Migrate from Wetroo CRM to Freshsales

Wetroo Leads migrate directly to Freshsales Leads. Source attribution (Facebook, Google, manual, WhatsApp) transfers as a custom field for lead attribution reporting. Lead status and any scoring values map to Freshsales Lead fields. Custom fields on Wetroo Leads must have corresponding custom fields created in Freshsales before migration; we create them during schema setup if they do not exist. Email serves as the unique identifier for dedupe checks.

Wetroo Contacts migrate to Freshsales Contacts. We preserve contact details, phone numbers, email addresses, and lifecycle stage. Custom field values on Wetroo Contacts map to Freshsales Contact custom fields. If the Wetroo Contact has an associated Company, we resolve the Account lookup before Contact import so that no Contact is left without a parent Account.

Wetroo Company records map directly to Freshsales Accounts. Company names, industry tags, and standard address fields migrate to Account fields. Address and billing data from Wetroo map to the corresponding Account address fields. Custom fields on Companies migrate to Account custom fields.

Wetroo Deals migrate to Freshsales Deals. Stage value, deal value, expected close date, and owner assignment are preserved. Pipeline-level custom stages are mapped to Freshsales pipeline stages, and we configure the Freshsales pipeline structure before migration begins so that stage values have valid landing spots.

We read the Wetroo pipeline configuration via API and map it to a Freshsales pipeline structure. Stage names and order are preserved. Any stage-specific properties (probability, SLAs) map to Freshsales stage configuration. We configure the pipeline in Freshsales Admin settings before Deal import so that every Deal lands in a valid pipeline stage.

Wetroo OBD call records extracted via the /api/v1/?apirequest=obd_record endpoint migrate to Freshsales Call records. Call duration, disposition, timestamp, and recording URL (where available) map to Freshsales Call fields. Call records are linked to the parent Contact, Account, or Deal via the lookup resolution step.

WhatsApp conversation threads from Wetroo's conversation API migrate to Freshsales Note records attached to the parent Contact or Deal. We extract message content, timestamps, and sender/receiver. Media attachments require a separate download step and are re-attached manually in Freshsales. This adds a step to the migration timeline for accounts with high WhatsApp volume. The Note body includes conversation thread text for rep reference.

Wetroo email engagements, tasks, and calendar events migrate to Freshsales Email, Task, and Event records respectively. Email content and timestamps transfer to Freshsales Email records linked to the parent record. Task records preserve status, priority, due date, and owner assignment. Event records (meetings, appointments) migrate with start time, end time, location, and attendee data.

Custom fields on Wetroo Leads, Contacts, Companies, and Deals are supported for migration. We create equivalent custom fields in Freshsales during schema setup, mapping field names and types. Picklist and multi-select values require explicit value-list mapping between Wetroo and Freshsales options. Fields without a clear Freshsales equivalent are flagged for the customer's admin to decide on a landing spot.

Wetroo drip marketing sequences and automated sales cadences are automation-layer objects with no exposed schema or export endpoint. We do not migrate drip sequences. We export the contact lists used as sequence audiences so the customer's admin can rebuild sequences in Freshsales Sales Sequences using the same contact segments. The sequence definitions (step logic, delays, actions) must be documented manually during scoping and rebuilt in Freshsales Workflows or Sequences.

Wetroo integrations with third-party platforms (payment gateways, accounting tools, shipping solutions, affiliate trackers) are configuration-level settings that do not live in Wetroo's data model. We do not migrate integration configurations. We document which integrations are active in Wetroo and provide a reference list of Freshsales-native equivalents or Freshworks ecosystem alternatives for the customer's IT team to configure post-migration.