Your accounts, contacts and deals, with the supported notes, tasks and files. See what travels and what stays in Freshsales before switching over.
Start free assessmentWe run Freshsales CRM to Close CRM migrations. The assessment is free and comes before any commitment.
Running this for a client? Explore partnership options.
Freshsales CRM
Close CRM
Keep deals linked to contacts and companies, and activities linked to their records in Close CRM.
We find your custom fields in Freshsales CRM and plan how their values will travel to Close 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 Close 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 Close CRM for data with no matching field.
We read accounts, contacts and deals from the saved views selected for the migration. We check those views with you so the scope includes the records you intend to bring. Notes and files are read with their parent records. Keep access to Freshsales for the calls, emails and other records listed as outside this migration.
Accounts become Close leads. A Close lead is the company that holds its contacts and opportunities. We review that parentage before the run.
Connect Freshsales using the API key and account address from Profile Settings, API Settings. Your source connection gives you the free record count and price.
Each row explains a limit and what you can do about it. Open the details for the reason and supporting source.
Everything in Close hangs off a company
View detailsHide detailsClose's primary record is the lead, and a lead is a company. Its own reference says to think of one as both a lead and an account, and that contacts, tasks, opportunities and activities must be children of a lead. So your accounts become leads and everything else arrives underneath the company it belongs to.
Verified against developer.close.comA record whose company did not come across has nowhere to be, which is why we bring the accounts first and name anything orphaned before the run rather than during it.
A deal in Close has no name of its own
View detailsHide detailsA Close opportunity is identified by the lead it sits on and shown by the company's name. There is no title field on it. So whatever you called each deal does not survive as a title, and the deal is known by its company and its pipeline instead.
Verified against developer.close.comThe value, the stage, the owner and the close date all come across.
Nobody owns a company in Close
View detailsHide detailsA Close lead carries no owner or assigned user, only who created and last updated it. Ownership here sits on the opportunities and the tasks. So your Freshsales record owners travel on your deals and tasks, and on the company itself there is no field for one to land in.
Verified against developer.close.comYour record owners travel on your deals and tasks, and you say who takes the companies and the people in them.
A Close custom field has no true or false, and no currency
View detailsHide detailsClose's custom field types are text, number, date, datetime, a list of choices, a user, a contact, a custom object, a long text area and a hidden value. There is no checkbox among them and no money type. So a yes or no field arrives as the text of the answer, and an amount keeps its figure and loses what it was denominated in.
Verified against developer.close.comWe show you which of your fields this affects in the free assessment.
An attachment cannot be taken back out
View detailsHide detailsClose has no way to delete a file. Its files reference documents one operation, generating a signed upload, and nothing that removes a file, so a file this migration attached stays attached even if you undo everything else. The undo tells you which ones it had to leave rather than passing over them quietly.
Verified against developer.close.comEverything else we wrote comes back out.
Closed-deal reporting needs a stage review
View detailsHide detailsOur Freshsales source carries stage names without declaring whether each stage means won, lost or open.
We review how your stages should be treated before the migration runs.
Your appointments stay in Freshsales CRM
View detailsHide detailsClose builds a meeting from a calendar event synced out of Google Calendar or Outlook. Its API lists no way to create a meeting activity, only to search, read, update and delete the ones that sync made. So an appointment has nowhere to be written.
Verified against developer.close.comYour notes and tasks come across as activities on the lead.
Calls and email conversations stay in Freshsales
View detailsHide detailsOur Freshsales source does not read phone calls or email conversations.
Your notes and tasks 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.
One action removes the records we wrote to Close 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 Freshsales CRM. Nothing is written back to it.
Keep working in Freshsales CRM while you check the results. Then bring across the latest changes before switching over.
In Close 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 Freshsales 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 Close CRM and refund you.
We discover your Freshsales custom fields and plan them for the matching Close CRM records. Review the plan for type changes and fields you prefer to leave behind.
No. Our connector leaves calls and email conversations in Freshsales. Review the supported activity types above before switching over.
We review stage choices with you. The Freshsales connector does not infer won or lost from a stage name, so this needs attention before you rely on destination reports.
We run the migration and stay reachable. Connect Freshsales for the free assessment and price, then Close to complete the plan. Nothing moves until you ask.
Yes. We only read Freshsales 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 Freshsales gives you the exact count and price before you commit. Payment is by invoice, with no subscription.
Next step
Create an account and connect Freshsales CRM for your free assessment. See your record count and price before you commit. Nothing moves until you ask.
Start free assessment