Migrate from Tubular CRM to Freshsales

Tubular Contacts map directly to Freshsales Contacts. We transfer name, email, phone, company association, owner, and any custom fields. Email address serves as the unique dedupe key during import. Company association in Tubular resolves to a Freshsales Account lookup at migration time; we create Accounts first so the Contact-to-Account reference is satisfied on insert.

Tubular does not have a native Company object, but Contact records carry company name as a field. We extract unique company names from Contact records, create Freshsales Accounts for each, and back-populate the AccountId on the corresponding Contacts during import. The Account becomes the parent record for all related Contacts and Deals.

Tubular Deals map to Freshsales Deals with deal name, value, stage, owner, associated Contact, and deal-level notes transferred directly. Payment terms and weighted forecast values from Tubular migrate as custom fields on the Freshsales Deal. We resolve the Contact lookup and Owner at migration time before inserting.

Tubular custom pipeline stages per deal map to Freshsales Deal Stage values. We capture stage names, order, and any probability percentages as custom fields in Freshsales because probability weights are not native to Freshsales Pipeline Stages without configuration. The customer reviews and approves the stage mapping during sandbox validation.

Tubular Leads map directly to Freshsales Leads with source, status, owner, and custom Lead Builder fields transferred. Freshsales Lead conversion requires pre-configured field mapping to map Lead custom fields to Contact, Account, and Deal fields; we set this up before migration so that converted Leads preserve their original data. Lead-to-Contact conversion mapping is configured in Freshsales Admin settings before the migration begins.

Tubular Tags applied to Deals and Contacts are preserved as label arrays and mapped to Freshsales custom multi-select text fields on the respective objects. We document the complete tag vocabulary during scoping and create the destination custom field with all possible values as valid options before import. The customer chooses whether tags migrate to Contact tags, Deal tags, or both during discovery.

Tubular Tasks associated with Leads and Deals map to Freshsales Tasks with title, due date, owner, and completion status preserved. Recurring task patterns in Tubular are not available in export and must be manually recreated as Freshsales workflow rules post-migration. We document each recurring pattern during discovery for the customer's admin.

Tubular email logs, call logs, and activity notes attached to Deals and Contacts migrate as Freshsales Tasks with the activity type captured in a custom field. Call duration and disposition values from Tubular migrate as custom Task fields. The activity timestamp is preserved as the Freshsales Task due date to maintain the historical timeline.

PDFs and files attached within Tubular deal flows are extracted via UI scraping or API where available. We preserve file names and associate them with the correct Deal record in Freshsales as attachments. File content itself migrates if accessible via the extraction method; file hosting is limited to file name and association without reconstructing the original document library.

Tubular User accounts and deal owners map to Freshsales User records by email match. Inactive users in Tubular are flagged and mapped to inactive Freshsales Users or reassigned to an active owner during migration depending on customer preference. User provisioning in Freshsales must be completed before record import because OwnerId references are required on Deals and Contacts.