How to Migrate from HubSpot to GoHighLevel — Step by Step

Migrating from HubSpot to GoHighLevel is a process that agencies and businesses undertake primarily for cost reduction and feature consolidation. A full migration involves exporting CRM data, recreating pipeline structures, importing contacts, rebuilding automation workflows, and redirecting any HubSpot forms or landing pages to GHL equivalents. Done correctly, the migration can be completed in 5 to 10 business days without significant data loss.

Step 1: Export HubSpot Data

Export all contacts from HubSpot with all associated properties, deal records with pipeline stage information, and company records. HubSpot allows CSV export from Contacts, Deals, and Companies under the export function in each list view. Include all custom properties in the export — not just standard fields. Export email sequences and workflow logic separately (you'll need to document these manually as GHL uses a different automation structure).

Step 2: Set Up GHL Pipeline Structure

Recreate your HubSpot deal stages as GoHighLevel pipeline stages before importing contacts. Map each HubSpot deal stage to a corresponding GHL pipeline stage. If you had multiple HubSpot pipelines (different products, different sales teams), create equivalent separate GHL pipelines. Custom contact properties from HubSpot need to be created as Custom Fields in GHL before the import.

Step 3: Import Contacts and Rebuild Automations

Import the contact CSV into GHL with field mapping to the correct GHL standard and custom fields. Import deal records to create opportunities in the correct pipelines. Rebuild key HubSpot workflows as GHL automation workflows — the logic is similar but the builder interface is different. Any HubSpot email sequences become GHL campaigns or workflow email sequences. The full GHL automation builder is demonstrated at omnionlinestrategies.com/gohighlevel-capabilities-demo.