Migrations

    Rebuilding automations after a migration

    Last verified

    Symptom
    After moving to HighLevel, follow-ups that used to run automatically have stopped.
    Likely cause
    Automations do not transfer between platforms; they must be rebuilt as HighLevel workflows.

    Applies to: Workflows, Platform migrations

    How to fix it

    1. Inventory old automations

      Write down each trigger, delay and message from your old system.

    2. Rebuild as workflows

      Recreate each one as a workflow with matching triggers.

    3. Test with a sample contact

      Run a test contact through each workflow before publishing.

    FAQ

    Can automations be imported automatically?

    Generally no. Plan to rebuild them.

    Should I run both systems at once?

    Briefly, with care to avoid sending duplicate messages.

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