Migrate from Prophet CRM to Freshsales

Prophet Company records map directly to Freshsales Account. The company name, industry, address, phone, website, employee count, and revenue fields map cleanly. We extract the department assignment on each Company record and store it in a Freshsales custom text field for later segmentation. Accounts are imported first in every migration run so that Contact imports can resolve the Account lookup before insert.

Prophet Contact records map to Freshsales Contact. The email address serves as the dedupe key during import. First name, last name, phone, mobile, title, address, and social profile links migrate directly. We freeze the Outlook bidirectional sync before migration to prevent Outlook from creating duplicate Contact records post-import, and re-enable it only after Freshsales import is validated. The original Outlook Contact ID is preserved in a custom field for debugging purposes.

Prophet Opportunity records map to Freshsales Deal. Deal name, value, close date, probability, owner, and pipeline stage migrate. Stage assignments from Prophet's configurable per-department stage list map to Freshsales Deal stages, with the full stage mapping captured during the scoping audit. If the customer uses probability modeling in Prophet, those percentages transfer to Freshsales custom probability fields.

Prophet pipeline stages are configurable per department, meaning stage names and count vary across organizations. We capture the complete stage list per department during the scoping audit and map each stage to a corresponding Freshsales Deal stage. Stage probability values migrate as a custom field on the Deal. We create Freshsales Deal pipelines matching the department-specific Prophet stage sets before any Deal import begins.

Prophet email tracking engagements migrate to Freshsales Emails linked to the corresponding Contact record. There is no bulk export endpoint in Prophet CRM — we paginate through OData in batches of 500 to 1,000 records, extracting email subject, body, direction (sent/received), timestamp, and sender/recipient. The Contact lookup resolves at migration time using the email address dedupe key. Group email history (sent from Prophet's group email feature) migrates with the sender as the Owner field.

Prophet task engagements map to Freshsales Task records. Status, priority, due date, and description transfer directly. Task assignment resolves by matching the Prophet hubspot_owner_id equivalent to the Freshsales Owner. We sequence task extraction after Contact import so that the Contact lookup is satisfied at insert time.

Prophet appointment engagements map to Freshsales Meetings. Subject, start time, end time, location, and description migrate. We preserve the attendee list from the Prophet appointment and link attendees to Freshsales Contact records using email address matching. Meeting owner migrates as the Freshsales Owner field.

Prophet custom fields are created per object and per department template, meaning a Contact object may have different custom fields in Department A versus Department B. We include a mandatory custom field audit in every Prophet CRM engagement, enumerating all field names, types, and which departments use which templates. Custom fields are recreated in Freshsales as global fields before migration. Data from department-specific fields lands in the corresponding Freshsales custom field, and department assignment is preserved on every record as a custom text field.