Migrate from Sales Flow Technologies to HighLevel

Sales Flow Technologies Contacts migrate to GoHighLevel Contacts with standard fields (name, email, phone, LinkedIn URL, company, job title) preserved. Custom fields on the Contact record migrate as GoHighLevel custom fields on the Contact object. We use Sales Flow's CSV export as the primary data source and map the dedupe key to GoHighLevel's Contact email field. If the customer is also migrating LinkedIn profile data, we store the LinkedIn URL in a custom field for rep reference.

Sales Flow Technologies Prospect Lists are named groupings of Contacts. We export list membership via CSV with a dedicated column indicating each list name, then recreate these as GoHighLevel Tags applied to the corresponding Contact records. For customers who prefer group-based visibility, we also create GoHighLevel Contact Groups matching the source Prospect List structure. List names with spaces or special characters are normalized to GoHighLevel's tag format during the transform step.

Sales Flow Technologies Sequences define cadence and channel steps across LinkedIn, Email, and InMail. The sequence step order, timing delays, and channel routing data migrate as a structured CSV export, which we use to produce a Workflow Migration Summary. This document lists every Sequence with its steps, wait times, conditional branches, and channel actions for the customer's team to recreate in GoHighLevel's automation builder. The automation logic itself does not migrate because it lives in Sales Flow's application state and is not exposed via CSV or API.

Sales Flow Technologies Campaigns bundle multiple Sequences under a single objective. We map each Campaign to a GoHighLevel Pipeline with the Campaign name as the Pipeline name. Within each Pipeline, we create Opportunity records representing the campaign-level deal or tracking record. Sequence enrollment data attaches as notes or custom fields on the related Opportunity. If a Campaign spans multiple objectives, we create a GoHighLevel Pipeline per objective and document the mapping in the migration scope.

Sales Flow Technologies Workflows define conditional branching for prospect responses and follow-up actions. The workflow builder configuration is not accessible via export or API. We produce a Workflow Migration Summary that documents every conditional rule, trigger condition, step order, wait-time configuration, and action type (send template, update status, assign to rep, etc.) with enough detail for the customer's team to reconstruct it in GoHighLevel's automation builder. This document is the primary deliverable for the automation layer and the most common source of post-migration surprise if not scoped upfront.

Sales Flow Technologies provides per-sequence and per-step open rates, reply rates, and connection acceptance rates. We export these metrics as a structured CSV and import them into GoHighLevel as a custom report linked to the migrated Pipeline. GoHighLevel's native reporting covers pipeline-stage velocity and contact engagement; the historical Sales Flow metrics preserve campaign performance context for post-migration review but do not feed into GoHighLevel's live reporting dashboard.

Sales Flow Technologies User accounts (Admin, Standard roles) map to GoHighLevel User records. We match by email address. Seat assignments and role labels migrate as GoHighLevel team role metadata. Any Sales Flow User without a matching GoHighLevel User goes to a reconciliation queue for the customer's admin to provision before record import begins.

Sales Flow's standard CSV export truncates or omits activity timestamps, so we request the Advanced Analytics CSV export as a complement to the standard export. Merged data provides sequence enrollment dates, step completion timestamps, and last activity dates. These migrate as GoHighLevel Task records attached to the corresponding Contact, preserving the activity timeline order by setting the task creation date to the original timestamp. This step is only available to customers on the Agency or Enterprise tier; Basic, Starter, and Pro tier customers receive only standard CSV data with timestamp gaps documented.