Import HubSpot CRM Data to HighLevel

TL;DR

HighLevel offers a process to import HubSpot CRM data. Users can migrate contacts, deals, and custom fields from HubSpot to HighLevel. No immediate action is required unless you plan to migrate data from HubSpot.

Who this affects

This affects HighLevel agency owners and SaaS entrepreneurs who currently use HubSpot CRM and are considering migrating their data into HighLevel. It is relevant for those looking to consolidate their CRM operations within HighLevel. Agencies onboarding new clients previously on HubSpot will find this useful. HighLevel has not confirmed specific plan levels or sub-account setups affected.

What changed

HighLevel has introduced a method to import HubSpot CRM data. This process includes several steps:

• Users can prepare their HighLevel account for migration.
• Users can connect their HubSpot account to HighLevel.
• Users can select specific HubSpot objects and data for import.
• Users can configure duplicate settings during the import process.
• Users can review field mappings to ensure data accuracy.
• Users can monitor the import as it processes.
• Users can verify imported contacts, deals, custom fields, pipelines, and other CRM data after completion. HighLevel has not confirmed any limits, plan gating, or rollout status.

Where to find it

HighLevel has not published the exact navigation path for this feature yet. Based on the functionality, it will likely reside within the 'Settings' or 'Integrations' section of a HighLevel account, possibly under a 'Data Import' or 'CRM Migration' subsection.

How agencies will use this

An agency owner can use this feature to onboard a new client who is migrating from HubSpot. For instance, an agency signs a new client, 'Digital Dynamics LLC,' who has been managing their sales and marketing efforts using HubSpot for the past two years. Digital Dynamics has a robust HubSpot CRM with thousands of contacts, active deals in their sales pipeline, and several custom fields tracking specific client information. The agency can now leverage this import method to bring all this existing data into the client's HighLevel sub-account. They would connect the client's HubSpot account, select contacts, deals, and custom properties, map them to appropriate HighLevel fields, and configure duplicate handling. Once the import is complete, Digital Dynamics LLC's sales team can immediately resume operations within HighLevel, finding all their historical customer interactions and deal stages intact.

Our take

This is a standard integration update. For agencies actively migrating clients from HubSpot, this tool streamlines the process. For others, it is a minor update that likely won't impact day-to-day operations this week. It addresses a common migration challenge, but HighLevel has not confirmed if it replaces or breaks existing functionalities, or if it is limited by plan.