Migrate from Groundhogg to Freshsales

Groundhogg Contact records with no lifecycle stage or with a pre-qualified stage map to Freshsales Lead. Contacts that represent existing customers, evangelists, or sales-qualified prospects map to Freshsales Contact attached to an Account. We compute the split using Groundhogg contact properties and create a custom field gh_original_lifecycle__c on both Lead and Contact to preserve the original classification for audit and segmentation. The split rule is defined during scoping based on the customer's Groundhogg tag and lifecycle usage.

Groundhogg Companies (Plus tier and above) map to Freshsales Account. The company name becomes the Account Name; the primary address maps to Billing Address fields. We use company name as the dedupe key during Freshsales import. Account must be imported before Contact so that the AccountId Lookup is satisfied at Contact insert time.

Groundhogg tags are a flat taxonomy applied to contacts. We map tags to Freshsales Contact custom fields with multi-select picklist type if the customer has fewer than 150 distinct tags (Freshsales picklist limits). For customers with more tags or tag-based content classification, we map to Freshsales Topics with TopicAssignment records. The strategy is confirmed during scoping.

Groundhogg custom properties on Contact and Company records map to Freshsales custom fields on the corresponding object. Field type conversion is required: Groundhogg checkbox maps to Freshsales checkbox; Groundhogg dropdown maps to Freshsales dropdown; Groundhogg date fields map to Freshsales date fields; Groundhogg text and textarea map to Freshsales text. We pre-create all custom fields in Freshsales before any data loads. Choice-type dropdown fields in Groundhogg require the Freshsales dropdown values to be populated with matching option labels before import.

Groundhogg activity log entries (email opens, link clicks, form submissions, tag applied/removed) migrate as Freshsales activity records attached to the corresponding Contact or Lead. Each activity type maps to a Freshsales Activity Type value; the original timestamp is preserved. Email content is not migrated from Groundhogg's broadcast logs; we import the fact of the send (subject, send date, recipient count) as campaign metadata.

Contact-level notes in Groundhogg migrate to Freshsales Note records linked via ContentDocumentLink to the parent Contact or Lead. Author attribution uses the Groundhogg WP user email remapped to a Freshsales User email; the note body and original timestamp are preserved.

Groundhogg owners are stored as WordPress user IDs. We export the WP user email address for each owner and match by email against Freshsales User records. Any Groundhogg owner without a matching Freshsales User goes to a reconciliation queue for the customer's admin to provision before record import. Migration cannot proceed past owner resolution because OwnerId references are required on Deals and Activities.

Groundhogg Deals (Pro tier and above) map to Freshsales Deals. Deal name, value, stage, expected close date, and owner migrate. We configure the Freshsales pipeline and stage values before migration so that the stage name mapping is satisfied at import time. Pipeline layout does not carry over; we document the stage names and order for manual rebuild.

Each Groundhogg deal stage becomes a Freshsales Deal stage within a pipeline that we configure before migration. Stage names and probability percentages migrate from Groundhogg to Freshsales stage configuration. The Freshsales Deal object requires a pipeline to be created first; we handle this as a prerequisite schema step.

Groundhogg Flows are multi-step automation logic with triggers, conditions, delays, and actions. They cannot be exported as reusable automation templates via the REST API. We include a Flow Audit step: for each active Flow we capture trigger type, step count, step names, and conditional logic as written documentation. This document is delivered to the customer for manual rebuild in Freshsales Workflows (available from Growth plan) or a workflow automation tool of their choice.

Groundhogg broadcast emails (subject, send date, recipient count) migrate as Freshsales Campaign records with a note capturing the subject, send date, and recipient count. Full broadcast email content and recipient-level send/open/click history require separate re-creation in Freshsales Email Campaigns. The campaign association to contacts is documented as a reference for manual rebuild.

Tracks are Groundhogg's visual funnel-building interface (Agency tier only) and cannot be exported as discrete objects. We document the funnel logic during scoping so it can inform Freshsales pipeline configuration and workflow rebuild. The visual layout does not carry over.