Integrations: Go High Level (GHL)

In this article, we'll walk you through getting GoHighLevel connected with GroupTrack CRM. Our GoHighLevel Integration features 2-way syncing of both Tags and Stages, allowing updates in either system to be reflected in the other automatically.

Note: You can create Workflows in GoHighLevel that trigger on tag adds/removes or stage changes in GT/GHL connected pipeline.

Important: Only contacts that have an email or phone in GT will sync between the two systems.

Important Knowledge Before You Get Started:

• Each Integration setup is associated with a specific Pipeline in GroupTrack that is linked to 1 and only 1 pipeline in Go High Level.
• You can set up multiple 3rd party Integration for each GroupTrack Pipeline, but each system can only be added once per GroupTrack Pipeline.
• You will also need to have a Pipeline with Stages set up in GoHighLevel for new Subscribers to be assigned to when synced. Pipelines in GoHighLevel contain Stages, and Contacts are assigned to Opportunities within these Pipelines and moved through these Stages.
  • If you have a contact in GT that is in "No Stage Set" in your pipeline with an email address, and the integration is properly configured, the contact will sync over to GHL however there will not be an opportunity created in GHL until the contact is assigned to a synced stage.

There are 3 Big Steps When Connecting GroupTrack to High Level:

• Step 1: Connect the two systems to one another. This is the first critical step to allow data to flow. NOTE: No data will flow yet after you complete step 1. You have to complete steps 2 and 3 for data to flow.
• Step 2: Set up data to flow from GroupTrack to HighLevel. (ie: someone joins your Facebook Group and gets a tag and you want them added with that tag to High Level.)
• Step 3: Set up data to flow from High level to GroupTrack. (ie: Someone registers for an event through your registration funnel and you want the tag that High Level adds to show in GroupTrack.)

Step 1: Connect the two systems to one another

1. Go to Settings > Integration Connections
2. Select 'New Connection' in the top right
3. Pick the connection 'GoHighLevel' (Note: We recommend you use this connection and not Lead Connector)
4. Give your connection a name
5. Add the API Key
   1. While in GHL, copy your API key:
      1. Go to settings > Scroll down and find API key. Be careful NOT to hit the "Refresh" icon next to it.
6. Add the Dashboard URL
   1. While in GHL, copy the dashboard URL:
      • Go back and select 'Dashboard'. Copy the URL once on the Dashboard.
7. Select 'Create'

You've not successfully connected the highway between GroupTrack and HighLevel. Go to Step 2 to get data to start flowing from GroupTrack to HighLevel.

Migrating from 1.0 to 2.0 Tip: If you were in GroupTrack 1.0, you might already have your High Level connection showing. To just refresh the connection simple follow these steps:

1. Go to the High Level connection and click on the dot-dot-dot to the right of the connection
2. Select 'Edit'
3. Re-Add the API Key
4. Re-Add the Dashboard URL
5. Select 'Update'

Step 2: Set up data to flow from GroupTrack to HighLevel

The following data can flow from GroupTrack to HighLevel

• Adding a contact to a GroupTrack Pipeline would send the following data to HighLevel
  • Contact Data: First, Last, Email, Phone
    • When Members are added to GroupTrack with an email or phone, they will be synced to GoHighLevel
    • When you edit a Member's email or phone number, a sync will be initiated to GoHighLevel. This will only apply to new email address or phone additions
  • GroupTrack CRM Link (as a custom field)
  • Pipeline Stage (if it is linked)
    • Assuming you have imported your HighLevel Stages and they are linked, changing the Stage in GroupTrack, or the Opportunity Stage in HighLevel will sync the change to the other system.
• If you use automation rules or manually add them, you can also send
  • Tags (if they are integrated)
    • When you add Tags from an integrated HighLevel Tag Set, these will be synchronized over to HighLevel. Also, when you add Tags in HighLevel, any Tags that you have selected to sync and are visible in the HighLevel Tags Tag Set will be written back to GroupTrack for that Contact.

Adding Contacts to GroupTrack Pipelines

To set up data to flow from GroupTrack to High Level when adding a contact to a GroupTrack pipeline, do the following:

1. Go to Settings > Pipelines
2. Choose the pipeline you want to integrate with
3. Go to 'Integrate'
4. Add an integration
5. PICK A CONNECTION:
   1. Choose the integration from the list (because you've done step 1 above you should see the integration you connected. You can also add a new integration here if you have not completed this step.).
   2. Select 'Verify & Continue'
6. INTEGRATION DETAILS:
   1. Choose the pipeline in HighLevel you wish to integrate with.
      1. NOTE: If you. have not created the pipeline with the right stages in High Level yet, go to 'Setting Up Stage Syncing' below.
   2. Select your syncing option
   3. Ensure all stages that you want linked between GroupTrack and High Level are matched
   4. Select 'Continue'
7. SYNC OPTIONS:
   1. Review the toggles for the items you want synced. We recommend you have all toggles on.
   2. Select 'Finish'

Data will now flow from GroupTrack to High Level every time a customer is added to this pipeline you just set up.

Migrating from 1.0 to 2.0 Tip: If you were in GroupTrack 1.0, you might already have your High Level connection showing. We recommend you delete this integration from the pipeline and re-add it, choosing the integration you set up in setp 1.

Step 3: Set up data to flow from HighLevel to GroupTrack

In order for pipeline data and tag data to flow from HighLevel to GroupTrack, you will need 2 workflows.

