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 Zoho CRM migrations. The assessment is free and comes before any commitment.
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Freshsales CRM
Zoho CRM
Keep deals linked to contacts and companies, and activities linked to their records in Zoho CRM.
We find your custom fields in Freshsales CRM and plan how their values will travel to Zoho 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 Zoho 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 Zoho 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, contacts and deals keep their roles. Appointments become meetings, with notes, tasks and files linked to the migrated records.
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.
Custom fields per module are capped by your Zoho CRM edition
View detailsHide detailsZoho caps how many custom fields a module will hold, and the cap moves with your edition. A Freshsales account that has grown a lot of custom fields can exceed it.
Verified against zoho.comWe count yours in the free assessment and show you the number against your edition's limit.
A migrated note is dated the day it lands
View detailsHide detailsZoho stamps a note with the moment it was created and accepts no date on the way in, so a note written in Freshsales two years ago arrives dated today. The text and the record it belongs to both come across.
Verified against zoho.comThe text, the title and the record it belongs to all come across.
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.
Extra company relationships need review
View detailsHide detailsWe carry one company reference on a person and do not rebuild every Freshsales account link as a separate relationship.
Review the selected company and any additional links before cutover.
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 Zoho 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 Zoho 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 Zoho CRM and refund you.
We discover your Freshsales custom fields and plan them for the matching Zoho 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 Zoho 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