Migrate from Inflection.io to HighLevel

Inflection.io Contacts migrate to GoHighLevel Contacts with all standard properties (email, first name, last name, phone) plus custom Person fields mapped to GoHighLevel contact custom fields. Email serves as the dedupe key; duplicate contacts are rejected by GoHighLevel's built-in email deduplication. Owner assignment migrates by matching Inflection.io owner email to GoHighLevel user email. Any PQL scores or behavioral flags stored as Person fields become numeric or boolean GoHighLevel custom fields.

Inflection.io's native behavioral event ingestion has no GoHighLevel equivalent, as GoHighLevel does not include a product data or event-tracking layer. We extract the product event schema (event names, timestamps, property values) from Inflection and store the most recent or aggregate event data as contact custom fields — for example, last_feature_used__c, pql_score__c, or event_count__c. Historical event timelines are archived in a CSV deliverable for the customer's reference, as GoHighLevel's contact record cannot store a full event history table natively.

Inflection.io Segments are audience definitions built on contact properties and behavioral signals. We export each segment's rule logic and member count. Segments with fewer than 50 members map to GoHighLevel Tags applied directly to Contact records. Segments with complex multi-condition rules map to GoHighLevel Smart Lists that recreate the filter logic using custom field values and tag combinations. The customer reviews and approves the Smart List configuration during the sandbox validation phase.

Inflection.io Account records with hierarchical company structures migrate to GoHighLevel Companies. The top-level account maps to the primary Company record; child accounts map to additional Company records with a custom parent_company__c field or tag linking them to the hierarchy. Two-way CRM sync associations from Inflection (e.g., Salesforce account IDs) are preserved as custom fields for reference but do not activate a live sync in GoHighLevel.

Inflection.io Journeys with nested conditional logic and AI-generated content steps are not migratable as code to GoHighLevel. We export each Journey's step structure, trigger conditions, branch logic, and action definitions as a written step-by-step document referencing GoHighLevel workflow equivalents (trigger node, condition branch, email/SMS action node, delay node). AI-generated content tokens are flagged for manual rewrite. The customer's admin rebuilds Journeys in GoHighLevel's automation builder using this inventory as the configuration guide.

Custom Person fields in Inflection.io (text, numeric, date/time, boolean types) map directly to GoHighLevel Contact custom fields of equivalent type. We preserve field-level descriptions and any Update Values Journey-step logic as a custom field change-log deliverable. Multi-select or list-type custom fields in Inflection become multi-select picklist or tag-based fields in GoHighLevel depending on the use case.

Inflection.io form definitions and field mappings migrate to GoHighLevel Forms. We export the form structure including field names, field types, and conditional logic. GoHighLevel's form builder is the recreation target; the exported form JSON serves as the specification for rebuilding. Form submission records migrate as Contact records with the form source captured in a custom field.

Contact-level tags and segment membership flags from Inflection.io migrate to GoHighLevel Tags applied directly to Contact records. The tag vocabulary is preserved exactly as-is, with tag counts archived as a reference deliverable. GoHighLevel's tag model is flat (no tag hierarchy), so nested tag structures in Inflection are flattened into a tag-per-level naming convention during migration.