Migrate from eTrigue to Nutshell

eTrigue Prospects map 1:1 to Nutshell Contacts. Standard fields (name, email, company, phone) export cleanly from the Prospects list CSV and load into the Contact object via Nutshell API. First name and last name are split from the full Prospect name during the transform phase. The prospect's Organization is resolved by matching the exported company field against Nutshell Organizations, creating the Organization if it does not exist, and linking Contact to it via the primary_organization_id field.

eTrigue exports the Status field as numeric codes (e.g., 1 = Active, 2 = Opt-Out) rather than human-readable labels. We decode these codes during data profiling before any import. Active prospects map to email_opt_in = true; Opt-Out and other codes map to email_opt_in = false. Without this decoding step, all records import as active, silently unsubscribing no one.

eTrigue stores five separate Lead Score sub-components as numeric fields on the Prospect: Campaign Score, Activity Score, Source Score, Relationship Score, and Buy Time Score. Nutshell has no native equivalent scoring model. We create five custom numeric fields on the Contact object (campaign_score__c, activity_score__c, source_score__c, relationship_score__c, buytime_score__c) before import and load each sub-score individually. The composite total can be reconstructed as a formula field or used by the customer's scoring logic post-migration.

eTrigue's 3D Lead Scoring model enriches the standard 5-component score with content-type engagement weighting. We export the composite 3D score as a single numeric value and store it in a custom field (score_3d__c) on the Nutshell Contact. This preserves the enriched scoring signal for customers who used 3D scoring to rank prospect quality. Destination scoring logic is the customer's responsibility post-migration.

eTrigue Campaigns map to Nutshell Campaigns. Campaign name, start date, and campaign type migrate. Email send history and response data (opens, clicks, bounces) from eTrigue's campaign reporting exports are loaded into Nutshell Campaign Members and campaign activity notes. Nutshell Campaigns track mailing lists and email sends rather than automated nurture journeys, so the campaign response timeline is preserved but the workflow logic is not.

eTrigue records page views, email opens, form submissions, and campaign responses with timestamps on the Prospect's Activity History tab. We export this as a structured activity log and map it to Nutshell Activities (Task records) linked to the Contact. Each activity type is tagged by category (page_view, email_open, form_submission, campaign_response) in the activity_notes field so the timeline is readable in Nutshell. Activity timestamps are preserved as the Task due date and creation date.

eTrigue supports Boolean, Text, Number, and other custom field types under Settings > Prospect Settings > Prospect Fields. We create matching custom fields on the Nutshell Contact object before import. Boolean fields with custom labels (e.g., 'Has Demo Scheduled: Yes / No') map to Nutshell Boolean custom fields. Text fields map to String custom fields. Number fields map to Numeric custom fields. All field definitions and label mappings are documented in the field inventory delivered before import.

eTrigue Lead Accelerator customers store partner organization names and campaign attribution in custom Prospect fields rather than a native Partner object. We map these to either the Nutshell Organization (if the partner organization is the primary account) or a custom Contact field (partner_name__c or partner_campaign__c) depending on the customer's data model. Partner-specific scoring rules that exist in eTrigue are documented for manual recreation in Nutshell rules post-migration.