Connect HighLevel

Three steps, about 5 minutes. When a new contact lands in HighLevel, Your agent rings them within seconds.

1 min read

Step by step

1. In Avoonta, open Connect & Billing, then Your tools. On the HighLevel card, press Show me how (3 steps). Press Copy link to copy your trigger link. To use another agent, press Use a different agent.
2. In HighLevel, go to Automation, then Workflows, and click Create workflow. Add the trigger Form submitted (or Contact created) and pick your quote form.
3. Click + under the trigger and choose Webhook. Set the method to POST and paste your trigger link into URL.
4. Under Custom data, add the fields. Type the key on the left and pick the HighLevel value:

   Key to type	What to send	Needed?
   phone	Contact, then Phone	Required
   first_name	Contact, then First name	Recommended, so the agent greets them by name
   email	Contact, then Email	Optional, for the booking invite
   consent	Form, then your “I agree to be called…” checkbox	Required. No consent, no call.

5. Click Save and switch the workflow to Publish.
6. Back in Avoonta, press Send a test lead, or submit your HighLevel form with your own phone. You see “Got it! HighLevel is connected.” when it arrives.

Results back in HighLevel

After each call we add a note and a tag to the contact: avoonta-booked or avoonta-not-fit. Use the tags to start your own HighLevel follow-ups.