Migrate from Makesbridge to Freshsales

Makesbridge Subscribers map to Freshsales Lead for prospects without an associated Account and to Contact for qualified contacts. We evaluate each Subscriber at migration time using the presence of company name, deal context, or Hot List flag to determine placement. Subscribers with a company name and any deal-related data map to a Contact under a parent Account; all others map to Lead. The original Makesbridge subscriber ID is preserved in a custom field mb_subscriber_id__c on both Lead and Contact for audit.

Makesbridge Lists are named audience groups that hold subscriber memberships. We export list names and member email addresses, then create Freshsales Audiences from each list or apply list names as Tags on the migrated Contact or Lead records. The choice between Audience and Tags is made during scoping based on how the customer uses list segmentation in Makesbridge. Hot List is handled separately as a priority flag.

Makesbridge Hot Lists are high-priority subscriber groups surfaced by the lead scoring engine. We export Hot List memberships and write a mb_hot_list__c custom field on the Contact object with a boolean or multi-select value indicating the Hot List assignment. If the customer uses multiple Hot Lists, we map each as a separate multi-select option value on the custom field.

Makesbridge supports unlimited custom fields per Subscriber. We retrieve the full custom field schema via the Makesbridge API, retrieve the field types and values for each Subscriber, then pre-create Freshsales custom fields of matching type before migration. Text fields map to Freshsales text, numeric scores to number fields, dates to date fields, and picklist values to Freshsales picklist. Custom field names are normalized to Freshsales API naming conventions. Each custom field requires individual Freshsales admin configuration on the target object.

Makesbridge tags applied to subscribers are exported as individual tag strings per contact record. We map these directly to Freshsales Tags, which are a native label feature on Contact and Lead objects. Tags preserve the segmentation logic applied in Makesbridge for use in Freshsales views and filters.

Makesbridge Campaigns are email sends or drip sequences. We export campaign metadata (name, status, send dates, subject line) and the HTML content of each email. Campaign-level aggregate metrics (open rate, click rate, send count) are preserved as custom fields on the Freshsales Campaign record. The email HTML is provided as a separate migration artifact for the customer's team to recreate as Freshsales email templates. Template assignment logic is documented for manual reconstruction.

Makesbridge lead scoring values are computed per Subscriber based on behavior and data triggers. We export the current score value and write it to a custom numeric field mb_lead_score__c on the migrated Contact or Lead. Note that Freshsales' Freddy AI contact scoring is trained from scratch on migrated contact data and does not carry over any Makesbridge scoring model; the mb_lead_score__c field preserves the historical score as a reference point.

Makesbridge user accounts (Owner and User role assignments) are exported and matched by email to Freshsales User records. Any Makesbridge user without a matching Freshsales User is flagged in a reconciliation queue for the customer's admin to provision before the Contact and Deal migration resumes. Owner assignments on Deals and Contacts are resolved via this lookup at migration time.

Makesbridge workflows are stored in a text-based format without a documented export schema for automation logic. We extract step sequences, delay settings, trigger conditions, and action types as structured text and deliver a written migration artifact documenting every active workflow for manual reconstruction in Freshsales. The customer's Freshsales admin rebuilds these as visual workflows using the documented sequence as a reference. This object is marked as configuration-only because the automation itself cannot be re-imported into Freshsales.