CRM migration

Migrate from Livespace CRM to Freshsales

Field-level mapping, validation, and rollback between Livespace CRM and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.

Livespace CRM logo

Livespace CRM

Source

Freshsales

Destination

Freshsales logo

Compatibility

63%

5 of 8

objects map 1:1 between Livespace CRM and Freshsales.

Complexity

BStandard

Timeline

2-4 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from Livespace CRM to Freshsales is a structural migration that flattens Livespace's multi-Space model into Freshsales's single-pipeline or multi-pipeline framework and resolves the Person-to-Lead-Contact split that comes from Livespace's unified contact model versus Freshsales's separate Lead, Contact, and Account objects. Livespace's API access requires the Automation tier or above, so we confirm plan tier at scoping; Freshsales provides REST API access across all paid tiers, making post-migration automation feasible on whichever tier the customer selects. We preserve Deal-stage histories, Task assignments, and custom field values during export. Attachment files do not migrate via API from Livespace and are flagged as a manual pre-migration step. Email sequences have no API on the source side and cannot be transferred programmatically; we document the existing sequences for manual rebuild in Freshsales Sales Sequences.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Livespace CRM logo

Livespace CRM

What's pushing teams away

  • The native integration ecosystem is thin — reviewers on Capterra note that Livespace lacks some addons and integrations available in HubSpot or Salesforce, requiring workarounds via Zapier or custom API code.
  • Performance issues appear when adding large batches of clients; one Capterra reviewer reported the interface freezing during bulk client imports, though Livespace's support team resolved this post-publication.
  • As teams scale beyond 50 seats or need sub-second reporting, Livespace's feature set is described by reviewers as approaching its limits compared to enterprise CRMs, pushing growth-stage companies toward alternatives.
  • The email sequence builder has no public API — power users who automate heavily via API find this a blocking limitation when they need to replicate sequences in a destination CRM.

Choosing

Freshsales logo

Freshsales

What's pulling them in

  • Lowest barrier to entry among major CRMs — the free tier supports up to 3 users and includes core CRM functionality before committing to per-seat pricing.
  • Built-in chat, email, and phone reduce reliance on third-party integrations for basic sales communication and contact management.
  • Freddy AI contact scoring and deal insights are included on Pro plans at a lower price than comparable HubSpot tiers.
  • Kanban pipeline views across Contacts, Accounts, and Deals provide visual deal management without requiring custom configuration.
  • Integration with the broader Freshworks ecosystem (Freshdesk, Freshchat, Freshservice) reduces tool sprawl for teams already using Freshworks.

Object mapping

How Livespace CRM objects map to Freshsales

Each row shows how a Livespace CRM object lands in Freshsales, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Livespace CRM

Person

maps to

Freshsales

Contact or Lead (split required)

1:many
Fully supported

Livespace Persons map to Freshsales Contacts when the Person has a linked Company and an active Deal. Persons with no associated Company or Deal map to Freshsales Leads. We apply the split using Livespace's company_id and active_deal_count fields during transform. The original Livespace Person record is preserved in a custom field livespace_person_id__c on both Lead and Contact for cross-reference.

Livespace CRM

Company

maps to

Freshsales

Account

1:1
Fully supported

Livespace Companies map directly to Freshsales Accounts. The Livespace company domain becomes the Account's website field. We create the Account record before any Contact import so that the Account lookup is satisfied at the moment of Contact insert. Account is the deduplication key for subsequent Person imports.

Livespace CRM

Deal

maps to

Freshsales

Deal

1:1
Fully supported

Livespace Deals map to Freshsales Deals. The Deal value, stage, owner, and created/closed timestamps transfer directly. Livespace's deal stage probabilities map to Freshsales's probability field per stage. Custom Deal fields discovered via Livespace's Get custom fields endpoint are created as Freshsales Deal custom fields and mapped 1:1.

Livespace CRM

Space

maps to

Freshsales

Pipeline

lossy
Fully supported

Livespace Spaces define separate pipeline environments within a single account. Where the destination Freshsales account uses a single pipeline model, we flatten multiple Spaces into one Pipeline with stage names that preserve the most granular stage set across all Spaces. If the customer subscribes to Freshsales Forest plan (which supports multiple pipelines), we map each Livespace Space to a distinct Freshsales Pipeline and assign each Deal to the corresponding Pipeline at migration time.

Livespace CRM

Task

maps to

Freshsales

Task

1:1
Fully supported

Livespace Tasks map to Freshsales Tasks with Status, Priority, due date, and body text preserved. Task assignment migrates by resolving the Livespace user ID to a Freshsales User via email match. Completed versus open task states are preserved. Tasks linked to a Deal in Livespace attach to the corresponding Deal record in Freshsales via the what_id field.

