CRM Migration, Contract & Payment

CRM Migration, Contract & Payment Automation A business needed to migrate its customer and deal data from Copper CRM to GoHighLevel while replacing a manual contract and payment process with a connected automation workflow.

I migrated the required customer and deal records, rebuilt the sales pipeline in GoHighLevel, and connected the CRM with DocuSign and Stripe through automated workflows.

The completed system handled:

• Customer and deal migration from Copper to GoHighLevel • GHL pipeline setup and automated stage updates • Automatic contract generation and sending through DocuSign • Contract signed triggers • Initial Stripe payment collection • Automated recurring billing • Automatic payment and deal status updates inside GHL

Result: The business gained one connected customer journey from CRM entry through contract signing and payment. Contract handling, billing, and pipeline updates became automated, reducing manual administration and improving visibility across the sales process.