Migrate from Zendesk Sell to Freshsales

Zendesk Sell Leads are unqualified prospects with their own pipeline, sources, and unqualified-reason fields. Freshsales uses a unified Person object where Leads and Contacts merge into a single record with a Person Type property distinguishing lead from contact. We map Sell Lead fields (name, email, phone, source, owner) to Freshsales Person fields and set the person_type field to Lead. The original Sell lead_source is preserved in a custom Freshsales field sell_lead_source__c for segmentation. If the customer used Sell's Lead scoring, we map it to Freshsales's built-in contact scoring or a custom numeric field.

Sell Contacts map directly to Freshsales Person records with person_type set to Contact. We resolve the Sell contact-to-owner relationship to the Freshsales Owner field and map custom Contact Fields to Freshsales custom fields, maintaining the field-key lookup table built during scoping. The Freshsales Dedupe settings are configured to match on email as the primary key before import begins.

Sell Companies map to Freshsales Accounts. The company domain becomes the Account Website field and serves as the dedupe key during import. Account is created before Person import so that the account_id lookup is satisfied at the moment of Person insert. Territory and industry fields map directly between platforms.

Sell Deals map to Freshsales Deals with deal value, stage, probability, expected close date, and owner preserved. Loss reason and deal source custom fields migrate to Freshsales equivalent custom fields. The deal's closing flag and pipeline assignment transfer as metadata rather than a separate object because Freshsales handles pipeline configuration inline within the Deals module rather than as a standalone container.

Sell Pipelines and their child Stages are separate objects. Freshsales handles pipeline and stage configuration within the Deals module settings. We map each Sell Pipeline to a Freshsales Pipeline and each Sell Stage to a Freshsales Stage, preserving ordinal position, stage type (open, won, lost), and probability. Stage naming conventions are normalized to match Freshsales defaults during import. If the customer has multiple Sell Pipelines, we configure corresponding Freshsales Pipelines before migration.

Sell Tasks migrate to Freshsales Activities with activity_type set to Task. Due date, assignee, priority, completion status, and notes transfer directly. Tasks attached to Contacts or Deals resolve their Freshsales Person or Deal lookup at migration time using the email and deal-name dedupe keys established during scoping.

Sell call logs (call outcomes, duration, recording URL) migrate to Freshsales Activities with activity_type set to Call. Call disposition maps to a Freshsales custom field call_disposition__c. Call recordings are audio files that require separate file transfer; we migrate recording URLs as metadata and flag the audio file transfer as a separate step that requires the customer to provision file storage access in Freshsales.

Sell Notes attached to Contacts, Deals, Leads, or Companies migrate to Freshsales Notes linked via the target record's ID. We preserve the note body and creation timestamp, and map the note author to the Freshsales Owner or leave it as a system-generated migration entry if the Sell user has no matching Freshsales account.