Migrate from Freshmarketer to Nutshell

Freshmarketer Contacts map directly to Nutshell People. Email address is the dedupe key. We preserve the Freshmarketer lifecycle stage as a custom field lifecycle_stage__c on the Nutshell Person record. Any Freshmarketer Marketing Contact flag (contacts enrolled in email, SMS, or WhatsApp campaigns) is preserved in a custom field marketing_contact__c so the customer can re-segment in a downstream marketing tool if needed. Custom contact properties from Freshmarketer map to Nutshell custom fields on Person, requiring field-type resolution (dropdown vs. text, date formats, multi-select) during scoping.

Freshmarketer Company records map 1:1 to Nutshell Company. Domain and company name are preserved as the dedupe key. The company-contact association (org_contact_id in Freshmarketer) is resolved at migration time so that each Nutshell Person is linked to their corresponding Nutshell Company before activity records are attached. Custom company fields map to Nutshell Company custom fields with equivalent types.

Freshmarketer Deals map to Nutshell Deals with pipeline stage, amount, close date, and owner preserved. The Freshmarketer pipeline assignment maps to a Nutshell Pipeline that we configure before migration if multiple pipelines exist. Deal custom fields map to Nutshell Deal custom fields. Owner assignment resolves via email match against the Nutshell User directory.

Freshmarketer pipeline stages map to Nutshell Pipeline Stages. We pre-create the Nutshell pipeline structure during schema design, mapping each Freshmarketer stage name to a corresponding Nutshell stage. Stage order and probability percentages are preserved as closely as the destination allows.

Freshmarketer Users (sales reps, admins) map to Nutshell Users by email match. Owner references on Contacts, Companies, and Deals resolve to the corresponding Nutshell User ID. Users without a matching Nutshell account enter a reconciliation queue for the customer to provision before record import proceeds.

Freshmarketer email logs migrate to Nutshell Activity records attached to the corresponding Person or Deal. Email subject, body, and timestamp are preserved. The Activity type is set to Email. We resolve the parent Person or Deal reference via email-match lookup before inserting.

Freshmarketer call activities migrate to Nutshell Activity records with type set to Call. Call duration and disposition notes transfer to custom Activity fields. The timestamp from Freshmarketer is preserved as the Nutshell Activity date.

Freshmarketer meeting activities migrate to Nutshell Activity records with type set to Meeting. Meeting title, date, and location are preserved. Attendee information is logged in the Activity notes field since Nutshell does not have a native attendee object.

Freshmarketer task activities migrate to Nutshell Activity records with type set to Task. Status, due date, and assignment transfer directly. Owner assignment resolves via email match against the Nutshell User directory.

Tags from Freshmarketer Contacts, Companies, and Deals migrate as flat string lists applied to the corresponding Nutshell record. Nutshell supports tagging on People, Companies, and Deals. No tag hierarchy exists on either platform, so the migration is direct.

Custom fields on Freshmarketer Contacts, Companies, and Deals require explicit per-field mapping to Nutshell custom fields. Field types must be resolved during scoping: Freshmarketer dropdowns map to Nutshell dropdowns if values match; multi-select maps to multi-select; date fields map to date fields; text fields map to text. We create the destination custom field in Nutshell before migration and document any field types that require customer decisions on value mapping.

Freshmarketer Segments (audience filters based on contact properties) do not have a direct equivalent in Nutshell. Nutshell does not support dynamic audience lists. We document each Freshmarketer Segment with its criteria and deliver a static contact list that the customer can recreate in Nutshell manually or via a third-party segmentation tool. This is a reference deliverable, not an automated migration.