Migrate from Levitate to Freshsales

Levitate Contacts map directly to Freshsales Contact records. Where Levitate contacts carry a Company Name property, we create a corresponding Freshsales Account and link the Contact via the Account Lookup. Email serves as the dedupe key during import. Levitate contact properties (phone, address, custom fields) map to Freshsales standard and custom contact fields. Any contact without an email address is flagged for manual review since Freshsales requires email for contact creation at the standard tier.

Levitate Tags are the primary segmentation mechanism and drive automation triggers. We map tags to Freshsales multi-select picklist fields on the Contact object. If the customer has more than 150 unique tags, we recommend creating a separate tag taxonomy custom field to avoid picklist value limits, or using Freshsales Topics with TopicAssignment records for content-classification tags. The tag taxonomy is preserved in full during migration so downstream Freshsales workflows can reference the same tag values as conditions.

Levitate Key Dates (birthday, renewal date, policy expiration, custom milestone dates) are a Levitate-specific field type that drives date-triggered automations. These do not have a direct Freshsales equivalent — we create custom date fields on the Contact object with API names matching the Levitate field labels (e.g., birthday__c, renewal_date__c). We flag that Freshsales workflows must be manually configured with date-triggered conditions using these fields after migration, since date-triggered automation is a Freshsales Workflow feature available from Growth tier, not an automatic carryover.

Levitate automations are server-side workflow sequences and cannot be exported as portable JSON. We extract automation enrollment state (which contacts were enrolled in which automations and at what date) and preserve it as a custom field or note on the contact record. We deliver a written inventory of every active Levitate automation with its trigger type, conditions, delay steps, tag actions, and email sequence, plus a recommended Freshsales Workflow equivalent for the customer's admin to rebuild. Automations themselves are not migrated as code.

Levitate Campaigns track email sends to a contact segment with engagement metrics (opens, clicks, replies). We migrate campaign metadata (name, start date, status) as Freshsales Campaign records. Individual email performance (opens, clicks) is aggregated as contact-level custom fields rather than individual EmailMessage records, since Levitate does not export raw engagement event logs. Campaign member status maps to Freshsales Campaign Member Status values.

Levitate SMS logs are available per contact through the UI thread view but not as bulk export. We migrate available SMS history as custom activity entries on the Contact timeline, with message content, timestamp, and direction preserved. Long message threads may be truncated based on Levitate's UI display limits; we flag this constraint during discovery and note that SMS consent records must be manually verified at the destination.

Levitate user accounts (owner, admin, member roles) map to Freshsales User records by email match. We extract the active user list and map role assignments where possible, though Levitate role definitions are not fully exportable. Users without a matching Freshsales User go to a reconciliation queue for the customer's admin to provision. Owner assignment on contacts migrates by resolving the Levitate owner email to the Freshsales User ID.

Levitate contact profile notes migrate to Freshsales Note records linked to the Contact via ContentDocumentLink. We extract note body content, creation date, and last modified date. Notes attached to contacts without email are linked to the nearest related Contact record by name matching.

Attachments referenced in Levitate automations or campaigns are stored as URLs or references to Levitate's content library. We export the attachment reference URLs and flag which documents must be re-uploaded to Freshsales File Storage or a connected document management system. Actual binary file migration is not available through Levitate's export capability.