Migrate from Salesmate to Freshsales

Salesmate Contacts with lifecycle stage of subscriber, lead, or unqualified contact map to Freshsales Lead. Lifecycle stage of customer or evangelist maps to Freshsales Contact tied to an Account. We compute the split at migration time using Salesmate's lifecycle_stage and status properties, and preserve the original Salesmate lifecycle stage in a custom field sm_original_lifecycle__c on both Lead and Contact for audit and reporting continuity.

Salesmate Company records map directly to Freshsales Account. The company domain becomes the Account's website field. We use the company name as the dedupe key during import. Freshsales Account must be created before any Contact import so that the Contact-Account lookup relationship is satisfied at the moment of Contact insert.

Salesmate Deals map to Freshsales Deal with pipeline, stage, value, owner, and expected close date preserved. Salesmate pipeline assignments map to Freshsales Deal pipelines, which we configure before migration. Custom deal fields migrate as Freshsales custom fields on the Deal object. Closed-Lost and Closed-Won deal properties map to Freshsales Deal loss_reason and win_reason fields where configured.

Each Salesmate deal pipeline becomes a Freshsales Deal Pipeline with its own stage values and probabilities. We configure Freshsales pipelines with stage probabilities matching the Salesmate source before any Deal records import. Pipeline mapping validation happens in a pre-migration sandbox phase.

Salesmate Tasks map to Freshsales Tasks with due date, owner, status, priority, and associated record links preserved. Task assignment migrates by resolving Salesmate owner email to Freshsales User. Open and closed task status transfers directly.

Salesmate email history per Contact migrates to Freshsales Activity records linked to the corresponding Lead, Contact, Account, or Deal. We preserve email subject, body content, timestamp, and direction (sent/received). Thread metadata from Salesmate is preserved in a custom activity field for conversation continuity.

Salesmate Products map to Freshsales Product records with name, code, description, and pricing fields. Product currency handling is preserved during migration. We map Salesmate product inventory fields to Freshsales product stock or custom fields as appropriate for the customer's inventory management workflow.

Salesmate Users map to Freshsales Users by email match. Owner assignment on Deals and Tasks migrates by resolving Salesmate owner ID to Freshsales User ID. Users without a matching Freshsales account go to a reconciliation queue for the customer's admin to provision before record import resumes.

Salesmate Tags on Contacts and Companies migrate as Freshsales Tags. Tags are stored as string arrays and map directly to the Freshsales tag field. The tag vocabulary is preserved as-is to maintain segmentation continuity.

Salesmate custom fields on Contacts, Deals, Tasks, Companies, and Products map to Freshsales custom fields of equivalent data type (text, number, date, picklist, checkbox, etc.). We validate type compatibility during the discovery phase and flag any Salesmate field types that require Freshsales plan-tier approval for custom field creation.

Smart Flow definitions are not fully exposed via the Salesmate public API, so automation logic does not migrate as functional code. We export Smart Flow membership (which contacts are enrolled in which campaigns) and preserve enrollment history as a custom field sm_smartflow_enrollments__c on the Contact record. We deliver a written Smart Flow inventory with a recommended Freshsales Workflow equivalent for the customer's admin to rebuild post-migration.