Migrate from Marketing Optimizer to Freshsales

Marketing Optimizer standard contact records (name, email, phone, company linkage) map directly to Freshsales Contact. We map First Name, Last Name, Email, Phone, and Company name to their Freshsales equivalents using the contact's primary email as the dedupe key during import. Any Marketing Optimizer custom fields on the contact record are mapped to Freshsales custom contact fields, which must be pre-created in the destination Admin settings before migration.

Marketing Optimizer Leads carry a lifecycle stage tied to the lead-selling workflow that does not map 1:1 to Freshsales lead status values. We preserve the current lifecycle stage as a custom Contact property (lead_lifecycle_stage__c) and flag it for customer review. During Freshsales lead conversion, the customer must configure the lead field mapping to specify which lead custom fields transfer to the Contact, Account, or Deal; without this configuration, custom field data is lost at conversion. We document all Marketing Optimizer lead custom fields and their recommended Freshsales equivalents during scoping.

Marketing Optimizer Company records map to Freshsales Account. The Company name becomes Account Name, and the primary domain (if present) becomes the Account Website field. We use Account Name as the dedupe key. Accounts are created before any Contact or Lead import so that the Account Lookup relationship is satisfied at the moment of Contact insert.

Marketing Optimizer Campaign records (name, type, associated contacts) map to Freshsales Campaign. Associated contacts are re-linked to the Campaign via Campaign Member records during import. Campaign type values that do not match Freshsales picklist values are mapped to a default value or retained as a custom Campaign field.

Marketing Optimizer Lead Assignment records (which map a lead to a specific buyer or internal user) are stored as a linked custom field on the Contact rather than a separate object. We create a custom Contact field (assigned_buyer__c or assigned_user__c) and populate it from the Marketing Optimizer assignment record. User resolution is by email match against Freshsales Users.

Marketing Optimizer web tracking data (pages visited, time on site per contact) migrates as a custom multi-value field or engagement property on the Freshsales Contact. Freshsales does not have native web tracking equivalent, so the data is preserved as structured text (e.g., JSON or comma-separated page URLs with timestamps) in a custom Contact field for reference. The customer decides whether to normalize or retain the original format during scoping.

Any custom fields created in Marketing Optimizer require field-level mapping to Freshsales custom fields, which must be pre-created in Admin settings. We document all custom field names, types, and picklist values during scoping and produce a mapping spreadsheet. Field types are translated: Marketing Optimizer text fields map to Freshsales text fields, picklists map to picklists, dates map to dates, and checkboxes map to checkboxes.

Attachments associated with Marketing Optimizer contacts or leads are not accessible via the documented API. We flag all attachments during scoping with record reference and recommend manual export (via Marketing Optimizer's UI) as a separate step before the migration window closes. Freshsales file storage is available for re-upload post-migration but the files must be sourced manually from the source platform. Failure to do this results in permanent attachment data loss.