Migrate from Follow Up Boss to Freshsales

Follow Up Boss stores all contacts in a single 'People' object regardless of lifecycle stage. We split by source stage value: contacts marked as 'Client' or 'Closed' route to Freshsales Contact; all others route to Freshsales Lead. The split preserves the original stage tag as a Lifecycle Stage value on the destination record.

Follow Up Boss stage tags (e.g., New Lead, Contacted, Showing, Under Contract, Closed) have no direct Freshsales equivalent on the Contact object. On Pro+ plans, we create a custom Lifecycle_Stage__c pick-list field and map each Follow Up Boss stage to the nearest Freshsales lifecycle value. Lower-tier plans map to the Lead Status pick-list.

Follow Up Boss company records map 1:1 to Freshsales Account records. Company name, website, address, and phone fields migrate directly. Multi-contact companies in Follow Up Boss (N:1 or N:N relationships) collapse to the primary AccountId on each contact with secondary relationships stored as Account Contact Relationships.

Follow Up Boss deals map directly to Freshsales Deals. Each deal carries its pipeline name, stage value, deal value, close date, and assigned agent. If Follow Up Boss uses multiple pipelines, we create multiple Freshsales deal stages within a single pipeline (or multiple pipelines on Pro+ plans with territory management).

Follow Up Boss tags migrate as Freshsales Tags. Tags are preserved on both Lead/Contact and Deal records. Freshsales supports tag-based filtering and reporting. Note that tag-based segmentation in Follow Up Boss may require Freshsales Smart Lists or custom filters for equivalent reporting.

Follow Up Boss notes and Background fields (the 'most important notes' section per contact) migrate as Freshsales Notes attached to the corresponding Lead or Contact record. Original timestamps and author attribution preserved. Rich-text formatting in Follow Up Boss notes converts to plain text for Freshsales compatibility.

Follow Up Boss call logs with date/time, duration, and outcome notes migrate as Freshsales Sales Activities (on Pro+ plans with Custom Sales Activities enabled) or as Tasks on the contact record. Call direction (inbound/outbound) mapped to Freshsales activity type. Original timestamps preserved; call recordings are not stored in Follow Up Boss and thus do not transfer.

Follow Up Boss Action Plans — automated sequences of emails, texts, and tasks triggered by stage changes — cannot be imported into Freshsales Workflows. We export Action Plan definitions (trigger conditions, step sequence, timing delays) as a structured JSON document your Freshsales admin can use to rebuild equivalent Workflows and Sales Sequences in Freshsales.

Follow Up Boss custom fields (text, date, number, dropdown) map to Freshsales custom fields. Dropdown custom fields in Follow Up Boss require value-by-value mapping to Freshsales pick-list options. Date fields with the recurring flag (e.g., birthdays, anniversaries) migrate as date fields in Freshsales with no calendar recurrence engine equivalent.

Follow Up Boss lead source tracking (e.g., Zillow, Realtor.com, Referral) migrates as Freshsales Lead Source. If Follow Up Boss uses custom lead-source values not in Freshsales's default pick-list, we add them as custom pick-list options before migration. We verify that pick-list values match, correcting case or punctuation differences. After migration, the Freshsales Lead Source field shows the source labels for segmentation and reporting in Freshsales pipelines and Smart Lists.

Follow Up Boss assigned agents migrate as Freshsales Owner by email match to Freshsales user accounts. Unmatched agents are flagged before migration for manual assignment. Lender associations in Follow Up Boss map to a custom 'Lender__c' contact field or Contact Role on the related Deal.

Follow Up Boss file attachments on person or deal records migrate to Freshsales Files attached to the corresponding record. File size limits: Freshsales supports up to 25MB per file. We re-upload attachments to Freshsales storage and preserve original filenames. We check compatibility and rename duplicates by appending a suffix to avoid overwrites. After upload, files appear in the record's Attachments tab, allowing users to view or download them from Freshsales.