Teamgate to HubSpot
Teamgate is a sales CRM with pipelines, lead management, document management, automation and reporting.
Teamgate data can move into HubSpot, landing mainly in Sales Hub. 1 of 7 mapped objects move directly (Users); 4 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Teamgate
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 6 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<10k records
CSV-led.
Mid migration
10k-100k records
API extraction and activity mapping.
Large migration
>100k records
Many pipelines, documents and automation.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Teamgate: what you need to get in, what lands in HubSpot, and what will not.
REST/JSON API
An APP_KEY issued by Teamgate on request, plus a user AUTH_TOKEN from the API access page in Integrations.
Choose your route
How will you move the data?
No native connector was found.
- You need: An APP_KEY issued by Teamgate on request, plus a user AUTH_TOKEN from the API access page in Integrations.
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- CSV export of the users list (Settings > User management > Export users)
- REST API GET collections returning JSON
- Other per-object CSV exports are not confirmed in the sources found
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-14 weeks, usually phased.
Talk to a partnerWhere each object lands
In Teamgate
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts/People | Contacts | partial | Expected to move via API or CSV, but the endpoint and field coverage were not verified. |
| Companies | Companies | partial | Expected to move via API or CSV, but coverage was not verified. |
| Deals | Deals | partial | Deals and pipelines are referenced in vendor material, but the export coverage was not verified. |
| Activities (tasks, calls, meetings, notes) | Tasks | manual | Audit which activity types the API exposes and how they associate to records before committing to scope. |
| Users | Users/Owners | yes | The users CSV includes ID, name, email, status and more, and can be used to map owners. |
| Products | Products | partial | The Pipedream trigger 'New Product' suggests the API exposes products. |
| Deal documents | Files | manual | Files are attached to deal cards and can be downloaded, but bulk export was not confirmed. |
What to expect
These are platform configuration and must be rebuilt as HubSpot workflows.
These must be recreated as HubSpot roles and teams.
These must be rebuilt in HubSpot reporting.
Teamgate has multiple custom pipelines, and each has to be recreated in HubSpot.
This is the scope note's boundary item.
Confirm which activity types and record links come out of the API.
The application key is assigned on request, which can add lead time.
Test-export a sample and reconcile counts per object.
Page through the API and run extraction off-hours.
Request the key early.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
The API and its auth are documented by the vendor, and a CSV export path was found for users only. The object list, per-object export coverage, rate limits and governance details rest on category-level knowledge and were not confirmed in vendor docs.
Sources
Related migrations
Frequently asked questions
How do I migrate Teamgate to HubSpot?
1. Request an APP_KEY and get a user AUTH_TOKEN from Integrations > API access. 2. Inventory the custom fields, pipelines and stages, and activity types. 3. Export the users CSV and map each user to a HubSpot owner. 4. Check which export options are available on your Teamgate plan.
What data can move from Teamgate to HubSpot?
These objects move directly: Users. Check the mapping table for partial and manual items.
What does not move from Teamgate to HubSpot?
Automations (sales automation rules), Permissions and access views and Dashboards and reports. Plan to rebuild or retire these.
How long does a Teamgate to HubSpot migration take?
Small (<10k records): 2-4 weeks. Mid (10k-100k records): 4-8 weeks. Large (>100k records): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from Teamgate?
An APP_KEY issued by Teamgate on request, plus a user AUTH_TOKEN from the API access page in Integrations.
What compliance issues apply when moving Teamgate data?
Check: Check for sensitive data in free-text notes and documents. Agree consent, retention and access rules before exporting.
Moving Teamgate into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner