Overview
Freshsales (part of the Freshworks suite) organises sales data into leads, contacts, accounts, and deals, with sales sequences, notes, and an activity timeline on top. Teams move off it for several reasons — per-seat cost as headcount grows, the need for stronger WhatsApp and India-local workflows, or consolidation away from a multi-product Freshworks stack. Migrating to HelloGrowthCRM keeps owner attribution and the activity timeline intact so the new pipeline reflects real history, not a blank slate.
The export comes from the Freshsales admin data-export area, and the mapping step lines up Freshsales modules with CRM objects: leads to leads, contacts and accounts to contacts and companies, and deals to deals. Because attribution drives commission and rep reporting, preserving the original owner on each record is treated as a first-class requirement, not an afterthought.
What data is involved
- Leads, contacts, and accounts mapped to CRM leads, contacts, and companies.
- Deals mapped with stage, value, expected close date, and pipeline retained.
- Emails, calls, notes, and tasks imported onto the matching record timeline.
- Record owner mapped to the equivalent CRM user so attribution and reports stay correct.
- Custom fields and tags mapped to keep existing Freshsales segmentation usable.
- Sales-sequence membership noted so nurture can be rebuilt in the CRM where needed.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Export Freshsales data (Admin → Data Export)
- Map Freshsales modules to HelloGrowthCRM objects
- Run import and verify record counts
- Validate active pipeline
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Export Freshsales data (Admin → Data Export)
- Map Freshsales modules to HelloGrowthCRM objects
- Run import and verify record counts
- Validate active pipeline
Best practices
- Map every record owner to a real CRM user before import so commission and rep performance reports are accurate from the start.
- Reconcile imported record counts against Freshsales totals per module to catch any dropped batch early.
- Rebuild active sales sequences as CRM workflows rather than expecting them to transfer automatically.
- Standardise deal stages during mapping if Freshsales pipelines accumulated overlapping stages over time.
- Run the final export after pausing active sequences so no contact is mid-sequence during cut-over.
Best for & common use cases
Freshsales teams switching to India-first CRM, Teams needing better WhatsApp integration, Businesses reducing per-seat costs
- Full lead and contact history migration
- Deal stage mapping from Freshsales pipelines
- Activity timeline preservation
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
Troubleshooting
- Reports show deals under the wrong rep: owner mapping was skipped — map Freshsales owners to CRM users and re-import.
- Record counts do not match: a module export was incomplete; re-export that module and reconcile totals.
- Contacts present but no activities: the activities export was omitted — include emails, calls, and notes in the export set.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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