Keep
Useful data and working history.
CRM MIGRATION / BUSINESS CONTINUITY
100+ automations. 275K+ source contacts. 40 days to replace the CRM.
The client's HubSpot access was ending. We had to rebuild the CRM, automation, integrations, support, and team handoff without losing what the business depended on.
- 100+
- Automations migrated
- 275,691
- Source contacts detected
- 119
- Documented CRM fields
- 6 days early
- Core replacement approved
Source contacts detected by migration utility—not a verified total of successfully migrated contacts.
Sebastien’s contribution: Growth Stack led the migration strategy, CRM rebuild, automation transfer, integration recovery, documentation, and handoff. Migration window: Jan. 20 to Mar. 1, 2026.
01 / THE SITUATION
March 1 was fixed.
The replacement wasn’t.
HubSpot access was ending on March 1. The business still depended on its CRM, automation, integrations, support, and documented processes to keep operating.
That created a 40-day window to understand what existed, decide what actually needed to survive, and rebuild it before the cutoff.
THE DOCUMENTED WINDOW
Jan. 20, 2026
Project work begins.
Feb. 20, 2026
Replacement documented.
Feb. 23, 2026
Core delivery approved.
Mar. 1, 2026
HubSpot access ends.
Later stabilization is separate from pre-shutdown delivery.
02 / THE STAKES
This was not just a software move.
The CRM sat underneath customer data, automation, integrations, support, and everyday team workflows.
Lose the wrong thing and the business could lose more than records. It could lose the processes people relied on to work.
03 / THE DECISION
Do not migrate the clutter.
Preserve what the team depends on.
Copying everything would preserve the old system’s problems. Rebuilding too little would leave the team without what it needed. So we separated what should be kept, rebuilt, recreated, or retired before moving it into the new environment.
Rebuild
The workflows the business still needed.
Recreate
What the replacement system handled differently.
Retire
What no longer earned its place.
04 / THE MIGRATION SYSTEM
Move the data.
Rebuild the way the business works.
The migration had to preserve more than records. It had to reconnect the CRM, automation, integrations, support, and team workflows around them.
1InventoryWhat existed
2MapWhat must survive
3RebuildWorkflows and rules
4VerifyCheck the move
5RecoverFix one step at a time
6Hand offTeam can run it
05 / KNOW WHAT THE NEW SYSTEM NEEDS TO REMEMBER
119 documented CRM fields.
We mapped the fields, workflows, histories, support paths, and operating rules the replacement system needed to preserve.
275,691 source contacts were detected by the migration utility. That is a source inventory—not a verified total of successfully migrated contacts.
119
Documented CRM fields
- Contact
- 53
- Opportunity
- 13
- Company
- 53
Tracker-counted field mapping.
06 / MIGRATION SCALE
275,691 source contacts detected.
100+ automations migrated across a 40-day replacement window.
Source contacts detected by migration utility. Automation count confirmed by project lead.
07 / RECOVER IN CONTROLLED STEPS
Check the move. Recover one step at a time.
A migration this large could not rely on one irreversible transfer. The process needed checkpoints, verification, and a recovery path if something did not map correctly.
Contact Sync Hub
Sync Dashboard
ReadyStart staged sync
Source contacts detected
275,691
Current batch
Batch 04
Destination
GoHighLevel
Objects
ContactsTimelineDealsTicketsNotes
Batch progress
Queued
Checking
Ready to export
Retry ready
Priority history
Timeline sync · most recent first
Migration path
Source
Stage
Verify
Export
Phased export
Phase 1:Contacts with history
Phase 2:Remaining contacts
Verification & recovery
Verify destination
Backfill missing notes
Retry failed step
Resume from saved progress
See the migration scope.
275,691
Source contacts detected
40 days
Shutdown window
Stage
Verify
Recover
1
Split into batches
Move data in repeatable batches.
2
Keep history attached
Timeline, deals, tickets, and notes stay connected.
3
Check the destination
Verify what reached the new system.
4
Retry failed steps
Recover one step without restarting everything.
See the migration scope.
Step 1 of 6: See the migration scope.
Illustrative reconstruction · no customer data
08 / THE WORK BEHIND THE SYSTEM
Document the move while you make it.
The migration left behind more than a working account. Field maps, automation documentation, support guidance, and team handoff materials made the new system understandable after launch.
01 / FIELD MAP
What the CRM needed to remember
53 contact, 13 opportunity, and 53 company fields mapped before the new workflows relied on them.
02 / AUTOMATION INVENTORY
What needed to keep running
100+ automations sorted across onboarding, outreach, sales, nurture, support, and internal ops.
03 / MIGRATION & VERIFICATION VIEW
What moved and what needed review
Staged batches with destination checks, note backfill, and step-level retry—no single irreversible transfer.
04 / HANDOFF DOCUMENTATION
What the team needed after launch
A 13-tab operating guide, Loom walkthroughs, and role guidance so the team could run the new system.
Field breakdown
53 contact fields, 13 opportunity fields, and 53 company fields were mapped before the new workflows relied on them.
Workflow library categories
OnboardingOutreachSalesNurtureSupportInternal opsField updatesWebhooksAssignmentGeneral
Additional counts
70 mapped workflow rows representing 64 unique workflow links. 75 lists. ~240 HubSpot automations at discovery.
09 / LEAVE THE TEAM MORE THAN A NEW LOGIN
The migration wasn’t done when the software worked.
The team still needed to understand what moved, how the new system worked, what changed, and where to go when something broke.
Understand it
Documentation explains the new system.
Operate it
The team knows how the core workflows work.
Recover it
Support and troubleshooting paths remain visible.
A 13-tab operating guide, Loom walkthroughs, and role guidance documented the handoff.
10 / DELIVERED BEFORE THE DEADLINE
6 days
between core approval and the client's HubSpot access ending.
Core replacement was approved Feb. 23. HubSpot access ended Mar. 1.
This milestone does not claim every source contact completed migration or that all later stabilization was finished before shutdown.
CLIENT PERSPECTIVE
LinkedIn ↗5.0 / 5 · Client review
“Sebastien was instrumental in our migration from Hubspot to Go High Level. He's great to work with, got our business workflows and requirements, and presented creative workaround solutions when the two systems were didn't map 1 to 1. Highly recommend!”
RESULT & IMPACT
The business moved before the deadline did.
Before HubSpot access ended, Locl had a rebuilt replacement across CRM data, automation, integrations, support, documentation, and team handoff.
The result was not simply a new platform. It was a business that could keep operating after the old one disappeared.
WHAT ACTUALLY MATTERED
Migration was the deadline.
Continuity was the goal.
Moving records was only one part of the job. The real work was preserving the systems, knowledge, and operating paths the team needed after HubSpot was gone.
What is it like to work with us?
WHEN THE SYSTEM HAS TO CHANGE
Move the business without losing how it works.
When the tools, processes, or infrastructure behind growth need to change, we help map what matters, rebuild what is needed, and make the transition usable by the team.