Migrate from Lead Guerrilla to Nutshell

Lead Guerrilla Contact records map to Nutshell Person records. Standard fields (name, email, phone, address) transfer directly. Custom contact properties map to Nutshell Person custom fields created during schema setup. Lead scoring values from Lead Guerrilla migrate as a custom numeric field lead_score__c on the Person record. The Person's email address serves as the dedupe key during import to prevent duplicate records.

Lead Guerrilla Company records map to Nutshell Account records. The HubSpot-equivalent Company domain or website field becomes the Account website field. We create Account records before Person import so that the Account lookup reference is satisfied at Person insert time. If Lead Guerrilla Company records have no web presence data, we populate the Account name as the sole identifier.

Lead Guerrilla tags applied to Contacts and Companies map directly to Nutshell Tags. Tag names transfer exactly as stored to preserve segmentation logic. If a Contact had multiple tags in Lead Guerrilla, all of them attach as separate Tag records in Nutshell via the Person-Tag relationship.

Lead Guerrilla activity records (email opens, form submissions, page visits, SMS sends, tweet engagement) with timestamps map to Nutshell Task or Event records. Activities that represent a logged interaction with a duration or outcome map as Task with the activity type stored in a custom field. Event-type activities (webinar attendance, scheduled sends) map to Event. The activity timestamp becomes the Task or Event due date for timeline ordering.

Lead Guerrilla Campaigns (multi-channel sequences across email, SMS, Twitter, web notifications) have no direct Nutshell equivalent because Nutshell is a CRM without a native marketing automation campaign engine. We export campaign configuration including channel assignments, timing rules, and enrollment triggers as a written inventory document. The customer rebuilds campaign logic in their chosen marketing automation tool (Nutshell integrations with Mailchimp or a dedicated platform). Campaign enrollment history on Contact records transfers as a multi-select custom field listing enrolled campaigns.

Lead Guerrilla Segment definitions (filter conditions, membership criteria, member counts) export as written configuration notes. Segment membership (the actual list of Contacts in each segment) migrates as Nutshell Static Lists created from the exported member email addresses. Dynamic segments that re-evaluate based on behavior do not have a Nutshell equivalent and must be rebuilt using the destination marketing platform's segment logic.

Lead Guerrilla landing pages cannot be exported as portable HTML or schema files. We export page metadata (title, URL slug, published status, redirect rules) as a written inventory. The customer rebuilds landing pages in their chosen platform. We provide a page-by-page field mapping so the rebuild has field-level continuity, but the actual page rendering and form embed scripts require manual reconstruction.

Lead Guerrilla web form field definitions, submission mappings, and redirect behavior export as written configuration notes. Form logic (field visibility conditions, required field rules, thank-you page redirects) is cataloged for rebuild in the destination platform. Form submission records that exist as Activity history migrate as Task records attached to the submitting Person.