Migrate from Zixflow Marketing Automation to Freshsales

Zixflow Contacts are a single flat object where qualification status is implied by custom properties. Freshsales uses separate Lead (unqualified) and Contact (qualified, tied to an Account) objects. We apply a qualification rule during migration scoping: contacts with an active Deal or a Collection membership that implies a sales pipeline stage map to Freshsales Contact under a mapped Account; contacts without Deals or with only marketing list memberships map to Freshsales Lead. Original Zixflow contact IDs and any AI enrichment data are preserved in custom fields for audit.

Zixflow Companies map directly to Freshsales Accounts. Company domain and address fields transfer to the Account Website and Address fields. Account is created before Contact import so that the Account-Contact Lookup is satisfied at insert time. Deduplication is performed on Company name plus domain to prevent duplicate Accounts when multiple Zixflow Companies share a domain.

Zixflow Collections are named groupings that function as lists and segments. Each Collection becomes a Freshsales List with the same name. Contact membership maps via Freshsales List Membership records. Zixflow contacts belonging to multiple Collections generate multiple List Membership records. We export the Collection-to-Contact membership as a lookup table before migration so that list membership resolves correctly after the Contact-to-Lead split.

Zixflow Flows are automation logic built in a proprietary visual builder with no documented export or migration path. Flows do not transfer in bulk data exports. We export the Flow name, trigger type, step summary, and action list as a written document that your admin uses to rebuild each Flow in Freshsales Workflows. Note that Freshsales Workflows are a priced add-on ($5 for 10 workflows on Growth plan).

Zixflow Forms capture leads and feed data into Contacts and Collections. Form field definitions export as a field inventory. Each form submission migrates as a Contact record with the form name stored in a custom field form_source__c and the submitted field values mapped to matching Freshsales custom fields by name and type. Submission timestamps and UTM parameters migrate as additional custom fields on the Contact record.

Zixflow custom contact properties including AI-generated enrichment fields export as flat key-value pairs. We audit every custom property, classify by data type (text, number, date, picklist, multi-select, phone), and create equivalent Freshsales custom fields before data import. AI enrichment values that have no exact Freshsales equivalent (such as custom scoring fields or confidence scores) are stored as Number or Text fields with the original field name preserved in the label for audit clarity.

Zixflow Inbox aggregates multichannel conversations from WhatsApp, SMS, Email, and RCS. Message threads and timestamps export via API and migrate as Notes attached to the related Freshsales Contact or Lead. Thread metadata (channel, direction, timestamp) is preserved. We flag that WhatsApp and RCS delivery status (sent/delivered/read) is Zixflow-internal tracking and does not map to Freshsales native delivery analytics; WhatsApp delivery status does not transfer.

WhatsApp Subscriber opt-in records export with contact association and subscriber status. Opt-in date, status (active/inactive), and any subscriber tags migrate as custom fields on the Freshsales Contact. The Zixflow default subscriber cap of 500 per workspace has no Freshsales equivalent, but WhatsApp Business audience management in Freshsales Suite requires separate configuration of the WhatsApp Business channel. Subscriber count does not carry a billing implication in Freshsales.

Zixflow Deals map directly to Freshsales Deals. Deal name, amount, stage, owner, and expected close date transfer to matching Freshsales Deal fields. The Zixflow deal stage names map to Freshsales Deal stage values, and the deal pipeline assignment maps to a Freshsales Sales Process. Closed-Lost and Closed-Won reasons from Zixflow custom fields migrate as Freshsales Loss Reason and Won Reason fields if configured.

Flow automation credits and Zixflow Wallet messaging credit balances are billing metrics, not customer data records. They do not migrate. We note the current Flow credit balance and Wallet balance as reference figures for the customer to plan account closure. Remaining messaging credits in the Zixflow Wallet are forfeited or drained before the account is closed, per Zixflow account terms.