Migrate from Lead Perfection to Freshsales

Lead Perfection's single person record maps 1:1 to Freshsales Lead. All standard fields (name, email, phone, address) transfer directly. Custom fields require pre-created target fields in Freshsales — unmapped custom fields at conversion time are silently dropped, so we configure field mapping before migration runs.

When a Lead Perfection lead is converted (status = 'converted' or deal closed), Freshsales Lead conversion creates a Contact, Account, and Deal. We map the original Lead Perfection lead ID into Freshsales's conversion_id field for traceability back to the source record.

Lead Perfection company records map to Freshsales Account. Name, website, industry, employee count, and annual revenue transfer as standard Freshsales Account fields. Industry pick-list values may require value-by-value mapping since Lead Perfection uses home-improvement-specific industry terms not present in Freshsales's default pick-list.

Lead Perfection Deal maps to Freshsales Opportunity. Deal name becomes Opportunity Name, deal value becomes Amount, close date becomes Close Date, and stage maps value-by-value to Freshsales Stage. The Lead Perfection deal pipeline maps to Freshsales's Sales Process — your Freshsales admin creates the Sales Process before migration so stage pick-lists are scoped correctly.

Lead Perfection appointment records — including rep, time slot, drive-time estimates, and location — translate to Freshsales Tasks (for to-do actions) or Events (for scheduled time blocks). Original appointment datetime, rep assignment, and location data are preserved as Freshsales Task fields or Event start/end times. This is the most complex object in this migration path.

Lead Perfection task records map 1:1 to Freshsales Task. Subject, due date, status, and owner transfer directly. Owner resolution happens by email match against Freshsales users — unmatched owners are flagged before migration commits so no task lands without a valid Freshsales user.

Lead Perfection notes map to Freshsales Note. The note body, associated record link, and original create date transfer directly. Rich-text formatting is preserved where Lead Perfection stores it, and we re-upload inline images if note bodies contain embedded references. If Lead Perfection stores attachments as linked files rather than inline images, those files are migrated separately as file attachments on the corresponding record.

Lead Perfection zip-code-level coverage areas do not have a native Freshsales equivalent at the standard tier. On Freshsales Pro and Enterprise, Territory Management is available. We map the territory name and zip codes as a custom field on the Lead and Contact objects, and your Freshsales admin creates the matching territories in Freshsales before migration runs.

Lead Perfection stores product interest and project type as custom fields. These migrate as Freshsales custom fields on the Lead and Contact objects. Since Freshsales does not have a home-improvement-specific product taxonomy, we preserve the original Lead Perfection values exactly so your team can map them post-migration.

Lead Perfection's lead source tracking (internet lead import, referral, etc.) maps directly to Freshsales's Lead Source field on the Lead object. Source attribution is preserved for reporting continuity in Freshsales's standard analytics. This includes all standard Lead Perfection source types such as phone inquiries, website forms, trade shows, and partner referrals, which map directly to equivalent Freshsales lead source pick-list values or custom source categories if needed.

Lead Perfection sales rep assignments resolve to Freshsales users by email match. Each Lead Perfection owner record is cross-referenced against Freshsales user emails. Unmatched owners are flagged before migration — your team either invites them to Freshsales first or assigns their records to a fallback owner at migration time.

Lead Perfection file attachments on leads, companies, and deals are re-uploaded to Freshsales as file attachments on the corresponding record. File size limits are respected (Freshsales default: 25MB per file). We surface any files that exceed the limit so you can split or re-host them before migration.

Lead Perfection workflow rules, scheduling automations, and rep availability triggers are business logic that do not transfer. Freshsales workflows use a different automation engine. We export your Lead Perfection rule definitions as a rebuild reference for your Freshsales admin, but the rules must be reconstructed in Freshsales's workflow builder.

Lead Perfection reports and dashboards have no Freshsales equivalent — the data underlying them migrates, but the report definitions, filters, and visualization layouts do not. We identify which Lead Perfection reports map to Freshsales's standard report types so your admin can recreate them post-migration.