I am having an issue sending contacts from Apollo to HighLevel.
The trigger I have setup is a contact update from Apollo.
Then I have a filter set up for Only continue if... the contact contains ‘replied’.
My next action is Add/Update Contact in LeadConnector with all the appropriate information.
After that I have two formatter’s set up. The first is to replace the company name with the clients first and last name. *The reason is because the company name shows up in HighLevel leads as the clients name. We want it to show the clients name under prospecting clients, where it says ‘opportunity name’. However, how it’s set up now the name replaces the opportunity name (good) but also deletes the company name and is blank.
The second formatter splits the text into the first and last name of the lead.
Step 6 is set up to Only continue if… the contact equals replied to email. *Because the other issue is that if the lead is moved from ‘Replied to Email’ under opportunities in HighLevel, to another category (interested, meeting scheduled, follow up, etc.) and we respond or have emails sent back and forth, the lead gets placed back into ‘Replied to Email’. We want them to stay in the category we place them in.
The last step Add/Update Opportunity in LeadConnector is to add the lead into the Opportunity section of HighLevel.
After numerous attempts, we’ve managed to get the contact into the contact list and in the Opportunity list. The issue is that we want the name of the lead and company name to be visible and place the lead in the correct category without them being re-triggered by Zapier.
Any assistance or advice is greatly appreciated. Thank you!