CRM migration
Field-level mapping, validation, and rollback between MobileAction and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
MobileAction
Source
Freshsales
Destination
Compatibility
7 of 10
objects map 1:1 between MobileAction and Freshsales.
Complexity
BStandard
Timeline
1-2 weeks
Overview
Moving from MobileAction to Freshsales is a structural migration that crosses platform categories: MobileAction is an ASO and Apple Search Ads intelligence tool, while Freshsales is a CRM. The migration requires designing a Freshsales schema that captures MobileAction data as CRM-usable records. We map Tracked Apps to Freshsales Products, keyword histories to custom objects, competitor benchmarks to notes and custom fields, and Apple Search Ads campaign structures to Deals with custom fields for budget, impressions, and spend. Dashboard settings and automation rules do not migrate as code; we deliver a written inventory of all SearchAds.com automation conditions requiring rebuild in Freshsales Workflows. Historical keyword ranking snapshots, visibility scores, and app intelligence metrics migrate as dated custom object records that your sales or growth team can reference alongside standard CRM data.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a MobileAction object lands in Freshsales, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
MobileAction
Tracked Apps
Freshsales
Product
1:1MobileAction Tracked Apps export as Freshsales Product records. The app store (App Store or Google Play), app bundle ID, and current visibility score migrate as Product fields. We preserve the visibility_score as a custom numeric field on the Product so sales and growth teams can reference ASO health alongside deal context. App name becomes Product Name; bundle ID becomes Product Code.
MobileAction
Keywords
Freshsales
Custom Object: App Keyword
1:1MobileAction keyword tracking data (ranking positions, search volume estimates, difficulty scores per app-country pair) migrates to a custom object named App Keyword. Each record carries the keyword text, country, associated app Product lookup, current rank, volume estimate, difficulty score, and a date stamp. Volume data is flagged as a modeled field using the estimation_source__c tag. Keyword histories require a separate dated row per snapshot, creating a time-series custom object with unique_id combining keyword_id and snapshot_date.
MobileAction
Keyword Ranking History
Freshsales
Custom Object: Keyword Snapshot
1:1Historical daily or weekly ranking snapshots per keyword-app-country export as dated rows in a Keyword Snapshot custom object. This is a high-volume dataset — we chunk exports by date range, use cursor-based pagination against the MobileAction Dashboard API, and insert in batches of 500 records per API call to avoid timeouts. Snapshot records link to the parent App Keyword and the Product (Tracked App) for cross-object filtering in Freshsales reports.
MobileAction
Competitor Benchmarks
Freshsales
Custom Object: Competitor Set + Note
lossyMobileAction user-curated competitor sets migrate as a Competitor Set custom object containing a name, description, and the list of competitor app bundle IDs. Each competitor app reference creates a separate Competitor App record linked to the Competitor Set. The competitor keyword visibility score and ranked keyword list migrate as a Note attached to the Competitor Set for reference without creating a full product catalog in Freshsales. The destination platform does not automatically replicate competitive benchmarking coverage.
MobileAction
Apple Search Ads Campaigns
Freshsales
Deal
1:manyMobileAction SearchAds.com campaign structures export as Freshsales Deal records. Each campaign becomes a Deal with the campaign name, country targeting, and status. Budget allocation and spend data migrate to custom currency fields on the Deal. If multiple ad groups exist under a campaign, each ad group becomes a separate Deal with a parent Deal lookup, creating a campaign-adgroup hierarchy within the Freshsales pipeline.
MobileAction
Custom Product Pages
Freshsales
Custom Object: Custom Product Page
1:1CPP metadata including screenshots, promotional text, videos, and associated keywords migrates to a custom object named Custom Product Page. The page ID and app association (Product lookup) transfer so the destination can reconstruct the CPP relationship. Screenshots and video URLs are exported as URL references — we flag that these URLs point to MobileAction infrastructure and may not persist after account cancellation, recommending the customer download creative assets before migration.
MobileAction
Ad Creatives
Freshsales
Note on Deal
1:1Creative asset references (screenshot URLs, video URLs) with impression share and performance signals migrate as Notes attached to the corresponding Apple Search Ads Deal. The Note body contains the asset URL, performance metric (impression share percentage), and asset type. We export the URL reference only — raw creative files are not binary blobs in MobileAction and must be re-downloaded from the original source or the MobileAction creative library before account cancellation.
MobileAction
App Intelligence Metrics
Freshsales
Custom Object: App Intelligence
1:1Estimated downloads, revenue, and market share figures from MobileAction migrate to a custom object named App Intelligence with an estimation_provenance__c tag marking the data as third-party modeled. Each record is dated (snapshot_date__c) and linked to the associated Product. We recommend customers treat these figures as directional for financial planning and use first-party data from App Store Connect or Play Console for precise attribution.
