How to Migrate from HubSpot to GoHighLevel (Without Losing Leads)

If you’ve decided to migrate from HubSpot to GoHighLevel, the hardest part usually isn’t moving the contacts. It’s rebuilding everything around them — forms, pipelines, email sequences, automations and reports — so nothing breaks on the day you switch, and no lead falls through the gap.

This guide gives you a practical, step-by-step migration plan: what to export from HubSpot, how to prepare it, what to rebuild in GoHighLevel, and how to switch over safely. If you’re still learning the platform, our beginner tutorial on how to use GoHighLevel is a good primer.

What moves, and what you rebuild

• Moves as data (via CSV): contacts, companies, deals/opportunities, and the key fields on each.
• Rebuilt in GoHighLevel: forms, landing pages, pipelines, email templates, sequences and workflows, calendars, lists and reports.
• Usually not worth moving: years of old email engagement history, unused properties and stale contacts.

Step 1: Audit your HubSpot setup

Before exporting anything, list what you actually use:

• Contact and company properties you rely on (and which are never used).
• Deal pipelines and stages.
• Forms on your website and where they send leads.
• Email sequences, workflows and their triggers.
• Meeting links and calendars.
• Integrations — website, ads, payment, accounting.
• Reports and dashboards the team checks each week.

Step 2: Build the GoHighLevel foundations first

Set up the new account before moving data, so imported records land somewhere sensible:

1. Business settings and users.
2. Custom fields that match the HubSpot properties you’re keeping.
3. Tags for groups you used lists for, such as “customer” or “newsletter”.
4. Pipelines and stages that reflect how you sell now — see our GoHighLevel pipeline setup guide.
5. Phone number and email sending domain, including SMS registration if you text US numbers — see our A2P 10DLC checklist.
6. Calendars to replace HubSpot meeting links.

Step 3: Export and clean your data

• Export contacts, companies and deals from HubSpot as CSV files, including the properties you need.
• Remove duplicates and contacts you no longer want to keep.
• Standardise phone numbers with country codes, and check email addresses.
• Keep a record of each contact’s consent status, so you only message people who have agreed to hear from you.
• Rename columns to match your GoHighLevel field names to make mapping easier.

Step 4: Import into GoHighLevel

• Start with a small test file of a few records and check every field lands correctly.
• Import contacts, mapping each column to the right standard or custom field, and add tags during import.
• Import opportunities into the right pipeline and stage, with value and owner.
• Spot-check a sample of contacts against HubSpot after each import.

Step 5: Rebuild forms, sequences and automations

• Forms and landing pages — rebuild them in GoHighLevel, or connect your existing website forms, and map every field.
• Email templates — recreate the ones you actually use.
• Sequences and workflows — rebuild them as GoHighLevel workflows, improving them as you go. Our GoHighLevel workflow automation examples cover the common ones.
• Lead follow-up — add instant SMS and email replies, which many HubSpot setups never had; see automating lead follow-up in GoHighLevel.
• Integrations — reconnect ads, payments and other tools, directly or through Zapier or Make.

Step 6: Switch over safely

1. Pick a quiet day for the switch.
2. Do a final export of any contacts and deals created since your first export.
3. Point your website forms, ads and booking links to GoHighLevel.
4. Turn on the new workflows and test every lead source with a test contact.
5. Train the team on the inbox, calendar and pipeline.
6. Keep HubSpot read-only for a while for reference, then close it once you’re confident nothing is missing.

Common HubSpot to GoHighLevel migration mistakes

• Importing everything, including years of junk data.
• Importing before custom fields and pipelines exist.
• Letting workflows fire on imported contacts.
• Forgetting a lead source, so some enquiries still go to HubSpot.
• Texting contacts without consent or without SMS registration.
• Switching off HubSpot before checking that everything moved.

Prefer to have the migration done for you? Tocal has worked on 50+ GoHighLevel accounts over 3+ years. Our GoHighLevel service covers data clean-up and import, pipelines, forms, workflows and team training — with fast delivery and reasonable pricing. Book a free call to plan your move.