Integrate Salesforce with HighLevel

Send information between Salesforce and HighLevel automatically, without writing any code, using Zoho Flow.

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Generate a new contact in HighLevel each time a new contact is created in Salesforce

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in HighLevel each time a new contact is created in Salesforce.

How it works
  1. The flow triggers when a new contact is created in Salesforce.
  2. Zoho Flow creates a new contact in HighLevel.
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Generate a new contact in HighLevel each time a new contact is created in Salesforce

Salesforce + HighLevel

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Supported triggers and actions

Integrate Salesforce and HighLevel using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Opportunity updated

Triggers when an opportunity is updated

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Lead updated

Triggers when a lead is updated

Module entry added

Triggers when a new entry is added to the selected module

Solution added

Triggers when a new solution is added

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Pipeline stage changed

Triggers when the stage of an existing pipeline is changed

Contact tag added or removed

Triggers when a new contact tag is added or an existing contact is removed

Contact added

Triggers when a new contact is created

Opportunity status changed

Triggers when the status of an opportunity is changed

Contact updated

Triggers when the details of an existing contact are updated

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create order

Creates a new order

Create task

Creates a new task

Create product

Creates a new product

Create event

Creates a new event

Create note

Creates a new note

Create account

Creates a new account

Create campaign

Creates a new campaign

Create case

Creates a new case

Create opportunity

Creates a new opportunity

Create custom module entry

Creates a new entry in the selected module

Create solution

Creates a new solution

Create contact

Creates a new contact

Update custom module entry

Updates the details of entry in the selected module

Update product

Updates the details of an existing product

Update contact

Updates the details of an existing contact

Update opportunity

Updates the details of an existing opportunity

Update account

Updates the details of an existing account

Update case

Updates the details of an existing case

Update campaign

Updates the details of an existing campaign

Update task

Updates the details of an existing task

Update order

Updates the details of an existing order

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update solution

Updates the details of an existing solution

Update event

Updates the details of an existing event

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch case

Fetches the details of an existing case by subject or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch order

Fetches the details of an existing order by number or ID

Create user

Create a new user

Add contact to campaign

Adds a contact to an existing campaign

Add workflow to contact

Adds a workflow to the specified contact

Create task

Creates a new task

Add tag to contact

Adds a tag to the specified contact

Create business

Creates a new business

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Update contact

Update the details of an existing contact by ID

Update opportunity

Update the details of an existing opportunity by ID

Update user

Update the details of an existing user by ID

Fetch contact

Fetches the details of an existing contact by query

Remove contact from campaign

Removes a contact from an existing campaign

Remove tag from contact

Removes a tag from the specified contact

Fetch opportunity

Fetches the details of an existing opportunity

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

What is HighLevel?

HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.

Marketing Automation

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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