TeamWave + GoHighLevel Integration

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TeamWave + GoHighLevel Integration

Create GoHighLevel contact for new TeamWave person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this TeamWave - GoHighLevel integration, anytime a new TeamWave person is created, an GoHighLevel contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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TeamWave + GoHighLevel Integration

Create GoHighLevel opportunity from new TeamWave person

Anytime a new person is created in your TeamWave, a new opportunity will automatically be created in your GoHighLevel. This ensures that all of your opportunity are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This TeamWave - GoHighLevel integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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TeamWave + GoHighLevel Integration

Create GoHighLevel task for new TeamWave person

In TeamWave, when you create a person, it automatically creates a task in GoHighLevel for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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TeamWave + GoHighLevel Integration
1.
  • TeamWave
    Person is created in TeamWave
  • TeamWave
    Person is updated in TeamWave
  • TeamWave
    Project is created in TeamWave
  • TeamWave
    Deal is created in TeamWave
  • TeamWave
    Deal is updated in TeamWave
  • TeamWave
    Task is created in TeamWave
  • TeamWave
    Task list is created in TeamWave
  • TeamWave
    Organization is created in TeamWave
  • TeamWave
    Organization is updated in TeamWave
  • TeamWave
    Milestone is created in TeamWave
  • TeamWave
    Time log is created in TeamWave
  • TeamWave
    Activity is created in TeamWave
  • GoHighLevel
    Task is added in GoHighLevel Instant
  • GoHighLevel
    Pipeline stage is changed in GoHighLevel Instant
  • GoHighLevel
    Customer booked an appointment in GoHighLevel Instant
  • GoHighLevel
    Customer replies in GoHighLevel Instant
  • GoHighLevel
    Trigger link is clicked in GoHighLevel Instant
  • GoHighLevel
    Call status is changed in GoHighLevel Instant
  • GoHighLevel
    Opportunity is staled in GoHighLevel Instant
  • GoHighLevel
    Birthday reminder is sent in GoHighLevel Instant
  • GoHighLevel
    Custom date reminder is received in GoHighLevel Instant
  • GoHighLevel
    Task reminder is received in GoHighLevel Instant
  • GoHighLevel
    Form is submitted in GoHighLevel Instant
  • GoHighLevel
    Survey is submitted in GoHighLevel Instant
  • GoHighLevel
    Contact tag is changed in GoHighLevel Instant
  • GoHighLevel
    Order form is submitted in GoHighLevel Instant
  • GoHighLevel
    Appointment is created in GoHighLevel Instant
  • GoHighLevel
    Contact is created in GoHighLevel Instant
  • GoHighLevel
    Opportunity is created in GoHighLevel
  • GoHighLevel
    Opportunity status is changed in GoHighLevel Instant
  • GoHighLevel
    Note is added in GoHighLevel Instant
  • GoHighLevel
    Email event occurs in GoHighLevel Instant
2.
  • TeamWave
    Create person in TeamWave
  • TeamWave
    Search person in TeamWave
  • TeamWave
    Update person in TeamWave
  • TeamWave
    Create deal in TeamWave
  • TeamWave
    Update deal in TeamWave
  • TeamWave
    Search deal in TeamWave
  • TeamWave
    Create task in TeamWave
  • TeamWave
    Create activity in TeamWave
  • TeamWave
    Create organization in TeamWave
  • TeamWave
    Update organization in TeamWave
  • TeamWave
    Search organization in TeamWave
  • TeamWave
    Create event in TeamWave
  • TeamWave
    Search user in TeamWave
  • TeamWave
    Create milestone in TeamWave
  • TeamWave
    Create project in TeamWave
  • TeamWave
    Add follower in TeamWave
  • GoHighLevel
    Get contact by ID in GoHighLevel
  • GoHighLevel
    Create appointment in GoHighLevel
  • GoHighLevel
    Create contact in GoHighLevel
  • GoHighLevel
    Update contact in GoHighLevel
  • GoHighLevel
    Search contact in GoHighLevel
  • GoHighLevel
    Create opportunity in GoHighLevel
  • GoHighLevel
    Update opportunity in GoHighLevel
  • GoHighLevel
    Search opportunity in GoHighLevel
  • GoHighLevel
    Create task in GoHighLevel
  • GoHighLevel
    Create note in GoHighLevel
  • GoHighLevel
    Create account in GoHighLevel
  • GoHighLevel
    Add lead to campaign in GoHighLevel
  • GoHighLevel
    Create user in GoHighLevel
  • GoHighLevel
    Stop all campaigns for lead in GoHighLevel
  • GoHighLevel
    Add tag to existing contact in GoHighLevel
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