Migrate from Lead Liaison to HighLevel

Lead Liaison Prospects map directly to GoHighLevel Contacts. We extract all standard contact fields (name, email, phone, address, lifecycle stage) plus custom properties as GoHighLevel Custom Fields. The Lead Liaison lifecycle stage property migrates as a contact tag or a custom text field for segmentation. Any Prospect-Company linkage resolves to a GoHighLevel Contact-to-Company association before import.

Lead Liaison Company records map to GoHighLevel Companies. Website, industry, org-type, and custom company properties become GoHighLevel Company custom fields. Companies are imported before Contacts so that the contact-to-company association is satisfied at the time of Contact insert.

If the customer uses Lead Liaison's bundled OneFocus CRM for deal management, deal records with stage, value, and owner map to GoHighLevel Opportunities. Stage names require explicit mapping to GoHighLevel pipeline stages, which are created during GoHighLevel setup. Deal owner maps to GoHighLevel assigned user by email match.

Lead Liaison list membership (Prospect-to-List assignments) migrates as GoHighLevel Contact Tags. We export each list definition and the Prospect records assigned to it, then apply tags during Contact import. If the customer relies on list-based segmentation for campaign targeting, we document the tag-to-campaign mapping for rebuild in GoHighLevel's Workflow engine.

Lead Liaison's flat tagging system applies directly to Prospects. Tags export as GoHighLevel Contact Tags and are applied during the Contact import phase. Tags used for marketing segmentation or sales workflow triggers are documented with their usage context for the customer to map to GoHighLevel Workflow triggers post-migration.

Lead Liaison's arbitrary custom activity schema (button clicks, phone calls, orders, custom events) requires upfront alignment: we extract all active custom activity types, map each to either a GoHighLevel Contact History entry (for engagement-style events) or a GoHighLevel Custom Field on Contact (for status fields like order total or last purchase date). Any custom activity type that cannot be natively represented is flagged for customer decision before migration begins.

Lead scoring values stored as Prospect properties migrate as GoHighLevel Custom Fields of numeric type on the Contact object. The scoring model itself (point allocations and weighted criteria) is not exported from the Lead Liaison API, so we document the average and range of imported scores as a reference for the customer to rebuild scoring logic in GoHighLevel Workflows.

Buy signals are behavioral triggers attached to Prospects with a signal type and trigger date. We export signal type and trigger date and apply a GoHighLevel Contact Tag (e.g., buy_signal_ppc) plus a timestamped Contact Note capturing the signal type. The underlying rule configuration is not exported and requires rebuild in GoHighLevel as a Workflow trigger based on website engagement events.

Lead Liaison's visitor tracking produces a chronological log of page views, company identification, and engagement depth per Prospect. We flatten this into a structured engagement timeline and import it as GoHighLevel Contact History entries (one per visit event) with date, page path, and engagement depth. GoHighLevel's Contact History is the closest native equivalent to the ProspectVision visit timeline.

Form definitions export as schema metadata. Form submissions with field responses, submission timestamps, and referring pages migrate as Contact records with tags indicating submission source (e.g., form_name_tag) and a custom field capturing the most recent submission date. Form schema itself is documented for rebuild in GoHighLevel's native form builder.

Active Lead Liaison users map to GoHighLevel Users by email match. We export name, email, role, and ownership assignments. Any inactive or archived Lead Liaison user is flagged in the reconciliation report for the customer to decide whether to provision a corresponding inactive GoHighLevel user to preserve historical record ownership.

Email campaign metadata (name, status, associated lists) transfers as a GoHighLevel Tag and a written campaign inventory document. Email content, templates, and HTML assets are extracted but not imported as GoHighLevel templates because template content requires manual reformatting to match GoHighLevel's template editor. Campaign performance metrics (open rates, click rates) are not available via Lead Liaison's public API in bulk and are flagged as scope gaps.