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 Your Automation
Go to the Automations tab
Click 'Add New' to create a new automation workflow
Design your workflow
Re-center, and navigate large automations easily
Managing Your Automations
You can easily manage the automations by clicking the three dots(...), re-center, and navigate large automations easily:
Settings: Rename the automation or add a description.
Save: Save the changes
Duplicate: Duplicate the automation
Share: Share the automation
History: Check the execution history of the automation workflow
Delete: Delete the automation
Step 2: Configure Your Automation Schedule
Before configuring triggers, you can set the schedule for your automations to run. You can customize the following options:
Frequency
Timezone
Repeat every X days
Time of Day
Run only on weekdays(Mon - Fri)
Step 3: Add a Trigger
You can add different triggers from Instantly, HighLevel, Trigify, RB2B, and HubSpot. One trigger can run multiple actions in a single flow.
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.
Select your HighLevel account
Paste Instantly API key
Step 4: Add Conditional Branching (If/Else Logic)
You can now add logic inside your workflows. Conditional branching is the simple “if this, then that” logic inside a workflow.
If the condition matches → Action A happens next
If the condition does not match → Action B happens next
The workflow makes the decision automatically based on the data: different data → different action → fully automated.
Example:
If lead has a corporate domain → send Slack alert to a specific channel
If lead uses Gmail/Hotmail → send to a different channel
Step 5: Add Actions
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 6: Test and Activate
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.
