Migrate from Pepper Cloud to HighLevel

Pepper Cloud Leads (distinct from Accounts/Companies) with status, source attribution, and custom fields map directly to GoHighLevel Contacts. Lead source from Pepper Cloud maps to the custom source field in GoHighLevel. We use GoHighLevel's tag system to preserve any lead qualification flags (e.g., hot lead, nurture) as contact tags rather than as a separate property. Leads without email are flagged for manual review since GoHighLevel requires email for contact creation via API.

Pepper Cloud Accounts represent business organizations and map to GoHighLevel Contacts with the business_name field populated and a Contact type designation. If the customer uses parent-child Account hierarchies, we create primary GoHighLevel Contacts for parent organizations and use tags to flag hierarchy relationships since GoHighLevel's standard model does not have a native parent Account object.

Pepper Cloud Contact records map directly to GoHighLevel Contacts. Standard fields (name, email, phone, address, lifecycle stage) migrate to equivalent GoHighLevel contact properties. Lifecycle stage from Pepper Cloud maps to a custom contact field in GoHighLevel since GoHighLevel uses Tags and Pipeline membership for qualification tracking rather than a single lifecycle property.

Pepper Cloud Opportunities map to GoHighLevel Opportunities tied to a Pipeline. Stage name mapping is explicit: each Pepper Cloud pipeline stage becomes a named stage in a GoHighLevel Pipeline. Amount, close date, owner, and related Contact/Account references migrate directly. We resolve the Contact reference to GoHighLevel's Contact ID before Opportunity import.

Pepper Cloud workspace-specific pipeline stages are audited during scoping and explicitly mapped to GoHighLevel Pipeline stages. If the customer has multiple Pepper Cloud pipelines, each maps to a separate GoHighLevel Pipeline with its own stage sequence. Probability percentages map to stage weights in GoHighLevel where applicable.

Pepper Cloud Tasks linked to Contacts, Leads, or Opportunities migrate to GoHighLevel Tasks. Due date, assignee, status, priority, and description migrate. Recurring task frequency is preserved as task notes since GoHighLevel's standard task model handles recurring tasks through Workflow triggers rather than a native recurrence field.

Custom fields from Pepper Cloud across Contacts, Leads, Accounts, and Opportunities are audited for type compatibility (text, dropdown, date, number, checkbox). We pre-create matching GoHighLevel custom fields before migration. Dropdown values in Pepper Cloud map to GoHighLevel option set values. Tier-gated custom fields on Pepper Cloud (Enterprise-only) require verification of the customer's current plan to ensure the source field actually exists.

Tags applied to Pepper Cloud Contacts, Leads, and Opportunities migrate as flat string tags in GoHighLevel. If the customer uses hierarchical tag categories in Pepper Cloud, we flatten them to simple tags and document the original hierarchy in the migration notes for manual reorganization if needed.

Pepper Cloud Users map to GoHighLevel Users by email match. Active status, name, and role migrate. Owners without a matching GoHighLevel User are flagged in a reconciliation queue for the customer's admin to provision before record import proceeds.

Pepper Cloud's WhatsApp integration exposes conversation metadata (contact reference, timestamp, channel attribution) but not message content via API. We preserve available metadata as activity notes attached to the Contact in GoHighLevel, noting the channel and timestamp. Full message history does not migrate; we advise customers to export WhatsApp chat history separately before migration if conversation records are business-critical.