HighLevel

The Migrator

Contacts, companies and opportunities hang together in a Contact → Opportunity → Pipeline → Stage model, with notes (titles, color labels, attachments, pinning) across all three record types and roles governing visibility. Deduplication is genuinely configurable — primary and optional secondary match on email or phone, automatic merging on CSV upload, auto-merge of messenger contacts, and a manual merge feature — which is the import hygiene I look for, and custom fields are documented on contacts and companies. We found no public information on custom objects, field validation, bulk merge tooling or field-level permissions, so I stop one notch above the middle. 4 5 7 8 9 13

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The Migrator

Customizable stages in a Contact → Opportunity → Pipeline → Stage structure, opportunities creatable manually, by CSV import or by workflow, and multiple pipelines you can set up to mirror an existing structure. We found no public information on stage probabilities, weighted pipeline value, a revenue forecast view, sales goals or win/loss reporting — one captured help page is titled "Opportunity forecasting in HighLevel" but no figures from it are confirmed — so I score the structural level only. 6 7 12

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The Migrator

Workflows run on named triggers — contact created, contact changed, form and survey submitted, payment received, call status, appointment booked — with conditions, filters, multiple simultaneous filters, time delays and round-robin lead assignment, plus execution logs you can monitor per contact. The contact-changed trigger tracks tags, custom field updates, assignment changes and do-not-disturb status, and workflows move deals between stages and send email and SMS. We found no public information on webhooks or custom code as workflow steps, sequence analytics or automation limits per tier, so I hold below the upper band. 7 8 9 12

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The Migrator

The API is treated as a product: versioned documentation, REST endpoints for contacts, messaging, workflows, calendars, payments and webhooks, OAuth 2.0 and private integration tokens on all plans, a marketplace with a scoped consent screen warning on sensitive permissions, and stated rate limits — 200,000 requests per day and 100 per 10 seconds per marketplace app per location, with rate-limit response headers. Twilio is a named native integration for calling and SMS and the conversations inbox unifies email, SMS and Messenger. We found no public information on two-way Google or Microsoft email and calendar sync, and SDKs get only a passing mention, so the ecosystem stops short of the top of the range. 10 11 12

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The Migrator

HighLevel LLC, a GoHighLevel Inc. subsidiary headquartered in Dallas, Texas, is the contracting entity; hosting is stated only as Google Cloud Platform with no region named, and the privacy policy discloses transfers to affiliates and providers in other countries including India. GDPR posture is accommodated rather than local — EU and UK representatives in Bonn and Peterborough, Data Privacy Framework certification for HighLevel LLC and LeadConnector LLC — and the policy has HighLevel acting as data controller for personal information collected through the platform in the EEA and UK, processor only for Processor Services. We found no public information on an EU hosting option or a data processing agreement, so nothing on the captured pages places the data under European control. 2 3

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The Migrator

Getting in is well served: CSV import of contacts, companies and opportunities with field mapping, automatic merge on email or phone during upload, and migration guides from named systems — HubSpot, ActiveCampaign, ClickFunnels, Skool, Keap, Wix, Calendly. Getting out is thinner: the only documented self-service export is companies to CSV via the three-dot menu (all visible fields including custom fields, progress indicator, permission-gated), and we found no public information on export of contacts, opportunities, notes, activity history or files. The API covers contacts and messaging under a 200,000-requests-per-day cap, and the privacy policy reserves the right to charge a processing fee for access requests — an exit here is a project you can start but not one documented end to end. 2 5 7 10 12 13

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The Migrator

Three tiers are priced publicly with the billing period stated — Starter at $97 /Month, Unlimited at $297 /Month, Agency Pro at $497/month — with Starter and Unlimited inclusions listed (sub-account counts, unlimited contacts and users, basic API access on Unlimited). We found no public information on an annual and monthly split, add-on prices, usage meters for the phone and email rebilling beyond "no markup", VAT treatment or onboarding fees, so the real invoice at renewal is not fully computable from the captured pages. 1 10

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