Migrate from Zymplify to HighLevel

Zymplify Contact records map to GoHighLevel Contact. Standard fields (name, email, phone, role, company association) transfer directly. Zymplify enrichment provenance (data source, last enriched timestamp) carries as custom fields on the GoHighLevel Contact. Intent signal scores from Zymplify attach to the associated Company record in Zymplify, not the Contact; we extract these as custom fields on the GoHighLevel Contact's associated Company during the Company mapping phase. Deduplication uses email as the primary key.

Zymplify Company records map to GoHighLevel Contact records with the Company section populated. Firmographic data (domain, industry, employee count, revenue tier) migrates as custom fields. Zymplify's intent signal attachments (Bombora intent scores, G2 Buyer Intent signal source, intent spike timestamp) carry as custom fields on the GoHighLevel Contact Company section. No separate Account or Company object exists in GoHighLevel's standard Contact model; all company-level data lives within the Contact record. We flag any Company-only records that have no associated Contacts for manual review before import.

Zymplify Deals map to GoHighLevel Opportunities with pipeline stage preserved. The Zymplify dealstage property maps to a GoHighLevel Pipeline Stage that we configure before migration. Deal value, expected close date, and owner assignment migrate directly. Custom deal properties (closed-lost reason, win reason, territory) migrate as Opportunity custom fields. If Zymplify uses multiple deal pipelines, we create multiple GoHighLevel Pipelines and map each accordingly.

Zymplify Sales Cadences are outreach sequences combining email steps, delays, task creation, and AI content generation triggers. No direct GoHighLevel equivalent exists as a migratable object. We export cadence structure (step order, step type, delay duration, task assignment, and condition branches) as a sequence definition document that the customer's GoHighLevel admin uses to rebuild the cadence using GoHighLevel's Workflow builder or the built-in Sequence tool. The original cadence name and step count are preserved in a custom field on the primary Contact for reference.

Zymplify Marketing Workflows are automation builders with triggers, conditions, and actions tied to intent signal activation. GoHighLevel workflows are structurally different visual automation builders with different trigger types, action libraries, and condition syntax. We do not migrate workflows as code. We document every active Zymplify workflow (trigger, conditions, actions, branch logic, connected tools) in a requirements specification and deliver it to the customer's admin for rebuild in GoHighLevel's workflow builder. The documentation includes step-by-step logic flow and recommended GoHighLevel trigger equivalents.

Zymplify's CDP Hub manages list hygiene, deduplication decisions, and enrichment status. Cleansed contact records migrate to GoHighLevel as standard Contacts. Enrichment provenance (source system, enrichment timestamp, verification status) migrates as custom fields on each Contact record. Source-of-truth flags and deduplication decisions are preserved as a custom field rather than as a separate CDP object since GoHighLevel has no native CDP module.

Zymplify health scores and churn risk indicators are Zymplify-native calculations based on engagement signals. We export the raw health metric values and component signals (usage frequency, engagement score, support ticket rate) as custom fields on the Contact record in GoHighLevel. The Zymplify scoring algorithm itself does not migrate; we document the calculation logic so the customer's admin can rebuild a scoring model using GoHighLevel's workflow-based scoring or a third-party integration.

Zymplify custom fields across all object types migrate to GoHighLevel custom fields of matching type. We discover the full custom field inventory during the discovery phase since Zymplify's export schema is not publicly documented. Field types map as follows: text to single-line text, long text to multi-line text, number to number, date to date, dropdown to dropdown, checkbox to yes/no. GoHighLevel enforces a limit on unique fields per Custom Object (10 unique fields per object); we flag any exceedances during discovery.

Zymplify User records (role, hub assignment, ownership relationships) map to GoHighLevel Users by email match. Role-based access information migrates as a custom field on the GoHighLevel User since GoHighLevel's permission model uses a different structure (roles, locations, and teams rather than Zymplify's hub-assignment model). Active Zymplify users without a matching GoHighLevel User are held in a reconciliation queue for the customer's admin to provision before record import begins.

Zymplify tags applied to Contacts and Companies export as Tags in GoHighLevel. Tags are stored as a comma-separated custom field on the Contact record and recreated as GoHighLevel Tags during import. The original Zymplify tag taxonomy is preserved in a migration reference document. If tag naming conventions conflict with GoHighLevel's tag syntax, we normalise during export and flag for the customer's admin to review.