Move from HubSpot to GoHighLevel, the 7 day zero downtime migration
You want the CRM that ships revenue faster, without breaking email, forms, or pipelines. Use this cutover plan, field map, and QA list. Primary conversion, GoHighLevel trial and migration booking. Secondary, recommended add-ons only where they improve the switch.
🏆 Start your Highlevel journey today
Who this is for
- Small teams tired of HubSpot pricing creep, limits, or complexity
- Agencies moving clients into a white label GoHighLevel stack
- Owners who want one inbox, faster forms, calendars, payments, reviews
What stays, what changes
Keep, contacts, deals, activities, emails, forms, calendars, landing pages, pipelines, tasks, products, payment links, attribution.
Change, templates and automations are rebuilt, email domain auth is redone, UTMs and events are normalized, dashboards are recreated.
7 day cutover plan, no downtime
Day 1, export, normalize, prep
- Export, contacts, companies, deals, activities, products, form submissions
- Choose primary key, email, with dedupe keys, email plus phone
- Clean CSV headers to match GoHighLevel custom fields
- Create Smart Lists that mirror HubSpot lists, use tags for membership
- Book the DNS window for email authentication
Day 2, build parity, pipeline and calendar
- Recreate pipelines, stages, owners
- Build calendars, round robin, buffers, confirmations, reschedules
- Import products, taxes, order forms, payments
- Recreate forms with conditional logic, add photo uploads where useful
Day 3, workflows and templates
- Rebuild automations, speed to lead, missed call text back, stage moves, task rules
- Recreate email and SMS templates, one naming convention, transactional vs marketing
- Map tasks, prep checklists, review asks, renewals at 11 months where relevant
Day 4, domain and deliverability
- Set DKIM, SPF, DMARC at DNS, warm sender pools if needed
- Validate tracking numbers and call recording prompts
- QA webhooks, Stripe connection, WhatsApp or phone provider
Day 5, data import and role checks
- Import order, contacts, companies linkage, deals, activities
- Spot check 20 records per segment, fields, tags, stage, owner, last activity
- Confirm permissions, users, teams, mobile app logins, push notifications
Day 6, parallel run and UTM sanity
- Keep HubSpot read only, route new leads into GoHighLevel forms and chat
- Add hidden UTM fields to GoHighLevel forms, pass values from the URL, or use a lightweight script, optional helper tools are fine
- Fire test events to Google Ads and Meta, verify receipt
Day 7, cutover and decommission
- Swap site forms, chat widget, booking links, and number routing to GoHighLevel
- Lock HubSpot sending, keep access for 14 days for lookups
- Launch the reviews engine, set dashboards, booked, show, paid
Field map, HubSpot to GoHighLevel
| HubSpot | GoHighLevel | Notes |
|---|---|---|
| Primary key | ||
| First name, last name | First name, last name | Keep case consistent |
| Phone, mobile | Phone, Alt phone | Use E.164 where possible |
| Lifecycle stage | Tag plus lifecycle custom field | Lead, MQL, SQL, customer |
| Lead status | Lead status | Mirror options |
| Owner | Owner | Import user map first |
| Company name | Company via Company Object Automation | Include a Business Name column in the contact CSV. On import, Companies are created and linked automatically. There is no direct Companies CSV import. |
| Deal pipeline, stage | Pipeline, stage | Match names 1 to 1 |
| Deal amount, close date | Deal value, expected close | Keep currency |
| Source, original source drilldowns | UTM fields plus a source_of_truth custom value | Normalize values |
| Last activity date | Last activity | Create via activity import if missing |
| Opt status email, SMS | Consent fields | Respect opt-in and opt-out on import |
| Form submissions | Hidden fields in new forms, notes if needed | Keep timestamps where helpful |
Minimum viable, carry only the fields you use to sell and fulfill. Add the rest later.
Automation parity, simple not cute
- Speed to lead, form submit, missed call, chat, replies in one thread, owner assignment by zone or skill
- Deal hygiene, stage timers create tasks, stall at 48 hours, notify owner, escalate if still idle
- Calendar, confirmations, 24 hour reminder, 2 hour reminder, no-show link to reschedule
- Fulfillment, on-site checklist, photo prompts, report email, review request at 2 hours, day 3, day 7
- Renewal, 11 month reminder for annual services, 90 day checks for subscriptions
Tracking continuity, do not lose attribution
- Standardize UTMs, one casing for source, medium, campaign, content, term
- Add hidden UTM fields to all GoHighLevel forms, pass from the landing page URL, or persist with a small script
- Send qualified events, booked, show, paid, to Google Ads using GoHighLevel’s offline conversion action, test in diagnostics before launch
- Send standard events to Meta via Conversions API from Workflows, include event_id if a pixel also fires, this avoids duplicates
- Set one CFO view, booked, show, paid by source and campaign, tie revenue to channels
Email health, keep your sender reputation
- Authenticate, SPF, DKIM, DMARC at p=none on day 1, move to p=quarantine in week 2 if clean
- Warm gradually if you change domains or subdomains
- Suppress cold or bounced contacts on import
- Split transactional and marketing templates, separate tags and sending pools
Risks if you skip steps
- Forms double post into two systems, duplicates and broken attribution
- DNS not prepped, emails land in spam
- Stage names do not match, forecast breaks
- Old phone number still public, calls route to the wrong inbox
QA checklist, pass this before go live
- 20 record spot check, every field, two pipelines, two calendars
- 5 end to end tests, ad click, form, booking, reminder, show, stage move, payment, review
- 3 attribution tests, UTM captured, offline conversion received by Google Ads and Meta
- Email seed tests, inboxing on Gmail, Outlook, Yahoo
Stakeholders and tasks
- Owner, approve stage names and dashboards
- Ops, field mapping, pipeline, tasks
- Marketing, forms, chat, UTMs, templates
- Tech, DNS, numbers, integrations
- Finance, Stripe, products, taxes, refunds flow
Templates you can copy
- Intake form, contact, phone, intent, hidden UTM fields, map pin if local
- Pipeline, 6 stages, New, Working, Booked, Showed, Won, Lost, each with one rule
- Review request, 2 hours, day 3, day 7, stop on reply
- Renewal, 11 months, stop on booking
- Contract or scope as an e-sign document
Recommended add-ons, optional, only if they help
- Email deliverability and DMARC monitor
- Phone system for teams that want softphones
- Analytics connector for clean ad postbacks
CTAs
- Start your migration, book a 15 minute assessment
- Try GoHighLevel, import the migration pack
🏆 Start your Highlevel journey today
- Keep your sender score safe, enable deliverability checks
FAQ
How long does the switch take
Seven days for a standard account with one pipeline, two calendars, and core forms. Add time for multi location or complex setups.
Can I keep HubSpot running during the switch
Yes. After Day 6 keep HubSpot read only, disable sending and forms, and retain access for 14 days.
Will I lose my email reputation
No, if you authenticate the domain, suppress cold contacts, and warm gradually when changing domains or subdomains.
What about my website forms
Replace embeds with GoHighLevel forms on Day 7. Test in staging. Pass UTMs as hidden fields.
Can I import my sequences
You rebuild them. Copy content, set stop on reply rules, and QA with seed contacts before enabling.
Can I manage Local Services Ads disputes inside GoHighLevel
No. Capture and route LSA or Reserve with Google leads in GoHighLevel, submit disputes in the Google LSA dashboard.