CRM migration
Field-level mapping, validation, and rollback between Lead Guerrilla and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
Lead Guerrilla
Source
Freshsales
Destination
Compatibility
8 of 10
objects map 1:1 between Lead Guerrilla and Freshsales.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from Lead Guerrilla to Freshsales is a migration from a marketing automation platform tightly bound to 1CRM into a standalone CRM with built-in AI and communication tools. Lead Guerrilla has no documented public API, which forces all data export through manual CSV downloads and admin UI screenshots, extending timelines compared to platforms with open REST endpoints. We preserve Lead Guerrilla contact records, company associations, segment memberships, and numeric lead scores as custom fields in Freshsales. Landing pages and embedded web forms created in Lead Guerrilla's builder cannot be exported as portable assets — we deliver a page-by-page inventory with field-level mapping so your team can rebuild them in Freshmarketer or any replacement builder. Marketing automation rules (time-based triggers, enrollment conditions, score adjustments) have no export path and are not migratable; we catalog every active rule and deliver a reimplementation playbook for your marketing team. The tight 1CRM coupling means Contact and Company records in Lead Guerrilla share internal identifiers with 1CRM, so we explicitly audit cross-references during scoping and re-link orphaned pairs in Freshsales before cutover.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Lead Guerrilla object lands in Freshsales, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Lead Guerrilla
Contact
Freshsales
Contact
1:1Lead Guerrilla Contacts map directly to Freshsales Contacts. We extract all standard fields (first_name, last_name, email, phone, address) and custom properties including the numeric lead_score value, which we write to a custom numeric field (e.g., lg_lead_score__c) in Freshsales. Tags assigned to the Contact migrate as Freshsales Tags. The contact-to-company linkage migrates as the Freshsales Contact's AccountId lookup resolved against the Account records created from Lead Guerrilla Companies.
Lead Guerrilla
Company
Freshsales
Account
1:1Lead Guerrilla Company records map to Freshsales Accounts. We use the Company name as the Account Name and the Company website as the Account Website field. If the Company has a unique domain, it becomes the Account's Website field for dedupe during import. Account is created before Contact import so the AccountId lookup is satisfied at the moment of Contact insert. Company-level Tags migrate as Account Tags.
Lead Guerrilla
Campaign
Freshsales
Workflow + Sales Sequence (manual rebuild)
lossyLead Guerrilla Campaign configuration (channel assignments, timing rules, enrollment triggers, multi-channel sequences across email, SMS, Twitter, web notifications) does not have an exportable equivalent in Freshsales. We export campaign metadata (name, status, channel assignments, timing rules) and deliver a Campaign Reimplementation Playbook that maps each Lead Guerrilla campaign trigger and action to Freshsales Workflow conditions or Sales Sequences. The customer's marketing team rebuilds the automation logic manually post-migration.
Lead Guerrilla
Segment
Freshsales
Tag or Dynamic View
lossyLead Guerrilla Segments define contact groupings based on form source, behavior, or demographic criteria. We export segment definitions including filter conditions and member counts. Segment membership translates into Freshsales Tags (static segmentation) or Dynamic Views with filter conditions (dynamic segmentation). The customer chooses the strategy during scoping. If the destination is Freshsales Suite (CRM + marketing), Segments may map to Freshmarketer Segments.
Lead Guerrilla
Landing Page
Freshsales
Content asset (rebuild required)
1:1Landing Pages created in Lead Guerrilla's builder cannot be exported as portable HTML or schema files. We export page metadata (title, URL slug, published status) and redirect configuration, then deliver a Landing Page Inventory with field-level mapping so your marketing team can rebuild each page in Freshmarketer, HubSpot, or any other builder. The page HTML content and form embed scripts are not migratable.
Lead Guerrilla
Web Form
Freshsales
Web-to-Lead or Freshmarketer Form (rebuild required)
1:1Web forms embedded in Lead Guerrilla landing pages collect contact data with field mappings and redirect behavior. We export form field definitions and submission mappings, but the form logic and embed scripts are not portable. We deliver a Web Form Inventory with field-level mapping for your team to rebuild in Freshsales Web-to-Lead, Freshmarketer Forms, or a third-party form builder. Form submissions captured during the migration window are preserved in the CSV export.
Lead Guerrilla
Lead Scoring
Freshsales
Custom numeric field + Freddy AI scoring
1:1Lead Guerrilla's numeric lead_score value per contact migrates as a custom numeric field (lg_lead_score__c) on Freshsales Contact. Freshsales has Freddy AI-powered contact scoring that calculates conversion probability independently; the migrated lg_lead_score__c value serves as a baseline reference. The scoring model itself (point values per action, thresholds, grade assignments) is documented in the Automation Reimplementation Playbook for the customer's marketing team to translate into Freshsales Workflow rules or Freddy AI configuration.
Lead Guerrilla
Activity history
Freshsales
Task and Event
1:1Lead Guerrilla activity records (email opens, page visits, form submissions, SMS sends, tweet engagement) with timestamps and event types migrate to Freshsales Task and Event records. High-volume activity records are chunked and loaded via Freshsales CSV import or API, with the original timestamp preserved in ActivityDate for timeline ordering. Note that Lead Guerrilla's activity export requires manual CSV downloads per contact or a custom connector request to 1CRM Systems Corp for bulk export assistance.
