Migrate from Sierra Interactive to Freshsales

Sierra leads map directly to Freshsales Leads. All standard fields (name, email, phone, source) transfer as-is. Sierra lead status values map to Freshsales lead_status pick-list via value mapping. Unconverted Sierra leads land as Freshsales Leads; converted leads may split to Contact based on conversion status.

Sierra leads that have been converted to clients map to Freshsales Contacts with a linked Account. The primary company from Sierra's lead-company association becomes the Account name, and the lead's contact details (phone, email, address) transfer to the Contact record. Freshsales lead-to-contact conversion creates this relationship automatically when the conversion is triggered, ensuring a clean handoff from lead to ongoing account management.

Sierra company records (brokerages, real estate firms, property management companies) map 1:1 to Freshsales Accounts. Account name, address, phone, and website transfer directly. Multiple company contacts in Sierra collapse to one primary AccountId with Contact relationships in Freshsales, preserving the primary contact as the main point of reference while linking additional contacts to the same Account.

Sierra Interactive deals map to Freshsales Deals with direct field transfer: deal name, amount, stage, close date, and owner. Sierra pipeline stages map to Freshsales pipeline stages via value mapping, preserving stage probabilities and forecast categories. Each Sierra deal pipeline becomes a Freshsales deal pipeline, allowing you to replicate your existing sales process without manual reconfiguration.

Sierra deal pipelines transfer as Freshsales deal pipelines. Pipeline stage names, probabilities, and forecast categories map value-by-value, ensuring that each stage's definition carries over. If Sierra uses custom pipeline names (e.g., 'Buyer Pipeline', 'Seller Pipeline'), these become pipeline names in Freshsales and are recreated during setup, maintaining the same workflow logic across both platforms.

Sierra's saved property associations and listing interests have no Freshsales native equivalent. We create custom fields (e.g., Interested_Property_Address__c, Saved_Listings_JSON__c) on the Lead/Contact record to preserve this data. The JSON representation captures full property details; your team decides whether to build Freshsales custom objects for property tracking.

Sierra saved searches attached to leads capture buyer criteria (location, price range, bedrooms). These migrate as a custom text or JSON field on the Lead record (Saved_Search_Criteria__c). Freshsales has no native saved search concept; the data serves as reference for rebuilding criteria-based workflows.

Sierra tasks map directly to Freshsales Tasks, preserving subject, due date, priority, status, and owner fields. Tasks linked to specific leads or deals carry their parent record reference, allowing you to maintain hierarchical context. Completed tasks retain their completion status and timestamp, ensuring a full history of follow‑up activities in Freshsales.

Sierra notes transfer as Freshsales Notes. Note content, creation date, last-modified date, and owner preserve. Notes attached to specific records (lead, contact, deal) retain their association in Freshsales. Rich-text formatting in Sierra notes may simplify to plain text depending on format compatibility.

Sierra Action Plans — automated email/text/voicemail sequences triggered by lead behavior — do not migrate as executable objects. We export Action Plan definitions (step names, triggers, timing delays, message content) as a structured reference document. Your Freshsales admin uses this to rebuild equivalent workflows using Freshsales Workflows or Sales Sequences.

Sierra agent/user records resolve to Freshsales Users by email address. Active Sierra agents must have Freshsales user accounts created and licensed before migration for owner assignment. Unmatched agents are flagged in a pre‑migration report; their records receive a designated fallback owner in Freshsales until their accounts are provisioned, preventing orphaned data.

Sierra tags on leads, contacts, and deals transfer as Freshsales Tags, preserving tag names exactly. Freshsales applies tags at the record level, matching Sierra's tagging behavior, so you can use them for segmentation, filtering, and automated workflows. This allows your existing tagging strategy to continue without manual re‑tagging.