Migration

GoHighLevel Migration Service

Our GoHighLevel migration service moves your contacts, companies, deals, custom fields, pipelines, pages and automations from HubSpot, Keap, ActiveCampaign, ClickFunnels or another platform into a properly structured HighLevel account, then cuts over without losing leads. For businesses and agencies consolidating onto GoHighLevel. Fixed scope, fixed price, typically completed in 15 to 25 business days.

  • Fixed scope, quoted in writing
  • Old system stays live until cutover
  • Mapping document and validation report
Illustration of a migration map: every object in the old system mapped to where it lands in GoHighLevel, with a status per row.

Independent specialists. Not affiliated with HighLevel Inc. Typical reply within 1 business day.

01Deliverables

What's included

  • Migration audit and mapping document

    An inventory of everything in the old system: contacts, companies, deals, properties, lists, tags, pipelines, sequences, workflows, pages, forms and templates. Each item is mapped to where it lands in GoHighLevel, marked as moved, rebuilt or retired, and you approve the map before anything is exported.

  • Target account structure

    A clean GoHighLevel build to receive the data: custom fields that match the properties you actually use, a tag taxonomy, pipelines with stage definitions, and calendars. A migration into a disorganized account only moves the mess; if the account is new, this is the same standard as our setup service.

  • Contacts, companies and deals import

    Exports cleaned, deduplicated on email and phone, split into the right objects, and imported into contacts, business objects and opportunities with tags preserved and ownership assigned. Import is run on a sample first, checked, then on the full dataset.

  • Custom fields, tags, lists and segments

    Every property worth keeping becomes a named custom field with the correct type; lists and segments become tags or smart lists; and the mapping document records every rename so your team can find things.

  • Pipelines and historical opportunities

    Sales and fulfillment pipelines rebuilt with stages that reflect your real process, open deals imported into the right stage with values and close dates, and closed history imported where it is useful for reporting.

  • Funnels, pages, forms and templates

    Landing pages, forms and email templates rebuilt in HighLevel's builder, since page builders do not export between platforms, with redirects planned for any URL that has traffic or rankings. Larger site rebuilds are scoped under our funnels and websites service.

  • Automations and sequences rebuilt

    Each workflow or sequence in the old system is rebuilt as a HighLevel workflow, usually simpler, with the logic documented and tested with real contacts before it is switched on. Active sequences are paused in the old system only at cutover so nobody is contacted twice.

  • Phone, email and domain cutover

    Sending domain authenticated, phone numbers ported or provisioned with A2P registration started early, calendars reconnected, and website forms and chat repointed to HighLevel on the cutover date.

  • Validation report, training and handover

    Record counts and spot checks compared between systems in a written validation report, a recorded walkthrough, a live training session, SOPs for the new account and a 30-day window for fixes within scope.

02Fit

Who this is for, and who it is not for

A good fit if

  • You have decided to move from HubSpot, Keap, ActiveCampaign, ClickFunnels, Kartra, Pipedrive or a similar platform and want it done once, properly.
  • You are an agency consolidating client accounts onto GoHighLevel and need a repeatable migration process.
  • You are merging several tools, such as a CRM, an email platform and a scheduler, into one HighLevel account.
  • Your contact history and pipeline data matter and you cannot afford a gap in follow-up during the switch.

Not the right service if

  • You have not decided whether GoHighLevel is the right platform. Read GoHighLevel vs HubSpot first, or book a consulting call for a fit check.
  • You only need a contact list imported into an account that already works. That is a Quick Fix.
  • You need the old platform's data preserved in an identical structure. Migration is a chance to simplify, and we will recommend retiring what you do not use.
  • You are moving from GoHighLevel to another platform. We only migrate into HighLevel.

03Process

How it works

  1. 01

    Audit and mapping

    Days 1 to 4

    Read-only access to the old system, an inventory of everything in it, and a mapping document with what moves, what is rebuilt and what is retired, plus the price. You approve it before the build.

  2. 02

    Build the target account

    Days 4 to 9

    Fields, tags, pipelines, calendars, domain and phone are set up in GoHighLevel so the data has somewhere correct to land. A2P registration is submitted now because carriers take their time.

  3. 03

    Sample import and rebuilds

    Days 9 to 15

    A sample of contacts and deals is imported and checked field by field, then workflows, pages, forms and templates are rebuilt and tested with real test contacts.

  4. 04

    Full import and parallel run

    Days 15 to 20

    The full dataset is imported, counts are reconciled, and both systems run side by side for an agreed period while your team checks records and reports.

  5. 05

    Cutover, training and handover

    Days 20 to 25

    Forms, chat, calendars and sequences are switched to HighLevel on one date, a final delta import captures anything new, and you get the validation report, walkthrough, training and SOPs.

04Packages

Packages and pricing

Every package is a fixed scope with a fixed price, quoted in writing before work starts. Extras are quoted the same way, never billed as surprise hours. Full detail on the pricing page.

  • CRM Migration

    Contacts, companies, deals, fields and pipelines moved into a prepared GoHighLevel account.

