How to Migrate from SharpSpring to GoHighLevel (Step-by-Step Guide)

Large teams need automation platforms that are flexible. Cost-effective and powerful enough to handle modern workflows as they scale. SharpSpring has been one of the well-known marketing automation options. Yet, more businesses are making the switch to GoHighLevel for its all-in-one ecosystem. Unified dashboard and friendly features for agencies. You're not alone if you're considering the switch. With the right plan, you can easily transition without losing data, leads, or campaign performance.

Why Businesses Migrate from SharpSpring to GoHighLevel

It's important to understand why so many teams are making the switch. SharpSpring is a great automation tool, but GoHighLevel truly takes it to the next level. By housing all your needed tools for CRM, funnels, email marketing, SMS, pipelines, and membership in one place. Agencies love GoHighLevel's SaaS mode, white labelling, and multi-client management under one dashboard.

Cost is another major factor. Businesses can grow without worrying about costly add-ons. Thanks to GoHighLevel's much better value at a lower monthly investment. For many teams, this combination of power, pricing, and flexibility makes GoHighLevel the clear winner.

Migrating from SharpSpring to GoHighLevel becomes simple when you follow the right plan. In this blog, you’ll learn how to smoothly move your contacts, automations, and emails with clear, step by step guidance.

Step 1: Audit Your SharpSpring Setup

Examine everything that is presently active in your SharpSpring account first. This includes campaign assets, forms, landing pages, email templates, lists, tags, contacts, and automation workflows. It's easier to avoid overlooking crucial elements when you know what you've built over time. During this audit, identify what’s outdated, what needs improvement, and what can be rebuilt in a more optimized way inside GoHighLevel. Migrating is a great opportunity to declutter and redesign your marketing system. For better performance.

Step 2: Export Your Contacts, Leads, and Lists

The next step is safely exporting your audience data. You can export your contacts from SharpSpring as a CSV file. You will save time when importing your data into GoHighLevel if you keep it neat and orderly.

If you use custom fields in SharpSpring, please list them out, too. You’ll recreate these fields in GoHighLevel so none of your important information gets lost or mismatched.

Step 3: Set Up Your CRM and Custom Fields in GoHighLevel

Begin by configuring your CRM settings. Create custom fields that match your exported SharpSpring data. This keeps your contact database consistent and ensures a smooth import.

Next, set up your pipelines inside GoHighLevel. If your sales team uses multiple pipelines in SharpSpring, duplicate the stages accordingly. The goal is to mirror your existing structure. So your team feels comfortable during the transition.

Step 4: Rebuild Your Email Templates, Landing Pages, and Forms

With the ability to move your data directly? Assets such as landing pages and email templates usually have to be rebuilt manually. Thankfully, this is much easier using GoHighLevel's drag-and-drop builder.

Start by recreating your SharpSpring forms. Place them on new GoHighLevel landing pages, and connect them to your funnels and workflows. This is also a good time for rebuilding your assets in order to refresh your branding, update your copy, and modernize the design.

If you have automation-triggered emails inside SharpSpring? Rewrite them in GoHighLevel’s email builder or clone the design structure if you want them to remain consistent.

Step 5: Recreate Automation Workflows and Triggers

Review your SharpSpring workflows. Such as lead scoring actions, nurture sequences, onboarding sequences, and follow-ups. And recreate them in GoHighLevel’s automation builder.

GoHighLevel’s workflows are extremely flexible and allow you to create advanced logic. Take this opportunity to optimize your flow and fix bottlenecks. Or add new conditions that weren't possible or efficient in SharpSpring.

Once your workflows are built? Test each one fully to ensure triggers fire correctly and automations behave as expected.

Step 6: Import Your Contacts and Verify Data Mappings

After you rebuild your structure in GoHighLevel, it’s time to import your CSV files. Then, map each SharpSpring field to the proper GoHighLevel custom field so nothing is lost in the process. When the import is complete? Check through your contact list to confirm that every field appears exactly as it should.

Send a couple of test messages to see whether the email and SMS deliverability works in your new CRM.

Step 7: Connect Email, Phone, and Integrations

SharpSpring may have been connected to several external tools. GoHighLevel supports similar integrations using webhooks, API keys, and Zapier. Make sure your calendar, phone numbers, domain, and email provider are all connected inside GoHighLevel.

If you're moving to a new sending infrastructure, now is also a great time to warm up your email domain.

Step 8: Test Everything Before Going Live

Before officially switching from SharpSpring, test every component of your new GoHighLevel setup. Submit demo forms, check pipelines, run test workflows, and confirm that your landing pages are functioning. Catching issues early prevents problems once you fully go live.

When everything looks good, you can disable your SharpSpring assets and fully shift to GoHighLevel.

The Conclusion

Migrating from SharpSpring to GoHighLevel takes planning. But surely, that is worth every step in the long term. Offering one single platform, strong automation capabilities, and agency-focused features. GoHighLevel presents a more streamlined, cost-effective, scalable solution for growth agencies.

If you seek professional support for a GoHighLevel migration, then we are here to support your every step. Contact us today, and we'll make your transition from SharpSpring to GoHighLevel smooth, stress-free, and optimized for success.