HighLevel → HubSpot

Catalog plan outline

General guidance from the Afterstack catalog for HighLevel → HubSpot. Not HighLevel or HubSpot vendor documentation.

Migration friendliness

HighLevel 5/10 · HubSpot 7/10

Speed to live

HighLevel 6/10 · HubSpot 6/10

Catalog migration difficulty

HighLevel medium · HubSpot high

Data to export from HighLevel

• pipeline and deal records
• sequences and cadences
• call and voice logs
• synced email and calendar links
• workflow rules
• saved reports
• campaign and automation records
• installed marketplace apps
• AI assistant configuration
• records for the catalog use cases: inbound, pipeline, outbound

How the catalogs differ

• HubSpot is flagged for custom objects. Collapse unused fields before loading them.
• HubSpot adds catalog flags HighLevel does not have: custom objects.
• HighLevel is flagged with an open API, which is the export path to test.
• HubSpot is flagged with an open API for the load.
• HighLevel is cataloged as a fit for: Agencies white-labeling a stack.
• HubSpot is cataloged as a fit for: Inbound-led teams that want marketing and sales in one suite.

Phases

1. Export

   Take HighLevel as the source of truth for this pair. Export pipeline and deal records; sequences and cadences; call and voice logs; synced email and calendar links; workflow rules; saved reports; campaign and automation records; installed marketplace apps; AI assistant configuration; records for the catalog use cases: inbound, pipeline, outbound. The agency operating system — CRM, funnels, and conversations in one login.

2. Map

   Load into HubSpot only after the field map is written down. The inbound suite that became a CRM — free to start, pricey once you grow up. HubSpot is flagged for custom objects. Collapse unused fields before loading them.

3. Prove a sample

   HubSpot scores 6/10 on speed to live and 7/10 on migration friendliness. Run one sample load and one report the team already uses in HighLevel before a full cutover.

4. Cut over

   HighLevel scores 5/10 on migration friendliness and is marked medium difficulty in the catalog. Keep HighLevel readable until the team is working in HubSpot. GoHighLevel is the incumbent for agencies and local-services operators: pipelines, calendars, inbound conversations, funnels, and white-label. AI has been layered on. It is not Salesforce, and it is not Attio. Teams leave when they outgrew the agency OS or wanted a calmer, object-native CRM.

HighLevel to HubSpot: what the vendor docs actually cover

Linked sentences come from vendor documentation opened for this page. Everything else is general guidance, not HighLevel or HubSpot vendor documentation. This section does not move data and does not change the catalog outline above.

What to export from HighLevel

HighLevel's contact-export article, modified December 24, 2025 and opened October 17, 2026, is a queued CSV from one sub-account. It is not a snapshot of funnels, calendars, workflows, or the white-label shell. From Contacts, open Smart Lists, use the article's Advance Filters, tick rows, or use Select All Contacts. Columns follow whatever Manage Fields currently shows in the table. If a property is hidden, it is absent from the file, and the article says to fix the columns and run the job again. Start the job from More, then Export, or from the three-dot menu beside Add Contact. Confirm the modal. The UI does not block. A push notification fires when the file is ready. Progress lives under Contacts, then Bulk Actions, with Operation Export and Status Complete. The sample filename on the page is illustrative only. Agency Admins and Location Admins are who may download the finished file. The article also says only admin users can start an export. The download control dies after 30 days. There is no scheduler. Each sub-account or location is its own job. Combining locations is a spreadsheet step after the downloads, not a HighLevel feature. The file is CSV. Only the latest note is included, and only up to 255 characters. Automation history is out, and the article's examples are past emails and SMS logs. The public pricing page the same day prints three yearly cards: 970, 2970, and 4970 dollars per year, each with a 14-day free trial line. The FAQ on that page names Agency Starter at 97 dollars a month with 3 sub-accounts, Agency Unlimited at 297 dollars a month with unlimited sub-accounts, and the Pro plan at 497 dollars a month for SaaS Mode. Every plan, the FAQ says, includes unlimited contacts and unlimited users. Starter is the plan capped at 3 sub-accounts. The Unlimited card lists Basic API Access. The Pro card lists Advanced API Access, automated sub-account creation, rebilling phone and email with markup, and user or agent reporting. A separate Enterprise block is custom and prints no platform fee. Usage charges for phone, SMS, email, and premium AI are called out as extra, including during a trial. Add-on stickers on the same page include an AI Employee Growth plan at 50 dollars a month per sub-account, an AI Employee Unlimited plan at 97 dollars a month per sub-account, a branded client portal app at 49 dollars a month per sub-account, dedicated email IPs at 59 dollars a month per IP, HIPAA compliance at 297 dollars a month, SEO at 79 dollars a month per sub-account, a white-label mobile app at 497 dollars a month, WordPress hosting from 10 dollars a month per site, and a certification program at 97 dollars a month. The catalog starting price of 97 matches the FAQ monthly Starter figure. The catalog trial flag matches the 14-day line. The catalog does not mark a free plan, and the page shows a trial rather than a permanent free tier. Testimonials on that pricing page are omitted here.

