Migrate from LeadTrac to Freshsales

LeadTrac leads map 1:1 to Freshsales Leads. All standard lead fields (name, email, phone, status, source) migrate directly. Custom lead properties migrate as Freshsales custom fields. The Lead's owner resolves by email match to a Freshsales User. Any duplicate leads detected during migration are flagged and can be merged manually in Freshsales before finalization.

LeadTrac contacts map to Freshsales Contacts. The contact's primary company must resolve to a Freshsales Account first; we use the most-recently-modified company association as the primary AccountId. Additional company associations become Account Contact Relationships. If a contact has no company association, we assign it to a default 'Unassigned' Account in Freshsales, which your admin can later merge or reassign as needed.

LeadTrac companies map to Freshsales Accounts. Company name becomes Account Name; domain becomes Website. Parent-child company hierarchies in LeadTrac map to the Freshsales Parent Account lookup. Industry and employee-count fields migrate as custom or standard fields based on availability. If a company record lacks a domain, we populate the Website field with a placeholder and flag it for manual verification to ensure data quality.

LeadTrac deals map to Freshsales Deals (internally named Opportunities). Deal name, amount, stage, expected close date, and owner all migrate. The deal's pipeline maps to a Freshsales Pipeline; if LeadTrac has multiple pipelines, each maps to a separate Freshsales pipeline on Pro/Enterprise plans.

LeadTrac pipelines map to Freshsales Pipelines. Pipeline stages in LeadTrac map to Freshsales stage names within each pipeline. Stage order and probability values are preserved as custom fields on the Deal object since Freshsales stage probabilities are system-controlled. During migration, we also record the original LeadTrac pipeline ID in a custom field to allow for future reporting on legacy pipeline performance if needed.

LeadTrac call logs, emails, and meeting records migrate as Freshsales Sales Activities. Each activity links to its parent record (Lead, Contact, or Deal) with original timestamps and owner preserved. Activity type (call, email, meeting) maps to Freshsales's Activity Type field.

LeadTrac notes migrate as Freshsales Notes, linked to the parent record (Lead, Contact, Account, or Deal). Rich-text formatting is preserved where LeadTrac stores it. Notes created by specific users carry the owner assignment for audit continuity. If a note references an attachment, the attachment is uploaded separately to Freshsales Files and linked back to the note for complete context.

LeadTrac documents (PDFs, Docusign envelopes, uploaded files) re-upload to Freshsales Files. Each file attaches to its source record. Original upload timestamps and file names are preserved as metadata. Docusign routing status is not carried over — documents land as static files in Freshsales.

LeadTrac users are matched to Freshsales Users by email address. Unmatched users are flagged before migration; your team either provisions them in Freshsales first or assigns records to a fallback owner. Active/inactive status is preserved where LeadTrac exposes it. In addition, we store the original LeadTrac user ID in a custom field on the Freshsales User record for cross‑system audit trails.

LeadTrac custom properties on Leads, Contacts, Accounts, and Deals each require a corresponding custom field created in Freshsales before migration. We deliver a custom-field creation plan listing the field name, type, and target module so your admin can provision them before data lands.

LeadTrac appointments with date, time, and attendee information migrate as Freshsales Sales Activities of type 'Meeting'. Appointment status (confirmed, cancelled, no-show) maps to a custom Activity Status field in Freshsales since no native equivalent exists. We also preserve the original appointment location and any conference link in the activity description, ensuring that meeting details remain accessible after migration.

LeadTrac two-way SMS logs migrate as Freshsales Sales Activities with Type='SMS'. The message body, direction (inbound/outbound), and timestamp are preserved. Attachments within SMS threads migrate as Freshsales Files linked to the activity. We also record the sender and recipient phone numbers in custom fields on the activity to facilitate routing and follow‑up without relying on the native phone field.