Migrate from Wired Plus to Freshsales

Wired Plus contacts map directly to Freshsales contacts. We extract name, email, phone, address, custom field values, and the opt_in consent flag explicitly from the source API or CSV. The opt_in status maps to Freshsales contact properties and is preserved as a custom field to satisfy GDPR requirements. We resolve field labels to Freshsales field names by pulling the Wired Plus field schema via API before mapping begins, because Wired Plus exports use labels rather than internal field IDs.

Wired Plus company records map to Freshsales accounts. We use the company domain as the Account website field and as the dedupe key during import. The Account record must be created before the contact import so that the contact-to-account lookup is satisfied at insert time. Some Wired Plus accounts store company data only as related fields on the contact record; in those cases we create Account records from the company name and domain fields extracted from the contact.

Wired Plus deals (pipeline opportunities linked to contacts or companies) map to Freshsales deals. The deal stage from Wired Plus maps to a Freshsales Deal Stage value, and the pipeline assignment maps to a Freshsales pipeline that we configure before migration. Deal custom fields migrate to Freshsales deal custom fields with field types matched from the source schema.

Each Wired Plus pipeline stage is extracted from the platform's stage definition and mapped to a Freshsales Deal Stage value. We configure the Freshsales pipeline and stage values before migration so that deal imports resolve stage names correctly. Stages with no Freshsales equivalent are flagged in the mapping document for the customer to resolve before import.

Wired Plus tags are flat string labels applied to contacts. We export all tag assignments and reapply them in Freshsales as a tag field or as custom multi-select picklist values depending on Freshsales plan capabilities. Tag vocabulary is preserved without transformation.

Wired Plus campaigns with send history, open rates, click rates, and send dates migrate as Freshsales Campaign records. Campaign performance metrics are stored as custom fields on the Campaign object because Freshsales Campaign stores target audience and status but not all historical engagement data. We export the full campaign performance CSV and attach it as structured metadata to the corresponding Campaign record.

Wired Plus automation workflows define trigger-action sequences with conditional branches and time delays. We export workflow definitions as structured JSON where available. Workflow trigger IDs, delay values, and condition logic cannot migrate between platforms. We deliver a written workflow audit log that documents each active workflow's trigger, conditions, actions, and a recommended Freshsales automation equivalent for the customer's admin to rebuild.

Wired Plus landing pages are stored with HTML content and form configurations. We export page HTML, asset URLs, and form field names as a documented asset. Freshsales does not include a landing page builder in its standard CRM tier; we flag any pages with forms that require reconnection to a new form handler and recommend Freshmarketer or a third-party landing page tool as the replacement.