Migrate from Salesflo Engage to Nutshell

Salesflo Engage contact and lead records map directly to Nutshell People. The unified contact model in Salesflo Engage collapses into a single People record type in Nutshell. Any Salesflo Engage lead-stage flag is preserved as a custom field for segmentation after migration.

Salesflo Engage company records map to Nutshell Companies using direct name and address field correspondence. Company hierarchies in Salesflo Engage (parent/child locations) become parent-company links in Nutshell's Companies record if the destination supports that relationship structure.

Salesflo Engage visit records contain GPS coordinates, visit timestamps, and form-response data. Nutshell has no native visit object — we transform each visit into a Note with the visit date, location summary, and form field values embedded as text. GPS raw coordinates are stored as a custom field on the Note for reference.

Salesflo Engage call and meeting logs migrate as Nutshell Notes attached to the relevant People or Deal record. Original timestamps, duration, and outcome fields map to Note body text and custom fields. If Salesflo Engage records the call outcome as a status pick-list, that value becomes a custom field on the Note.

Salesflo Engage tasks and to-do items migrate directly to Nutshell Tasks. The task title, description, due date, and assignee (resolved by email to a Nutshell user) map to the equivalent Nutshell Task fields. Completed status and completion date are preserved.

Salesflo Engage custom form fields are type-assessed — text, number, date, pick-list, or boolean. Each field requires a corresponding custom field in Nutshell on the target object (People, Companies, or Leads). We create Nutshell custom fields with matching types and map values directly. Form-level logic or conditional visibility is not portable.

Salesflo Engage owner and user assignments resolve by email match against Nutshell Users. Records whose owner email has no matching Nutshell user are assigned to a fallback owner and flagged for admin review. Active/inactive status is checked at migration time; inactive users receive the fallback assignment.

Salesflo Engage workflow digitalization rules, auto-task assignment logic, and scheduling conditions do not transfer to Nutshell. We export workflow definitions as a structured JSON reference document your Nutshell admin uses to manually rebuild equivalent automation using Nutshell's task triggers and email sequences on the Pro plan.

Salesflo Engage's real-time GPS tracking, journey paths, and location-based scheduling have no Nutshell equivalent. Visit coordinates can be stored as a custom text field on the Note created from the visit log, but Nutshell does not support map-based location visualization.

Form responses with structured field values map to Nutshell custom fields on the target record. Free-text form responses or complex multi-step form data that exceeds Nutshell's custom field capacity is embedded in a Note body attached to the record, with field labels preserved as plain text.

Salesflo Engage file attachments (images, PDFs, documents) associated with contacts, companies, or visits are downloaded and re-attached as Nutshell Notes with file references. Inline images from form responses are hosted externally and linked within the Note body for reference.

Salesflo Engage team groupings have no direct Nutshell equivalent. We map team membership by tagging relevant user records with a custom field (Team_Name__c) in Nutshell so segmentation by team is available post-migration without recreating the original group structure.