CRM migration
Field-level mapping, validation, and rollback between Zinc and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
Zinc
Source
Freshsales
Destination
Compatibility
10 of 10
objects map 1:1 between Zinc and Freshsales.
Complexity
BStandard
Timeline
5–7 business days
Overview
Zinc Work is a reference-checking SaaS platform where candidate records, reference check requests, and verification results are first-class objects. Freshsales is a CRM with Contact, Account, and Deal objects but no native reference-check module. Migrating from Zinc Work to Freshsales means converting reference check data into Freshsales custom fields attached to Contact records, with check results stored as activity log entries. We map candidate first and last names to Freshsales Contact fields, email addresses, phone numbers, and job titles all translate directly. Reference check status, rating scores, completed dates, and completed-by values need Freshsales custom fields on the Contact object since Freshsales has no equivalent native object. Source application and verification status also map to custom fields. Workflows, automated reminder templates, and reference request email templates do not migrate — those are Zinc Work-specific and must be rebuilt in Freshsales Workflows. FlitStack AI accesses Zinc Work via API with scoped read-only credentials, extracts all candidates, reference checks, and activities in paginated batches respecting Freshsales API rate limits, and loads them into Freshsales custom fields validated before final commit.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Zinc object lands in Freshsales, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Zinc
Candidate
Freshsales
Contact
1:1Zinc Work Candidate records map directly to Freshsales Contact records. Candidate first name, last name, email, phone, mobile phone, and job title all have direct Freshsales Contact field equivalents. The migration stores the original Zinc Work Candidate ID as a custom field (Zinc_Candidate_ID__c) on the Contact record for traceability and delta-run de-duplication.
Zinc
Candidate.organization_id
Freshsales
Account
1:1Zinc Work stores an organization (company) record linked to each Candidate via organization_id. The migration first migrates Zinc Work organizations to Freshsales Accounts (Name, domain, industry, employee count). Each Contact then gets its AccountId lookup populated referencing the corresponding migrated Account record.
Zinc
Reference Check
Freshsales
Contact (custom fields)
1:1Zinc Work Reference Check records have no native equivalent in Freshsales. The migration creates custom fields on the Freshsales Contact object: Reference_Check_Status__c (pick-list), Reference_Type__c (text), Reference_Request_Date__c (date), Reference_Completed_Date__c (date), Reference_Completed_By__c (text), Reference_Rating__c (number), Reference_Comments__c (long text area), Reference_Verification_Status__c (text), Reference_Source_App__c (text), and Reference_Passed__c (checkbox). Each Contact gets these populated from its associated Zinc Work Reference Check records.
Zinc
Reference Check Activity
Freshsales
Sales Activity (Task / Event)
1:1Zinc Work tracks activities on reference check records — emails sent to references, status change events, reminder logs. These migrate as Freshsales Sales Activities (Tasks) attached to the corresponding Contact. Original timestamps, owners, and activity type are preserved. Freshsales native activity tracking lets hiring teams see the full reference request history on the contact timeline.
Zinc
Reference Check Template
Freshsales
Freshsales Workflow
1:1Zinc Work reference check request templates (question sets, email formats, follow-up sequences) have no Freshsales equivalent. We export Zinc Work template definitions as a structured JSON reference document. Your Freshsales admin rebuilds these as Freshsales Workflows using the exported template data as a specification. Automations, reminders, and escalation rules must be recreated manually.
Zinc
User / Team Member
Freshsales
Freshsales User
1:1Zinc Work user accounts map to Freshsales Users by email address. The migration matches Zinc Work owner IDs to Freshsales user emails. Unmatched owners are flagged before migration — your team either provisions their Freshsales account first or assigns records to a fallback user. No record lands in Freshsales without an assigned owner.
Zinc
Product / Add-on Subscription
Freshsales
Freshsales Product
1:1Zinc Work paid add-ons (additional check types, team seats, API access) can be modeled as Freshsales Products in the Product Catalog. This is optional but enables tracking check-related revenue or quoting reference check services internally. Unit price and product name map directly if your team chooses to use this object.
Zinc
Greenhouse / Lever / Ashby Integration
Freshsales
Freshsales Native Integration
1:1Zinc Work integrates with ATS platforms (Greenhouse, Lever, Ashby) to auto-trigger reference checks from candidate records. These integrations do not migrate — they must be rebuilt in Freshsales using Freshsales Workflows, webhooks, or Freshworks Marketplace integrations. We document the current integration triggers so your admin knows which Freshsales automations to create.
