Migrate from Teamleader to HubSpot

Teamleader contacts map directly to HubSpot contacts. Email, phone, name, and address fields transfer 1:1. Teamleader contact-owner relationships resolve by email match against HubSpot users. Contacts without a matched owner land under a fallback HubSpot user your admin specifies. This ensures every migrated contact has a valid owner assignment in HubSpot without orphaning any records during the migration process.

Teamleader companies map to HubSpot companies. Company name, domain, industry, employee count, and revenue transfer to the matching HubSpot company properties. HubSpot's company-company hierarchy (parent/child) is supported if Teamleader stores parent-company relationships in its custom fields or company object. This preserves corporate family structures within your HubSpot account after migration.

Teamleader allows a contact to be associated with multiple companies. HubSpot contacts have one primary CompanyId. We set the most-recently-modified company as the primary and surface remaining associations via HubSpot's contact-company secondary associations feature. Your admin reviews and confirms the primary-company rule before migration runs.

Teamleader deals map to HubSpot deals. Deal name, amount, expected close date, responsible user, and custom deal fields transfer to the matching HubSpot deal properties. Teamleader deal-phase labels map to HubSpot deal stage names value-by-value. The deal owner resolves by email match against HubSpot users.

Each Teamleader sales pipeline becomes a HubSpot deal pipeline. Pipeline stages map to HubSpot deal stages in sequence order. Probability and forecast category are applied per stage based on HubSpot's stage defaults, or overridden if your team has custom stage probability values stored in Teamleader.

Teamleader invoices have no native HubSpot equivalent — HubSpot CRM does not include a billing or invoice object. We create an Invoice__c custom object in HubSpot, map invoice number, date, amount, status, and line items as custom properties, and link each invoice to the originating contact and deal via custom lookup fields. Invoice PDF files attach to the Invoice__c record.

Teamleader projects (milestones, tasks, time entries) do not have a HubSpot native equivalent. We create a Project__c custom object, map project name, status, start and end dates, budget, and responsible user. Milestones map as a custom child object or as a multi-select property depending on your reporting needs. Time entries are preserved as a custom property on the project record for historical reference.

Teamleader tickets map to HubSpot support tickets. Ticket subject, description, status, priority, assigned agent, and custom ticket fields transfer to HubSpot's ticket properties. Teamleader ticket categories map to HubSpot ticket pipelines or a custom ticket-type property depending on your HubSpot Service Hub configuration.

Teamleader users resolve by email match against HubSpot users. Unmatched users are flagged before migration — your team either creates HubSpot accounts for them first or assigns their records to a fallback owner. Active versus inactive status in Teamleader maps to the HubSpot user account status flag.

Teamleader logged calls and emails migrate as HubSpot engagements with type, subject, timestamp, and body preserved. Meetings with duration and attendee data transfer as HubSpot meetings. Notes migrate as HubSpot notes with rich-text formatting preserved. Original owner and create timestamp are preserved on each engagement record.

Teamleader file attachments on contacts, companies, deals, and tickets re-upload to HubSpot Files and associate to the matching record. File size limits follow HubSpot's 25 MB per-file cap. Inline images in notes are downloaded and re-hosted within HubSpot's file storage.

Teamleader custom fields across all objects (contact, company, deal, project, invoice, ticket) map to HubSpot custom properties of the matching type (text, number, date, single-select, multi-select). Select field value options are mapped value-by-value. HubSpot Enterprise accounts with custom objects can use those for Teamleader custom objects if applicable.

Teamleader workflow definitions (automation rules, task triggers, notification sequences) do not transfer. We export your Teamleader workflow definitions as a structured JSON reference document your HubSpot admin uses to rebuild equivalent automations in HubSpot's workflow builder, including enrollment criteria, action steps, and delay configurations.