HighLevel
Connect contacts, opportunities and appointments from HighLevel with your agent and start calls from HighLevel workflows.
What the integration does
- Creates or updates the contact in HighLevel after every call, with a summary and tags.
- Has leads from HighLevel workflows called right away, for example directly after a form enquiry.
- Writes the results of the conversation back as the status of an opportunity.
How to do it today
| Goal | Today's route |
|---|---|
| Contact after the call | CRM Ticket to n8n, Make or Zapier, where the HighLevel module creates the contact |
| Call from a HighLevel workflow | A webhook action in HighLevel or your automation tool calls the Outbound API with the name and number |
| Writing the result back | The webhook after the call contains the callId. Use it to match the result to the contact |
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