CRM migration
Field-level mapping, validation, and rollback between LocaliQ and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
LocaliQ
Source
Freshsales
Destination
Compatibility
6 of 10
objects map 1:1 between LocaliQ and Freshsales.
Complexity
BStandard
Timeline
1-2 weeks
Overview
Moving from LocaliQ to Freshsales is a migration from a managed marketing platform with opaque data access into a self-serve CRM with a documented REST API. LocaliQ has no published bulk-export schema; we coordinate authenticated API access and structured dashboard exports to extract Leads, Contacts, Companies, Campaigns, and custom field values. Dash AI lead scores and lifecycle stages from LocaliQ have no native Freddy AI equivalent at the destination, so we preserve them as custom fields on the Contact and Lead records. Freshsales Locations does not support custom fields, so any location-specific custom data on leads or contacts must route to standard address fields. We do not migrate AI agent configurations, marketing automation workflows, directory listing syndication settings, or ad account credentials as live integrations; we deliver written inventories of these for the customer to rebuild or re-authenticate post-migration. Timeline ranges from one to three weeks depending on data volume and whether custom object schemas require pre-configuration.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a LocaliQ 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.
LocaliQ
Leads (Dash)
Freshsales
Lead or Contact
1:manyLocaliQ Dash leads with AI-scored attributes, lifecycle stages, and engagement timestamps map to Freshsales Lead or Contact depending on qualification status. We preserve Dash lead scores as custom numeric fields on the destination record. Any lifecycle stage values from Dash that do not map directly to Freshsales stage values become custom picklist fields for audit. Dash agent-captured leads (Voice, SMS, chat) migrate as Lead records with source_channel preserved as a custom field.
LocaliQ
Contacts
Freshsales
Contact
1:1LocaliQ marketing contacts with associated company references and custom fields map directly to Freshsales Contact. Dash-specific AI attributes (scoring signals, engagement scores, qualification flags) migrate as custom fields on Contact. We resolve the LocaliQ company reference to the corresponding Freshsales Account by name or domain during import so that Contact.AccountId is satisfied at insert time.
LocaliQ
Companies/Accounts
Freshsales
Account
1:1LocaliQ business accounts linked to contacts and campaign associations map to Freshsales Account. Company custom properties migrate as Freshsales custom fields on Account. The company-contact relationship graph is preserved via AccountId lookup on Contact. We use company name as the dedupe key during import to avoid creating duplicate Account records.
LocaliQ
Campaigns
Freshsales
Deal (pipeline reference)
lossyLocaliQ marketing campaigns are primarily advertising execution records rather than CRM pipeline opportunities. We export campaign metadata, budget allocations, status, and date ranges. These do not map directly to Freshsales Deals unless the customer uses Deals to track advertising-sourced pipeline. We document the mapping decision during scoping and configure Freshsales Deals or a custom Campaign object accordingly.
LocaliQ
Pipeline Stages
Freshsales
Pipeline Stage
lossyLocaliQ Dash pipeline stages track lead progression with configurable stage names and probabilities. We map stage names and ordering to Freshsales pipeline stages, noting that custom stage names from LocaliQ become custom stage values in Freshsales pipeline configuration. Stage probability percentages migrate from LocaliQ to Freshsales stage probability fields with rounding to Freshsales-allowed values.
LocaliQ
AI Agents (Voice, SMS, Chat)
Freshsales
Configuration inventory only
1:1Dash AI agent configurations including greeting scripts, routing rules, and SMS templates do not have a native Freshsales equivalent. We export the agent definitions and settings as a written configuration inventory document. The customer's admin rebuilds equivalent routing and auto-responder logic in Freshsales Freddy AI or Freshsales automation flows post-migration.
LocaliQ
Marketing Automation Workflows
Freshsales
Workflow inventory only
1:1Automation sequences and trigger conditions in LocaliQ do not migrate as code. We deliver a written inventory of every active workflow with its trigger conditions, actions, delays, and CRM object references. Freshsales automation flows are configured by the customer's admin post-migration based on the inventory document. Workflow export and rebuild sits outside standard migration scope.
LocaliQ
Business Listings
Freshsales
Configuration inventory only
1:1Directory citation data across 100+ platforms, including listing details, verification status, and citation URLs, exports from LocaliQ. Freshsales has no native listings management object. We deliver the citation data as a structured export with platform reference URLs and verification status. Listings must be re-verified at the destination directories; we document the re-verification steps per directory in the handoff document.
LocaliQ
Reviews
Freshsales
Custom Object or Note
lossyReview data including ratings, content, dates, and response history exports from the LocaliQ dashboard. Response history and pending drafts migrate as note content attached to the relevant Contact or Account record. If the customer requires structured review tracking, we pre-configure a custom Reviews object in Freshsales before migration with Rating, Source, Date, and Status fields. The response draft history migrates as Note records linked to the review reference.
