Migrate from Funnel Leasing to Freshsales

Funnel Prospects map 1:1 to Freshsales Leads. Funnel stores name, email, phone, source channel, and lifecycle stage on the prospect. Freshsales Lead object receives these directly. Owner resolution occurs by email match against Freshsales users. If a prospect's email matches an existing Freshsales user, the record assigns to that user; otherwise a fallback owner is used.

Funnel Prospects that progressed to applied or lease-signed status become Freshsales Contacts linked to Accounts. Funnel's renter lifecycle stage determines which status values map to the Freshsales lead_status pick-list. Application status values require value-mapping in the migration plan. We verify each mapping against a sample before full execution.

Funnel Property records map to Freshsales Accounts. Property name becomes Account Name. Address fields map to Billing Address on the Account. Funnel's property-level custom fields (e.g., unit count, property type) migrate as custom fields on the Account. We also ensure the country and time zone settings align for accurate reporting.

Funnel Unit records (individual apartment homes) have no direct Freshsales equivalent. Unit details — number, bedrooms, bathrooms, market rent — store as a JSON blob or repeating custom fields on the parent Property Account. FlitStack surfaces this in the migration plan and your admin decides the preferred schema.

Funnel Lease records carry rent amount, lease start/end dates, security deposit, and unit assignment. Freshsales has no lease object. Active leases migrate as custom fields on the linked Account; if the team manages renewals as pipeline Deals, lease terms also populate Deal custom fields. Your admin chooses the target based on renewal workflow design.

Funnel tour and appointment records map to Freshsales Events. Start time, end time, attendee status, and assigned agent migrate. Funnel's self-scheduled vs. agent-guided distinction stores as a custom Event field in Freshsales. Original scheduling timestamps and owner IDs preserved. If the tour is cancelled, we flag the Event status accordingly to maintain accurate calendars.

Funnel omnichannel communications (email, SMS, phone call) all map to Freshsales Tasks. Communication type stored in the Task Type pick-list. Full message body or call notes migrate to Task description. Parent record link (prospect or property) preserved so the activity ties to the correct Freshsales Contact or Account.

Funnel internal tasks assigned to leasing agents migrate as Freshsales Tasks. Due date, priority, status, and assigned owner map directly. Owner resolved by email match against Freshsales users. Unresolved Funnel tasks flagged before migration so no action items are silently dropped.

Funnel notes attached to prospects or properties migrate to Freshsales Notes linked to the corresponding Contact or Account. Rich-text formatting preserved where Funnel's API returns HTML content. Author and create timestamp migrate for audit continuity. We also verify that any embedded images or attachments in notes are correctly transferred to Freshsales.

Files attached to Funnel records (e.g., ID documents, lease PDFs) download from Funnel storage and re-upload to Freshsales Files attached to the corresponding record. File size limits per Freshsales plan apply — large files may require chunking or a separate document storage reference.

Funnel tags on prospects, properties, or leases migrate as Freshsales Tags. Tags are flat in both systems so no transformation required. Tags used for audience segmentation in Funnel transfer as reference data for Freshsales workflow rebuilding. We recommend reviewing tag usage after migration to align with new Freshsales segmentation needs.

Funnel custom properties on any object (prospect, property, lease) require Freshsales custom fields. Data type mapping: text to text, number to number, date to date, pick-list to pick-list. Funnel pick-list values map value-by-value to Freshsales pick-list options. Custom field creation is a pre-migration step coordinated with your Freshsales admin.

Funnel users and owners resolve to Freshsales users by email address. If a Funnel user has no matching Freshsales user, their records assign to a fallback owner or queue specified by your admin before migration runs. Funnel user role and permissions do not migrate — Freshsales profile and permission set assignment is a separate admin configuration step.