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HighLevel Integration in Automations

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

  • Click 'Create New'

  • Click 'Create from scratch' or select a template

  • Build the automations manually or ask Instantly AI to build them for you

Managing Your Automations

You can easily manage the automations by clicking the three dots(...):

  • Live Feed: Check the activities of the automation workflow

  • Duplicate: Duplicate the automation

  • Save as template: Save this workflow so you can reuse it later. You can also share the template with the community.

  • Download: Download the workflow as a JSON file

  • Import: Upload a template file to replace the steps and notes on this canvas. Nothing is saved until you save the workflow.

  • Settings: Rename the automation or add a description

  • Delete: Delete the automation

Bottom Toolbar:

  • Undo / Redo: Revert or reapply your most recent changes

  • Zoom In / Out: Adjust the canvas view

  • Fit to view: Automatically scales and positions the canvas to show all nodes

  • Add note: Add a note to the workflow

  • Auto-arrange nodes: Automatically arrange all nodes in a horizontal layout. Any custom positioning will be lost.

  • Run Test: Execute the workflow manually to test triggers and actions

Step 2: Add a Trigger

You can add different triggers from Instantly, HighLevel, or other available apps. One trigger can run multiple actions in a single flow.

  • Trigger event for Instantly:

    • Lead Interest Status Changed

    • Lead Unsubscribed

    • Any Positive Label

    • Any Negative Label

    • Lead Added to List

    • Lead Replies

    • Campaign Finished for Lead

    • Campaign Completed

    • SuperSearch Enrichment Completed

    • Email Account Error

    • Email Sent

    • Email Bounced

    • Email Opened

    • Email Link Clicked

  • Trigger event for HighLevel:

    • Task created

    • Opportunity created

    • Appointment booked

    • Opportunity stage/status updated

    • Inbound message

    • Contact created

    • Contact updated

    • Contact deleted

    • Contact tag updated

    • Appointment updated

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

Built-in steps for triggers

  • Instantly AI Voice Agent: Place outbound phone calls from your AI voice agents directly inside a workflow.

  • Manual Trigger: Trigger workflows manually by clicking Run.

  • RSS: Trigger workflows from new RSS or Atom feed items, and read feeds on demand.

  • Schedule: Trigger workflows at specific times or intervals.

  • Webhook: Trigger workflows when an HTTP request is received.

  • Website Visitors: Trigger workflows when website visitors are identified.

Step 3: Add Actions

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

HighLevel actions

  • Create contact

  • Send message (SMS/Email)

  • Create/Update opportunity

  • Update contact

  • Upsert contact

  • Add/Remove tag

  • Add lead to workflow

  • Create task

  • Add note

LeadConnector actions

  • Send SMS/Email

  • Create/Update opportunity

  • Create contact

  • Update contact

  • Add lead to workflow

  • Create lead

  • Add contact to campaign

  • Book appointment

  • Add/Remove tag

  • Upsert contact

  • Create note

Instantly actions

  • Add lead to list/Add lead to campaign

  • Update lead interest status

  • Move leads/Move lead to subsequence

  • Get/Update/Create/List/Merge/Delete lead

  • Bulk assign leads

  • Delete leads (Bulk)

  • Create/Update/Delete/Get/List lead list

  • Get lead list verification stats

  • Create/Update/Delete/List/Get lead label

  • Remove lead from subsequence

  • Pause/Resume/Duplicate subsequence

  • Create/Update/Delete/Get/List subsequence

  • Get subsequence sending status

  • Pause/Activate/Get/Update/Delete/Duplicate campaign

  • Add campaign variables

  • Create/List campaign

  • Find campaign by contact

  • Export/Share campaign

  • Get campaign analytics overview/Get campaign analytics/Get campaign analytics daily/Get campaign analytics steps/Get campaign analytics bounces

  • Get campaign sending status

  • Get campaign count launched

  • Get top campaigns for replies

  • Get top campaigns to improve

  • Create/Update/Delete/List variables

  • Get first lead variable values (bulk)

  • Create/Update/Delete custom tag

  • Toggle tag on resources

  • Get/List custom tags

  • Create/Update/Delete/Test/Resume/List/Get Webhook

  • List webhook events

  • Delete/Duplicate/Execute/List/Get Automation workflow

  • Cancel/Retry/Get workflow execution

  • Pause/Resume/Connect/Bulk connect/Update/Delete/Enable/Disable/Get/List account

  • Mark Account fixed

  • Get account analytics/Get account warmup analytics

  • Create/List DFY email account order

  • List/Cancel DFY accounts

  • Check domain availability

  • Generate similar domains

  • Pre-warmed domain list

  • Add/Update/Delete/List/Get blocklist entry

  • Download blocklist

  • Verify/Forward/List/Get/Update/Delete email

  • Get unread email count

  • Mark thread as read

  • Get verification result

  • List audit logs

  • List/Get background job

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

Built-in steps for actions

  • AI: Run an LLM prompt inside your workflow — classify replies, score leads, generate content, or route on AI output.

  • Add Log Message / Debug Log: Add log messages to inspect workflow data during tests and runs

  • Data Transform: Parse, transform, and format JSON and text data.

  • Execute Code: Run custom code in a secure sandbox to transform data inside your workflow.

  • HTTP Request: Push data from Instantly to external APIs.

  • Instantly AI Voice Agent: Place outbound phone calls from your AI voice agents directly inside a workflow.

  • RSS: Trigger workflows from new RSS or Atom feed items, and read feeds on demand.

  • Utility: Utility building blocks for workflows.

  • Web Crawler: Scrape, crawl, and extract data from any website.

  • Web Research

  • Condition(If/Else Logic): Split the flow into TRUE and FALSE branches based on rules.

  • Delay: Pause the workflow for a set amount of time before continuing.

  • Paths / Switch: Route through multiple named paths, checked in order. Use Condition for a simple yes/no split.

  • Human Approval: Pause the workflow until a human approves or rejects it.

Step 4: 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 toggle the switch ON to activate your workflow.

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