GT + GHL | Mirrored Pipelines

In this article, we will walk you through the process of setting up your GroupTrack (GT) and High Level (GHL) Pipelines and tags so you can integrate them. This specific article is for those who want to MIRROR exactly what is happening in GroupTrack's Pipeline, in High Levels and vice versa.


Here is what MIRRORED looks like:


Transitioning the contact from one 'synced' stage to another 'synced' stage will result in the contact being updated in both systems. NOTE: Contacts will ONLY sync between the two systems if the Contacts Email are in both GroupTrack CRM and High Level.


Why should you choose this option?

  • You want a simple way to see what is happening with one contact across both systems.
  • You're a solopreneur and will be handling all actions across both platforms.

Why should you NOT choose this option?

  • You only want certain stages to sync
  • You only want contacts to enter into your GHL system after they've gone through certain stages in the GroupTrack Pipelines
  • You work with a large team and only want them to see the leads they need to work in High Level

Set Up

If this is you, there are two options to set this up:

  1. Option 1: You already have the "right" stages in built in GroupTrack Pipeline and you want to create a replica of this pipeline + stages in High Level so you can sync each stage.
  2. Option 2: You already have the "right" stages built in High Level Pipelines and you want to create a replica of this pipeline + stages in GroupTrack Pipeline so you can sync each stage.

Based on your answer to this question, choose the set up option below -> Once done with your initial set up, scroll to the section near the bottom that says SET UP WEBHOOKS. That is the final step!


Set Up for Option 1:

In this option, you already have your GroupTrack Pipeline Stages built and you will need to create the EXACT pipeline in High Level before creating the "integration" between the two. These are the steps we will take you through to set up your initial integration .

STEP 1 Prep GroupTrack:

Confirm all stages in your GroupTrack CRM pipeline are EXACTLY as you wish!

    • If they are not, adjust them now!
    • Make sure you put a checkmark next to the stage you want all new leads to be automatically set to. This will be important for your GHL automation

    • If they are exactly as you want, move to the next step to prep your GHL

STEP 2: Prep GHL

  • Create Pipeline (Name the same as your GroupTrack pipeline for quick reference) 
  • Create stages in GHL Pipeline
    • Note: They MUST be an exact match from the stages in your GroupTrack pipeline (copy and paste for best accuracy. SPACES AND CAPITALIZATION MATTER!)
  • Create Tags in GHL
    •  Add tag:
      • Lead_FBGroupName_Joined  (switch out the words "FBgroupname" with the name or initials of your group.
        • Note: If you are using Instagram or do not use a FB group, add tag: Lead_GTPipelineName_Joined

Important note about tags: If you want a GHL tag to show up in GroupTrack, you must create it first in GHL, then follow the integration process.


STEP 3 : Grab two Important Things from GHL

  • While in GHL, copy your API key:
    • Go to settings > Scroll down and find API key. Be careful NOT to hit the "Refresh" icon next to it.

  • While in GHL, copy the dashboard URL


Step 4: Integrate Your GHL with GroupTrack Following the Wizard:

  1. Start by visiting Https://App.Grouptrackcrm.Com/Pipelines/Setup
  2. Use the dropdown selector to choose the Pipeline you want to integrate with

  1. Once you have your pipeline selected, click on Integrations in the menu bar on the left

  1. In the Integrations setup screen, click the green button that says "Add New Integration"

  1. Choose Go High Level in the dropdown list
    1. Please Note: You can click the link that says "Information about this Integration" for any selection to get more detail about what you need, where to find it, and what all can be configured to sync for that integration platform.
  2. Paste in your Go High Level API Key from Part 1 above
  3. Paste in your GoHighLevel Dashboard URL from your GHL system as pictured below

  1. Select the data you want to sync over, including Stages and Tags, from GHL into GT
    1. The GHL pipelines stages and the tag you created: Lead_FBGroupName_Joined
    2. Please note: Any stages that match letter for letter will be merged together between GHL + GT. You won't lose any data within GT, it is just recognizing that there is a direct match in your GHL system that corresponds to this GT stage. Any additional stages that do not match from GHL will be added to the end of your GT pipeline stage list.

This list will show you the exact stages you are pulling in from GHL. Click YES, Use these stages, if they are the same ones you made in GroupTrack.

  1. Next it will ask you if you want to sync tags. YES!!! If you get the error "No tags found" please refresh. From this location, make sure you choose your Lead_FBGroupName_Joined tag. Find it on the left, click on the tag, click the button ADD so it ends up in the right hand side box. Once your tag is showing on the right side, click YES, Sync Selected Tag.

  1. Sync Emails? Once you get to this section, toggle over to YES, sync contacts with email or phone only. This is vital, as the only contacts that will be synced between the two systems must have an email in the GT side.

  1. Custom Field Link: Press the button that says YES, Confirm Custom Field Now

  1. Next it will ask you what you want to sync: Please put a checkmark next to all options. Press Save Integration

  1. Next you will see a POP up on your screen. This will take you to the next required step of creating your Webhook Trigger! See instructions TITLED WEBHOOK TRIGGER BELOW.


If you are done, with the steps above, please scroll down to find directions under "Set Up Webhook Trigger"


Set Up For Option 2:

You have your Pipelines stages created in High Level and you want to replicate that in GroupTrack. In this option, you will need to integrate High Level pipeline with GroupTrack Pipeline so the stages and tags are created FOR YOU in GroupTrack.

