Migrate from Enrich-CRM to HighLevel

HubSpot portal audit and Enrich-CRM output inventory

We audit the Enrich-CRM-connected HubSpot portal to identify all enriched Company and Contact properties, the HubSpot pipelines and Deal records, the job-change and new-hire alert history, any custom scoring models visible in the Enrich-CRM interface, and the Zapier or Make automation paths triggered by enrichment events. We produce a written enrichment output inventory listing every Enrich-CRM field, its HubSpot property name, the GoHighLevel target field type, and whether it is a standard GoHighLevel field or requires a custom field creation.

GoHighLevel custom field schema design

We design the GoHighLevel custom field schema before any data import. This includes creating all Contact custom fields for enriched contact datapoints (title, seniority, LinkedIn URL, time zone, skills, certifications), Location custom fields for firmographic data (industry, employee count, revenue range, tech stack, funding data), custom date fields for job-change and new-hire detection timestamps, and any Tags needed for segmentation equivalence. Fields are deployed in GoHighLevel's Settings before the migration run begins so that field IDs are stable for the API import.

HubSpot enrichment export via HubSpot API

We export enriched Company and Contact records from the connected HubSpot portal using the HubSpot CRM Lists API or the HubSpot REST API, filtering for records that have been enriched (checking for Enrich-CRM enrichment property flags). Each record includes all standard HubSpot properties plus every Enrich-CRM output property as a HubSpot custom property. We deduplicate records before export and emit a row-count reconciliation report showing total Companies, Contacts, and Deals available for import.

GoHighLevel Location import first

We import GoHighLevel Locations first because the Contact import depends on the locationId lookup. HubSpot Companies map to GoHighLevel Locations using the HubSpot company domain as a deduplication key. The HubSpot company name maps to Location name, and firmographic data from Enrich-CRM populates the Location custom fields created in step 2. A reconciliation report compares HubSpot company count to GoHighLevel Location count before Contact import begins.

GoHighLevel Contact import with Location lookups

We import GoHighLevel Contacts second, resolving each Contact's locationId by matching the associated HubSpot company domain to the imported GoHighLevel Location. Standard Contact fields (name, email, phone) map directly; Enrich-CRM contact datapoints populate the Contact custom fields from step 2. Job-change alerts attach as Tasks with descriptive note bodies. Any scoring model output values migrate as Contact custom number fields or Tags. A reconciliation report compares HubSpot Contact count to GoHighLevel Contact count.

Opportunity and Scoring rebuild handoff

If the HubSpot portal contains Deal records, we import them as GoHighLevel Opportunities, mapping deal stage to GoHighLevel pipeline stage and owner to the GoHighLevel User resolved in the owner reconciliation. We deliver the scoring rebuild guide to the customer's admin, documenting each Enrich-CRM scoring dimension and its recommended GoHighLevel equivalent (native contact scoring or custom field). We do not rebuild workflows, Zapier paths, or scoring as code inside GoHighLevel as part of the data migration scope.