Migrate from Teamleader to Freshsales

Teamleader Contacts map directly to Freshsales Contacts. The email address serves as the dedupe key. We migrate first name, last name, phone, mobile, address fields, custom field values, and lifecycle data. If the Teamleader Contact is linked to a Company, we create the Freshsales Account first, then attach the Contact to it via the Account ID lookup. Owner assignment resolves by email match against Freshsales Users.

Teamleader Companies map to Freshsales Accounts. This is a required split because Freshsales treats Contacts and Accounts as distinct objects with a lookup relationship. We extract the Company name, address, phone, website, industry, VAT number, and custom field values. Parent-child Company hierarchies in Teamleader map to Freshsales hierarchical Account relationships (Parent Account lookup). If multiple Teamleader contacts share the same Company, they all attach to the same Account ID after Account creation.

Teamleader Deals map directly to Freshsales Deals. We map the deal title, value, currency, stage, expected close date, pipeline assignment, probability, and custom fields. Pipeline configuration is set up in Freshsales before migration (one Record Type per Teamleader Pipeline) so that Deal imports land in the correct pipeline with stage values whitelisted per the destination pipeline's stage set.

Each Teamleader Pipeline's stages map to Freshsales Deal stages within the corresponding pipeline. Stage names and probabilities migrate from Teamleader to Freshsales stage definitions. We configure the stage order so that the Kanban view matches the original Teamleader pipeline layout. Probability percentages round to the nearest Freshsales-allowed integer.

Teamleader Quotations are proposals with expiry dates, line items, and margin data. Active Quotations map to Freshsales Deals (Pro plan or above) where the quotation lifecycle can be tracked through deal stages. Expired or superseded Quotations migrate as PDF records attached to the related Account or Deal. Quotations with line items migrate with product references resolved to Freshsales Products where a catalog exists. Quotations with margin data require a custom field margin_value__c in Freshsales since margin is not a standard field.

Teamleader Products map to Freshsales Products. We migrate product name, SKU, description, unit price, cost price, and custom fields. The product catalog populates Freshsales so that Deal line items can reference the product during and after migration.

Teamleader Subscriptions (recurring billing relationships) have no native Freshsales CRM equivalent. We migrate Subscription records — periodicity, pricing, start date, status, linked Contact and Company — into a Freshsales Custom Object named Subscription__c with equivalent custom fields. The customer's Freshsales plan must include Custom Objects (Pro at $39/user or above). Post-migration, the admin configures renewal workflows using Freshsales Workflows if needed.

Teamleader Invoices have no native Freshsales CRM equivalent. We migrate Invoice records — invoice number, date, due date, line items, totals, payment status — into a Custom Object named Invoice__c with a related attachment for the original invoice PDF. The QR-code payment state, automatic reminder triggers, and overdue flags do not transfer because they are tied to Teamleader's payment processing system. We document all imported invoices with their status so the customer's admin can reactivate payment reminders in Freshsales or a connected accounting tool.

Teamleader Tickets map to Freshsales Cases if the destination includes Freshdesk Service Cloud (a Freshworks-native integration). If only Freshsales CRM is in scope without Service Cloud, we migrate Tickets into a Custom Object named Ticket__c with status workflow, assignee, linked Company or Contact, and custom fields. Ticket conversation threads migrate as Note records attached to the Ticket__c or Case.

Teamleader Projects have no native Freshsales CRM equivalent. We migrate Projects as Custom Objects named Project__c, with Milestones as related Custom Objects named Milestone__c linked via lookup. Each Milestone carries due dates, budgets, and custom fields. Project assignment to Companies and Contacts maps via Account and Contact lookups. Projects with time entries require a TimeEntry__c custom object or a linked Freshdesk Time Entry if the customer also operates Freshdesk for services.