Migrate from Sales Creatio to Freshsales

Creatio Accounts map directly to Freshsales Accounts. The Account Name, Industry, Website, Address, Phone, and Type fields map 1:1 to their Freshsales equivalents. We use Account Name as the dedupe key during import. The primary Contact lookup on each Account resolves after the Contact phase completes.

Creatio Contacts map to Freshsales Contacts. Name, Email, Phone, Job Title, and Address fields transfer directly. We map Creatio's Owner lookup to Freshsales Owner by email resolution. Any Lifecycle Stage or custom status fields on the Contact map to Freshsales' Lifecycle Stage dropdown or custom fields as appropriate. We preserve the original Creatio Contact ID in a custom field for audit trails.

Creatio Leads map to Freshsales Leads (if Freshsales Lead module is enabled in the destination account). We map Lead Status, Source, Rating, and Owner fields. Creatio's Lead conversion data (conversion date, converted Contact/Account references) migrate as read-only custom fields. If the customer prefers to skip Leads and convert all to Contacts in Freshsales, we apply the conversion logic during migration and skip the Lead object entirely.

Creatio Opportunities map to Freshsales Deals. The Opportunity name becomes Deal Name, Amount maps to Deal Amount, Close Date maps to Close Date, and Stage maps to Freshsales Deal Stage. We extract the active pipeline configuration from Creatio and create matching Freshsales pipelines and stages before migration. Probability migrates as a custom numeric field if the destination Freshsales tier supports it.

Creatio Products map to Freshsales Products. Name, SKU, Unit Price, and Description transfer directly. We create Product records in Freshsales before any associated Deal or Order imports so that lookup references resolve at insert time.

Creatio Orders map to Freshsales Deals with Order Number stored as a custom field. Order line items (Order Product records) map to Deal Product Items in Freshsales if the deal was created from an order. If the customer uses Orders as a standalone object rather than tied to Opportunities, we discuss the appropriate mapping strategy during scoping.

Creatio Cases (service tickets) have no direct Freshsales standard equivalent outside the Service module. We map Cases to Freshsales Deals if the customer does not license Freshsales Service, or to a Case custom object if the customer wants to preserve the service ticket schema. Case Status, Priority, Owner, and linked Account/Contact migrate accordingly.

Creatio Activities (tasks, calls, emails, meetings) map to Freshsales Tasks, Calls, and Meetings. The Regarding (lookup) relationship migrates by resolving the parent record ID against the imported Contacts, Accounts, and Deals. Activity timestamps, owners, and descriptions preserve. Freshsales' activity types are enumerated; we normalize Creatio's activity type enumeration during the transform phase.

Creatio custom objects created in Studio migrate to Freshsales custom objects. We perform a schema discovery pass during scoping, extract the full field list and data types, and pre-create the destination schema in Freshsales before any data import. Lookup fields between custom objects and standard objects resolve after the standard object import phase completes.

Custom fields on Creatio standard objects (Accounts, Contacts, Leads, Opportunities) migrate to Freshsales custom fields. We map field types explicitly: dropdowns to picklists, checkboxes to boolean, dates to date fields, numeric fields to numeric. Multi-select picklists in Creatio map to Freshsales multi-select picklists where supported. Lookup fields on custom objects require target-record pre-import before the dependent custom object import begins.