0%
Key takeaways
- Audit what you have
- Map fields and stages
- Test before switching
Audit what you have
List contacts, custom fields, pipelines, workflows, forms and integrations so nothing is forgotten.
Map fields and stages
Decide how each HubSpot field and deal stage maps to its GoHighLevel equivalent before importing.
Test before switching
Import a small batch, test your workflows with a dummy contact, then switch forms and tracking over once everything works.
Frequently asked questions
What can a GHL virtual assistant do?
Build and maintain funnels, workflows, pipelines, calendars and campaigns, clean up contacts and keep reporting accurate.
Do you work with agencies?
Yes. We support agencies that manage many sub-accounts as well as single businesses running their own account.
Need help with this? Explore our GoHighLevel (GHL) Virtual Assistant, see our packages or book a free 30-minute call.