Typeform to HighLevel (Migration Guide)

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Typeform to HighLevel (Migration Guide)
#1. What are the key components I need to migrate from Typeform to HighLevel?

You need to migrate the following components to ensure a smooth transition from Typeform to HighLevel: forms, contacts, automations, domains & QR codes, and reports. This comprehensive approach ensures you retain all your critical data and functionality.

First, document all form questions, including form logic, calculations, email validation, and notifications within Typeform. Then, recreate the form questions as custom fields in HighLevel under Contacts > Settings > Custom Fields. Finally, recreate the forms in HighLevel using the form builder, replicate the design and branding, and add any necessary automations. Be sure to test the forms thoroughly.

In Typeform, export the form responses as a CSV file from the Results section. Before importing into HighLevel, ensure that all date fields are in YYYY-MM-DD format and the file uses UTF-8 character encoding. Remove any line breaks or special characters from the CSV. Then, in HighLevel, navigate to the Contacts section and use the Import Contacts button to upload the CSV file. Map the fields correctly and assign tags or lists as needed. Finally, review the imported data in HighLevel to ensure accuracy.

You should only export form responses from Typeform that include both phone and email fields to migrate to HighLevel contacts. HighLevel requires these fields for contact creation, so filtering your Typeform data ensures a clean and functional import.

First, review all existing automations in Typeform to understand their logic and triggers. Then, in HighLevel, use automation workflows to recreate similar sequences, including follow-up emails and CRM actions based on form responses. Thoroughly test each automation to ensure it triggers correctly and performs as expected.

First, document your Typeform custom domain in the admin settings. Then, remove the custom domain from Typeform. Next, set up a 301 redirect in HighLevel under Sites > URL Redirects to point the old Typeform domain to the new HighLevel form. Finally, rebrand the forms with the domain in HighLevel under Settings > Business Profile.

In Typeform, get the QR code from the Share panel by clicking the last icon for the QR code. Then, in HighLevel, go to Sites > QR Codes > Create QR code. Add a name, select "Website" as the QR type, and attach your HighLevel form URLs. Remember to test and share the new QR code and monitor analytics in HighLevel.

Before canceling your Typeform subscription, export all necessary reports from Typeform by generating a report in the Results panel and saving it as a PDF. Upload this PDF to cloud storage for safekeeping since access to Typeform reports may be lost after cancellation. If needed, recreate the report as a form submissions dashboard widget.

#2. How do I migrate forms from Typeform to HighLevel?

#3. What is the correct way to export contacts from Typeform and import them into HighLevel?

#4. Since Typeform doesn't require email or phone for every submission, how do I handle contact migration to HighLevel?

#5. How do I recreate automations and follow-ups in HighLevel?

#6. What steps are involved in migrating a custom domain from Typeform to HighLevel?

#7. How can I migrate QR codes from Typeform to HighLevel?#8. How do I handle reports and data from Typeform after migrating to HighLevel, especially if I cancel my Typeform subscription?