Migrate from Real Intelligence to Freshsales

Real Intelligence contacts migrate to Freshsales Contacts with direct field mapping. Email serves as the primary deduplication key. Contacts without a company association in Real Intelligence create standalone Freshsales Contacts with no AccountId link. All contact phone numbers, job titles, and address fields map directly to corresponding Freshsales Contact fields, preserving the complete contact profile during migration.

Real Intelligence records marked as prospects or unqualified contacts split to Freshsales Leads. Lead conversion in Freshsales creates Account, Contact, and optionally Deal records. The split preserves source lifecycle data in a custom field for reporting continuity. Lead status values map to Freshsales predefined statuses (New, Contacted, Qualified, Converted) with original values retained in a custom field for historical analysis.

Real Intelligence company records map directly to Freshsales Accounts. Company hierarchy (parent-subsidiary relationships) migrate using Freshsales Parent Account field. Multi-company associations on Real Intelligence contacts surface as Freshsales Account Contact Relationships. Industry classification and employee count data transfer directly, with annual revenue preserved in the standard Freshsales Annual Revenue field.

Real Intelligence deals map to Freshsales Deals with stage mapping validated against the target pipeline configuration. If Real Intelligence uses multiple deal stages beyond Freshsales default pipeline capacity, additional pipelines are created in Freshsales before migration. Deal amounts, close dates, and probability percentages transfer directly, with owner assignments resolved via email matching to Freshsales user accounts.

Real Intelligence pipeline definitions become Freshsales Pipelines. Each pipeline in Real Intelligence requires a corresponding named pipeline in Freshsales. Pipeline stage order and probability values are mapped value-by-value during migration. Stage names are preserved as configured in Freshsales Admin, with probability weights applied from the source Real Intelligence pipeline definition.

Real Intelligence call logs migrate as Freshsales Tasks with Type='Call'. Email activities become Tasks with Type='Email'. Meeting records map to Freshsales Appointments preserving original start time, duration, and attendee data. Activity owner assignments resolve via email match to Freshsales users, with unresolved owners flagged for admin review.

Notes migrate to Freshsales Notes attached to the parent record (Contact, Account, or Deal). Rich-text formatting in Real Intelligence notes is preserved. Notes created by specific users link to the corresponding Freshsales user where email-match succeeds. Attachments within notes are extracted and re-uploaded as separate Freshsales Files linked to the parent record.

Real Intelligence custom contact properties become Freshsales Contact custom fields. Field type mapping converts pick-lists to Freshsales dropdown fields, date fields to date pickers, and numeric fields to number fields. Freshsales Enterprise plan required for advanced custom field types. Required field settings are preserved, and default values transfer where configured in Real Intelligence.

Real Intelligence deal-level custom properties migrate as Freshsales Deal custom fields. Stage-related custom properties (e.g., probability overrides, custom milestone fields) map directly if Freshsales supports the field type, otherwise stored as text fields. Currency-formatted values convert to numeric fields with currency metadata preserved in Freshsales Deal Amount settings.

Real Intelligence product catalog items map to Freshsales Products with SKU, pricing, and description fields preserved. Product associations on deals migrate as Deal Products linked to the migrated Product records. Product images stored in Real Intelligence upload to Freshsales Files and associate with the corresponding Product record.

Real Intelligence user records are matched to Freshsales users by email address. Unmatched owners are flagged before migration commits — teams either invite the user to Freshsales first or assign records to a fallback owner designated by the admin. User role and permission settings require manual configuration in Freshsales Admin post-migration, as these are platform-specific security settings.

Real Intelligence file attachments re-upload to Freshsales Files attached to the parent record. File size limits apply — Freshsales supports up to 40MB per attachment. Inline images in notes are extracted and rehosted as separate file attachments. File metadata including original filename and upload timestamp are preserved in Freshsales File records.