Livespace CRM

User

maps to

Freshsales

User

1:1
Fully supported

Livespace Users (licensed seats) map to Freshsales Users by email address. User role and team assignment are preserved in Freshsales Role and Territory fields if the destination account has these configured. Password hashes and 2FA settings do not migrate; the customer's admin provisions Freshsales credentials separately. Any Livespace User without a matching Freshsales User email is held in a reconciliation queue for admin provisioning before record import resumes.

Livespace CRM

Contact Group

maps to

Freshsales

List

1:1
Fully supported

Livespace Contact Groups (static segment lists) export as Freshsales Lists. Group membership is resolved at migration time and each Person in a Contact Group is added as a List Member in Freshsales. Dynamic segments in Livespace are documented as Freshsales Dynamic Lists with equivalent filter criteria for the customer's admin to configure post-migration.

Livespace CRM

Source

maps to

Freshsales

Custom Field (Lead Source)

lossy
Fully supported

Livespace Source values (tracking where leads originated) map to Freshsales Lead Source picklist on the Person or Lead record. Livespace exposes a source list API; we read the full source taxonomy during schema discovery and create Freshsales Lead Source picklist values that match the Livespace source names exactly so no enumeration is lost during import.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Livespace CRM logo

Livespace CRM gotchas

High

API requires rotating session tokens with SHA1 signing

High

Attachment files are not exposed via the public API

Medium

Email sequences have no API — automation data is not migratable programmatically

Medium

Custom field schema differs per account and requires pre-migration schema discovery

Low

Duplicate detection only available on Automation tier and above

Freshsales logo

Freshsales gotchas

Medium

Freddy AI is Pro-tier only despite heavy marketing

High

Post-migration emails and sequences are disabled

Medium

Bot session credits are a one-time 500-session allocation

Medium

Phone credits charged per minute with no cap

Low

File storage limits scale with plan tier

Pair-specific challenges

  • Livespace API requires SHA1-signed rotating session tokens

    Every Livespace API request must be signed with a SHA1 hash of the concatenated API Key plus Auth Token plus API Secret. The Auth Token and Session ID expire per request, requiring a fresh pair before each batch. For migrations spanning multiple hours, session expiry mid-batch causes silent 401 auth failures. We detect 401 responses, re-authenticate, and retry the failed batch. Additionally, the API is only available on Livespace Automation tier and above; Base-plan accounts cannot be migrated programmatically and must upgrade before we begin data extraction.

  • Attachment files are not accessible via the Livespace REST API

    Livespace stores Deal and Person attachments in its application layer, but the public REST API exposes no attachment upload or download endpoint. Any files attached to records must be downloaded manually via the application UI or exported through Livespace's manual export tool before migration. We flag this as a mandatory pre-migration manual step in the runbook and exclude attachment records from the API-driven migration scope. Freshsales supports file attachments via its API, so the customer can upload downloaded files to the migrated records manually or via a separate file-ingestion step after cutover.

  • Email sequences have no public API on the source platform

    Livespace's email sequence builder exposes no public API endpoints. Sequence membership, step status, timing rules, and cadence configuration cannot be read programmatically. We document the existing sequences in a written summary (step count, cadence, linked Deals and Persons) so the customer can recreate them in Freshsales Sales Sequences. This is not data loss; it is a structural limitation of the source platform that requires manual configuration at the destination.

  • Livespace custom field schema differs per account and requires pre-migration discovery

    Livespace supports hidden, required, and custom additional fields on Persons, Companies, and Deals. These are not standard across accounts. We call the Get custom fields endpoint at the start of every migration to retrieve the full schema before writing any record. Date formats and picklist values also require explicit mapping; Livespace stores dates in a format that may need timezone normalization for Freshsales, which stores all timestamps in UTC. Custom field type mismatches (for example, a Livespace text field that should map to a Freshsales picklist) are resolved in the transform layer before import.

  • Freshsales Lead-Contact-Account model requires a split decision during scoping

    Freshsales separates unqualified prospects (Leads) from qualified buyers (Contacts attached to Accounts), whereas Livespace uses a single Person object. We apply a split rule during scoping based on whether the Person has an associated Company and an active Deal. Persons with no Company link or Deal association become Freshsales Leads; all others become Contacts with an Account. The customer's admin confirms the split rule during scoping. Freshsales's Lead conversion workflow then handles the Account and Contact creation when a Lead is qualified.

Migration approach

Six steps for a successful Livespace CRM to Freshsales data migration

  1. Plan tier verification and API scoping

    We verify that the source Livespace account is on the Automation tier or above (API access requirement) and confirm the Freshsales destination account tier. We extract the full Livespace object schema via the Get custom fields, Get deal stages, and Get spaces endpoints to understand the account's custom field configuration, Space structure, and stage set before designing any mapping. This step produces a written scoping document that includes the Person-to-Lead-Contact split rule, the Spaces-to-Pipeline flattening logic, and the custom field type map.

