IDs, listing_status, property_type), N:N association links, and pipeline configurations. On the Freshsales side, we verify the target account's API access, Custom Objects API availability (requires Enterprise plan or Custom Objects add-on), and current pipeline setup. The output is a pre-migration schema report listing every source field and its recommended Freshsales destination — including which fields require custom field creation before data lands.
Create Freshsales custom fields and Custom Objects
Before any data moves, your Freshsales admin (or our team acting with admin credentials) creates the custom fields and Custom Objects required by the migration plan. This includes: Created_In_Source__c and Source_System_ID__c on Lead, Contact, Account, and Opportunity; the Property Custom Object with Property_ID__c, Listing_Status__c, Property_Type__c, and Property_Address__c fields; and any pick-list value mappings for industry, listing status, and property type. We deliver a step-by-step Freshsales setup checklist so the schema is ready before validation runs.
Sequence and run the sample migration with field-level diff
FlitStack AI migrates a representative slice — typically 100–500 records spanning contacts, accounts, deals, and a few property records — before the full run. Accounts load first (foreign key for contacts), then contacts with owner email resolution, then deals with stage mapping applied per pipeline. Custom Object Property records load after their related contacts and accounts. We generate a field-level diff report showing every mapped field, the source value, and the destination value. You verify that listing IDs, pipeline stages, owner assignments, and timestamps match your expectations. Sample approval unlocks the full run.
Execute full migration with delta-pickup window
The full migration runs against Freshsales using the approved mapping plan. Eagle CRM stays fully operational throughout — FlitStack AI uses scoped read access, so your team continues working in Eagle CRM without interruption. A delta-pickup window (typically 48 hours, extendable to 72 for large datasets) runs after the bulk load completes, re-querying Eagle CRM for records created or modified since the migration snapshot timestamp. All operations are logged in an audit trail. If reconciliation identifies missing or mismatched records, one-click rollback reverts the Freshsales environment to its pre-migration state so the run can be adjusted and re-executed.
Platform deep dives
Eagle 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 Eagle 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
Eagle CRM: Not publicly documented.
Data volume sensitivity
Eagle 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
Answers to the questions buyers ask most during Eagle CRM to Freshsales migration scoping. Not seeing yours? Book a call.
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