Migrate from Prospects CRM to Freshsales

Prospects CRM stores all people as Contacts. Freshsales splits into Lead (unqualified) and Contact (qualified). We route Prospects CRM contacts by status: converted/long-standing customers to Freshsales Contact, newer prospects to Lead. You specify the split rule based on your sales cycle.

Direct map. Prospects CRM company records become Freshsales Accounts with name, website, industry, employee count, and annual revenue transferred. Primary company associations on contacts carry over as Account lookups. Parent-child company hierarchies map to Freshsales Parent Account field. Additional address fields are also transferred to maintain complete location data.

Direct map. Prospects CRM deals become Freshsales Opportunities with deal name mapped to Opportunity Name, amount to Amount, close date to Close Date, and pipeline stage to Stage. Each Prospects CRM pipeline maps to a Freshsales pipeline; stage values map value-by-value per pipeline configuration.

Prospects CRM pipelines map 1:1 to Freshsales Pipelines. Stage names within each pipeline map to Freshsales Stage values — probability and forecast category re-applied based on Freshsales stage configuration. Multiple Prospects CRM pipelines require corresponding Freshsales pipeline setup before migration.

Prospects CRM call logs, email records, and meeting notes migrate as Freshsales Tasks and Events. Original timestamps, activity type, duration, and owner preserved. Notes attached to activities migrate as Freshsales Note records linked to the parent Task or Event. Any attachments to the original notes are also re-uploaded and linked to the corresponding Note records.

Prospects CRM custom contact fields (beyond standard firstname, lastname, email, phone) require corresponding Freshsales custom fields. We create the target fields in Freshsales before migration and map values field-by-field. Data type parities (text, number, picklist, date) drive the transformation logic.

Prospects CRM deal-level custom properties (beyond standard amount, stage, close date) migrate to Freshsales Opportunity custom fields. We generate the field schema in Freshsales first, then map values. Picklist-style custom fields require value-mapping when source picklist differs from Freshsales picklist options.

Prospects CRM owner IDs resolved to Freshsales Users by email address match. Unmatched owners flagged before migration — your team either creates Freshsales users for them or assigns records to a fallback owner. No record lands without a valid Freshsales User owner.

Prospects CRM file attachments on contacts, companies, and deals re-upload to Freshsales Files linked to the corresponding record. File size limits per Freshsales plan apply (2GB–100GB storage depending on tier). Inline images in notes extracted and rehosted as attachments. If the target plan's storage is insufficient, we can advise on cleanup or upgrading before migration.

Prospects CRM workflow rules and automation logic do not migrate. Freshsales Workflows handle similar automation but must be rebuilt. We export your Prospects CRM workflow definitions as a structured reference document your Freshsales admin can use to recreate rules in Freshsales' workflow builder.