Migrate from InTouch CRM to Freshsales

InTouch Contact records carry inline company fields (company name, address, phone). We split these during migration by creating Freshsales Account records first (using the InTouch company name as the Account Name) and then creating Freshsales Contact records linked to those Accounts via the AccountId lookup. Any InTouch Contact without a company name maps to a single Contact without an AccountId, held for customer review.

The company portion of each InTouch Contact becomes a Freshsales Account. We use company name as the dedupe key to avoid duplicate Accounts when multiple Contacts share the same company. The original InTouch company phone, website, and address fields map to the corresponding Account fields. Any duplicate company names are resolved by appending a sequence suffix after customer review.

InTouch Deals map to Freshsales Deals. Each InTouch Pipeline becomes a Freshsales Sales Flow, and InTouch pipeline stages map to Freshsales Deal Stages with probabilities remapped to the 0-100 integer scale Freshsales requires. Deal value and close date migrate directly. We flag any Deal without an associated Contact for the customer to resolve before import.

Each InTouch Pipeline is recreated as a Freshsales Sales Flow with its stages defined as Deal Stages in Admin settings. We preserve InTouch stage ordering and probability values, normalizing percentages to integers. If InTouch used multiple pipelines for different product lines, each becomes a separate Sales Flow in Freshsales.

InTouch call records map to Freshsales Task with Task Type set to Call. Call duration, disposition, and recording link (if available) transfer to custom Task fields. Activity timestamp from InTouch becomes the Freshsales Task Due Date to preserve timeline ordering.

InTouch email activity migrates to Freshsales as a Task record with email body content. The email subject line becomes the Task Subject. We set the Task status to Completed and link to the parent Contact or Account via the WhoId and WhatId fields.

InTouch meeting records map to Freshsales Task with Task Type set to Meeting, preserving title, date, and attendee information. If the customer uses Freshsales Calendar, meetings can alternatively map to Event records for calendar display.

InTouch custom fields require pre-creation in Freshsales Admin settings before migration begins. We map InTouch field types (text, number, date, checkbox, dropdown) to Freshsales field types (Single Line Text, Number, Date, Checkbox, Picklist). Picklist values in InTouch must be recreated as Freshsales Picklist options. Custom fields are created per module (Contact, Account, Deal) and the migration CSV references them by exact field name.

InTouch Owners map to Freshsales Users by email address. We resolve owners by email match against the Freshsales User table. Any InTouch Owner without a matching Freshsales User is held in a reconciliation queue. The customer provisions missing Users before record import resumes because OwnerId is required on most standard objects in Freshsales.