What are the exact migration steps to move our pipeline from a legacy system to Freshworks CRM without losing custom field data or historical notes?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What are the exact migration steps to move our pipeline from a legacy system to Freshworks CRM without losing custom field data or historical notes?
2 real searches · 1 real-search pass
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (2)
Classes come from the query-classifier (a local Laya model). 2 of 2 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT2 real searches · gpt-6
Freshworks CRM Freshsales migration import custom fields historical notes contacts accounts deals API notes import documentation Google ↗
Freshsales Suite API custom fields notes create note import migration documentation Google ↗
- How to import records (contacts, accounts, deals) from a CSV/XLSX file? : Freshsales · crmsupport.freshworks.com
- Import Contacts | Freshsales | Freshsales Suite · crmsupport.freshworks.com
- How to import deals from .CSV/.XLSX file? : Freshsalessuite Support · support.freshsales.io
- How to migrate data from Pipedrive? : Freshsalessuite Support · support.freshsales.io
- Freshsales | Refreshingly new CRM & Deal Management Software · developers.freshworks.com
- Data Import: FAQs : Freshsalessuite Support · support.freshsales.io
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
Freshworks CRM Freshsales migration import custom fields historical notes contacts accounts deals API notes import documentation OBSERVED | Google ↗ AI Mode ↗ | — | Instruction | — | — | 1x of 1 | |
Freshsales Suite API custom fields notes create note import migration documentation OBSERVED | Google ↗ AI Mode ↗ | — | Other / navigational | — | — | 1x of 1 |