Migrate from solve 360 to Freshsales

Solve 360 Contacts use a single record that encompasses person data, company affiliation, and lifecycle status. Freshsales separates unqualified prospects (Leads) from qualified buyers (Contacts attached to Accounts). We apply a split rule during migration scoping based on the customer's Solve 360 lifecycle stage or status field, routing each record to either Freshsales Lead or Freshsales Contact with a linked Account. The original Solve 360 record identifier is preserved in a custom field (solve360_original_id__c) on both Lead and Contact for cross-reference.

Solve 360 Companies map directly to Freshsales Accounts. Company name becomes Account Name, domain maps to Website, and address fields map to the standard address compound field. We create Accounts before importing Contacts so that the Account Lookup relationship is satisfied at Contact insert time.

Solve 360 Tasks migrate to Freshsales Tasks with Status, Priority, Due Date, and Owner preserved. Solve 360 task categories (for example, follow-up, support, internal) map to Freshsales Task categories or custom picklist values defined during schema design. Time tracking data attached to tasks carries as custom fields since Freshsales has no native time-tracking object.

Follow-ups in Solve 360 are time-stamped activity entries tied to a Contact or Company. We migrate them as Freshsales Tasks with the original Follow-up timestamp preserved as Activity Date. The relationship to the parent Contact or Company resolves through the Contact and Account lookups established in earlier migration phases.

Support Requests track ongoing issues end-to-end against a Contact or Company. Freshsales does not have a native support case management object unless Service Cloud is active. We either map Support Requests to a Freshsales custom object (Support_Case__c) with status, priority, and description fields, or to the native Case object if the destination Freshsales instance includes Service Cloud. The full request history, status transitions, and linked conversations are preserved as structured records.

Time records in Solve 360 attach to tasks, calls, and meetings with duration, date, billing flag, and notes. Freshsales has no native time-tracking object. We carry time data as custom fields on the parent object (for example, time_spent_minutes__c, time_billable__c on Task), preserving duration, date, and billing status. The customer can use these custom fields for reporting or integrate a dedicated time-tracking tool post-migration.

Solve 360 Users map to Freshsales Users by email address. We export the full user roster during discovery, match against the destination Freshsales user list, and flag any Solve 360 owner assignments where no matching Freshsales User exists. The customer provisions any missing users before the production migration phase begins.

Tags in Solve 360 label Contacts, Companies, Tasks, and other records. Freshsales has a native Tag feature for Contacts, Accounts, and Deals. We export all Solve 360 tag associations, re-apply them as Freshsales Tags on the corresponding records, and deliver a tag inventory so the customer can consolidate or rename tags post-migration if desired.

Attachments on Solve 360 Contacts, Companies, Tasks, and Support Requests are downloaded as files and re-uploaded to Freshsales, re-linked to the parent record (Contact, Account, or Task). File name, type, size, and upload date metadata are preserved. We handle the download-upload cycle per record to avoid timeout failures on large files.

Solve 360 workflow definitions encode logic specific to its automation engine and cannot be directly replayed in Freshsales. We export workflow configurations as structured metadata JSON and deliver a written inventory that describes each workflow's trigger, conditions, actions, and the equivalent Freshsales workflow builder steps. The customer's Freshsales admin rebuilds these from scratch in the Freshsales workflow editor post-migration.