Migrate from SmartDesk to Freshsales

SmartDesk Leads map directly to Freshsales Lead. Lead Source and Lead Status from SmartDesk custom fields map to Freshsales custom fields on the Lead object. SmartDesk Lead records that should convert to Contact and Account post-migration are flagged for the customer's admin to process manually through Freshsales's built-in Lead conversion workflow, which creates the Contact, Account, and Deal from a single action.

SmartDesk Contacts map 1:1 to Freshsales Contacts with name, email, phone, address, and lifecycle stage preserved. Custom contact properties migrate to Freshsales custom fields that must be pre-created by the customer's admin before the migration run. Contact-to-Account linkage is resolved by matching the SmartDesk contact's parent Account name to the Freshsales Account record created in the same migration pass.

SmartDesk Accounts (also labeled Companies in the platform) map directly to Freshsales Account. Industry classification, employee count, website, and custom properties attached to the account migrate to equivalent Freshsales fields. The Account record is created first so that Contact import can satisfy the AccountId lookup reference at the time of insert.

SmartDesk Deals map to Freshsales Deals with deal name, value, expected close date, and owner preserved. The deal-to-contact linkage migrates via the SmartDesk contact reference resolved to the Freshsales Contact ID at migration time. SmartDesk pipeline stages map to Freshsales pipeline stages, which must be reconciled against the destination account's stage set before migration because stage names and counts differ between Freshsales accounts.

SmartDesk allows fully custom Pipelines and Stages with no standard set, so each source pipeline stage is mapped to a Freshsales stage by name match or sequence position. If no matching stage exists in the destination Freshsales account, we create the stage or flag the Deal for customer review and manual assignment. This reconciliation pass adds a mapping step to the discovery phase.

SmartDesk Tasks attach to Contacts or Deals with assignee, due date, status, and description preserved. We map task owner by email match to the Freshsales User record and link the task to the resolved parent Contact or Deal ID. Tasks without a matching parent record are held in a reconciliation queue.

SmartDesk Activities include calls, emails, and notes logged against Contacts or Deals. Calls migrate as Freshsales Task with TaskSubtype set to Call. Meetings migrate as Event with StartDateTime, EndDateTime, and Location preserved. Notes migrate as Task with a note-type indicator and body content. Email metadata migrates to EmailMessage records linked to the parent Contact or Deal.

SmartDesk Users and Owners map by email address to Freshsales User records. We create placeholder users in Freshsales for any owner that does not yet exist and flag them for the customer's admin to activate before record import resumes. User provisioning must complete before any record that carries an OwnerId is migrated.

SmartDesk Campaigns store campaign name, type, status, and start and end dates. We map these fields to Freshsales Campaign. Email-send and open-tracking data do not migrate because that data lives in the email delivery system rather than the CRM record. The customer's admin rebuilds campaign membership and UTM tracking in Freshsales after migration.

SmartDesk Email Templates migrate as static text assets with merge field placeholders preserved in the body. Dynamic content or conditional logic embedded in templates may not function identically in Freshsales and requires post-migration review. We recommend the customer tests template rendering in Freshsales before sending campaigns.