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 Salesforce CRM migrations. The assessment is free and comes before any commitment.
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Freshsales CRM
Salesforce CRM
Keep deals linked to contacts and companies, and activities linked to their records in Salesforce CRM.
We find your custom fields in Freshsales CRM and plan how their values will travel to Salesforce 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 Salesforce 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 Salesforce 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 and contacts retain their roles, deals become opportunities, and our migration writes notes and tasks as Tasks and appointments as Events.
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.
How many custom fields Salesforce will hold per object depends on your edition
View detailsHide detailsSalesforce caps custom fields per object, and the cap moves with your edition. A Freshsales account that has grown a lot of custom fields can exceed it.
Verified against help.salesforce.comWe count yours in the free assessment and show you the number against your edition's limit, so you can decide what to bring rather than find out during the run.
Attached files count against a fixed storage allowance in your Salesforce org
View detailsHide detailsSalesforce gives an org a file storage allowance rather than charging per file, and your Freshsales attachments land inside it. An account with a lot of attached files can push an org over.
Verified against help.salesforce.comWe total the bytes in the free assessment so the number is in front of you before anything is written.
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.
Calls and email conversations stay in Freshsales
View detailsHide detailsOur Freshsales source does not read phone calls or email conversations.
Your notes, tasks and appointments 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 Salesforce 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 Salesforce 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 Salesforce CRM and refund you.
We discover your Freshsales custom fields and plan them for the matching Salesforce 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 Salesforce 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