Step 1: Prep High Level

  • Review stages in High Level. Make sure they are exactly the way you want them to populate in GroupTrack.
  • Create Tags in GHL
    •  Add tag:
      • Lead_FBGroupName_Joined  (switch out the words "FBgroupname" with the name or initials of your group.
        • Note: If you are using Instagram or do not use a FB group, add tag: Lead_GTPipelineName_Joined

Important note about tags: If you want a GHL tag to show up in GroupTrack, you must create it first in GHL, then follow the integration process.


Step 2: Prep GroupTrack Pipeline

  • Create a new GroupTrack Pipeline. You do NOT need to create any stages or tags at this time. They will be created for you!


STEP 3 : Grab two Important Things from GHL

  • While in GHL, copy your API key:
    • Go to settings > Scroll down and find API key. Be careful NOT to hit the "Refresh" icon next to it.

  • While in GHL, copy the dashboard URL


Step 3: Integrate Your GHL with GroupTrack Following the Wizard:

  1. Start by visiting Https://App.Grouptrackcrm.Com/Pipelines/Setup
  2. Use the dropdown selector to choose the Pipeline you want to integrate with

  1. Once you have your pipeline selected, click on Integrations in the menu bar on the left

  1. In the Integrations setup screen, click the green button that says "Add New Integration"

  1. Choose Go High Level in the dropdown list
    1. Please Note: You can click the link that says "Information about this Integration" for any selection to get more detail about what you need, where to find it, and what all can be configured to sync for that integration platform.
  2. Paste in your Go High Level API Key from Part 1 above
  3. Paste in your GoHighLevel Dashboard URL from your GHL system as pictured below

  1. Select the data you want to sync over, including Stages and Tags, from GHL into GT
    1. The GHL pipelines stages and the tag you created: Lead_FBGroupName_Joined
    2. Please note: Any stages that match letter for letter will be merged together between GHL + GT. You won't lose any data within GT, it is just recognizing that there is a direct match in your GHL system that corresponds to this GT stage. Any additional stages that do not match from GHL will be added to the end of your GT pipeline stage list.

This list will show you the exact stages you are pulling in from GHL. These stages will created for you in Click YES, Use these stages, if they are the same ones you made in GroupTrack.

9 Next it will ask you if you want to sync tags. YES!!! If you get the error "No tags found" please refresh. From this location, make sure you choose your Lead_FBGroupName_Joined tag. Find it on the left, click on the tag, click the button ADD so it ends up in the right hand side box. Once your tag is showing on the right side, click YES, Sync Selected Tag.

  1. Sync Emails? Once you get to this section, toggle over to YES, sync contacts with email or phone only. This is vital, as the only contacts that will be synced between the two systems must have an email in the GT side.

  1. Custom Field Link: Press the button that says YES, Confirm Custom Field Now

  1. Next it will ask you what you want to sync: Please put a checkmark next to all options. Press Save Integration

  1. Next you will see a POP up on your screen. This will take you to the next required step of creating your Webhook Trigger! See instructions TITLED WEBHOOK TRIGGER BELOW.







Set Up Webhook (ALL OPTIONS)

Once you have completed the initial set up (one option from above), you will need to complete this portion. Everyone must do this step!


  1. Copy your Webhook URL from your GroupTrack Pipeline Integration menu

  2. Create a folder in your GHL Workflows called GroupTrack Webhook Workflows

  3. Within that folder, create a new workflow from scratch

    2. Add a new trigger where the trigger is "Contact Tag" and then click Save Trigger in the lower right

    3. Add a second trigger where the trigger is "Pipeline Stage Changed" and then Save Trigger

      3. Make sure you click "Add Filter" for the Pipeline Stage Changed Trigger and select "In Pipeline". Pick the Pipeline this Workflow is configured to sync with from the list.

      5. Please Note: any tags or stages that have not been configured to sync over to GroupTrack in Part 2 in your integration settings will not push over to GroupTrack through this process
    4. Add a third trigger where the trigger is "Opportunity Created" and then Save Trigger

      2. Again, make sure you click "Add Filter" -> "In Pipeline" -> pick the synced Pipeline.
    5. Click the "+" sign and choose to add the action "Webhook" (Not "Custom Webhook")

      3. Set the method to POST and paste in the Webhook URL that you copied from Step 1

      5. Click "Save Action" in the lower right corner
    6. Click Settings near the top and toggle "Allow re-entry" at the top to ON

      3. Note: This allows a contact to go through this workflow multiple times, aka allowing the contact to be synced each time a new trigger (stage change or tag change) is processed in the future
    7. At the top, click the name and rename your workflow to something that makes sense to you. We recommend something like "GroupTrack Tag and Stage Sync"

    8. Toggle the workflow from "Draft" to "Publish" in the top right corner and then click Save

  4. Return to your GT Integration page for your pipeline and "Run Full Sync"


Setup Check

Did you do it right? Here's how you can do a quick check to ensure you set up the integration successfully.

  1. Integrated Tag Set Check

    1. Go to 'Pipeline Tags' and ensure you see the selected synced tags in the integrated tag set called 'GoHighLevel Tags' (with the link image to the right of the tag set name).

  2. Integrated Stages Check
    1. Go to 'Stages' and ensure you see the link icon to the left of the stages that you want to be integrated with GoHighLevel.

  1. Opportunity Sync Check
    1. Now select a contact in your GroupTrack with an email and add them to the integrated pipeline.
    2. Put them into one of the integrated stages in GroupTrack.
    3. Go to GoHighLevel and make sure you see contact in GoHighLevel has an opportunity in the integrated pipeline and the opportunity is in the associated synced stage.


Workflow: Do you want to enter all new Facebook Group Members into an automation in GHL so they enter into a text or email series? If so, please follow these steps to set it up:


See instructions here: COMING SOON

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