Migrate from FunnelMaker to Nutshell

FunnelMaker's Contact records map to Nutshell Contacts for existing customers and active relationships, and to Nutshell Leads for unqualified prospects and marketing-originated records. We assess each Contact's FunnelMaker status, tag assignments, and pipeline participation to determine the appropriate Nutshell destination. Standard Contact fields (name, email, phone, address) map directly. Custom fields migrate as Nutshell custom fields if the customer is on the Enterprise tier, or we document them as a reference table for manual field creation on lower tiers.

FunnelMaker Company records map directly to Nutshell Accounts. The company name, domain, industry, annual revenue, and employee count map to their Nutshell equivalents. We preserve the Company-Contact association by resolving the Account lookup during the Contact import phase. All user-defined company fields migrate as custom fields against the Account object.

FunnelMaker Opportunity records map to Nutshell Deals. The opportunity name, amount, close date, probability (if set), owner, and associated pipeline stage migrate directly. We map the FunnelMaker pipeline and stage reference to the corresponding Nutshell pipeline and stage. Custom opportunity fields migrate as Deal custom fields.

FunnelMaker's customizable drag-and-drop pipelines with user-defined stages map to Nutshell Pipelines, which support stage customization, stage goals, and multiple pipelines starting at the Nutshell Pro tier ($42/user/mo). We reconstruct each FunnelMaker pipeline as a separate Nutshell pipeline and assign stage names and win/loss statuses to match the original FunnelMaker stage logic.

FunnelMaker activity records (logged calls, emails, tasks, and notes tied to a Contact or Opportunity) migrate to Nutshell as Activity records with the correct type classification. Call duration and timestamp migrate as activity metadata. We preserve the owner, date, and linked Contact or Deal association. Note body content migrates as a Nutshell Note attached to the parent record. Transcription text from click-to-dial calls is not included in standard FunnelMaker exports and is not migrated.

FunnelMaker supports unlimited user-defined fields and custom objects. We inspect the custom object schema during discovery, map each object and its fields to Nutshell equivalents (Accounts, Contacts, or custom fields where supported), and migrate all associated records. Nutshell's custom object model is evaluated per migration; if a direct object equivalent is not available, we map the data to a related standard entity and document the mapping decision.

FunnelMaker tags and group memberships map to Nutshell Tags applied to the corresponding Contact, Account, or Deal record. We extract the full tag and group list during scoping, map each to a Nutshell tag, and apply the tag assignments during the import phase. Tags used for segmentation migrate as list filters in Nutshell's reporting views.

FunnelMaker's customizable lead scoring rules generate a numeric score per contact. We migrate the score value as a custom numeric field on the Nutshell Contact or Lead record and document the original scoring rule logic as a reference for rebuilding in Nutshell's automation layer. Nutshell's Hot Leads feature at the Growth tier provides a comparable signal for rep prioritization.