Migrate from Interactive to HighLevel

Direct map. Interact contact properties — first name, last name, email, and phone — map to HighLevel's built‑in Contact fields. Any missing values are flagged for optional default handling. The contact source attribution (e.g., web form, landing page) stored in Interact is preserved in Contact.source_name or a custom field for reporting and attribution analysis.

Interact records which quiz each contact completed as a contact property. Because HighLevel lacks a native quiz‑name field, we create a custom text field (e.g., Source_Quiz__c) on the Contact record to retain the quiz name for each lead, enabling segmentation and reporting by quiz origin in HighLevel.

Interact computes a quiz score internally and stores it per contact. HighLevel has no native score field. We map this to a custom numeric field (Quiz_Score__c) on the Contact so your team can segment by score in HighLevel filters and workflows.

Interact uses tags to segment contacts by quiz answers and audience group. HighLevel has a native Tag system. For tags that represent fixed categories (e.g., Lead Source, Industry), we also create custom pick-list fields so segmentation is visible on the contact record without relying on tag filtering alone.

Interact contact records often include a business or company name field. We map this field to HighLevel's Company object, creating the Company record first so the Contact can be linked via the CompanyId lookup relationship. This preserves the business association and allows HighLevel's pipeline and reporting features to operate on company-level data.

Direct map. The email address serves as the unique identifier for deduplication and for matching Interact contacts to any existing HighLevel contacts during a partial migration scenario. During import, we use email to detect duplicates, merge overlapping records, and ensure every contact lands in HighLevel with a single, clean entry. Any email format variations (e.g., case differences) are normalized to maintain consistency.

Direct map. Interact's phone property maps to HighLevel's phone1 field, and we handle both domestic and international number formats by applying formatting normalization during import. This ensures that phone numbers appear consistently across the CRM, supporting SMS and call automation features. If a contact lacks a phone number, the field is left empty and flagged for optional enrichment later.

Interact records the exact timestamp when a contact was originally added to the platform. HighLevel's native date_added field reflects the import date, so we preserve the original submission date in a custom datetime field called Original_Submission_Date__c. This allows you to run time‑series reports, filter contacts by when they first entered the system, and maintain historical continuity across the migration.

Each unique quiz-answer property in Interact becomes a custom field in HighLevel. We map text answers to text fields, multiple-choice answers to pick-list fields, and numeric answers to number fields. The full list of quiz-answer fields is extracted during the audit phase.

Interact integrations with external email platforms, CRMs, and automation tools such as Zapier do not automatically transfer to HighLevel. Each connection must be reconfigured in HighLevel using its native integration marketplace, which includes equivalent connectors for Mailchimp, Zapier, and webhooks, as well as custom API options for proprietary services. During the audit we document every active integration's settings, and after migration we provide a step‑by‑step checklist to re‑authorize and test each connection.

Interact email sequences and tag‑based follow‑up automations have no direct equivalent in HighLevel's Workflow Builder, which uses a different trigger model and action set. We export your Interact sequence definitions—including step order, time delays, conditional branches, and send‑from addresses—as a structured reference document. Your HighLevel admin can use this blueprint to rebuild each sequence as a workflow, mapping entry triggers to quiz‑name tags and setting up any required conditional logic.

If your team uses Interact to track deal-like stages alongside quiz leads (e.g., a lead-status field), we map those stages to HighLevel pipeline stages. For most Interact users, this object is empty — we flag any deal-like fields for your team to configure in HighLevel Pipelines after migration.