Zinc
Attachment / Uploaded Document
Freshsales
Freshsales Files
1:1Zinc Work allows uploading documents (resumes, consent forms, signed agreements) attached to reference check records. These files download from Zinc Work and re-upload to Freshsales Files, attached to the corresponding Contact record. File size limits apply (Freshsales default 25MB per file). Inline images in reference comments are re-hosted.
Zinc
Billing / Subscription Record
Freshsales
No equivalent
1:1Zinc Work subscription tier, seat count, and per‑check billing records are not relevant to Freshsales CRM operations and are therefore not migrated. FlitStack AI does not transfer billing information; Freshsales handles its own subscription billing through the Freshworks portal. If you need a record of historical Zinc Work usage, you can export the billing data separately before cutover, and your finance team manages Freshsales costs via the Freshworks billing dashboard.
| Zinc | Freshsales | Compatibility | |
|---|---|---|---|
| Candidate | Contact1:1 | Fully supported | |
| Candidate.organization_id | Account1:1 | Fully supported | |
| Reference Check | Contact (custom fields)1:1 | Fully supported | |
| Reference Check Activity | Sales Activity (Task / Event)1:1 | Fully supported | |
| Reference Check Template | Freshsales Workflow1:1 | Fully supported | |
| User / Team Member | Freshsales User1:1 | Fully supported | |
| Product / Add-on Subscription | Freshsales Product1:1 | Fully supported | |
| Greenhouse / Lever / Ashby Integration | Freshsales Native Integration1:1 | Fully supported | |
| Attachment / Uploaded Document | Freshsales Files1:1 | Fully supported | |
| Billing / Subscription Record | No equivalent1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Zinc gotchas
Integration settings do not migrate automatically
Custom check templates with bespoke rubrics require field-level mapping
Audit logs are not accessible for export
Freshsales gotchas
Freddy AI is Pro-tier only despite heavy marketing
Post-migration emails and sequences are disabled
Bot session credits are a one-time 500-session allocation
Phone credits charged per minute with no cap
File storage limits scale with plan tier
Pair-specific challenges
Migration approach
Validate Zinc Work API access and scope the record universe
Before data movement begins, we validate your Zinc Work API credentials and confirm scoped read access to candidates, organizations, reference checks, and activity endpoints. We run a record-count query across all four objects and surface any Zinc Work accounts with missing or null foreign keys (orphaned reference checks, candidates without organizations). We also confirm your Freshsales plan tier so we can configure API rate-limit batching from the start. This step produces a migration scope document with record counts per object.
Design Freshsales schema and create all required custom fields
We deliver a custom field creation specification for your Freshsales admin: field names (Reference_Check_Status__c, Reference_Rating__c, etc.), field types (pick-list, number, date, text), and pick-list value options matching Zinc Work source values. Your admin creates these fields on the Contact object in Freshsales before data lands. We validate that all custom fields exist and are the correct type before the migration run. This step prevents write failures caused by missing custom fields during the load phase.
Extract all data from Zinc Work via paginated API reads
We connect to Zinc Work using your API credentials and read candidates, organizations, reference checks, and activity logs in paginated batches. Each batch respects Zinc Work pagination limits and stores raw records in our staging environment. We apply an initial de-duplication pass using email address and Zinc Work record IDs to flag duplicate candidates. We also capture the original created_at and updated_at timestamps for every record so audit continuity is preserved in Freshsales custom datetime fields.
Run a sample migration with field-level diff on 50–100 records
A representative slice of 50–100 records migrates first: a mix of candidates with and without reference checks, organizations with multiple candidates, and activity records. We generate a field-level diff report comparing source Zinc Work field values against the resulting Freshsales Contact records and custom field values. You verify that reference check status maps to the correct pick-list values, rating scores land as numbers, and activity logs appear on the correct contact timeline. We correct any mapping errors before the full run commits.
Execute full migration with rate-limit batching and delta pickup
The full dataset migrates into Freshsales in batched writes tuned to your Freshsales API rate limit. Organizations load first, then Candidates with AccountId lookups, then Reference Check data populating Contact custom fields, then Activity records attaching as Tasks. A delta-pickup window runs for 24–48 hours after the full migration to capture any Zinc Work records modified or created during the cutover. We run post-migration validation queries to confirm record counts match across source and destination and that no custom fields are null where source values existed.
Platform deep dives
Zinc
Source
Strengths
Weaknesses
Freshsales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Zinc and Freshsales.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Zinc: Not publicly documented.
Data volume sensitivity
Zinc doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Zinc to Freshsales migration scoping. Not seeing yours? Book a call.
Walk through your Zinc to Freshsales migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Zinc
Other ways to arrive at Freshsales
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