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

Introduction

Stop juggling disjointed subscriptions and build a single, unified growth engine. For years, Zoho has been the default choice for businesses that require an extensive suite of tools. But that pressing need for one centralised command centre, without friction? This is causing a migration towards GoHighLevel. As users ask for deeper automation with seamless integrations?

GoHighLevel answers by housing CRM, funnels, SMS, and more under one roof. It carries the robust features of a legacy enterprise tool. But with a modern, streamlined architecture is necessary for scaling cost-effectively.

You might already have years' worth of data, workflows, and integrations. Thanks to Zoho's ecosystem. With planning, the Migration from Zoho to GoHighLevel can be smooth, orderly, and disruption-free. This guide will go over everything you need to do. Ensuring a smooth and successful migration.

Why Businesses Are Switching from Zoho to GoHighLevel

No doubt, Zoho is powerful. Many teams need to use multiple Zoho apps. To build a complete marketing ecosystem. Among other tools, businesses usually use CRM, Campaigns, Forms, and Bookings. As a result, workflows become fragmented and more challenging to manage.

GoHighLevel streamlines all of this and brings it into one central platform: marketing, sales, automation, and communication. Agencies, in particular, love that it can be fully white-labelled and offered as SaaS. While managing multiple client accounts with ease. The cost difference is significant, with GoHighLevel offering much more functionality. At a fraction of the combined price of multiple Zoho apps.

That's what makes GoHighLevel the ideal next step for growing businesses: its consolidation, scalability, and automation power.

Step 1 - Audit Your Zoho Setup

Examine everything you currently use in Zoho to start the migration process. Contact lists, email campaigns, forms, funnels, CRM modules, automation workflows, pipelines, integrations, and custom fields. These are all key components of your setup.

Take this as an opportunity to identify what is important and what can be considered outdated. A migration is that perfect moment of cleaning up unused tags, redundant fields, old workflows, or duplicate data. The more organised you are in this regard, the smoother your shift to GoHighLevel will be.

Step 2 - Export Your CRM Data and Lists

Leads, contacts, accounts, deals, and custom modules can all be exported as CSV files. To ensure that nothing crucial is overlooked? Include all relevant information. Examples include names, phone numbers, email addresses, tags, custom fields, and deal statuses.

If you have any custom fields in your Zoho CRM setup, take note of each of them. These will be created within GoHighLevel so that your imported data maps correctly.

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

Once you log in to GoHighLevel, start setting up the CRM environment. Recreate all the custom fields required in Zoho so that your CSV import will be perfect. This helps keep the data accurate and usable.

Then, set up your pipelines based on your existing Zoho stages. If you have multiple pipelines, recreate them all so the sales workflows remain familiar and continuous for your team.

Step 4 - Import Your Contacts Into GoHighLevel

With your custom fields and pipelines set up, upload your CSVs into GoHighLevel. The import tool will allow you to match each field accurately for a seamless process.

Spend some time checking your data after the import is finished. Verify that names, phone numbers, emails, deal stages, and values in custom fields are all correct. Before you rebuild your automation, this verification step ensures that your CRM is on a strong foundation.

Step 5 - Rebuild Email Templates Forms and Landing Pages

Because Zoho email templates, forms, and pages cannot be directly imported using GoHighLevel? You will need to use the drag-and-drop builder on the platform to recreate them. Fortunately, GoHighLevel has made this process easier and more effective.

Your signup forms should be redesigned, linked to new workflows, and added to freshly made landing pages or funnels. Furthermore, do you have multiple templates for automation sequences, promotional emails, or onboarding? Use this chance to update and modify your designs for increased user engagement.

Step 6 - Recreate Your Automation Workflows

GoHighLevel's automation builder gives you even more flexibility, triggers, and customisation options. Go through each of your Zoho workflows with a BOX. Review triggers, conditions, email steps, SMS reminders, task assignments, and recreate them inside GoHighLevel.

Now, at this step, utilise the advanced GoHighLevel automation features to enhance your flows. Using multi-path logic, triggers on events, and multi-channel actions? One can build better nurturing sequences than ever. Once you have rebuilt everything, test your workflows. Trigger test contacts, check timing, and be sure every action fires the way it's supposed to.

Step 7 - Reconnect Your Domain Email Phone and Integrations

Before going live? Connect your phone numbers, sub-accounts, email domain, and any required integrations. Calendars, payment gateways, and webhooks are examples of Zoho integrations. These can be reconnected via GoHighLevel's settings, Zapier, or the API.

To ensure that your communications performance and sender reputation are unaffected? Make sure to test deliverability and domain authentication.

Step 8 - Test Everything Thoroughly Before Launch

Perform a thorough system check after all of your data, workflows, and assets are in place. Test appointment scheduling, email flows, SMS messages, forms, pipelines, and funnels. Before you deactivate anything in Zoho, a last test makes sure your GoHighLevel account is ready.

The Conclusion

Migrating from Zoho to GoHighLevel doesn’t have to be complicated. You can make a seamless transition and open up a more potent, integrated system. For your sales and marketing operations, with a well-defined plan and a methodical process. The all-in-one platform from GoHighLevel. Provides your company with the automation power, scalability, and optimised workflows. Helping you expand more quickly and intelligently.

We are here to assist you at every stage. If you need expert assistance moving from Zoho to GoHighLevel? Get in touch with us right now, and we'll make sure your move goes smoothly, successfully, and without incident.