Migrate from LeadSimple to Freshsales

LeadSimple Properties map directly to Freshsales Accounts. The property name becomes the Account Name, property address maps to the billing address fields on the Account, and property type (single-family, multi-family, commercial) is stored as a custom pick-list field on the Account. Parent property relationships map to the Parent Account field in Freshsales if the hierarchy exists in LeadSimple.

LeadSimple contacts who are active tenants, owners, or decision-makers on a property become Freshsales Contacts. The contact's primary property in LeadSimple populates the Contact's AccountId lookup in Freshsales. If a LeadSimple contact has multiple associated properties, we link the primary property as AccountId and surface additional properties as a custom field for reference.

LeadSimple contacts flagged as early-stage prospects or inquiry-level records split into Freshsales Leads. We use a configurable routing rule based on LeadSimple's contact tag list or process status — records without a closed-won deal become Leads; records attached to a completed lease or sale process become Contacts. Your team sets the threshold before migration runs.

LeadSimple Units are linked to a parent Property and hold unit-level data (rent amount, occupancy status, lease dates). We map units to a custom field on the Account (storing unit count and type as JSON) for quick reference, or to Freshsales Products if you want each unit tracked as a sellable/rentable item in Freshsales's product catalog linked to deals.

LeadSimple leads with active pipeline stages map to Freshsales Deals. The pipeline name in LeadSimple becomes the Freshsales Deal's Pipeline. The Stage Name maps to the corresponding stage in that pipeline. Deal amount (Annual Contract Value in LeadSimple) maps directly to the Freshsales Deal Amount field. We preserve the original Created At and Closed At timestamps as custom datetime fields since Freshsales CreatedDate reflects migration time.

LeadSimple Processes are workflow templates that drive stage progression for leasing, renewal, or maintenance. Freshsales has no direct equivalent object — Processes must be rebuilt as Freshsales Workflows or as custom objects. We export the Process definitions as JSON and deliver a rebuild reference document. Process history (which stage a property was in at a given date) is preserved as custom datetime fields on the linked Account or Deal.

LeadSimple owner assignments (Assigned To on leads, properties, contacts) resolve by email match to Freshsales users. If a LeadSimple owner email has no corresponding Freshsales user, the record lands under a fallback owner your admin designates. We surface the unmatched owner list before migration commits so your team can provision Freshsales users or set assignment rules proactively.

LeadSimple custom fields on Properties (e.g., property condition rating, inspection date, renewal date) create as Freshsales custom fields on the Account object. Field type parity is maintained — date fields stay date, pick-list stays pick-list, number stays number. If the same field name exists on multiple property types, we create one Account-level field and surface the variance in the mapping plan.

Unit-specific custom fields (e.g., unit number, square footage, rent amount) either become fields on the parent Account or, if unit-level detail needs to be individually tracked, we create Freshsales Products linked to the Account and map unit fields to Product custom fields. Your team chooses the structure before migration runs.

LeadSimple tag lists on leads and contacts transfer as Freshsales Tags on the corresponding record. Tags are a flat list in both systems, so the mapping is direct. We normalize tag casing and remove duplicates that arise from multi-property tagging on a single contact.

LeadSimple's Annual Contract Value (ACV) on leads maps to the Freshsales Deal Amount field. This is the primary revenue figure for pipeline reporting. If a lead has no ACV (e.g., a prospect without a quote), we leave Amount blank and flag the record for your team to populate post-migration.

LeadSimple's Tracked Phone Number, which records inbound and outbound calls for a contact, maps directly to the standard Phone field on the Freshsales Contact or Lead record. This ensures that call logs, recordings, and related activity are attached to the correct record when Freshcaller is enabled. Any additional phone numbers (e.g., mobile or work) remain in separate custom fields, preserving full contact detail while keeping the primary call‑logging number consistent.