Migrating from Creatio to GoHighLevel (GHL) is a strategic move for businesses seeking a simpler, unified, automation-rich CRM platform. While Creatio is powerful and enterprise-friendly, many service-based businesses prefer GoHighLevel for its affordability, built-in sales & marketing tools, white-label features, and scalability.
But CRM migration is never as simple as exporting and importing spreadsheets. It requires strategic planning, data mapping, workflow rebuilding, and system optimization to avoid data loss or automation failures.
VA Matters specializes in end-to-end CRM migration services, including complex transitions like Creatio to GoHighLevel migration. This guide explains the full migration process, challenges, benefits, and how VA Matters ensures a smooth and secure transition.
Creatio is popular for enterprise-level customizations and low-code workflows. However, many businesses switch to GoHighLevel because:
GoHighLevel combines:
CRM
Email/SMS marketing
Sales automation
Pipelines
Websites & funnels
Reputation management
Workflows & triggers
Appointment scheduling
No need for multiple tools or integrations.
Creatio’s licensing and customization costs can be high.
GoHighLevel offers predictable, flat pricing with unlimited contacts, pipelines, and automation.
GHL’s drag-and-drop automation builder simplifies tasks that may require technical setup in Creatio.
GoHighLevel provides:
Multi-client management
Lead generation tools
Client portals
This makes it ideal for digital agencies, service companies, coaches, and SaaS providers.
Switching CRM systems requires precision. Some common challenges include:
Creatio’s custom fields must be accurately matched with GHL fields.
Workflows in Creatio need to be recreated in GoHighLevel’s automation builder.
Contacts, deals, companies, tasks, and notes must transfer without duplicates or corruption.
Not all CRMs structure activities similarly requiring careful alignment.
Native integrations behave differently in both platforms and may need custom solutions.
This is where a professional migration service provider like VA Matters becomes essential.
VA Matters starts by analyzing:
Your existing Creatio setup
Data structure
Custom fields
Workflows & automations
Pipelines & business rules
Integrations and connected apps
This helps create a customized migration roadmap.
We extract and clean your data to avoid:
Duplicates
Orphaned records
Incomplete contacts
Conflicting workflows
This ensures a clean start in GoHighLevel.
We map your Creatio fields to the correct GoHighLevel fields, including:
Contacts
Companies
Custom fields
Pipelines
Deals
Notes
Tags
Tasks
Appointments
This is crucial for maintaining CRM structure and reporting accuracy.
Using advanced import tools and API connectors, VA Matters transfers:
Contact lists
Pipelines & opportunities
Company data
Notes & timeline entries
Appointment history
Tags & segmentation
All data is validated after import to ensure accuracy.
GoHighLevel’s automation builder is one of its biggest strengths.
VA Matters rebuilds your Creatio processes inside GHL, including:
Lead capture workflows
Nurturing sequences
Appointment reminders
Sales pipelines
Customer onboarding flows
Email & SMS automation
Internal notifications
We optimize your automations to use the full power of GoHighLevel.
We recreate and enhance your sales pipelines:
Stages
Triggers
Deal updates
Task automation
Conversion tracking
This ensures your team can work immediately after migration.
VA Matters reconnects essential tools:
Email providers
Calendars
Payment gateways
Website forms
Third-party apps
We also help replace tools that GHL can natively handle.
Before going live, we thoroughly test:
Workflows
Triggers
Data accuracy
Form submissions
Reporting
User permissions
This prevents downtime and ensures a seamless transition.
We provide:
GoHighLevel user training
Automation walkthroughs
Troubleshooting
Optimization sessions
Your team gets fully comfortable with the new CRM.
| Feature | Creatio | GoHighLevel (GHL) |
|---|---|---|
| Ease of Use | More complex, requires technical setup | Very easy, drag-and-drop builder |
| Pricing | Higher, enterprise-level plans | Flat, affordable pricing |
| Automation Tools | Advanced but technical | Simple, fast, visual automation builder |
| Sales Pipelines | Enterprise CRM pipelines | Unlimited pipelines, easy customization |
| Email & SMS Marketing | Requires integrations | Built-in email, SMS, workflows |
| Funnels & Websites | Not built-in | Built-in funnels, landing pages, websites |
| White-Labeling | Limited | 100% white-label available |
| Suitable For | Medium–large enterprises | Agencies & service businesses |
| Integrations | Strong but technical | Native tools reduce dependency |
| Support & Training | More technical documentation | Community, tutorials, simpler training |
| Migration Complexity | High due to custom setups | Easy to rebuild in GHL |
| Overall Advantage | Best for enterprise workflows | Best for automation-driven businesses |
Partnering with VA Matters ensures:
Every record is securely transferred.
We minimize downtime and disruption.
Automations are re-created for better performance.
Tailored to your business goals and operations.
From planning to training everything handled.
Discovery & System Audit
Migration Planning
Data Export from Creatio
Data Cleaning & Structuring
Field Mapping
Data Import into GHL
Pipeline & Automation Rebuild
Testing & Quality Assurance
Go-Live & Final Review
Training & Ongoing Support
Expertise in all major CRMs
Specialized in GoHighLevel setups
Proven CRM migration frameworks
100% secure and compliant process
Affordable for small–large businesses
Agency-focused CRM support
Ongoing optimization after migration
Your CRM is the heart of your business migration must be handled by experts.
Migrating from Creatio to GoHighLevel unlocks new possibilities for automation, marketing, sales, and scalability. With VA Matters managing the entire migration process, you gain a smooth, secure, and fully optimized transition without stress, downtime, or data loss.
If you want assistance with the actual Creatio export, GHL setup, or a done-for-you migration package, VA Matters is ready to help.
Contact VA Matters today to book your CRM migration consultation and take the first step toward a more powerful, automated agency workflow.
Schedule Your Free Discovery Call Today!
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