Pipeline Data Workflow

1. Go to your GHL and click on 'Workflows'
   1. Note: Your GHL might have the term 'Automations' or 'Opportunities' instead of 'Workflows'
2. Select 'Create Workflow'
3. Choose to build from Scratch
4. Name your workflow to something that you will know this is the workflow that sends data from HL to GT for a specific pipeline. We recommend 'HL to GT | Pipeline Name'
5. Add 2 triggers
   1. Stage Change Trigger with a filter for the specific pipeline

      1. 

   2. Opportunity Created Trigger with a filter for the specific pipeline

      1. 

6. Now add the next step which will be a webhook
7. Go to Settings and choose 'Allow Re-Entry'
8. Save
9. Publish

Migrating from 1.0 to 2.0 Tip: If you were in GroupTrack 1.0, be sure to update your pipelines webhook with corresponding webhook from newly integrated GT pipelines

Tag Data Workflow

1. Go to your GHL and click on 'Workflows'
   1. Note: Your GHL might have the term 'Automations' or 'Opportunities' instead of 'Workflows'
2. Select 'Create Workflow'
3. Choose to build from Scratch
4. Name your workflow to something that you will know this is the workflow that sends data from HL to GT for a specific pipeline. We recommend 'HL to GT | Tags'
5. Add 1 triggers
   1. Contact Tag with NO filter

      1. 

         
         
6. Now add the next step which will be a webhook

   1. 

7. For each tag category in GroupTrack, you will add a webhook.
   1. To get the webhook for the tag category, first go to the tag category and click on the dot-dot-dot
   2. The right drawer will open and in there you will see the webhook for that tag category
   3. Copy that webhook and past it into your High Level webhook workflow step
8. Go to Settings and choose 'Allow Re-Entry'
9. Save
10. Publish

Data will now flow from High Level to GroupTrack every time a customer is added to your High Level pipeline, moves stages in HL, or gets a tag add from the integrated tag set.

Adding Tags To Sync - Also called an Integrated Tag Category

1. Go to Settings > Tags
2. Select 'Add New Tag Category'
3. Start from scratch
4. Give your category a name
5. Select the dot-dot-dot on the Tag Category
6. Select 'Integrate'
7. Select the connection you established above in Step 1
8. Select 'Tags to Sync'
9. Update Synced Tags

Migrating from 1.0 to 2.0 Tip: If you were in GroupTrack 1.0, you might already have your High Level connection showing on tag categories. Super important to follow these steps:

1. You might see tag categories that are already connected to your High Level. Be sure to click on the dot-dot-dot on these categories and remove the integration.
2. Then you can delete the tag category.
3. Follow the steps to add a new integrated tag category above
4. Remove all tag triggers from previously set up GroupTrack workflows.

Now tag data in this tag set will flow between HL and GT.

Setting Up Stage Syncing

IMPORTANT: There are a few different ways to set up your integration between GroupTrack and High Level. Before setting up your integration, please review this short video to determine which set up option makes most sense for you and your business:

Option 1: MIRRORED PIPELINES

In the Mirrored Pipelines approached, you'll notice that each stage is an exact mirror between the GroupTrack Pipeline and High Level Pipeline. Transitioning the contact from one 'synced' stage to another 'synced' stage will result in the contact being updated in both systems

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 some team members to see the leads they need to work in High Level and other team members to see the leads they need to work in GroupTrack. Or each of the team members can work in parallel to work leads on two fronts (GHL and GT).

If you choose this MIRRORED Pipelines Option 1, click this link for specific set up instructions.

Option 2: HYBRID PIPELINES

This hybrid approach offers a nuanced solution, synchronizing select stages between the GroupTrack and High Level Pipelines while maintaining autonomy where necessary.

As you'll notice, certain stages in both the GroupTrack and High Level Pipelines are identical. These stages will be 'synced,' (once set up properly) indicating that any movement of an opportunity (or contact) within one of these stages will automatically reflect in the corresponding stage of the other system, and vice versa. In essence, synchronization ensures seamless alignment between the two pipelines, enhancing efficiency and consistency across your workflow

Why should you choose this option?

When you specifically want to synchronize prospects/contacts with your GroupTrack Pipeline stages at a particular stage in the customer journey. For instance, Community Managers may engage with contacts in the GroupTrack Pipeline, and you may wish for only qualified leads to transition to the High Level Pipeline. This ensures that your setters and sales team focus their efforts on the appropriate individuals

Why should you NOT choose this option?

• You would prefer to see your contact across both platforms as they move through your pipeline
  • If a contact moves into a stage that is NOT synced in one of the pipelines, you will not see the contact move in the other pipeline until they are placed back into a synced stage.
• More opportunity for technical errors as this is advanced.

If you choose the the Hybrid Pipeline Option, click here for specific set up instructions:

Once you have decided, please go to the next helpdoc to get specific set up instructions:

MIRRORED PIPELINES https://help.grouptrackcrm.com/article/397-gt-hl-mirrored-pipelines

HYBRID PIPELIENS: https://help.grouptrackcrm.com/article/398-high-level-ghl-hybrid-set-up

Troubleshooting Steps:

1. If your "GroupTrack CRM Link Custom Field Exists" has an X instead of a checkmark, please reference the article here: https://help.grouptrackcrm.com/article/378-grouptrack-crm-link-custom-field-does-not-exist-or-isnt-populating
2. If you have added new stages (or changed stages) in GHL and want those to reflect in GT, please reference the article here: https://help.grouptrackcrm.com/article/379-setup-add-additional-synced-ghl-stages-to-grouptrack
3. If you are having trouble setting up your integration or are receiving any errors, please send a ticket to [email protected] with a Loom (loom.com screen recording) showing what's happening, what step of the instructions you're on, what error(s) you're receiving, etc so we can assist.