1.Triggers on opportunity stage change
Integrate HighLevel and CRM workflows to detect opt-in stage opportunities and pass contact details to downstream steps.
Add pipeline opt-ins to CRM and mailing list
Automatically monitor opportunity stage changes across HighLevel and HubSpot for opt-in events. Create and update when pipeline stage hits opt-in, opportunity stage changes, or opt-in stage reachedβso you can upsert contacts, add to mailing lists, and mirror lead records without manual list uploads.
How this automation starts your campaign outreach
When an opportunity reaches configured pipeline stage, leads can sit unlisted and campaigns stall until someone updates the records. This automation upserts contacts and subscribes them to the mailing list, then optionally mirrors the lead in LeadConnectorβso your team can activate outreach immediately.
Levor swap with your favorite app
2.Upserts contact in HubSpot
Integrate HubSpot and contact mapping to create or update a CRM contact and flag the opt-in source property.
HubSpotor swap with your favorite app
3.Adds contact to mailing list
Integrate HubSpot and subscription groups to subscribe the contact to the configured mailing list and skip duplicates.
4.Adds or updates lead in LeadConnector
Integrate LeadConnector and reporting tools to mirror the contact record and keep agency identifiers aligned.
LeadConnectoror swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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