Migrate from WayMore to Freshsales

WayMore Contact records export cleanly via CSV from the dashboard Contacts section. Standard fields (first_name, last_name, email, phone) map directly to Freshsales Contact fields. Behavioral properties (e.g., last_visited_page, utm_source, channel_preference) map to custom fields on Contact that we pre-create in Freshsales before ingestion. Email address is the primary dedupe key.

WayMore Company records map to Freshsales Account. The Company name becomes Account Name, and domain-related properties map to Website. Accounts must import before Contacts so that the AccountId lookup relationship is resolved at Contact insert time. We extract the Company-to-Contact association from WayMore's CSV export and use it to link each Contact to its parent Account during transformation.

WayMore custom properties on Contacts vary by account. We map each custom field by name and infer Salesforce-compatible field types (Text, Number, Date, Picklist) from the source values. We pre-create the corresponding custom fields in Freshsales via the API before ingestion. Type preservation is not guaranteed without explicit field-by-field review; we flag any ambiguous types during scoping.

WayMore segments are defined by dynamic rule sets that update automatically as contacts meet criteria. Freshsales does not support equivalent dynamic rules natively. We export the current contact membership of each segment as a static list and create a corresponding Freshsales Contact List for each. The dynamic rule logic is documented in the migration inventory for manual reconfiguration if needed.

WayMore Email Campaign records (subject, send date, recipient count, open rate, click rate) do not map directly to a standard Freshsales object. We map campaign metadata to a Freshsales custom object Campaign_Metrics__c linked to the primary Account, and we associate campaign recipients as Contact List memberships. Campaign content bodies do not migrate as editable templates.

WayMore SMS campaign records and templates export via CSV. Opt-out status per contact migrates to Freshsales HasOptedOutOfEmail. SMS message content maps to a Freshsales custom object SMS_History__c linked to Contact. Freshsales does not have a native SMS module on all tiers; we note whether the destination plan includes SMS and flag any additional Freshsales SMS add-on licensing required.

WayMore tags applied to Contacts export as a comma-separated list in the Contact CSV. We parse each tag and apply it to the corresponding Freshsales Contact record. Freshsales tags use the same string-based tagging model as WayMore, so the tag names transfer directly without transformation.

WayMore Automation Workflows define customer journey logic with triggers, conditions, and delays. We document the workflow structure, step sequence, and trigger conditions as a written specification deliverable. Active execution state, pending delays, and queued messages do not transfer. Contacts will need to re-enter workflows at the destination. Freshsales Workflow Automator is a separate rebuild task for the customer's admin.