Migrate from InTouch to Freshsales

InTouch contacts with a customer lifecycle status migrate directly as Freshsales Contacts. Unqualified contacts with no deal history route to Freshsales Lead. Owner resolution uses email matching against Freshsales user list; unmatched owners flag for admin assignment before migration commits.

InTouch contacts that are early-stage prospects with no associated deals split to Freshsales Lead. Lead conversion mapping in Freshsales transfers field values to Contact, Account, and Deal on conversion — we pre-configure this mapping during schema planning to prevent data loss at conversion time.

InTouch company records map 1:1 to Freshsales Accounts. Company name maps to Account Name, domain to Website, industry pick-list to Freshsales Industry with value-by-value mapping. Parent-child company hierarchy preserves via Freshsales parent_account_id — circular references flagged during validation. Including address and phone fields.

InTouch deals migrate to Freshsales Deals with amount, close date, owner, and stage preserved. Pipeline stages value-map to Freshsales deal_stage pick-list per pipeline. If InTouch uses multiple pipelines, we create corresponding Freshsales pipelines and map stage sets independently. Ensuring deal amount formatting and probability overrides transfer correctly.

Each InTouch pipeline becomes a Freshsales Pipeline. Pipeline-level stage definitions transfer as Freshsales stage entries within each pipeline. Stage order and probability weights map for forecasting continuity — custom probability overrides in InTouch become custom fields in Freshsales. Including stage-specific SLAs.

InTouch custom fields scoped to matter templates map to Freshsales custom fields on the corresponding module (Contact, Account, Deal). Field type conversion handles text, number, currency, date, pick-list, and multi-select. Pick-list values map value-by-value; new Freshsales pick-list entries created when source values have no destination match.

InTouch call logs transfer as Freshsales Sales Activities with type=Call. Original call duration, timestamp, and owner preserved. Call disposition notes migrate as activity notes. Parent record links (contact or company) re-established via Freshsales's activity association model. Including call recording URLs and outcome codes.

InTouch email records migrate as Freshsales Sales Activities with type=Email. Subject line maps to activity subject, body to notes. Timestamps and sender/recipient information preserved. Email threading preserved via Freshsales conversation view for linked contacts. Including CC/BCC fields and attachment references.

InTouch notes migrate to Freshsales Notes attached to the corresponding record (Contact, Account, or Deal). Rich-text formatting preserved where InTouch supports it. Note owner and create date transfer for audit continuity. Including tags, shared visibility settings, and linked activity references.

InTouch tasks migrate as Freshsales Tasks with subject, due date, status, and priority. Completed status maps to Freshsales completed status flag. Open tasks retain their owner assignment; completed tasks archive with original completion timestamp. Including task description, reminders, and recurrence patterns.

InTouch file attachments re-upload to Freshsales Files linked to the parent record. File size limits enforced per Freshsales storage tiers (2GB/user on Growth, 5GB/user on Pro, 100GB/user on Enterprise). Inline images extracted and rehosted during upload. Including file metadata and version history.

InTouch owner records matched to Freshsales users by email address. Active/Inactive status maps to Freshsales user state. InTouch team or group assignments surface as Freshsales territory management on Pro and above — flagged for admin configuration if territory model applies.