Migrate from Notifi to Freshsales

Notifi contacts with a primary company map directly to Freshsales Contacts with AccountId set to the matched Account. Notifi contacts without a company attach to a placeholder Account or route to Freshsales Leads based on lifecycle status — your team decides the split rule before migration runs.

Notifi contacts that have never been associated with a job record route to Freshsales Leads rather than Contacts. This preserves the prospect-vs-customer distinction Freshsales uses natively. All other Notifi contacts land as Freshsales Contacts linked to Accounts.

Notifi company records map 1:1 to Freshsales Accounts. Parent-child company hierarchies in Notifi map to Freshsales Parent Account relationships. Multi-location Notifi companies where each location is a separate company record become separate Freshsales Account records linked by a custom Parent_Group__c field.

Notifi deals map to Freshsales Opportunities. Deal pipeline names map to Freshsales Sales Pipelines, and deal stage names map to Opportunity Stage values. Probability values from Notifi apply to Freshsales Stage Probability fields. Close dates and amounts transfer directly.

Notifi estimates have no native Freshsales equivalent. We map estimate line items to Opportunity Product records where Freshsales Products exist, or to custom number/currency fields on the Opportunity for non-product estimates. The original estimate number and status (draft, sent, accepted) are preserved in custom fields on the Opportunity.

Notifi invoices do not map to any native Freshsales object. Invoice records become custom fields on the associated Opportunity (Invoice_Number__c, Invoice_Date__c, Invoice_Status__c, Invoice_Amount__c). The invoice PDF is downloaded and re-uploaded as a Freshsales File attached to the Opportunity record.

Notifi call logs map to Freshsales Tasks with Type='Call'. Original call duration, timestamp, owner, and parent record link are preserved. Call disposition notes from Notifi populate the Task Subject or Description field depending on length.

Notifi emails map to Freshsales Tasks with Type='Email'. Subject line, body text, timestamp, and owner transfer directly. Rich-text email bodies are preserved in the Task Description field. Email attachments download and re-upload as Freshsales Files.

Notifi text messages are a first-class record type in Notifi. Freshsales stores SMS history in custom fields (SMS_Body__c) on the Contact or as Tasks with Type='SMS' depending on Freshsales plan. All text content, timestamps, and direction (sent/received) transfer. Note that Freshsales SMS is Growth+ only — texts land as custom fields on lower plans.

Notifi job scheduling data maps to Freshsales Events. Job scheduled date/time becomes Event Start_DateTime, job end time becomes End_DateTime, and job description populates the Event Subject or Description. Technician assignment and GPS routing data from Notifi have no Freshsales equivalent — your admin rebuilds territory assignment rules in Freshsales territory management post-migration.

Notifi custom fields on any object map to Freshsales custom fields. Freshsales API stores these as custom_field.{id} keys — we create matching custom fields in Freshsales before migration, then map values by API field name. Custom field data types are matched to Freshsales supported types (text, number, date, picklist, checkbox, currency).

Notifi owner/User IDs resolve to Freshsales users by email address match. Unmatched owners are flagged before migration — your team either creates Freshsales user accounts for them first or reassigns their records to a fallback owner. No record migrates without a valid Freshsales OwnerId.