Migrate from Lead Perfection to HighLevel

Lead Perfection contacts migrate directly to HighLevel contacts, preserving full name, email, phone, address, and lead-source property. Owner assignment is resolved by matching the contact owner email to an existing HighLevel user account. Any owners that cannot be matched are flagged in a pre-migration report for team assignment or fallback user routing before the full migration commits to the destination.

Lead Perfection appointment records (date, time slot, rep, prospect, outcome) map to HighLevel Calendar Events. The six-slot-per-day time structure collapses into individual Event records with start/end times. Original appointment outcomes (Show, No-Show, Rescheduled) are preserved as a custom Event field. Drive-time notes do not map to a native HighLevel field and are stored in an Appointment_Notes__c custom field.

Lead Perfection companies map directly to HighLevel Businesses, with the company name, primary address, industry classification, and revenue range (if present) transferred to matching HighLevel Business fields. For multi-location companies, additional Business-to-Business relationship records may be required in HighLevel to accurately represent the organizational hierarchy after migration.

Lead Perfection outbound dialing records migrate to HighLevel Tasks with Type = 'Call'. Original call disposition (Answered, No Answer, Left VM, Busy) maps to a custom disposition field. Call duration and timestamp are preserved. These records do not populate HighLevel's LC Phone call history — that is a separate configuration.

Lead Perfection tracks lead origin (Internet Lead, Referral, Trade Show, etc.) as a contact property. These values map to HighLevel Tags or a custom pick-list field (Lead_Source__c) on the Contact. If your Lead Perfection setup uses a multi-value format, we parse and create separate tags per source.

Lead Perfection user accounts are matched by email address to corresponding HighLevel user accounts, preserving active or inactive status from the source system. Territories that were assigned to reps in Lead Perfection are migrated as a custom Territory__c field on the matched HighLevel User record to maintain historical assignment data and support territory-based reporting in the destination system.

Lead Perfection assigns sales reps to zip-code-level coverage areas. This is a Lead Perfection-specific configuration with no direct HighLevel equivalent. We migrate territory assignments as a custom text field (Coverage_Zip_Codes__c) on the User record and optionally as a tag on assigned Contacts for filtering in HighLevel pipelines.

Lead Perfection lead statuses (New, Contacted, Appointment Set, Sold, Lost) map to HighLevel Opportunity stages. We configure a default pipeline in HighLevel to match your Lead Perfection stage sequence. Stage probabilities can be set at the pipeline level in HighLevel's settings.

Lead Perfection notes and activity log entries migrate to HighLevel Notes attached to the relevant Contact or Business record. Original author (owner) and create date are preserved. Rich-text formatting is flattened to plain text for compatibility with HighLevel's note model.

Any Lead Perfection custom fields on contacts, appointments, or companies are inventoried during the audit phase. Standard-type custom fields (text, number, date, pick-list) map directly to HighLevel custom fields of the same type. Complex custom fields with cross-record references are preserved as text fields and flagged for review.

Lead Perfection follow-up actions triggered by lead status changes do not migrate to HighLevel Workflows — those are destination-side configurations. We export your Lead Perfection rule definitions as a structured JSON document that a HighLevel admin can use as a rebuild reference. The migration covers data only; automation rules require manual reconstruction in HighLevel's Workflow Builder.