Integrate EvaluAgent with HighLevel

Send information between EvaluAgent 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 EvaluAgent

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in HighLevel whenever a new contact is added in EvaluAgent.

How it works
  1. The flow triggers when a new contact is created in EvaluAgent.
  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 EvaluAgent

EvaluAgent + HighLevel

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Supported triggers and actions

Integrate EvaluAgent and HighLevel using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Evaluation created

Triggers when a new evaluation is added

Contact created

Triggers when a new contact 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

Opportunity status changed

Triggers when the status of an opportunity is changed

Contact updated

Triggers when the details of an existing contact are updated

Contact added

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create user

Adds a new user

Update user

Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.

Add contact to campaign

Adds a contact to an existing campaign

Create opportunity

Creates a new opportunity

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 user

Create a new user

Update user

Update the details of an existing user by ID

Update contact

Update the details of an existing contact by ID

Update opportunity

Update the details of an existing opportunity by ID

Fetch contact

Fetches the details of an existing contact by query

Remove tag from contact

Removes a tag from the specified contact

Remove contact from campaign

Removes a contact from an existing campaign

What is EvaluAgent?

EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.

Customer Support

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.

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Logic

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

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Custom functions

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

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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