Your companies, contacts and deals, with notes, tasks and meetings. Review the field changes and history limits before you commit.
Start free assessmentWe run Close CRM to Freshsales CRM migrations. The assessment is free and comes before any commitment.
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Close CRM
Freshsales CRM
Keep deals linked to contacts and companies, and activities linked to their records in Freshsales CRM.
We find your custom fields in Close CRM and plan how their values will travel to Freshsales CRM before migrating their records.
Your activity history arrives on the record it belongs to. This page names which types transfer and any limit on them.
We match them to your Freshsales CRM users and stages.
The plan flags values that change during migration. The original value comes across beside the converted one.
Where possible, we create a field in Freshsales CRM for data with no matching field.
We review the fields, existing stages and record owners with you before the run. Your Close leads become accounts, with contacts and opportunities carried beneath them.
The connection uses your Freshsales API key and account address from Profile Settings, API Settings. We review access and setup before writing records.
Each row explains a limit and what you can do about it. Open the details for the reason and supporting source.
Freshsales fields and stages need review before the run
View detailsHide detailsWe match existing stages and do not create pipelines. Field creation on accounts, contacts and deals still needs confirmation against your account.
We review the destination setup with you before migrating records.
Some field values arrive as text
View detailsHide detailsOur connector does not create date or checkbox fields. It carries those values as text on supported records, and strips formatting from rich text.
The plan identifies these changes so you can decide which values to bring.
Notes and appointments do not keep their original author
View detailsHide detailsWe write these records through the connected Freshsales user. Notes are dated when we write them, and their text is carried without rich formatting.
The content travels, but do not treat the new author and note date as the original audit history.
An activity keeps one parent record
View detailsHide detailsOur Freshsales destination links a note, task or appointment to one contact, deal or account, in that order of preference.
The activity remains attached to the selected migrated record. Review any extra relationships before cutover.
A contact's one name is split on the last space
View detailsHide detailsClose keeps a single name on a contact where Freshsales CRM keeps a first and a last, so we split on the last space. That is right for Mary Anne Evans and wrong for Ludwig van der Berg. Close stores one string, so the information needed to do better is not in it.
Verified against developer.close.comThe free assessment shows you the names it affects before you pay.
Call and email records stay in your source CRM
View detailsHide detailsOur Freshsales destination does not write phone calls or email conversations.
The supported tasks and meeting records listed above can still travel.
Custom modules, products and line items are outside this migration
View detailsHide detailsOur Freshsales connector does not carry these records in either direction.
Accounts, contacts, deals, notes and tasks are included in the supported scope.
Marketing consent is not migrated
View detailsHide detailsWe do not read or write subscription status through our Freshsales connector.
Review consent separately before using the destination for marketing.
Your attachments stay in Close CRM
View detailsHide detailsClose does keep files. What it does not document is whether the URL it serves the bytes from can be fetched with an API credential rather than a browser session, and we will not carry bytes we have no confirmed way to read. It is on your plan before you pay rather than a surprise after the run.
Verified against developer.close.comYour notes, your tasks and your meetings all come with you.
One action removes the records we wrote to Freshsales CRM. Review what will remain before you undo and retry.
A paused run resumes where it stopped, without losing progress or duplicating records.
We only read Close CRM. Nothing is written back to it.
Keep working in Close CRM while you check the results. Then bring across the latest changes before switching over.
In Freshsales CRM after the migration
After you undo
Covers up to 20,000 records. Larger migrations use higher tiers. You pay once per migration, with no recurring charge.
Connect Close CRM to see your record count and price before you commit.
Ask for a refund within 30 days of your migration being marked complete. We reverse the migrated data out of Freshsales CRM and refund you.
We bring supported values onto the matching records. Some types arrive as text, and Freshsales field setup needs review before the run. The plan shows what each value becomes.
No. This migration does not write call or email records into Freshsales. Keep access to that history in your source CRM.
We match deals to existing Freshsales stages. We do not create pipelines or stages, so we review the destination funnel and deal status with you first.
We run the migration and stay reachable. Connect Close for the free assessment and price, then Freshsales to complete the plan. Nothing moves until you ask.
Yes. We only read Close and never write back to it. Keep working while you check the results, then bring across the latest changes before switching over.
You can undo the migration, correct the issue and run again. Created fields, shared catalogue data and any other items listed as retained stay in place.
One payment, based on the records that move. The free assessment of Close gives you the exact count and price before you commit. Payment is by invoice, with no subscription.
Next step
Create an account and connect Close CRM for your free assessment. See your record count and price before you commit. Nothing moves until you ask.
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