Migrate from Wise Agent to Freshsales

Wise Agent stores all people records in a single contact object. FlitStack routes each record to Freshsales Contact or Lead based on your specified rule — typically by lifecycle stage, label, or last activity date. Unassigned contacts land as Leads by default; active clients and past transaction parties land as Contacts. The split rule is defined before migration and confirmed during the sample run.

Wise Agent company records map 1:1 to Freshsales Accounts. The referral tree (parent/child company relationships in Wise Agent) translates to the Account hierarchy in Freshsales. Multi-contact companies in Wise Agent (N:N associations) collapse to a primary Account with other relationships surfaced as secondary account links in Freshsales.

Wise Agent transactions are the most structurally complex object to migrate. Each transaction's checklist stages, milestone dates, and checklist items are captured as custom fields on the Freshsales Opportunity. The transaction name becomes the Opportunity name, the deal value maps to Amount, and the current stage maps to the Freshsales deal stage pick-list. Checklist template names and per-step completion flags are stored as custom text fields for reference.

Wise Agent transactions track milestone-to-milestone progress (e.g., Under Contract → Inspection → Appraisal → Closing). Since Freshsales Opportunities use a flat stage pick-list without a milestone sub-object, FlitStack creates a Transaction_Milestones__c custom field on the Opportunity to preserve the full sequence. Each completed milestone is logged as a timestamped note attached to the record.

Wise Agent links property records to transactions and contacts. FlitStack creates a separate Account record for the property (with address, MLS number, and property type as fields) and associates it with the primary Contact and the Opportunity. This maintains the property-to-agent relationship from Wise Agent in a way that Freshsales can report on.

Wise Agent task records, including due dates, assigned agents, and completion status, migrate as Freshsales Tasks. Original create dates and last-modified timestamps are preserved in custom datetime fields. Tasks linked to a specific Contact or Opportunity retain the association in Freshsales via the task's related_to reference.

Wise Agent's flexible labeling system (Buyer, Seller, Investor, etc.) maps to a Contact_Segment__c custom pick-list field in Freshsales. Multi-label contacts have labels concatenated with semicolons in the custom field. The label taxonomy is reviewed before migration so it can be aligned with Freshsales lifecycle stages if desired.

Wise Agent drip campaigns, text marketing sequences, and follow-up autoresponders do not migrate. They are documented in a rebuild reference exported from Wise Agent and handed off to your Freshsales admin to recreate using Freshsales Workflows (Growth+) or Sales Sequences (Pro+).

Wise Agent custom fields (Extended Property fields created by the user) map to Freshsales custom fields. Each custom property is created as a field on the matching Freshsales object (Contact, Account, or Opportunity) with the appropriate data type — text, number, date, pick-list — confirmed before migration runs.

Wise Agent team members and agent assignments are resolved against Freshsales users by email match. Unmatched agents are flagged before migration so they can be provisioned in Freshsales or assigned to a fallback owner. Lead and Opportunity OwnerId fields are populated from the resolved user list.

Wise Agent calendar entries and appointments migrate as Freshsales Events with original start/end times, attendee list, and associated contact or transaction reference preserved. All event details including location, description, and any attachments are transferred to maintain complete historical records. The migration ensures that calendar data remains accessible and actionable within Freshsales for scheduling and follow-up activities.

Wise Agent landing pages and the contact records generated from them migrate as Contact records, but the page layouts, form configurations, and lead source attribution are not transferable. Lead source information from the form submission is captured as a custom field on the contact.

Wise Agent notes and communication logs attached to contacts or transactions migrate as Freshsales Notes. The original timestamp and author are preserved in Freshsales' created date and last modified fields. This ensures that all historical communication history is maintained and can be referenced for future interactions, compliance purposes, and customer relationship management.