• HighLevel contact CSV export — checked 2026-10-17
• HighLevel pricing — checked 2026-10-17

How HubSpot imports

HubSpot's multi-object import article, last updated October 7, 2026, is the load path for this pair. It covers companies, deals, and activities such as calls or meetings, and it can associate them. A one-object file is a different article, which this check did not use as the procedure. The screen path is More, then Data Management, then Data Integration, then Import data, then Advanced imports. An object index also has an Import control. Pick one file or two files. Two-file loads are limited to two objects, joined by a common column whose unique key belongs to one of them. For a single file, choose create-and-update, create-only, or update-only. Create-and-update needs required properties for new rows and a unique identifier for rows that should match. On a single-file create-and-update with no unique identifier, identical object data across rows is treated as one record. Differing data becomes separate records. That shortcut does not apply to single-object imports. Match keys, in the article's order of strength: Record ID for any record type, and it overrides every other key in the file. A blank Record ID creates a new record. Email is the contact key, and the right property shows a key icon. Using a secondary email as the key does not replace the primary email unless the file also contains Record ID, in which case the secondary address becomes primary. Company domain is the company key and only accepts a value through the top-level domain. A custom property that requires unique values can be the key for contacts, companies, deals, tickets, and custom objects. If several unique properties are present, you pick one on the details step, unless Record ID is present, which wins automatically. Unwanted columns are set to Don't import. A don't-overwrite checkbox leaves a property alone when the destination record already has or once had a value. Association labels, when imported, are added. They do not replace a label already on the record. That option needs Professional or Enterprise. The marketing-contact checkbox needs Marketing Hub Starter, Professional, or Enterprise with Marketing Contacts. Permissions are Import plus Edit on the object. Before finish, a consent box says the people expect mail and the file is not a purchased list. Optional extras include a segment built from the imported contacts, a legal basis if privacy settings are on, date and time-zone formats, and a country number format. Meetings need an owner column mapped to Activity assigned to if they should count toward sales goals. The article tells brand-new portals about a self-service transfer. It does not name HighLevel, and this page does not describe that transfer's screens. Notes, tasks, meetings, and emails that the portal already holds cannot be revised by any import style. The free-tools pricing URL opened the same day rendered a Free Tools heading and then a pricing-data error, so no seat fee, no limit table, and no trial length were readable. The catalog's zero starting price and free-plan flag were neither confirmed by a loaded zero nor contradicted by a different number. They were not edited.

• HubSpot import records for multiple objects — checked 2026-10-17
• HubSpot free tools pricing — checked 2026-10-17

Object and field mapping

• A HighLevel person, identified by the email column you left visible, is the row that should map to HubSpot's contact Email key. Record ID only exists after a record is already in HubSpot, so the first load cannot use it.
• Phone, tags, and custom values travel only when Manage Fields left them visible. HubSpot will skip a column you mark Don't import. Nothing on either page auto-names a HighLevel tag as a HubSpot property.
• The latest-note cell is capped at 255 characters in the HighLevel file. HubSpot's import article will not revise a note the portal already stores. Do not treat that cell as a note history.
• A company name, if you showed that column, is not the company match key. HubSpot's company key on this article is the domain, and only through the top-level domain.
• Opportunities and pipelines are outside the contact-export article. Do not assume a deal row exists until a separate opportunity export is documented.
• One HighLevel file is one sub-account. A HubSpot portal that should hold several locations needs one import per file, or a segment per import, which the article offers as a checkbox.
• Association labels are a HubSpot Professional or Enterprise feature. A HighLevel tag is not that label.
• Marketing-contact status is a HubSpot billing switch during import. HighLevel's CSV article does not define an equivalent column.

What will not carry over

• Workflows, past email sends, and SMS logs. The export article excludes automation history.
• Funnels, websites, calendars, courses, communities, and the white-label login. They are not columns in this CSV.
• Notes longer than 255 characters, and any note except the latest one.
• A scheduled recurring export. The article says that feature is not available.
• Downloads older than 30 days. The Bulk Actions link is disabled.
• Cross-location export in one click. Each sub-account is separate.
• Edits to HubSpot notes, tasks, meetings, or emails that already exist.
• A confirmed HubSpot dollar price. The free-tools page failed to load its table on this check.
• HighLevel SaaS Mode, rebilling, and snapshots. Those stay on the agency account.

Cutover checklist

1. In each sub-account, show every column you intend to keep, then run the admin export.
2. Download from Bulk Actions before day 30. There is no schedule to fall back on.
3. Split locations. Do not paste three sub-accounts into one file and expect HighLevel to have done that.
4. Strip the note column or accept a 255-character clip, and do not plan to patch existing HubSpot notes with it.
5. Map email to the contact key with the key icon. Leave Record ID out of the first file.
6. Map a company only when you have a domain, and stop the value at the top-level domain.
7. Tick the consent box only if the people expect mail and the list was not purchased.
8. Turn on the marketing-contact checkbox only if Marketing Hub Starter or higher with Marketing Contacts is actually on the portal.
9. Create a contacts segment from the import so the pilot group is easy to find.
10. Leave HighLevel workflows running until a sample of those people exists in HubSpot and a human has checked a handful of rows.
11. Budget HighLevel from the FAQ figure of 97 dollars a month, or the 970 dollar yearly card, until the agency actually cancels.
12. Treat HubSpot's failed price table as unknown. Do not quote the catalog zero as a fee you saw.

Common pitfalls

• Exporting with the wrong columns visible. The CSV is the current table, not the full contact model.
• Handing the download to a non-admin. Only Agency Admins and Location Admins can fetch the finished file.
• Matching companies on a name. The import article's company key is the domain through the TLD.
• Including Record ID and a secondary email together on a later update. The article says that combination replaces the primary email.
• Counting a HighLevel workflow as migrated because the people arrived.
• Quoting a HubSpot seat price from the catalog after the live free-tools table failed to render.

Related catalog pages

• What should replace HighLevel? — Switch narrative
• HubSpot product page — The inbound suite that became a CRM — free to start, pricey once you grow up.
• CRM & sales category — Catalog hub for this category