I use GoHighLevel CRM and when a new lead comes in I would like to be able to add a Specific Tag to the lead as part of an automation. This Tag should trigger a Zap to check to see if the info is in HomeBot and if it is should update information like email and address, if not it should create a new client and add the address and property address.
Are you a Zap Wizard? Who can help me?
Question
How to import tagged leads from GoHighLevel to HomeBot using Zapier
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- Zapier Orchestrator
- 29 replies
Since the native LeadConnector triggers in Zapier only work when a pipeline stage changes, triggering a Zap when a tag is applied requires a small workaround. To make it work, you’ll set up an automation inside GoHighLevel that runs whenever a specific tag is added to a lead. That automation will send a webhook to Zapier. On the Zapier side, you’ll use a Webhooks (Catch Hook) trigger to receive that data, then check HomeBot to see if a contact with the same email or another unique identifier already exists. If a match is found, you’ll update their existing information like email and address. If there’s no match, you can create a new client in HomeBot with all the property and contact details.
+14- Zapier Orchestrator & Solution Partner
- 34004 replies
Hi
Info about Zap Webhooks: https://zapier.com/apps/webhook/integrations#help
Zap trigger: Webhook - Catch Hook
This will generate the unique webhook URL to configure in the GHL Automation action step.
+11- Community Manager
- 9662 replies
Hey
Did either of Robin’s or Troy’s replies here help to get this sorted?
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