Migrate from Pro-Sales CRM to Freshsales

Pro-Sales CRM Contact records map 1:1 to Freshsales Contact. We preserve name, email, phone, company association, lifecycle stage, and owner as standard Freshsales fields. Custom fields on the Pro-Sales CRM Contact object are inspected during discovery and created as equivalent Freshsales custom fields before import. Lifecycle stage values are mapped via a customer-provided stage table; if no table exists, we extract the active configuration from Pro-Sales CRM and propose a mapping to Freshsales standard lifecycle stages (Subscriber, Lead, MQL, SQL, Customer).

Pro-Sales CRM Company records map to Freshsales Account. Address, industry, size, and domain fields migrate directly. We create Account records before importing Contacts so that the company association (Account lookup) is satisfied at the moment of Contact insert. Duplicate detection in Freshsales uses email domain as the primary dedupe key for Accounts.

Pro-Sales CRM Deals map to Freshsales Deal with pipeline stages mapped via the customer's active stage configuration. Deal value, close date, owner, and associated Contact/Company are preserved. We extract the Pro-Sales CRM pipeline stage names and probability weights during discovery and configure the equivalent Freshsales pipeline stages before migration so that stage assignments are valid on import.

Pro-Sales CRM pipeline stages are customer-configured with custom names and probability weights. We extract the active stage configuration from the source account, create the corresponding Freshsales pipeline with matching stage names and probabilities, and apply the stage mapping table before Deals are written. Stage order is preserved in Freshsales to maintain pipeline view continuity.

Pro-Sales CRM call logs (call disposition, duration, timestamp) map to Freshsales Tasks with Task Subtype set to Call. We preserve call duration, disposition notes, and original timestamp. Timezone normalization is applied during migration: Pro-Sales CRM stores timestamps in the customer's configured timezone, and we convert to UTC before writing to Freshsales to avoid timeline ordering issues. Note: Freshsales built-in telephony features (call recording, IVR routing) require Freshcaller and do not migrate from Pro-Sales CRM call routing rules.

Pro-Sales CRM notes migrate to Freshsales Notes linked to the parent Contact, Account, or Deal record. Note content migrates as plain text; any rich text formatting is preserved where possible. We resolve the parent record reference using the original Pro-Sales CRM record ID mapping generated during Contact and Account migration.

Pro-Sales CRM task completions (completed tasks, due dates, owners) migrate to Freshsales Tasks with Status preserved. Task assignments migrate by resolving the Pro-Sales CRM owner ID to the Freshsales User record via the owner reconciliation step.

Pro-Sales CRM tag assignments on records migrate to Freshsales Tags. Tag strings are preserved verbatim and applied to the corresponding migrated Contact, Account, or Deal record after the base record import completes. Freshsales tags are applied via the Tags API after parent records are confirmed in the system.

Pro-Sales CRM owner IDs are mapped to Freshsales User records by email address. We extract every distinct owner referenced on Contacts, Companies, Deals, and Activities and attempt to match by email against the Freshsales destination tenant. Owners without a matching Freshsales User are flagged and reassigned to a designated fallback User. The customer provisions any missing Freshsales Users before production migration begins.

Pro-Sales CRM custom fields on Contacts and Deals are inspected during discovery. We create equivalent Freshsales custom fields (with auto-generated API names) before migration begins. Field type mapping: text fields map to Freshsales text, number fields map to numeric, date fields map to date, and picklist fields map to Freshsales picklist. Dropdown constraint validation in Freshsales is configured to match any picklist values used in the source.