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HighLevel Integration in Automations

Updated yesterday

You can now connect HighLevel and Instantly to sync leads in both directions.

Contacts can flow from HighLevel into Instantly, and key events in Instantly — such as positive replies or status changes—can automatically push leads back into HighLevel. No more manual exports!

In this article, we will guide you through the HighLevel integration in Instantly's automations.


Step 1: Create an automation

  • Go to the Automations tab

  • Click 'Add New' to create a new automation workflow

  • Design your workflow


Step 2: Add a trigger

You can add different triggers from Instantly, HighLevel, Trigify, RB2B, and HubSpot.

  • Trigger event for Instantly:

    • Lead interest status changed

    • Campaign finished for lead

    • Lead added to list

    • Lead replies

  • Trigger event for HighLevel:

    • Contact created

    • Contact updated

  • Account: If you don't have a HighLevel account connected, click 'Add new' to connect your HighLevel account.


Step 3: Add an action

After setting up the triggers and selecting the connected accounts, you can add an action to be performed in HighLevel, Instantly, Slack, or other available apps.

Actions:

  • HighLevel: Create contact

  • LeadConnector: Create contact

  • Instantly: Add lead to list, Add lead to campaign

  • Slack: Send message

In the Configure step, simply enter / to map the following variables: Email, First Name, Last Name, Phone, Company, Tags


Step 4: Test and Activate the automation

After configuration, click 'Continue' to test the event and confirm that the selected action can be completed successfully.

Below is an example of the test result for a contact created in HighLevel: Upon receiving the Data Out result, you can check if the sample contact has been created in HighLevel.

You can now activate the workflow by toggling the switch on. You can also check the execution history of the automation workflow to verify its success.

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