Migrate from Pipeliner CRM to Freshsales

Pipeliner Accounts map directly to Freshsales Accounts. Standard fields including name, website, industry, phone, address, and owner assignment migrate via API export followed by Freshsales import API. We use account name as the dedupe key to prevent duplicate creation on re-runs. Custom fields on Pipeliner Accounts (e.g., custom_industry_segment, account_tier) map to Freshsales custom fields pre-created in the destination account before import.

Pipeliner Contacts map to Freshsales Contacts. The primary key link is email address, which serves as the dedupe identifier during Freshsales import. We preserve the Account-Contact relationship by exporting the Pipeliner Account ID alongside each Contact and resolving it to the Freshsales Account record using a pre-built ID mapping table created during the Accounts phase. Contact title, phone, mobile, address, and owner migrate directly.

Pipeliner Leads map to Freshsales Leads. We preserve lead_status, lead_source, and any custom qualification fields as Freshsales Lead standard or custom fields. If the Pipeliner Lead has been converted (has an associated Contact or Opportunity), we flag this in a custom field and route the record appropriately during import to avoid creating orphaned leads. Lead score values from Pipeliner map to Freshsales custom lead score fields if the Freshsales AI scoring module is not active.

Pipeliner Opportunities map to Freshsales Deals. This is the most consequential object mapping because Pipeliner allows pipeline stages to vary per user, meaning the same Opportunity can display different stage labels depending on who views it. We resolve this by extracting the primary admin-defined pipeline stage for each Opportunity and applying it uniformly during import, collapsing per-user overrides into the canonical stage value. Deal amount, probability, expected close date, owner, and associated Account and Contact links migrate via Freshsales Deals API.

Each Pipeliner pipeline and its canonical stage set maps to a Freshsales Deal pipeline with corresponding stage names and probabilities. We create the Freshsales pipeline before Deal import, using the primary admin-defined Pipeliner pipeline schema as the source of truth. Per-user stage overrides are discarded and replaced with the canonical stage value to ensure consistent reporting in Freshsales from day one.

Pipeliner Quotes map to Freshsales Quotes when the destination account has the Sales Starter or Sales Pro plan (Freshsales Suite Growth and above). Quote header fields (quote number, date, expiry, terms) and line items migrate directly. We resolve the parent Deal reference to the imported Freshsales Deal using the ID mapping table built during the Deal phase.

Pipeliner Products in the Product Grid map to Freshsales Products. Product name, SKU, unit price, and description migrate directly. We create Freshsales Products and their associated price book entries before line item import so that Deal-product associations resolve correctly.

Pipeliner Tasks and Appointments map to Freshsales Task and Event records respectively. We preserve the activity timestamp, subject, description, status, and owner by resolving the Pipeliner owner email to the Freshsales User record via the owner mapping table. Activities linked to specific Accounts, Contacts, Leads, or Deals carry the appropriate WhatId and WhoId references using the ID mapping tables built during those phases.

Pipeliner Projects are date-based records linking to Accounts, Contacts, or Opportunities with custom fields. Freshsales does not have a native Project object on Growth or Pro tiers. We scope each Pipeliner Project migration by evaluating whether the customer's use case maps better to a Freshsales Account custom field set (for account-linked projects) or to Deal custom fields (for opportunity-linked projects). Projects with complex custom fields may require a Freshworks Todoist integration or a custom Freshsales custom object configuration.