1.Detect opportunity stage entry
Integrate HighLevel and pipeline routing tools to detect when an opportunity enters the configured stage for routing.
Send paid social leads to lead intake endpoint
Automatically monitor opportunity stage changes in HighLevel across LeadConnector and Webhooks by Zapier. Create and update records and post lead payloads when opportunity enters paid-social, stage change triggers, or leads reach the configured pipeline stageβso you can create contacts, update opportunities, and route intake instantly without manual routing.
How this automation routes paid social leads
When leads enter your configured paid-social stage, delays can stall handoff and worsen pipeline accuracy. This automation watches stage changes, then adds or updates contacts and opportunities and posts normalized payloads to your intake endpointβso your team can route leads immediately.
Levor swap with your favorite app
2.Add or update contact
Integrate LeadConnector and CRM mapping tools to create or update a contact by email and tag the source channel.
LeadConnectoror swap with your favorite app
3.Add or update opportunity
Integrate LeadConnector and reporting fields tools to optionally create or update an opportunity with mapped submission details.
4.Post lead payload to intake
Integrate Webhooks by Zapier and intake endpoint tools to POST a normalized payload with schema id and lead source metadata.
Webhooks by Zapieror swap with your favorite app
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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