How to sync email and SMS records in GHL for both Opportunities and Contacts
For SMS, I currently have two Zaps set up to update an Opportunity in GHL when any inbound or outbound SMS is sent (I use Salesmsg for this). This creates a record in the Notes section of the Opportunity, but does not create anything in the Contact history itself
For email, this is set up natively in GHL, so it automatically appears in the Contact history. But it does not appear in the Opportunity.
Screenshot examples below. This contact has received two texts and two emails.
My questions:
How do I set it up so BOTH email and SMS show up in both the Opportunity and Contact history?
I currently have a setting in GHL that is turned off, that says “Allow duplicate contact”. I’ve found that if I turned this setting on, it will create multiple Contacts and Opportunities when I receive or send text messages through my Zap mentioned above. Obviously I don’t want this to happen. It seems like it is creating new records, not updating existing ones.
This post has been edited by a moderator to remove personally identifiable information (PII). Please remember that this is a public forum and avoid sharing sensitive details.
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Forgot to include the Zaps. Here is what I have for the inbound texts. The outbound looks almost identical except it’s for sent text messages
Hi there @nelbro
Would you mind sharing some further screenshots showing the Config section of those LeadConnector actions? That’ll help us to see if there’s anything on the set up there that might be preventing it from working as expected.
Also, it seems the Zap is running an older version of the LeadConnector app as there’s a version number appearing next to it’s name (1.0.30). Might be worth updating to the latest version of the app in case that helps to fix it.
Looking forward to hearing from you!
Sure thing - here are two more screenshots of the configuration in the LeadConnector part of the Zap. The only field that is not showing is on the second screenshot under “Select Pipeline”, it shows another field “Select Stage” which is currently set at Nurture.
FWIW, my GHL admin told me this:
“The only way to have SMS within the conversation tab is to use the native SMS function in GHL. This doesn't work with third party messaging services, unless that 3rd party offers a deep integration, which most of them don't want to do (walled garden scenarios). An easier solution is to use GHL SMS features and then you can trigger 3rd party automations via Zapier from those native messages instead. Zapier will be creating new records as it doesn't have anything to compare the message against, you could possibly setup a find contact and then update workflow to join the two records up and avoid duplication.”
This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.
Hi @nelbro,
Thanks for the screenshots and context. They are super helpful! Based on your setup, Zapier is likely creating duplicate contacts in LeadConnector (GHL) because Salesmsg doesn't provide an email, making it hard to match existing records. Since there's no "Find Contact" step, Zapier defaults to creating a new one based on the phone number. Also, your admin is right: Salesmsg messages won't appear in GHL's conversation tab unless you use GHL's native SMS feature. To reduce duplicates, add a "Find Contact by Phone" step before the "Add/Update Contact" step and use conditional logic to update or create as needed. If seeing conversations inside GHL is key, switching to native SMS is your best bet.
Feel free to ask if you need further help or have additional questions. We're here to assist you.
