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Migration to GoHighLevel

From HubSpot or another CRM to GoHighLevel, history included.

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In short

Migrating to GoHighLevel means moving contacts, companies, deals, notes, tags and custom fields from HubSpot or another CRM, and rebuilding the automations, forms and templates, which cannot be copied. We do it with a test migration, data validation and a few weeks with both CRMs running in parallel, so you are never left without a CRM.

The problem

You pay for several tools that don't talk to each other, or your current CRM has become too expensive or too limited, but switching is scary because of what could get lost.

Who it is for

Companies on HubSpot, Pipedrive, Zoho, Salesforce or spreadsheets that want to consolidate on GoHighLevel.

What is included

  • Audit of your current CRM and migration plan
  • Migration of contacts, companies, deals, notes and fields
  • Automations, forms and templates rebuilt in GoHighLevel
  • Data validation, both CRMs running in parallel and team training

A good fit if…

  • You pay for features you do not use, or the cost grows with every contact you add.
  • You need WhatsApp, SMS, funnels and pipeline in the same place.
  • You have several tools that do similar things and none of them talk to each other.

Not a fit if…

  • Your team relies on advanced reporting or native integrations that only exist in your current CRM: integrating beats moving there.

How we do it

  1. 01

    Inventory

    How many contacts, which custom fields, which automations are really active and which integrations depend on the current CRM.

  2. 02

    Structure and test

    Fields, pipeline and tags created in GoHighLevel before importing, and a test migration with a hundred contacts to catch problems while they are cheap.

  3. 03

    Migration and automations

    Full migration and only the automations that are needed, tested with real cases before a sale depends on them.

  4. 04

    Parallel and switch-off

    Both CRMs running for two or three weeks. The old one is switched off once the questions stop, after storing a full export outside both.

Timeline

A small account, with a few thousand contacts and a handful of automations, is migrated in 2 to 3 weeks including the parallel period. An account with invoicing, website and telephony integrations takes 6 to 8.

Investment

Discovery
€1,500 – €15,000
Implementation
€5,000 – €25,000
Monthly retainer
€1,000 – €5,000/mo

The exact price is confirmed in the free audit, not before.

Frequently asked questions

What gets migrated when moving to GoHighLevel?

Contacts, companies, deals with their stages, notes, tags and custom fields. Automations, forms and email templates are rebuilt in GoHighLevel, because they cannot be copied between platforms. We validate the data before the switch and both CRMs coexist until everything matches.

What cannot be moved?

Full email threads rarely travel intact, and reports and automations are rebuilt. Call recordings depend on the telephony provider: if they are stored in the old CRM, they must be downloaded before closing the account.

Will I be without a CRM during the migration?

No. During the parallel period your team works in GoHighLevel and the old CRM stays available for lookups. Every time someone says “the old one did it this way”, it gets noted and solved. It is switched off when those questions stop.

Do you also migrate from Pipedrive, Zoho, Salesforce or spreadsheets?

Yes. The method is the same: inventory, structure in the destination, a sample test, full migration and a parallel period. The export format changes with each source, not the order.

How much does it cost?

It depends on scope: discovery starts at €1,500, a full build runs from €5,000 to €25,000, and there is an optional monthly maintenance retainer. The exact price is confirmed after the free audit, not before.

Related guides (in Spanish)

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