MobileAction
Automation Rules
Freshsales
Workflow Inventory Document
lossySearchAds.com automated bid and budget rules export as structured conditions in a written inventory document. Goal categories (six types) and rule conditions are catalogued with their current configuration and a recommended Freshsales Workflow equivalent. The destination admin rebuilds these as Freshsales Workflows manually because automation rule structure does not map between platforms. We do not migrate automation rules as executable code.
MobileAction
Dashboard Settings
Freshsales
Custom Object: Dashboard Configuration
1:1User-level settings including tracked countries, notification preferences, and team member assignments export as configuration records in a Dashboard Configuration custom object. The settings schema varies by MobileAction plan tier — we flag any settings that were plan-gated and note which custom object fields were created as a result. The configuration blob serves as a reference record rather than an active setting that applies in Freshsales.
| MobileAction | Freshsales | Compatibility | |
|---|---|---|---|
| Tracked Apps | Product1:1 | Fully supported | |
| Keywords | Custom Object: App Keyword1:1 | Fully supported | |
| Keyword Ranking History | Custom Object: Keyword Snapshot1:1 | Fully supported | |
| Competitor Benchmarks | Custom Object: Competitor Set + Notelossy | Mapping required | |
| Apple Search Ads Campaigns | Deal1:many | Mapping required | |
| Custom Product Pages | Custom Object: Custom Product Page1:1 | Fully supported | |
| Ad Creatives | Note on Deal1:1 | Mapping required | |
| App Intelligence Metrics | Custom Object: App Intelligence1:1 | Mapping required | |
| Automation Rules | Workflow Inventory Documentlossy | Mapping required | |
| Dashboard Settings | Custom Object: Dashboard Configuration1:1 | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
MobileAction gotchas
Plan tier gates access to key API endpoints and data volumes
Keyword volume and revenue estimates are modeled approximations
Ad creative asset URLs may not persist after account cancellation
No bulk export endpoint — API is paginated per object
Competitor sets are user-curated and not universally exported
Freshsales gotchas
Freddy AI is Pro-tier only despite heavy marketing
Post-migration emails and sequences are disabled
Bot session credits are a one-time 500-session allocation
Phone credits charged per minute with no cap
File storage limits scale with plan tier
Pair-specific challenges
Migration approach
Discovery and Freshsales tier selection
We audit the source MobileAction account for plan tier (Lite, Pro, Enterprise), tracked app count, keyword volume, competitor set sizes, campaign structures, historical snapshot depth, and any plan-gated data restrictions. We confirm the destination Freshsales tier — custom objects require Growth ($49/user/mo) or above. The discovery output is a written migration scope document listing every object to migrate, estimated record counts per object, and the Freshsales tier recommendation.
Schema design and custom object deployment
We design the destination Freshsales schema using the Freshworks CRM API. This includes creating custom objects (App Keyword, Keyword Snapshot, Competitor Set, Competitor App, Custom Product Page, App Intelligence, Dashboard Configuration) with all required fields, field types (text, numeric, date, currency, URL, lookup), and validation rules. Schema is deployed to a Freshsales sandbox or trial environment first for validation before any data moves.
Data export in dependency order
We export MobileAction data in dependency order: Tracked Apps first (as Products), then Keywords and Competitor Sets, then historical snapshots, then campaign and CPP data. Each export run uses cursor-based pagination against the Dashboard API, with chunked date ranges for historical data. We log record counts and any API errors per run. Export jobs for large keyword histories run over multiple hours in staged batches to avoid pagination timeouts.
Data transformation and custom object import
We transform exported MobileAction data into Freshsales API-compatible payloads. Keywords become App Keyword records with the app Product lookup resolved. Keyword histories become Keyword Snapshot records with unique IDs combining keyword ID and snapshot date. Competitor sets become Competitor Set records with related Competitor App records. Campaign data becomes Deal records with custom fields for budget and spend. Each import batch uses the Freshsales REST API with batch sizes of 100-500 records depending on object type.
Validation and reconciliation
We reconcile record counts between the MobileAction export log and the Freshsales destination. Spot-checks validate that Tracked Apps appear as Products, keyword counts match per app-country pair, historical snapshot dates are preserved in chronological order, and competitor sets contain the expected competitor bundle IDs. Any missing or rejected records are flagged for re-export and re-import. The customer reviews a sample of records in Freshsales before cutover.
Cutover and automation inventory delivery
We freeze MobileAction write access during cutover, run a final delta export of any records modified during migration, then enable Freshsales as the active CRM for ASO data reference. We deliver the Automation Rules inventory document to the destination admin for Freshsales Workflow rebuild. We provide a one-week hypercare window for reconciliation issues. We do not rebuild MobileAction automation rules as Freshsales Workflows inside the migration scope.
Platform deep dives
MobileAction
Source
Strengths
Weaknesses
Freshsales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across MobileAction and Freshsales.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
MobileAction: Not publicly documented.
Data volume sensitivity
MobileAction doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during MobileAction to Freshsales migration scoping. Not seeing yours? Book a call.
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