1.Triggers on stage change
Integrate HighLevel, pipeline management, and CRM events to start the flow when the configured stage changes.
When pipeline opportunity stage changes, leads can slip through without linked enrollments and duplicate contacts. This automation creates or updates contacts, creates enrollment deals, links them, and optionally adds campaign nurture entriesβso your team can close the loop fast.
Integrate HighLevel, pipeline management, and CRM events to start the flow when the configured stage changes.
Integrate HubSpot and contact databases to create or update a contact by matching email and mapping fields.
Integrate HubSpot and enrollment pipelines to create a deal, mapping purchase amount and submission details to the description.
Integrate HubSpot and CRM reporting to link the new deal ID with the contact ID for connected records.
Integrate LeadConnector and campaign lists to add the contact email to a campaign subscriber with tags or enrollment source.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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