Migrate from Marketing Star to Freshsales

Marketing Star Contacts map to either Freshsales Lead (for unqualified prospects) or Contact (for qualified buyers attached to an Account). We compute the split during scoping using any available engagement data: contacts with campaign open or click history become Leads; contacts with explicit sales qualification signals become Contacts with an Account. Marketing Star's email-or-mobile-phone requirement maps to Freshsales Contact's required email field and separate mobile phone property.

Marketing Star Lists map to Freshsales tags on Contact and Lead records. We export each list as a distinct tag value (e.g., list_name as tag) and apply bulk tag assignments during migration. For organizations with over 100 lists, we recommend grouping related lists under a tag prefix convention to avoid tag proliferation in Freshsales. Alternatively, if the customer uses Freshsales' territory or team assignment feature, we map list ownership to territory records.

Marketing Star Campaigns (email, SMS, QR code sends) do not have a direct Freshsales equivalent because Freshsales is a CRM, not a campaign automation platform. We map campaign history to the Contact or Lead activity timeline as a Campaign Activity record with the campaign name, send date, and outcome (delivered, opened, clicked, bounced). For organizations that rely on campaign attribution, we add a custom field campaign_source__c on Contact to preserve the originating Marketing Star campaign name.

Marketing Star Form submissions populate contact properties. We extract form field names and their corresponding values and map them to Freshsales custom fields on Contact or Lead. If the source form uses a field not present in Freshsales, we create the custom field before migration. Form submission timestamp migrates as a custom property (e.g., form_submitted_date__c) for attribution and lead scoring.

Marketing Star SMS contacts are distinguished by mobile phone number and SMS opt-in status. We preserve SMS consent in a custom field sms_consent__c (boolean) and sms_opt_in_date__c (date) on Freshsales Contact. Freshsales Growth and above include built-in SMS capabilities via Freshcaller integration, which the customer can configure post-migration.

Marketing Star QR codes track physical-to-digital attribution and link to Campaigns or Forms. We export QR code metadata (redirect URL, campaign association, creation date) and map it to Freshsales custom fields on Contact (utm_source__c, qr_code_id__c) to preserve attribution data. Full QR code management is a Marketing Star feature without a Freshsales native equivalent.

Landing pages are only available on Marketing Star Ultimate tier. We export page content as static HTML or a URL redirect configuration document. Freshsales does not host landing pages natively; we recommend the customer host redirects on their website or use a dedicated landing page tool (HubSpot, WordPress, or a Freshworks partner) post-migration. The migration deliverable includes a mapping of each Marketing Star landing page URL to its replacement URL.

Marketing Star Automation Workflows (triggers, delays, CRM actions) do not migrate to Freshsales Workflows as code. We document every active workflow with its trigger, conditions, sequence of actions, and send-time logic, and deliver a written workflow inventory with recommended Freshsales Workflow equivalents. The customer's admin rebuilds them in Freshsales Workflow Builder (available from Growth plan) post-migration.