Migrate from Followup CRM to HighLevel

Followup CRM contacts migrate directly to HighLevel contacts. The primary company association in Followup CRM maps to HighLevel's linked Company record. Unassigned contacts land as standalone contacts without a company link — your team sets the primary company in HighLevel after review.

Followup CRM companies migrate as HighLevel companies. Industry classification, employee count, and domain data map to their corresponding HighLevel company fields. Multi-contact companies in Followup CRM maintain the same relationship structure in HighLevel's company-contact linkage model. This preserves your organizational hierarchy during migration.

Followup CRM deals with pipeline stages become HighLevel Opportunities with the matching pipeline structure. Pipeline stage names map to HighLevel pipeline stage names. Deal monetary value, close date, and owner transfer directly. Followup CRM's bid volume metric becomes a custom Opportunity field in HighLevel.

Followup CRM project records contain construction-specific data (bid tracking, milestone dates, phase statuses) that does not map to any standard HighLevel Opportunity fields. We translate these into a group of custom Opportunity fields or a dedicated custom object in HighLevel, preserving all project-level data as reference fields your team can query in reports.

Followup CRM team goals and quota configurations are stored per-user in Followup CRM. HighLevel has no native goal-tracking equivalent. We migrate goal values as custom fields on the User object (or as Opportunity fields with target values) so reporting dashboards can reference historical quota data even though HighLevel does not enforce quota-based workflows natively.

Followup CRM follow-up reminders and assigned tasks map to HighLevel tasks tied to the relevant Contact or Opportunity record. Task due dates, descriptions, and owner assignments transfer directly. Recurring follow-up rules do not migrate — those automations must be rebuilt in HighLevel Workflows.

Followup CRM notes attached to contacts or companies migrate to HighLevel notes linked to the corresponding Contact or Opportunity record. Rich-text formatting is preserved where the source format is compatible. Notes with embedded file references get the files re-uploaded to HighLevel's file storage.

Followup CRM's automated follow-up sequences, deadline-based reminders, and stage-triggered alerts have no equivalent in HighLevel's migration scope. FlitStack exports the rule definitions as a structured JSON document that your HighLevel admin can reference when building equivalent Workflows in HighLevel's workflow builder.

Followup CRM custom fields on contacts that do not have a direct HighLevel equivalent become Contact Custom Fields in HighLevel. Field type mapping follows the closest HighLevel type (text, number, picklist, date, checkbox). Custom field values transfer as-is for each contact record.

Followup CRM custom fields on project records map to Opportunity Custom Fields in HighLevel since projects translate to Opportunities. Each field's type is evaluated against HighLevel's supported field types and created as a matching custom field on the Opportunity object before migration runs.

Followup CRM users are matched to HighLevel users by email address. Active users who do not have a HighLevel account are flagged before migration so your team can provision them first. Archived or inactive users in Followup CRM are not migrated unless explicitly requested.

Files attached to Followup CRM contacts, companies, or projects are downloaded, re-uploaded, and linked to the corresponding HighLevel record. HighLevel's file size limits and storage constraints apply. Large files (>25MB per file) are chunked or referenced with a download link if the native upload fails.