LocaliQ
Ad Account Connections
Freshsales
Configuration inventory only
1:1References to connected Google Ads and Yelp Ads accounts stored in LocaliQ migrate as metadata records. These do not transfer as live integrations. We document the connection metadata (account IDs, access scopes, last sync dates) for the customer's admin to re-authenticate ad integrations directly within Freshsales or their preferred analytics platform.
| LocaliQ | Freshsales | Compatibility | |
|---|---|---|---|
| Leads (Dash) | Lead or Contact1:many | Mapping required | |
| Contacts | Contact1:1 | Mapping required | |
| Companies/Accounts | Account1:1 | Mapping required | |
| Campaigns | Deal (pipeline reference)lossy | Mapping required | |
| Pipeline Stages | Pipeline Stagelossy | Mapping required | |
| AI Agents (Voice, SMS, Chat) | Configuration inventory only1:1 | Mapping required | |
| Marketing Automation Workflows | Workflow inventory only1:1 | Mapping required | |
| Business Listings | Configuration inventory only1:1 | Mapping required | |
| Reviews | Custom Object or Notelossy | Mapping required | |
| Ad Account Connections | Configuration inventory only1:1 | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
LocaliQ gotchas
Performance guarantees excluded from termination rights
No publicly documented bulk-export API
Data transmitted unencrypted over the API
Campaign pause authority is discretionary
Freshsales gotchas
Freddy AI is Pro-tier only despite heavy marketing
Post-migration emails and sequences are disabled
Bot session credits are a one-time 500-session allocation
Phone credits charged per minute with no cap
File storage limits scale with plan tier
Pair-specific challenges
Migration approach
Discovery and export access coordination
We audit the LocaliQ account for data volume across Leads, Contacts, Companies, Campaigns, pipeline stages, custom fields, and any agent configurations or workflow definitions. We simultaneously identify which data is accessible via API versus requiring dashboard export. Since LocaliQ has no self-serve bulk-export API, we coordinate authenticated API credentials with the customer's LocaliQ account team or use structured dashboard exports where API gaps exist. The discovery output is a written data inventory and an export plan specifying API versus manual export paths per object.
Freshsales schema design and custom field creation
We configure the Freshsales destination schema before any data import. This includes creating custom fields on Contact and Account to receive Dash-specific attributes (AI scores, qualification flags, source channels). We set up pipeline stages to match the LocaliQ Dash stage taxonomy, with custom stage values for any non-standard LocaliQ stage names. If the customer requires structured review tracking, we pre-configure a custom Reviews object with Rating, Source, Date, and Status fields. Location-specific custom data routes to Contact or Account standard address fields because the Locations object does not support custom fields.
Data extraction and cleansing
We extract data from LocaliQ using coordinated API access and structured dashboard exports, applying a staged approach: Leads and Contacts first, then Companies, then Campaign metadata and pipeline stage definitions. We run data quality checks (duplicate detection by email, missing required fields, inconsistent phone formats) and flag issues before loading. Any AI agent configurations and workflow definitions are exported as written configuration inventories at this stage, not as data records. We capture a complete data snapshot before the customer initiates any cancellation or pause request with LocaliQ.
Mapping, transformation, and test import
We apply the object mapping rules: LocaliQ Leads split to Freshsales Lead or Contact based on qualification status, Dash AI scores preserved as custom numeric fields, Lifecycle Stages mapped to Freshsales stage values or custom picklist fields, and Company references resolved to Freshsales AccountId. We run a test import into a Freshsales sandbox or trial environment to validate field mapping, check for validation rule rejections, and confirm record counts before the production migration phase begins.
Production migration in dependency order
We run the production migration in dependency order: Accounts first (from LocaliQ Companies), then Contacts (with AccountId resolved), then Leads (with lifecycle stage split applied), then Deal records (if pipeline opportunities are in scope), then Review data (as custom object records or Note attachments), and finally any campaign metadata. Each phase emits a row-count reconciliation report before the next phase begins. We use Freshsales REST API with rate-limit handling and batch chunking for high-volume imports.
Cutover, validation, and inventory handoff
We freeze LocaliQ writes during cutover, run a final delta migration of any records modified during the migration window, then enable Freshsales as the system of record. We deliver the AI agent configuration inventory, workflow logic inventory, listings citation export, and ad account connection metadata to the customer's admin team. We support a 72-hour hypercare window to resolve post-migration reconciliation issues. We do not rebuild LocaliQ workflows as Freshsales automation flows inside migration scope; that is a separate engagement or internal admin task.
Platform deep dives
LocaliQ
Source
Strengths
Weaknesses
Freshsales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 3 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across LocaliQ and Freshsales.
Object compatibility
3 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
LocaliQ: Not publicly documented.
Data volume sensitivity
LocaliQ doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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