Migrating from HubSpot to GoHighLevel requires exporting your contact data, deal pipeline, and email templates from HubSpot and importing them into GoHighLevel correctly. Here is a step-by-step process for completing the migration without losing critical data.

Step 1: Export Your HubSpot Data

In HubSpot, go to Contacts > All Contacts. Click Actions > Export. Select all properties you want to migrate — at minimum: First Name, Last Name, Email, Phone, Company, Lead Source, Lifecycle Stage, and any custom properties. Download as CSV. Repeat for Companies if you are migrating B2B data. For deal pipeline data, go to Sales > Deals > Export and download your active pipeline.

Step 2: Clean the CSV Before Import

Open the CSV in Excel or Google Sheets. Remove any contacts with invalid email addresses — GoHighLevel will reject malformed emails. Ensure phone numbers are in consistent format (include country code: +1 for US numbers). Map HubSpot's Lifecycle Stage to GoHighLevel's contact tags — for example, "Lead" becomes a "lead" tag, "Customer" becomes a "customer" tag.

Step 3: Import Contacts Into GoHighLevel

In GoHighLevel, go to Contacts > Import Contacts. Upload your cleaned CSV. GoHighLevel presents a field mapping interface where you match CSV columns to GoHighLevel contact fields. Map carefully: First Name, Last Name, Email, Phone (select the correct country code), Tags, and any custom fields you need. Run a test import with 10 contacts first to verify mapping before importing the full list.

Step 4: Recreate Your Pipeline Stages

In GoHighLevel, go to Pipelines > Add Pipeline. Create a pipeline with stages that match your HubSpot deal stages. Common stage mapping: HubSpot "Appointment Scheduled" becomes GoHighLevel "Discovery Call Booked." Import your deal CSV and manually create opportunities for active deals in the new pipeline, or use a bulk import via CSV if deal volume justifies the effort.

Step 5: Recreate Email Templates and Automations

Export your HubSpot email templates (Marketing > Email > Actions > Export). Use these as reference when rebuilding templates in GoHighLevel's email editor — direct import is not possible. Prioritize rebuilding your highest-volume templates and automations first. Your HubSpot workflows will need to be recreated as GoHighLevel workflows manually.

Step 6: Run Both Systems in Parallel

Keep HubSpot active for 30 days after go-live on GoHighLevel. New contacts go into GoHighLevel. Historical contacts and active deals continue in HubSpot until they close or are manually migrated. This parallel period catches any data gaps and ensures no leads fall through during the transition.