CRM migration
Field-level mapping, validation, and rollback between Followup CRM and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
Followup CRM
Source
Nutshell
Destination
Compatibility
10 of 10
objects map 1:1 between Followup CRM and Nutshell.
Complexity
BStandard
Timeline
48–72 hours
Overview
FollowUp CRM stores contacts, companies, bids, and projects in a construction-focused data model with custom fields for bid tracking, goals, and quota management. Nutshell uses a standard SMB CRM schema with People (contacts), Companies, Leads, Deals, and Activities — custom fields attach to each record type. FlitStack AI extracts your FollowUp CRM data via API, maps bids and projects to Nutshell Deals with custom field preservation, resolves owner email addresses to Nutshell users, and migrates activity history as Tasks and Notes. We do not migrate FollowUp CRM workflows, automation rules, or bid-specific calculation logic — those rebuild as Nutshell sequences and custom fields. The migration runs in three phases: sample diff, full data transfer, and a 48-hour delta pickup that captures any records modified during cutover. Nutshell's 100-contact free trial Foundation tier and $13–79/user/month pricing structure means teams can validate the migrated data before committing to a full account, ensuring a smooth transition without hidden costs.
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 Followup CRM object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Followup CRM
Contact
Nutshell
Person
1:1FollowUp CRM contacts map 1:1 to Nutshell People. The Person record in Nutshell holds name, email, phone, title, address, and custom fields. Owner resolution uses email match against Nutshell user accounts — unmatched owners flag before migration so you can invite them or assign a fallback.
Followup CRM
Company
Nutshell
Company
1:1FollowUp CRM company records map to Nutshell Companies with name, domain, industry, employee count, and annual revenue. If a contact in FollowUp CRM has no associated company, it lands in Nutshell as a standalone Person without a Company link — no forced 'Unassigned' account required.
Followup CRM
Bid
Nutshell
Deal
1:1FollowUp CRM bids (with bid amount, stage, and load-order) map to Nutshell Deals. Bid stage names map via value_mapping to Nutshell Deal stage values. The bid's load-order sequence preserves in a custom integer field (Bid_Load_Order__c) since Nutshell Deal ordering is drag-and-drop by stage, not a global sequence number.
Followup CRM
Project
Nutshell
Deal
1:1FollowUp CRM projects (construction project tracking linked to bids) map to Nutshell Deals with project name, status, and custom fields. Project-specific data like phase completion or site address migrates to custom fields on the Deal record. Projects without a bid link still create a Nutshell Deal — you choose the default stage in the mapping plan.
Followup CRM
Custom Field (Project-level, Dropdown)
Nutshell
Custom Field (Deal-level)
1:1FollowUp CRM dropdown custom fields on Projects map to Nutshell custom fields on Deals with the same pick-list values. If Nutshell's default values differ, we create a value-mapping table during the planning phase. Dropdown options with no Nutshell equivalent get flagged for your admin to resolve before migration runs.
Followup CRM
Activity (Email)
Nutshell
Task
1:1FollowUp CRM email activities (logged emails, open/click tracking) migrate as Nutshell Tasks with Type='Email'. Original timestamp, owner, and associated contact/company links preserve. Nutshell's Engagement email tracking (Pro/Business) will overwrite engagement data for emails sent after go-live — historical engagement history from FollowUp CRM stays as Tasks.
Followup CRM
Activity (Call)
Nutshell
Task
1:1FollowUp CRM call logs (call duration, outcome, notes) migrate as Nutshell Tasks with Type='Call'. Call owner resolves by email match. If FollowUp CRM records call outcome in a custom field, that value maps to the Task's Description or a custom field on the Task.
Followup CRM
Activity (Note)
Nutshell
Note
1:1FollowUp CRM notes map to Nutshell Notes with original create date, author, and linked record (Person or Company). Rich-text formatting in FollowUp CRM notes converts to plain text in Nutshell Notes. Attachments on FollowUp CRM notes download and re-upload to Nutshell Files linked to the Note record.
Followup CRM
Goal / Quota
Nutshell
Custom Field + Report
1:1FollowUp CRM goals and team quotas have no direct Nutshell equivalent. We export goal definitions as a CSV reference file for your admin to rebuild using Nutshell's reporting module or a connected BI tool. The goal data itself (historical quota achievement) can optionally migrate as read-only custom fields on Person records.
Followup CRM
Attachment (File on Bid/Project)
Nutshell
File
1:1FollowUp CRM file attachments on bids and projects download and re-upload to Nutshell Files linked to the corresponding Deal record. File size limits follow Nutshell's 25MB per-file constraint — files over 25MB get split or skipped with a flag in the migration report. Original upload date and uploader name preserve in the file metadata.
| Followup CRM | Nutshell | Compatibility | |
|---|---|---|---|
| Contact | Person1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Bid | Deal1:1 | Fully supported | |
| Project | Deal1:1 | Fully supported | |
| Custom Field (Project-level, Dropdown) | Custom Field (Deal-level)1:1 | Fully supported | |
| Activity (Email) | Task1:1 | Fully supported | |
| Activity (Call) | Task1:1 | Fully supported | |
| Activity (Note) | Note1:1 | Fully supported | |
| Goal / Quota | Custom Field + Report1:1 | Fully supported | |
| Attachment (File on Bid/Project) | File1:1 | 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.
Followup CRM gotchas
No documented API or bulk export endpoint
Duplicate follow-up artifacts in contact records
Annual contract pricing creates migration timing pressure
Custom fields require explicit field-level mapping
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Extract FollowUp CRM data via API
FlitStack AI connects to your FollowUp CRM instance using scoped read-only API credentials. We extract all People (contacts), Companies, Bids, Projects, custom field definitions, activity history (emails, calls, notes), and file attachments. The extraction runs with read-only access — your team continues working in FollowUp CRM throughout the process. A data extraction manifest (record counts by object, custom field inventory) is generated before mapping begins.
Map objects and fields with bid-stage and project-status value tables
We build an object-and-field mapping plan that covers all 10 standard mappings and any FollowUp CRM custom fields. Bid stages and project statuses map via value-by-value tables — you confirm each mapping during the planning review. Owner email addresses are matched against a list of your target Nutshell user accounts. Any FollowUp CRM users without Nutshell accounts are flagged with a fallback owner assignment (e.g., admin account) so no record lands without an owner.
Run a sample migration with field-level diff
A representative slice of 100–500 records migrates first, spanning contacts, companies, bids, and activities. We generate a field-level diff report showing the source value, mapped value, and any transformation notes for each field. You review the diff in your Nutshell sandbox (or trial account) and approve or request adjustments to the mapping plan before the full run commits. Bid load-order values and project custom fields are verified against your expected sequence during this review.
Execute full migration with delta-pickup window
Once the mapping plan is approved, the full migration runs against your Nutshell production account. A delta-pickup window of 24–48 hours after the initial load captures any records created or modified in FollowUp CRM during the cutover. Audit logs record every operation — record count, owner assignment, field-level mapping, and any records skipped due to attachment size limits. One-click rollback is available if reconciliation identifies missing or misaligned data.
Platform deep dives
Followup CRM
Source
Strengths
Weaknesses
Nutshell
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 Followup CRM and Nutshell.
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
Followup CRM: Not publicly documented.
Data volume sensitivity
Followup 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 Followup CRM to Nutshell migration scoping. Not seeing yours? Book a call.
Walk through your Followup CRM to Nutshell migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Followup CRM
Other ways to arrive at Nutshell
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