Lead Guerrilla
Tag
Freshsales
Tag
1:1Contacts and Companies can be tagged in Lead Guerrilla. We export all tag assignments and reapply them as Freshsales Tags on the corresponding Contact and Account records. Tag naming conventions are preserved exactly as-is to maintain segmentation continuity. Tags are used to preserve segment membership where segments are defined as static tag lists.
Lead Guerrilla
User / Owner
Freshsales
User
1:1Lead Guerrilla User accounts map to Freshsales Users. We export the user list including name and email. In Freshsales, we match by email against the User directory. Any Lead Guerrilla User without a matching Freshsales User is held in a reconciliation queue for the customer's admin to provision. Owner assignments on Contacts, Companies, and Campaigns migrate by resolving the User email to Freshsales User ID.
| Lead Guerrilla | Freshsales | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Campaign | Workflow + Sales Sequence (manual rebuild)lossy | Fully supported | |
| Segment | Tag or Dynamic Viewlossy | Fully supported | |
| Landing Page | Content asset (rebuild required)1:1 | Fully supported | |
| Web Form | Web-to-Lead or Freshmarketer Form (rebuild required)1:1 | Fully supported | |
| Lead Scoring | Custom numeric field + Freddy AI scoring1:1 | Mapping required | |
| Activity history | Task and Event1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| User / Owner | User1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Lead Guerrilla gotchas
No documented API for bulk data export
Marketing automation rules are not exportable
Tight 1CRM coupling creates migration blast radius
Overage billing model creates migration cost surprises
Landing page and form assets require rebuild at destination
Freshsales gotchas
Freddy AI is Pro-tier only despite heavy marketing
Post-migration emails and sequences are disabled
Bot session credits are a one-time 500-session allocation
Phone credits charged per minute with no cap
File storage limits scale with plan tier
Pair-specific challenges
Migration approach
Discovery and export feasibility assessment
We audit the Lead Guerrilla portal for Contacts, Companies, Segments, Campaigns, Landing Pages, Web Forms, Tags, activity history, and active automation rules. We assess export feasibility: straightforward CSV exports for Contacts and Companies, manual screenshots or 1CRM Systems Corp support requests for activity history, and admin UI screenshots for automation cataloging. We also audit any 1CRM cross-references. The discovery output is a written migration scope with an export choreography plan and a request to 1CRM Systems Corp for bulk export assistance if needed.
Export choreography and data extraction
We choreograph a staged export process: (1) CSV downloads for Contact and Company records from the admin UI, (2) Segment definitions and member exports, (3) Campaign configuration screenshots and metadata export, (4) Landing Page and Web Form field-level inventories, (5) Tag exports, (6) Activity history CSV exports per contact or in bulk via 1CRM Systems Corp support. All exports are staged in a secure S3 bucket. We validate record counts against the Lead Guerrilla admin UI before proceeding to transform.
Freshsales schema preparation and test migration
We set up the Freshsales destination workspace: Contacts with custom fields (lg_lead_score__c, lg_segment__c, lg_source__c), Accounts, Tags, and any custom objects. If the customer uses Freshsales Leads module, we configure field mapping rules to ensure data is not lost on Lead conversion. We run a test migration into a Freshsales sandbox or trial environment with 100-500 sample records to validate record count, field mapping, and Tag assignment before full production migration.
Data transform and de-duplication
We transform the Lead Guerrilla export data: Contact records are parsed with name, email, phone, address, and custom properties; Companies become Accounts; Tags are mapped to Freshsales Tags; Segment memberships are converted to Tag assignments or Dynamic Views; Lead scores are written to lg_lead_score__c; Activity records are parsed with timestamps and event types. We run de-duplication checks (email as primary key for Contacts, Company name for Accounts) and flag duplicates for the customer's admin to resolve before import.
Production migration in dependency order
We run production migration in record-dependency order: (1) Accounts (from Lead Guerrilla Companies), (2) Contacts (with AccountId resolved), (3) Tags (applied to Contacts and Accounts), (4) Activity history (Tasks and Events via CSV import), (5) Campaigns and Segments (metadata inventory only; automation rebuild playbook delivered separately). Each phase emits a row-count reconciliation report. We freeze Lead Guerrilla writes during the final cutover window and run a delta migration of any records modified during the migration window.
Cutover, validation, and automation playbook delivery
We enable Freshsales as the system of record and disable the Lead Guerrilla marketing automation to stop double-billing. We deliver the Campaign Reimplementation Playbook documenting every Lead Guerrilla automation with trigger, conditions, actions, and Freshsales Workflow or Sales Sequence equivalent. We support a one-week hypercare window for reconciliation issues. We do not rebuild Landing Pages, Web Forms, or automations inside the migration scope; those are content and configuration tasks handled by the customer's marketing team with our documentation as a guide.
Platform deep dives
Lead Guerrilla
Source
Strengths
Weaknesses
Freshsales
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 5 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Lead Guerrilla and Freshsales.
Object compatibility
5 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Lead Guerrilla: Not publicly documented.
Data volume sensitivity
Lead Guerrilla doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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