Migrate from Teamgate to Freshsales

Teamgate People records map to Freshsales Contacts by default. If the Teamgate People records include a lifecycle_stage property indicating an unqualified inbound lead, we apply a routing rule to create Freshsales Leads instead. We preserve any Teamgate lifecycle stage value in a custom field tg_original_lifecycle__c on the destination Contact or Lead for audit trail continuity. Contact deduplication uses email as the primary key.

Teamgate Company records map 1:1 to Freshsales Accounts. The Company domain_name or website field becomes the Account's Website field and is used as the dedupe key. Industry classification, employee count, annual revenue, and address fields map to Freshsales Account standard fields. Custom fields on Teamgate Company migrate to Freshsales Account custom fields pre-created during schema setup.

Teamgate Deals map directly to Freshsales Deals with Deal Name, Amount, Expected Close Date, Owner, and associated Company (Account) preserved. Loss reasons from Teamgate custom dropdowns migrate to Freshsales Deal Loss Reason field, creating new picklist values when required. Deal status (Open, Won, Lost) maps to Freshsales Deal Stage.

Teamgate Pipelines (multiple named pipelines supported) map to Freshsales Deal Pipelines. We export the full pipeline definition including pipeline name, stage names, stage order, and probability percentages. Each Teamgate pipeline becomes a Freshsales Pipeline with stages configured to match the source stage names and probability weights. If the destination has existing pipelines, we merge or scope stages per the customer's preference.

Teamgate pipeline stages map to Freshsales Deal Stages with stage names, sequence order, and probability weights preserved. Stage-specific loss reasons from Teamgate transfer to Freshsales Deal Loss Reason picklist values scoped per stage if configured. Stage type (Open, Won, Lost) is set to match Teamgate's stage classification.

Teamgate custom fields on People, Companies, and Deals export with their full schema (field name, type, picklist values). We pre-create matching Freshsales custom fields during schema setup, mapping text to text, number to number, date to date, checkbox to checkbox, and dropdown to picklist. Picklist values are created as Freshsales picklist options before data import begins.

Teamgate flat-label tags on People, Companies, and Deals export as normalized string lists. Tags migrate to Freshsales native Tags feature which supports tag creation and assignment on Contact, Account, and Deal records. Tag deduplication is applied during migration to avoid duplicate labels.

Teamgate Activity records (calls, emails, meetings, tasks, notes) linked to People or Deals migrate to Freshsales Tasks, Events, and Notes. Call activities map to Freshsales Tasks with call disposition and duration preserved in custom fields. Email activities map to Freshsales Tasks with email body preserved. Meeting activities map to Freshsales Events with attendee lists migrated to Event Participants. Notes migrate as Freshsales Notes linked to the parent Contact or Deal.

Teamgate Owner records (sales reps assigned to People, Companies, Deals) map to Freshsales Users by email match. We export the full Teamgate user list including name, email, and active status. Owners without a matching Freshsales User go to a reconciliation queue for the customer's admin to provision the destination user before record import resumes.

Teamgate Loss Reasons are a configurable dropdown associated with Deals. We export all active loss reason values and create matching picklist entries in Freshsales Deal Loss Reason field. New loss reasons that do not exist in Freshsales are created during the schema setup phase before deal migration begins.