Customers.ai + HL Pro Tools

Customers.ai + HL Pro Tools integrations

Create new HL Pro Tools contacts when connection widgets are reached in Customers.ai

When a connection widget is reached in Customers.ai, this workflow triggers an action to create a new contact in HL Pro Tools. This efficient process ensures that you never miss an important touchpoint, keeping your database up to date and improving your customer relationships. No manual data entry required, so you can spend more time focusing on customer engagement.

When this happens...
Connection Widget ReachedTriggers when a Connection Widget is reached in a Dialogue.
TriggerInstant
automatically do this!
Create ContactCreate a New Contact for selected location with given details
ActionWrite

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More things you can do with Customers.ai and HL Pro Tools

Discover other triggers and actions you can use with Customers.ai and HL Pro Tools

- Trigger Name
  Required
Trigger
Instant
Try It
- Attribute_name
  Required
Trigger
Instant
Try It
- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Lookup Attribute
  Required
- Lookup Value
  Required
Action
Write
- Attribute Name
  Required
- Attribute Value
  Required
Action
Search

- Recipient ID
  Required
Action
Search
- Select Location
  Required
- Campaign ID
  Required
- Contact ID
  Required
Action
Write

- Select Location
  Required
- First Name
- Last Name
- Full Name
- Email Address
- Gender
- Phone
- Date of Birth
- Address1
- City
- State
- Postal Code
- Website
- Tags
- Source
- Company Name
- Country
- Contact Timezone
- DND?
- Contact Notes
- Call Status
- Call message
- Call Code
- Email Status
- Email Message
- Email Code
- SMS status
- SMS message
- SMS Code
- WhatsApp Status
- WhatsApp Message
- WhatsApp Code
- GMB Status
- GMB Message
- GMB Code
- FB Status
- FB Message
- FB Code
- All Status
- All Message
- Custom Fields
Action
Write
- First Name
- Last Name
- Email Address
  Required
- Backup Email Address
- Password
- Phone
- User Type
  Required
- User Role
  Required
- Select Locations
  Required
- Campaigns Enabled?
- Campaigns Read Only?
- Contacts Enabled?
- Workflows Enabled?
- Workflows ReadOnly?
- Triggers Enabled?
- Funnels Enabled?
- Websites Enabled?
- Opportunities Enabled?
- Conversations Enabled?
- Dashboard Stats Enabled?
- Bulk Requests Enabled?
- Appointments Enabled?
- Reviews Enabled?
- Online Listings Enabled?
- Call Reporting?
- Assigned Data Only?
- Adwords Reporting Enabled?
- Membership Enabled?
- Facebook Ads Reporting Enabled?
- Attributions Reporting Enabled?
- Settings Enabled?
- Tags Enabled?
- Lead Value Enabled?
- Marketing Enabled?
- Agent Reporting Enabled?
- Bot Service?
- Social Planner?
- Blogging Enabled?
- Invoice Enabled?
- Affiliate Manager Enabled?
- Content AI Enabled?
- Refunds Enabled?
- Record Payment Enabled?
- Cancel Subscription Enabled?
- Payments Enabled?
- Profile Photo URL
Action
Write
- Select Location
  Required
- Event ID
  Required
Action
Write
- Select Location
  Required
- Event ID
  Required
- Calendar ID
- Start Time
- End Time
- Title
- Appointment Status
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Select Location
  Required
- Contact ID
  Required
- First Name
- Last Name
- Full Name
- Email Address
- Phone
- Date of Birth
- Address1
- City
- State
- Postal Code
- Website
- Tags
- Source
- Company Name
- Country
- Contact Timezone
- DND?
- Contact Notes
- Call Status
- Call message
- Call Code
- Email Status
- Email Message
- Email Code
- SMS status
- SMS message
- SMS Code
- WhatsApp Status
- WhatsApp Message
- WhatsApp Code
- GMB Status
- GMB Message
- GMB Code
- FB Status
- FB Message
- FB Code
- All Status
- All Message
- Custom Fields
Action
Write
- Select Location
  Required
- Customer ID
  Required
- Subscription ID
  Required
Action
Write
- Select Location
  Required
- Contact ID
- Contact Email
- Workflow Name
  Required
Action
Write
- Select Location
  Required
- Group ID
- Show Drafted?
Action
Search
- Select Location
  Required
- Contact ID
- Contact Query
Action
Search
- Location ID
- Location Name
- Location Email Address
Action
Search
- User ID
- Email Address
Action
Search