  2. Freshsales schema preparation and custom field provisioning

    We create all required Freshsales custom fields (Deal fields matching Livespace custom Deal fields, Contact fields matching Livespace custom Person fields) before any data import. If the split rule produces Leads, we configure the Lead-to-Contact conversion field mapping so that custom field values transfer when a Lead is converted. Pipelines and stage values are created in Freshsales to match the Livespace Space and stage structure, with stage probabilities mapped from Livespace.

  3. Data extraction in dependency order from Livespace

    We extract Livespace data via the REST API in dependency order: Companies first (to satisfy Account lookups), then Persons (with company_id resolved), then Deals (with owner and stage resolved), then Tasks, then Contact Groups and Source values. Each object export runs with SHA1-signed session tokens, and we refresh tokens on 401 responses. Bulk exports run in batches of 200 records per request to stay within Livespace's rate limits.

  4. Transform and Person split

    We apply the Person-to-Lead-Contact split logic in the transform layer. Persons with a non-null company_id and at least one Deal become Freshsales Contacts with an AccountId reference. Persons without a Company link or with no associated Deals become Freshsales Leads. The original Livespace person ID is stored in a custom field on both record types for audit. Custom field type conversions (date normalization to UTC, picklist value matching) are applied at this step.

  5. Import into Freshsales and bulk activity load

    We import into Freshsales in dependency order: Accounts, Contacts and Leads (with AccountId or Lead-to-Contact conversion mapping resolved), Deals (with OwnerId and Pipeline resolved), Tasks. Engagement history (calls, emails, meetings, tasks) is loaded via the Freshsales REST API with batch chunking. We resolve the parent record references (ContactId, LeadId, DealId) at migration time. Each phase emits a row-count reconciliation report before the next phase begins.

  6. Cutover, validation, and manual-rebuild handoff

    We freeze Livespace writes during cutover, run a final delta migration of any records created or modified during the migration window, then enable Freshsales as the system of record. We validate record counts, spot-check 25-50 records against the Livespace source, and deliver the email sequence documentation for manual rebuild in Freshsales Sales Sequences. We do not rebuild Livespace automations or sequences as Freshsales workflows inside the migration scope; that is a separate engagement or an internal admin task. We provide a one-week hypercare window for reconciliation issues raised during initial Freshsales use.

Platform deep dives

Context on both ends of the pair

Livespace CRM logo

Livespace CRM

Source

Strengths

  • Flat per-seat pricing with no hidden implementation fees across all tiers.
  • Non-linear sales process model accommodates multi-stakeholder B2B deals without forcing funnel conformity.
  • Built-in duplicate detection on Automation tier reduces data-cleanup overhead during onboarding.
  • Clean, intuitive UI that reviewers describe as easy to adapt to within days.
  • Dedicated implementation consultant and basic data import included in paid plans.

Weaknesses

  • API access is gated behind the Automation tier — teams on the Base plan cannot programmatically export their data.
  • No public API for email sequences, meaning automation-heavy workflows must be manually rebuilt at the destination.
  • Limited native integrations relative to major CRMs; heavy reliance on Zapier/Make for third-party connectivity.
  • Attachment storage is not accessible via the public REST API, requiring manual download before migration.
  • Security features and advanced permission controls are limited compared to enterprise-grade CRMs.
Freshsales logo

Freshsales

Destination

Strengths

  • Generous free tier for small teams with core CRM functionality without per-seat costs.
  • All-in-one sales CRM with built-in telephony, chat, and email reducing third-party tool dependency.
  • Freddy AI contact scoring and deal predictions available on Pro tier.
  • Multiple pipeline views with Kanban and list options across all plans.

Weaknesses

  • Reports lack depth compared to competitors like HubSpot, with limited customization options.
  • Integration setup is poorly documented with no clear guides for connecting third-party tools.
  • AI features gated behind $39/user/month Pro tier despite marketing emphasis on Freddy AI.
  • Bot sessions limited to 500 one-time allocation with no monthly refresh.

Complexity grading

How hard is this migration?

Standard CRM migration. 3 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Livespace CRM and Freshsales.

  • Object compatibility

    B

    3 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Livespace CRM: Not publicly documented in Livespace's developer documentation — rate limit behaviour must be empirically characterised per account during migration scoping.

  • Data volume sensitivity

    B

    Livespace CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Livespace CRM to Freshsales migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Livespace CRM to Freshsales data migrations

Answers to the questions buyers ask most during Livespace CRM to Freshsales migration scoping. Not seeing yours? Book a call.

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Migrations under 10,000 Persons, 2,000 Companies, and 3,000 Deals with a single Livespace Space land in two to four weeks. Migrations with multiple Livespace Spaces requiring pipeline remapping, large task histories, or complex custom field schemas move to five to eight weeks. Discovery and scoping add one to two weeks at the front end regardless of record volume. The primary timeline driver is data quality: accounts with duplicate Person records or inconsistent custom field values require additional transform work before import.

Adjacent paths

Related migrations to explore

Ready when you are

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