    Quoted in writingFixed price

    • Migration audit and mapping document
    • Deduplicated import of contacts, companies and deals
    • Custom fields, tags and up to 2 pipelines
    • Validation report
    • Walkthrough video and SOPs

    Best for: A business whose pages and automations are simple or will be rebuilt separately.

    Get a written quote
  • Most booked

    Full Platform Migration

    Everything in the CRM package plus pages, forms, templates and automations rebuilt and cut over.

    Quoted in writingFixed price

    • Everything in CRM Migration
    • Up to 10 workflows or sequences rebuilt and tested
    • Up to 8 pages and forms rebuilt with redirects
    • Email, phone and domain cutover with A2P
    • Parallel run and delta import

    Best for: Businesses replacing HubSpot, Keap, ActiveCampaign or ClickFunnels entirely.

    Get a written quote
  • Agency Client Migration

    A repeatable migration process for an agency moving several clients.

    Quoted in writingFixed price per client after a process build

    • Migration playbook and templates for your source platform
    • Snapshot-based target build
    • Per-client mapping and import
    • Validation report per client
    • Delivered under your brand if required

    Best for: Agencies consolidating a book of clients onto GoHighLevel.

    Get a written quote

HubSpot to GoHighLevel migration: what moves and what gets rebuilt

A HubSpot to GoHighLevel migration moves data and rebuilds logic. Contacts, companies, deals, properties, owners, lists and notes export cleanly as CSV and import into HighLevel's contacts, business objects, opportunities and custom fields. Workflows, sequences, landing pages, forms and email templates do not transfer between platforms as files; they are rebuilt in HighLevel, which is usually an opportunity to simplify years of accumulated automation.

The parts that need the most care are the ones people forget: deal stage history if you report on it, email engagement history that cannot be imported, active sequences that must be paused at the right moment, and any HubSpot page URL that ranks in search and needs a redirect. The mapping document lists each of these with a decision before the export starts.

  • Moves as data: contacts, companies, deals, custom properties, owners, lists, tags, notes and tasks.
  • Rebuilt in HighLevel: workflows, sequences, landing pages, forms, email and SMS templates, calendars.
  • Decided case by case: historical email activity, closed deals, meeting history, attachments.
  • Retired: automations, properties and lists nobody has used in a year.

Cutover without losing leads

The risk in any CRM migration is the gap: a form that posts to the old system after everyone has moved, a sequence that keeps emailing from the old platform, or a phone number that stops ringing. We avoid that by keeping the old system live until a single cutover date, repointing every lead source on that date in a checked order, and running a final delta import of anything that arrived in the old system during the parallel period.

After cutover the old platform stays readable for an agreed period so historical records can be checked, and it is cancelled only when the validation report is signed off. Teams migrating from HubSpot should also plan the cancellation against their contract date so the two subscriptions overlap for as short a time as possible.

05Compare

Compared with DIY and freelancers

A planned migration compared with a do-it-yourself CSV import or a marketplace freelancer
GHLSpecialist migrationDo it yourselfMarketplace freelancer
PlanningInventory and mapping document approved before exportExport first, decide laterVaries
Data qualityDeduplicated, typed fields, sample import checked firstDuplicates and text fields everywhereDepends on the person
Automations and pagesRebuilt, simplified and tested with real contactsRebuilt from memory over weeksOften out of scope
CutoverParallel run, single cutover date, delta importGaps in follow-up during the switchRarely planned
ValidationWritten report with reconciled countsDiscovered when a record is missingUsually none
PriceFixed, quoted in writingFree in cash, weeks of timeHourly, scope often grows

06FAQ

Questions people ask before booking

A full platform migration typically takes 15 to 25 business days from the approved mapping document to cutover, including a parallel run. A CRM-only migration of contacts, deals and pipelines into a prepared account is shorter. A2P phone registration and the other platform's export limits are the usual variables.

Yes. Contacts, companies, deals, properties, owners, lists and notes are exported from HubSpot and imported into GoHighLevel with a mapping document; workflows, sequences, pages, forms and templates are rebuilt in HighLevel and tested before cutover. Our GoHighLevel vs HubSpot guide includes a migration checklist.

HubSpot, Keap (Infusionsoft), ActiveCampaign, ClickFunnels, Kartra, Pipedrive, Salesforce, Mailchimp and most CRMs or email platforms that export CSV files. Page builders never export to HighLevel, so pages are rebuilt regardless of the source.

Nothing is deleted from the old system during the migration, and the old platform stays live until a single cutover date. Some data types cannot be imported into HighLevel, such as historical email engagement, and the mapping document tells you exactly what those are before you approve the plan.

Automations are rebuilt rather than moved, because no CRM exports workflows in a format another platform can import. Each one is documented, rebuilt as a HighLevel workflow, usually simplified, and tested with real contacts before the old sequence is paused.

Yes, and you should. The old system stays live through the build and the parallel run; lead sources are repointed on one cutover date, and a final delta import captures anything that arrived in the old system in between.

A migration is a fixed price quoted in writing after the audit, based on record volume, the number of pipelines, pages and automations to rebuild, and the source platform. Package structures are on the pricing page. HighLevel's subscription is separate; see our GoHighLevel pricing guide.

Last reviewed: November 3, 2026. Updated when HighLevel changes the features described here.

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