New Contact
Triggers when a new contact is added to your page.
Trigger
Instant
Try It
- Automation ID
  Required
- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Recipient ID
  Required
- Message
  Required
- Messaging Type
- Tag
Action
Write
- ID
  Required
Action
Search
- First Name
- Last Name
Action
Search
Use Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Trigger
Instant
Try It
- Select Location
  Required
- Calendar ID
  Required
- Contact ID
  Required
- Start Time
  Required
- End Time
- Title
- Appointment Status
- Assigned User ID
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Business Name
  Required
- Phone
  Required
- Address
  Required
- City
  Required
- State
  Required
- Country
  Required
- Postal Code
  Required
- Website
- Timezone
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Allow Duplicate Contact
- Allow Duplicate Opportunity
- Allow Facebook Name Merge
- Disable Contact Timezone
- Facebook Url
- Google Plus URL
- LinkedIn
- Foursquare URL
- Twitter
- Yelp
- Instagram
- Youtube
- Pinterest
- Blog Rss URL
- Google Place Id
- Twilio sid
- Twilio AuthToken
- Mailgun API Key
- Mailgun Domain
- Snapshot id
- Custom Values
Action
Write
- Select Location
  Required
- Contact ID
  Required
Action
Write
- Select Locations
  Required
Action
Write
- Select Existing Location
  Required
- Stripe Account ID
  Required
- Name
  Required
- Email
  Required
- Stripe Customer ID
  Required
Action
Write
- Select Existing Location
  Required
- Business Name
- Phone
- Address
- City
- State
- Country
- Postal Code
- Website
- Timezone
- First Name
- Last Name
- Email
- Allow Duplicate Contact
- Allow Duplicate Opportunity
- Allow Facebook Name Merge
- Disable Contact Timezone
- Facebook Url
- Google Plus URL
- LinkedIn
- Foursquare URL
- Twitter
- Yelp
- Instagram
- Youtube
- Pinterest
- Blog Rss URL
- Google Place Id
- Twilio sid
- Twilio AuthToken
- Mailgun API Key
- Mailgun Domain
- Snapshot id
- Snapshot override
- Custom Values
Action
Write
- Select User
  Required
- First Name
- Last Name
- Email Address [ NOT OPERATIONAL ]
- Password
- Phone
- User Type
- User Role
- Select Locations
- Campaigns Enabled?
- Campaigns Read Only?
- Contacts Enabled?
- Workflows Enabled?
- Workflows ReadOnly?
- Triggers Enabled?
- Funnels Enabled?
- Websites Enabled?
- Opportunities Enabled?
- Dashboard Stats Enabled?
- Bulk Requests Enabled?
- Appointments Enabled?
- Reviews Enabled?
- Online Listings Enabled?
- Call Reporting?
- Assigned Data Only?
- Adwords Reporting Enabled?
- Membership Enabled?
- Conversations Enabled?
- Facebook Ads Reporting Enabled?
- Attributions Reporting Enabled?
- Settings Enabled?
- Tags Enabled?
- Lead Value Enabled?
- Marketing Enabled?
- Agent Reporting Enabled?
- Bot Service?
- Social Planner?
- Blogging Enabled?
- Invoice Enabled?
- Affiliate Manager Enabled?
- Content AI Enabled?
- Refunds Enabled?
- Record Payment Enabled?
- Cancel Subscription Enabled?
- Payments Enabled?
- Profile Photo URL
Action
Write
- Select Location
  Required
- Calendar ID
  Required
Action
Search
- Select Location
  Required
- Start Time
  Required
- End Time
  Required
- Calendar ID
- Group ID
- User ID
Action
Search
- Select Existing Location
  Required
- Custom Value Name
  Required
Action
Search
- Customer ID
- Subscription ID
Action
Search

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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Related categories

Marketing Automation

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About HL Pro Tools

HL Pro Tools helps you take full advantage of HighLevel with advanced automations to make your life and agency easier.

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