Guide
How to migrate from HubSpot to GoHighLevel.
By Mike Petritis, President · Updated October 31, 2026
The short answer
Audit what you use, design the new system, clean your data, import a sample, rebuild workflows and reports, test next to HubSpot, then train your team and switch. HighLevel's importer handles core records, but automation has to be rebuilt. Most migrations we run are a 90-day process.
What moves, and how
| In HubSpot | In HighLevel | How it moves |
|---|---|---|
| Contacts and companies | Contacts and companies | Importer |
| Deals and pipelines | Opportunities and pipelines | Importer |
| Properties | Custom fields | Importer |
| Notes, emails, and tasks | Notes, emails, and tasks | Importer |
| Custom objects | Custom objects | Rebuilt |
| Workflows and sequences | Workflows | Rebuilt |
| Forms and landing pages | Forms, funnels, and websites | Rebuilt |
| Reports and dashboards | Dashboards and reporting | Rebuilt |
The steps
- 1
Audit what you actually use
List your seats, renewal date, active workflows, integrations, and the reports leadership reads. Mark what can be retired.
- 2
Design the new system first
Decide on pipelines, fields, custom objects, permissions, and whether locations or brands need their own sub-accounts.
- 3
Clean the data
Merge duplicates, drop fields nobody uses, and confirm who has agreed to receive texts and marketing email.
- 4
Set up sending
Register for A2P 10DLC before texting goes live, and set up your email sending domain. Fees start at submission, so plan this early.
- 5
Import a sample, then everything
Run a small import and read the report before moving the full database. Check associations, not just record counts.
- 6
Rebuild automation and reporting
Start with the workflows that touch revenue. Use the rebuild to retire anything nobody can explain.
- 7
Test next to HubSpot
Keep HubSpot running while you test real scenarios from form fill through closed sale.
- 8
Train and switch by team
Move one team at a time where you can, and keep support close during the first weeks.
- 9
Back up, then cancel
Export a full backup before your HubSpot subscription ends, and time the switch around your renewal date.
What doesn't import cleanly
- Imported emails are read-only
- Notes can't link to companies
- Recurring tasks aren't supported
- Deals with no contact won't import
- Calculated fields arrive as plain text
- File attachments can throw errors, so check the import report
- Some associations may not come across, so check your critical links
- Deleting an imported contact and rerunning the importer can create duplicates
These limits come from HighLevel's importer documentation, which changes often. Check the current version before you start.
Why 90 days, when HighLevel says one to two weeks?
HighLevel says switching typically takes one to two weeks, and moving the data itself can be quick. The time goes into everything around it: designing the structure, rebuilding automation and reports, testing, and getting people to change how they work. A smaller company with simple workflows may need far less. We have moved accounts with as many as 600,000 records, and those moves depend on planning more than on the import.