Migrate from SalesSeek to Twenty CRM

SalesSeek Organizations map directly to Twenty CRM Companies. The organization name, address, industry, and any custom fields transfer as Company fields. The SalesSeek organization ID is preserved as a custom external ID field (ss_external_id__c) for re-linking to People records. Industry classification maps from SalesSeek's enumerated industry list to Twenty's industry field where values align.

SalesSeek People map to Twenty CRM Contacts with the email address as the primary lookup key. First name, last name, phone, title, and lifecycle stage transfer directly. Each Contact is linked to its parent Company via the Twenty relational model (company_id foreign key). The SalesSeek person ID is preserved as ss_external_id__c for re-linking to Deals and Activities.

SalesSeek Deals map to Twenty CRM Opportunities. The deal name, monetary value, expected close date, and stage transfer directly. Stage probability percentages migrate from SalesSeek's stage configuration to Twenty's stage probabilities. The Opportunity is linked to its primary Contact (WhoId equivalent) and Company (WhatId equivalent) via Twenty's relational fields.

Each SalesSeek pipeline's stage labels, sequence order, and probability percentages are exported and re-created as Opportunity stages in Twenty CRM. Stage probability rounding is applied to align with Twenty's expected format. Post-migration, the customer's admin reviews stage labels in Twenty's pipeline settings to confirm they match the original SalesSeek labels.

SalesSeek's multiple pipeline visualizations map to Twenty CRM pipelines. Each pipeline's name and associated stage set are transferred. If the customer has distinct pipelines for different deal types (e.g., new business vs. renewals), these become separate Twenty pipelines with their own stage configurations.

SalesSeek Tasks map to Twenty CRM Tasks. Due date, status (open/completed), priority, and task title transfer directly. Task assignment resolves the SalesSeek owner ID to a Twenty User by email match. Completed tasks preserve their completion date; open tasks preserve their due date and status for rep follow-up.

SalesSeek engagement activities (calls, emails, meetings) map to Twenty's Activity objects with type preserved as an activity type field. Each activity links to its associated Contact (and through that Contact to the Company) and to any related Opportunity. Activity timestamps are preserved for timeline ordering. Call disposition and duration migrate to custom fields on the activity record.

SalesSeek custom fields on Organizations, People, and Deals (text, number, date, dropdown types) require explicit type mapping to Twenty CRM custom fields. Dropdown fields with enumerated options are the most complex — we generate a mapping spreadsheet listing each dropdown field name, source options, and the equivalent Twenty picklist values for customer review. Text, number, and date fields map by type with field names preserved where possible.

SalesSeek Groups (collections of records used for filtering and sharing) map to Twenty CRM Teams. Group membership is exported as Team membership records. If Twenty Teams don't fully replicate the original Group behavior, we document the gap and recommend a saved view or list approach as a supplement.

SalesSeek tags on Organizations, People, and Deals transfer as Tags in Twenty CRM. Tag names are preserved exactly; duplicate tags are deduplicated during export. Tags serve as cross-object labels in Twenty and appear in the record detail view.

File attachments associated with Organizations, People, or Deals are downloaded from SalesSeek and re-uploaded to Twenty CRM as attachments linked to the corresponding record. If the attachment contains a URL reference rather than a binary file, we preserve the URL and note the dependency on external access.

SalesSeek filter definitions are exported with their filter criteria (field, operator, value) and associated Group. Filters are not transferable as code because SalesSeek's API does not support creating or updating filters. We provide a filter inventory spreadsheet with criteria details so the customer's admin can manually re-create each filter as a saved view in Twenty CRM.