Migrate from FunnelMaker to HighLevel

FunnelMaker Contacts map directly to GoHighLevel Contacts. All standard fields (name, email, phone, address) migrate, plus unlimited user-defined fields mapped to GoHighLevel custom fields by inspecting the FunnelMaker custom field schema during discovery. Contact tier limits on the FunnelMaker source are flagged during scoping; GoHighLevel's unlimited contact model has no equivalent ceiling to enforce on import.

FunnelMaker Company records map to GoHighLevel Companies (or Locations within a sub-account). The company-contact association preserved during export resolves to a GoHighLevel Location record with a Contact lookup. All company-level custom fields migrate as GoHighLevel custom fields on the Company object.

FunnelMaker Opportunities map to GoHighLevel Opportunities with deal-stage data, custom opportunity fields, and owner assignment preserved. The Opportunity-to-Pipeline lookup resolves during migration using the pipeline stage mapping documented during discovery.

FunnelMaker's customizable drag-and-drop pipelines with user-defined stages reconstruct in GoHighLevel's pipeline builder. Each pipeline stage becomes a GoHighLevel stage with its probability weight. We document the stage order and probability values from FunnelMaker so that the GoHighLevel pipeline mirrors the original deal velocity assumptions.

FunnelMaker activity records (calls, emails, tasks, notes) tied to contacts migrate as GoHighLevel Activities and Conversations. Call metadata (duration, timestamp, owner) migrates as an activity record; audio files and transcription text do not migrate due to FunnelMaker's binary storage. Email body content migrates as a conversation note attached to the Contact.

FunnelMaker Workflows are automation rules with trigger conditions and action sequences that cannot be exported programmatically. We document each workflow during discovery—trigger type, conditions, time delays, and all actions—and deliver a written inventory mapping each step to a GoHighLevel Workflow equivalent. The customer rebuilds the workflow in GoHighLevel using this document; we do not execute the automation logic during migration.

FunnelMaker supports unlimited user-defined fields and custom objects. We inspect the custom object schema during discovery, map field types to GoHighLevel field types (text, number, date, dropdown, checkbox), pre-create the destination schema in GoHighLevel before import, and migrate all associated records with their custom field values intact.

FunnelMaker drip campaigns are email sequences tied to contact segments. We document the campaign structure including step timing, associated contact lists, and email content during discovery. The customer rebuilds drip sequences as GoHighLevel Workflows or email templates using this written reference; we do not migrate drip logic as executable code.

FunnelMaker Tags and Groups that segment contacts into lists map to GoHighLevel Tags. Tag assignments on contacts migrate as GoHighLevel contact tags, preserving segmentation logic for lists and campaigns.

FunnelMaker lead scores calculated from customizable rules migrate as a numeric custom field on the GoHighLevel Contact. The scoring rules themselves are documented as a written reference for the customer to rebuild as GoHighLevel automation triggers if needed.