Migrate from Zurple to Freshsales

Zurple contacts with no conversion history migrate as Freshsales Leads. All standard contact fields (name, email, phone) map directly. Owner resolved by email match against Freshsales users. Records without a matching user are flagged for admin assignment before the full migration runs.

Zurple contacts that have an associated open deal are split into Freshsales Contacts linked to an Account. The decision rule is: any Zurple contact with a deal_id field present routes to Contact + Account, creating the account name from the contact's company field. This preserves the revenue context in Freshsales.

Zurple companies map to Freshsales Accounts. Company name becomes Account Name. Website, industry, employee count, and annual revenue transfer as custom or standard fields. Parent-child company hierarchies in Zurple map to Freshsales Account.ParentId. Multi-company contacts collapse to one primary AccountId with Account Contact Relationships for secondary affiliations.

Zurple deals become Freshsales Opportunities (internally named Deals in Freshsales UI). Deal name, amount, close date, and pipeline stage transfer. The pipeline stage in Zurple maps to an Opportunity Stage value in Freshsales. Amount fields with currency symbols are stripped to numeric before insertion.

Each Zurple pipeline becomes a Freshsales Sales Process. If you run multiple pipelines, Freshsales supports multiple Sales Processes under the Estate and Forest plans. Pipeline stage names map value-by-value to Freshsales Opportunity Stage pick-list values. Stage probability percentages are re-applied based on Freshsales stage defaults unless you provide a custom probability map.

Zurple conversation logs, notes, and call records migrate as Freshsales Sales Activities and Notes. Original timestamps, activity type (call, email, meeting), and owner are preserved. Email body content migrates as Note body text. Attached files re-upload to Freshsales Files (25MB per file limit applies on Growth/Blossom plans).

Zurple custom fields (property_interest, property_type, search_criteria, lead_rating) require corresponding custom fields in Freshsales. FlitStack AI creates these on the appropriate object (Contact, Account, or Deal) before data insertion. Field types are matched: text to text, pick-list to pick-list, number to number. Custom fields on the Forest plan support up to 310 fields per module.

Zurple user IDs are resolved by email match against Freshsales User records. Any Zurple owner whose email has no corresponding Freshsales user is flagged pre-migration with a recommendation to invite that user or assign to a fallback owner. No record lands without a valid Freshsales OwnerId.

Zurple lead source values (Facebook, Google Ads, IDX Website, Referral) are mapped to Freshsales Lead Source pick-list values. Sources that do not exist in Freshsales default to 'Other' and are flagged for admin review. You can extend the Freshsales pick-list to match Zurple's full taxonomy.

Zurple's Conversations™ nurture sequences and behavior-triggered emails have no direct Freshsales equivalent. Freshsales Workflows handle field-update and task-creation triggers; Sales Sequences handle outbound email cadences. We export your Zurple sequence definitions as a configuration reference so your admin can rebuild them in Freshsales Workflows and Sequences.