Migrate from Socrates to Freshsales

Socrates contacts split into Freshsales Leads (unqualified prospects) and Contacts (qualified). The split rule uses Socrates' status field: if status = 'customer' or Socrates has a deal association, route to Contact; otherwise route to Lead. Conversion mapping preserves Socrates contact ID as Source_System_ID__c.

Direct map to Freshsales Account. Socrates company name maps to Account Name; domain/website maps to Website field. Parent-child hierarchies in Socrates map to Freshsales Parent Account lookup. Contacts without a primary company attach to a default 'Unassigned' account for data integrity.

Socrates deals map to Freshsales Deals 1:1. Pipeline and stage names map to Freshsales Deal Pipeline and Stage fields. Each Socrates deal stage becomes a Freshsales stage within the target pipeline. Amount, close date, owner, and probability transfer directly accurately.

Socrates engagement logs (calls, emails, meetings, notes) map to Freshsales Sales Activities. Activity type determines mapping: call → Freshsales Call Activity, email → Email Activity, meeting → Meeting Activity, note → Note. Original timestamp, owner, and linked record preserved in Freshsales.

Socrates users matched to Freshsales agents by email address. Unmatched owners flagged pre-migration for admin action (invite to Freshsales or reassign records). Freshsales requires active user seats — user count affects plan tier and must be assigned a role within the platform for proper access control.

Socrates product records map to Freshsales Products with name, SKU, unit_price, and description. Products linked to deals map via Deal Product association in Freshsales. Pricing information such as cost, margin, and currency also transfers where available, ensuring accurate deal calculations and reporting.

Socrates tags migrate as Freshsales Tags. Tags are object-agnostic in both platforms — attached to contacts, accounts, and deals. Multi-value tags supported on both sides. They preserve categorization, enable filtering, and facilitate segmentation across sales, marketing, and service workflows daily.

Socrates custom objects (market research data, watchlists, alerts) map to Freshsales Custom Modules (Enterprise plan feature). Custom module schema requires pre-creation in Freshsales before migration. Relationships between custom objects and standard records use Freshsales lookup fields to maintain data integrity across the system.

Socrates file attachments migrate to Freshsales Files. Files re-upload to Freshsales storage (2GB/user on Growth, 5GB on Pro, 100GB on Enterprise). Inline images in notes downloaded and rehosted. File size limits apply (25MB per file) and preserve original file metadata such as name and creation date.

Socrates subscription tier, plan level, or market access flags map to Freshsales custom fields on Account or Contact. Required if Socrates tracks account health scores or market segment. Freshsales custom pick-list or text field handles this for consistent reporting and segmentation.

Socrates market segments (if tracking which markets a contact follows) map to Freshsales Territory Management on Pro plans or stored as a custom pick-list field on Contact/Account. Territory requires Pro or Enterprise plan and enables region-based assignment of leads and deals for targeted sales activities.

Socrates alert and notification rules do not transfer. Freshsales has built-in workflow alerts but the logic differs. We export Socrates rule definitions as JSON for your admin to rebuild in Freshsales Workflows (available on Growth+) to ensure consistent automation coverage across the new system.