Migrate from Teamgate to Zoho CRM

Teamgate People records map to Zoho CRM Contacts by default. We apply a configuration decision during scoping: prospects without a Company association map to Zoho Leads; People with a linked Company map to Zoho Contacts attached to an Account. Email, phone, address, and custom field values transfer directly. Tags on People migrate to Zoho CRM Tags linked via Multi-Select Picklist or Tag module depending on the destination edition.

Teamgate Company records map 1:1 to Zoho CRM Accounts. Company name becomes Account Name, industry classification maps to Industry picklist, and address data maps to Billing Street, City, State, and Country fields. Account must be created before Contact import so that the Account-Contact lookup relationship is satisfied at insert time. We extract the full company domain from Teamgate's address data for the Account Website field.

Teamgate Deals map to Zoho CRM Potentials (the Opportunities equivalent in Zoho terminology). Deal value maps to Potential Amount, expected close date maps to Closing Date, and Pipeline Stage assignment maps to Stage. We preserve the deal owner as Potential Owner by resolving Teamgate user email to Zoho CRM User. Loss reasons from Teamgate's configurable dropdown map to a custom Loss Reason field in Zoho if the standard Stage field does not capture the reason.

Teamgate named Pipelines map to Zoho CRM Pipelines. We export each pipeline's name, description, and stage sequence, then recreate them in Zoho CRM via the Pipelines API. Pipeline assignments on Deals carry forward as Potential Pipeline reference. Zoho CRM allows multiple pipelines with different stage sets, which aligns with Teamgate's multi-pipeline model.

Teamgate Pipeline Stages map to Zoho CRM Stages within the corresponding Pipeline. Stage order, stage name, and probability percentage transfer from Teamgate to Zoho Stage Probability. If Teamgate uses custom probability values per stage, we map them to Zoho's Stage Probability field. Each Stage in Zoho can be associated with a Blueprint that defines the actions and checks that trigger when a Potential enters that stage.

Teamgate custom fields on People, Companies, and Deals export with their field type (text, number, date, dropdown, checkbox). We map field types to equivalent Zoho CRM field types: Teamgate text to Zoho Single-Line, Teamgate number to Zoho Number or Currency, Teamgate date to Zoho Date, Teamgate dropdown to Zoho Picklist, and Teamgate checkbox to Zoho Checkbox. Formula and subform fields in Zoho have no Teamgate equivalent and require new field creation during migration.

Teamgate Tags export as normalized string labels per record. We map them to Zoho CRM Tags, which are shared across modules (Contacts, Accounts, Potentials). Zoho limits tags to 25 characters and a maximum of 20 tags per record; we truncate or split longer Teamgate tags. Tags used for content classification migrate to Zoho CRM Tags or to custom Multi-Select fields depending on the customer's use case.

Teamgate Activities (calls, emails, meetings, tasks) tied to People or Deals export with type, timestamp, notes, and user assignment. We map call activities to Zoho CRM Tasks with Subtype set to Call, email activities to Tasks with email-related fields, and meetings to Zoho CRM Events. Activity timestamps preserve for timeline ordering. Zoho CRM stores activity history within the Contact or Potential record timeline, which matches Teamgate's activity association model.

Teamgate Users export with name, email, role, and active status. We match Teamgate users to Zoho CRM Users by email address during migration. Any Teamgate user without a matching Zoho CRM User goes to a reconciliation queue for the customer's admin to provision. Owner assignment on Deals and Companies carries forward as Potential Owner and Account Owner references after the User mapping is validated.

Teamgate file names, storage locations, and URLs export via API, but the binary files must be downloaded and re-uploaded to Zoho CRM. We flag files exceeding Zoho CRM's attachment size limits (25MB per file for Standard tier) and document the total attachment volume against the target Zoho CRM edition's storage allocation. Teams with large attachment libraries may need Zoho's WorkDrive integration (available Q1 2026) for document management post-migration.

Teamgate Loss Reasons export as a configurable dropdown tied to Deals. We create a custom Picklist field in Zoho CRM Potential called Loss Reason and populate it with the exported values. If the customer has a Zoho CRM Professional or Enterprise edition, we recommend associating Loss Reason with the Stage picklist so that closed-lost Potentials require a loss reason entry.