Migrate from Sales Flow Technologies to Freshsales

Sales Flow Technologies Contacts (name, email, company, role, LinkedIn URL, custom fields) migrate directly to Freshsales Contacts. The email address is the dedupe key. LinkedIn profile URL migrates to a custom Contact field (LinkedIn_URL__c) since Freshsales does not have a native LinkedIn field. Any custom fields on the Contact in Sales Flow Technologies are created as matching custom fields in Freshsales before import, and data is mapped field-by-field during the CSV load.

Sales Flow Technologies Prospect Lists are named groupings of Contacts (list membership is a column in the Contact CSV export). We extract list names and map each one to a Freshsales Tag. A Contact that belongs to three Prospect Lists in Sales Flow Technologies receives three corresponding Tags in Freshsales. The customer chooses during scoping whether to also preserve list names as a multi-select custom field for more structured segmentation beyond Tags.

Sales Flow Technologies Sequences define multi-step cadences across LinkedIn, Email, and InMail with step ordering and timing intervals. Sequence step data is exported as a structured CSV (sequence name, step number, channel, template name, delay days). We migrate Sequence names as Freshsales Sales Sequences and document the step order, channel routing, and delay intervals in a Sequence Migration Summary. Freshsales Sales Sequences can be rebuilt from this documentation, but the cadence configuration itself requires manual recreation in Freshsales because sequence logic is not transferable between platforms.

Sales Flow Technologies Campaigns bundle multiple Sequences under a single objective with reporting date ranges. We migrate Campaign names as Tags on the associated Contacts and document the Campaign-Sequence relationship in the Sequence Migration Summary. Channel routing logic and A/B testing configurations in Sales Flow Technologies are not exportable and are documented for manual rebuild in Freshsales.

Sales Flow Technologies User accounts (name, email, role: Admin or Standard) map to Freshsales Users by email match. Role labels migrate as Freshsales Role assignments, and seat assignments are preserved as Active/Inactive status. Users without a matching Freshsales User record are held in a reconciliation queue for the customer's admin to provision before the Contact import phase.

Sales Flow Technologies stores company name as a field on the Contact record with no separate Company or Account object. We extract distinct company names from the Contact CSV and create Freshsales Account records, then link each Contact to its parent Account via the Account Lookup during the Contact import phase. This establishes the Account-Contact hierarchy that Sales Flow Technologies does not have.

Sales Flow Technologies exports per-sequence open rates, reply rates, and connection acceptance rates as a CSV analytics report. We import these metrics as a structured dataset and create corresponding custom number fields on the Contact or Account record (e.g., last_sequence_open_rate__c, last_sequence_reply_rate__c) to preserve the historical signal. Freshsales native Reports do not replicate Sales Flow Technologies sequence analytics; the custom fields allow reps to reference historical outreach performance in the activity timeline.

Sales Flow Technologies does not have a Deal or Opportunity object. We flag during scoping that Deals represent new capability in Freshsales rather than migrated data. The customer configures Freshsales Deal pipelines and stages post-migration. We do not create placeholder Deals from Sales Flow Technologies sequence enrollment status because enrollment does not equate to a sales opportunity.