Migrate from Pipeline CRM to HighLevel

Pipeline CRM People records map to GoHighLevel Contacts. We preserve all standard fields (name, email, phone, address) and custom Person fields by mapping Pipeline CRM's field types (text, dropdown, date, number, checkbox) to the nearest GoHighLevel Contact field equivalent. Email is used as the dedupe key during import. Pipeline CRM's Owner field maps to GoHighLevel's assigned User by email match.

Pipeline CRM Company records map to GoHighLevel Company objects. Company name is used as the dedupe and matching key for Deal-to-Company linking. Custom Company fields (industry, size, revenue) map to equivalent GoHighLevel Company custom fields. We import Companies before People and Deals so that the Company lookup relationship is satisfied at the time of related record insert.

Pipeline CRM Deals map to GoHighLevel Opportunities within Pipelines. The Deal's stage maps to a GoHighLevel Pipeline stage. We configure GoHighLevel pipeline stages to match Pipeline CRM stage names before migration so that Deal stage assignment lands correctly. Deal value, probability, and close date migrate as standard Opportunity fields. The Deal-to-Company relationship resolves via Company name matching in the destination.

Pipeline CRM supports multiple active pipelines (up to 10 on Start, 20 on Develop, unlimited on Grow and Enterprise). We create corresponding Pipelines in GoHighLevel before Deal import and map each Pipeline CRM pipeline to its GoHighLevel equivalent by name. Stage probability percentages transfer as GoHighLevel stage probability values rounded to whole numbers.

Pipeline CRM Activities linked to People or Companies export as a flat list with the Person/Company ID and timestamp. We transform Activities into GoHighLevel Conversations (for email and call history) and Tasks (for logged calls with disposition). Activity timestamps are preserved as GoHighLevel ActivityDate values to maintain the historical timeline. Meeting Activities map to GoHighLevel Calendar events if the customer has calendar integration configured; otherwise they are stored as Tasks with meeting details.

Pipeline CRM's Agenda system stores Tasks (to-dos) and Events (calendar items) as separate record types. Tasks with a due date and assignee migrate as GoHighLevel Tasks linked to the relevant Contact or Company record. Events require GoHighLevel calendar integration to reconstruct fully; we import event details (title, description, start/end time) as Tasks if calendar integration is not available at migration time.

Tags applied to People, Companies, and Deals in Pipeline CRM migrate as GoHighLevel Tags assigned to the corresponding Contact, Company, or Opportunity record. GoHighLevel uses Tags as its primary classification system for routing, segmentation, and workflow triggers. We map tags as label arrays or multi-value fields depending on the import method. Multi-select custom fields in Pipeline CRM are treated as tag equivalents for migration purposes.

Pipeline CRM custom fields per object (Person, Company, Deal) are defined in the field schema export. We map text, dropdown, date, number, and checkbox types to GoHighLevel Contact, Company, and Opportunity custom fields. GoHighLevel Custom Objects are available on all plans (up to 10 per sub-account) but are excluded from Company, Conversations, Calendars, Payments, and bulk messaging surfaces — we confirm with the customer whether a custom field or a Custom Object is the right destination before importing.

Pipeline CRM stores file attachments linked to People, Companies, or Deals. Files export individually with a reference URL. We import attachments into GoHighLevel and link them to the target Contact, Company, or Opportunity record. Note that GoHighLevel's file hosting is scoped to the contact record's media library; large attachment volumes may require the customer to configure external file storage.