CRM Migration Specialist (GoHighLevel/NetScore to Zoom)

We are looking for an experienced contractor to help migrate our existing CRM data and communication workflows from GoHighLevel (GHL)/NetScore to Zoom and Google Workspace (Calendar and Sheets). All existing data has been exported to CSV files.

We need someone to build a system in which Google Sheets serves as the central database for our contacts and tags, with two-way synchronization, where feasible, between Google Sheets, Google Calendar, and Zoom. The system should also support Google Forms for client/patient forms and signatures.

Additionally, we would like to use ZoomMate as a workaround for Zoom’s workflow/drip campaign and tagging limitations. We understand this may require additional development and configuration, but we believe it is feasible and are looking for someone who can assess and implement this solution.

The project will involve:

• Migrating existing contacts, tags, and relevant data from CSV files to Google Calendar/Sheets to integrate to Zoom.
• Getting Google sheets to host the contacts and tags, and be integrated with Zoom for drip campaigns
• Rebuilding existing workflows (reminders, followups, after a specific trigger) in ZoomMate that work with Google calendar and Google sheets
• Integrating Zoom with Google Sheets and Google Calendar, with two-way data synchronization.
• Connecting the workflow to Google Forms for client/patient forms and signatures. Configure workflows so new contacts go to Google sheets
• Testing the migration and workflows to ensure everything functions correctly.
• Providing an RFP (request for proposal) or project documentation outlining the proposed solution, scope, and implementation plan.

Our current use of NetScore/GHL mainly involves calendar management and scheduling, one-to-one messaging, drip campaigns and bulk messaging, and automated workflows for reminders, contact tagging, and SMS/email communications triggered by customer behavior.

This is a remote project. Please provide a fixed-fee quote, estimated timeline, and proposed approach. Please also indicate your experience with CRM migrations, Zoom integrations, Google Workspace, and workflow automation.

This is a one-time migration and implementation project, but it may require 3–6 months of follow-up technical support, monitoring, troubleshooting, and adjustments to ensure the system runs reliably after launch. Please specify whether ongoing support is included in your quote or priced separately.