Migrate from Right On Interactive to Freshsales

Right On Interactive Contacts map directly to Freshsales Contacts. The primary contact fields (name, email, phone, address) transfer 1:1. Lifecycle stage labels from Right On Interactive (which are account-configured custom values like 'Prospect', 'MQL', 'SQL', 'Customer', 'Advocate') migrate to a Freshsales custom dropdown field lifecycle_stage__c. We capture the complete stage label set during discovery and create matching dropdown values in Freshsales before any Contact records are written.

Right On Interactive's 3D scoring produces three sub-scores: behavioral, demographic, and firmographic. Freshsales has a native contact_score field for aggregate scoring, but no equivalent multi-dimensional scoring model. We export all three sub-scores as individual custom number fields (roi_behavioral_score__c, roi_demographic_score__c, roi_firmographic_score__c) and populate Freshsales' native contact_score with the aggregate. This preserves analytical segmentation capability without collapsing the data into a single number.

Right On Interactive Accounts (Companies) map to Freshsales Accounts. Firmographic data used in 3D scoring (company size, industry, revenue tier) transfers to matching Freshsales standard fields or custom fields. The Account record is created before Contact import so that AccountId lookup is satisfied at the moment of Contact insert, preventing orphaned contacts without a parent Account.

Email opens, link clicks, form submissions, and social interactions from Right On Interactive migrate as Freshsales Activity records (calls, tasks, and meetings) linked to the corresponding Contact. The activity type, timestamp, and related campaign attribution transfer as custom fields. We resolve the parent Contact record by email match before writing activities to avoid orphaned timeline entries.

Right On Interactive Campaign records (program assets, budgets, multi-channel assignments) have no direct Freshsales equivalent because Freshsales campaigns are part of the Freshmarketer marketing automation layer, not the CRM core. We migrate campaign metadata as a custom field on Contact (last_campaign__c) and create an account-level campaign list as a Note attachment for reference. Active campaign execution state requires reactivation in Freshmarketer or equivalent.

Right On Interactive Lead records (synced from CRM integrations) map to Freshsales Lead. Lead source attribution and initial scoring at time of sync transfer to Freshsales standard fields. Freshsales Lead conversion mapping must be configured by the customer admin before conversion to ensure that custom fields on Lead map to matching custom fields on Contact, Account, and Deal.

Right On Interactive Opportunity data (synced from CRM integrations and used for lifecycle stage transitions) maps to Freshsales Deal. Deal stage names and pipeline assignments map to Freshsales Deal stages and pipelines. Where the source Opportunity model uses different stage names, we create a mapping table during discovery and configure Freshsales Deal stages to match before migration.

Lifecycle stage names in Right On Interactive are account-configured custom labels, not fixed platform schema values. We treat them as a custom property migration rather than a schema migration. The full set of stage labels is captured during discovery, recreated as Freshsales custom dropdown values, and populated on Contact records. The customer admin chooses whether to use Freshsales' native lifecycle_stage field or a custom field during scoping.