About Tutorial FAQ Plunk Home Valuation + HighLevel Create a workflow using GHL tools to automate the sending of home valuation reports App Setup The first time you go to Plunk Home Valuation + HighLevel, you will see a button that says "Connect HighLevel". Click on the button and you will be redirected to the HighLevel page to select the sub-account you want to connect. After selecting the sub-account, you will be redirected to IDXAddons to finish the setup. Click on "Install". This will create the custom fields in your HighLevel account. Once the app is installed, you will see a green checkmark. Snapshot In IDXAddons, go to LeadConnector Webhook & Workflows and copy the link to get the Snapshot that contains the workflows. Open the link in a new tab and click on "Yes! Import now". You will see the Imported Snapshot in your LeadConnector's Snapshot page. Now go to your sub-accounts in HighLevel. Select the one where you want to import the workflows and click on "Manage Client". On the top right corner, click on Actions > Load Snapshot. A wizard will appear. Select the Snapshot you want to import and click on "Proceed". All assets found in the Snapshot will be listed. Click on "Proceed" to import all of them or select the ones you want to import and click on "Proceed". For this app to work, you need to import the following assets: Workflow: Plunk Valuation If no conflicts are found, you will see "No Conflicts Detected". Click on "Proceed" to import the assets. GHL will start importing the assets. This may take a few minutes and you will be notified when it's done. If you go to the sub-account's Automations > Workflows, you will see the imported workflow Plunk Valuation Publish workflow Click on the workflow to see the details. You can edit the workflow and change the settings if you want to. Don't forget to publish the workflow and save the settings. The published workflow will look like this: Test workflow Your contacts will have new custom fields in their Contact Details page. Enter an address in the custom field "IDX Plunk Home Valuation Address" and Click on "Save". Enter an address in the custom field "IDX Plunk Home Valuation Address" and Click on "Save". In the workflow Plunk Valuation, go to Enrollment History and click on "Force the contact to the next step in the workflow". You will see the email sent to the contact with the valuation of the property. The next time a contact enters the workflow, the valuation will be sent to them with the address entered in the custom field, the current and the last home valuation.