Migrate from SimplyConvert to Freshsales

SimplyConvert clients (named persons with email, phone, address) map directly to Freshsales Contacts. Email, phone, and physical address fields carry over as-is. Unique client IDs are stored in Freshsales Source_System_ID__c for delta-run de-duplication. The migration uses the Source_System_ID__c field to detect and skip duplicate records on subsequent delta runs.

Law firm names or organizational client records in SimplyConvert map to Freshsales Accounts. Company name, domain, and industry fields transfer as Account.Name, Account.Website, and Account.Industry respectively. Business-type Client records are identified during discovery by checking the client_type field for firm or organization values.

SimplyConvert cases (intake records linked to a client) map to Freshsales Deals. The case subject or claim type becomes Deal.Name. Close date and case amount (settlement value) transfer as Deal.Close_Date and Deal.Amount. Case status maps to Deal.Stage via value_mapping. Each Case-to-Deal mapping preserves the original client link as a Contact lookup.

Each SimplyConvert case stage (Intake, Screening, Accepted, Rejected, Settled, etc.) maps to a Freshsales deal stage pick-list value. Stage-entry timestamps migrate as custom datetime fields on the Deal for audit continuity. The value_mapping definition is delivered in the discovery report before migration begins.

SimplyConvert intake questionnaires generate dynamic custom fields per case type (trauma type, injury category, statute-of-limitations date, etc.). These map to Freshsales custom fields on the relevant Contact or Deal record. Freshsales field name and type must match the source exactly for import. A field schema snapshot is taken during discovery.

When a SimplyConvert referral is already a known Client, it becomes a Freshsales Account Account Relationship (many-to-many referral tracking). When the referral is an unnamed source, it creates a Freshsales Account record with a Referral_Source__c custom field. Known firm referrals are pre-created as Account records during the pre-migration setup phase.

CaseHQ document uploads attach to SimplyConvert cases. These files are downloaded from SimplyConvert's API (200/min limit) and re-uploaded to Freshsales as Files linked to the corresponding Deal or Contact record. File size, format, and original upload date are all preserved during the transfer. Files are linked via the Freshsales Files API using the Source_System_ID__c for record matching.

SimplyConvert's Instant Case Evaluator chatbot stores conversation logs per lead. Freshsales has no native chatbot-conversation-storage object. We can export logs as a JSON file linked to the Contact record or store them externally — your team decides based on compliance needs. The JSON export includes full transcript, criteria responses, and rejection reasons.

SimplyConvert's criteria-based auto-reject logic (statute-of-limitations checks, practice-area filters) has no Freshsales native equivalent. We export the rule definitions as a rebuild reference. Your Freshsales admin recreates equivalent logic using Workflow conditions and Sales Sequences. The exported reference includes field triggers, condition operators, and resulting actions.

SimplyConvert users who have a valid email matching a Freshsales user account are resolved by email lookup. Unmatched owners are flagged before migration — your team either provisions Freshsales users first or assigns records to a fallback user. All owner resolution completes before the first record is written to Freshsales.

SimplyConvert tracks SOL dates for each case. This transfers as a custom Date field on the Deal. A Freshsales validation rule can be configured to flag or block deals approaching their SOL date if needed. The SOL field name and date format are matched exactly from SimplyConvert during migration.

SimplyConvert records the original client intake date. Freshsales CreatedDate reflects the migration timestamp. We preserve the original date as Original_Create_Date__c for reporting continuity. The custom field is created as a Date type before migration so historical intake dates display correctly in Freshsales reports.