Tutorial - assign a saved link to an existing IDX Broker lead

Set up a workflow in your LeadConnector account to assign an IDX Broker Saved Link to an existing IDX Broker lead.

This endpoint is useful when you want to create a saved search for a lead with specific search criteria or when you want to assign a saved search to a lead that doesn't have one.

  1. LeadConnector Workflows

    In HighLevel, go to the Workflows page.

    Select the option "Start from scratch".

    This is how the new workflow page will look.

  2. Workflow Trigger

    Click on "Add New Trigger", select "Contact Changed" and click on "Save Trigger".

    After saving the selected option, this is how the workflow will look.

  3. Webhook

    Click on the "+" action circle to add a new action.

    Look for the "Webhook" action and click on it.

    Fill in the required fields with the following information:

    The URL will look something like this: https://idxaddons.com/webhook/crm/assign-search.php?action=assigned_search&location={{location.id}}&lead_id={{contact.lead_id_idxaddons}}&hash={{custom_values.idxaddons_hash}}&assigned_search=REPLACE_SAVED_LINK_ID

    Replace the REPLACE_SAVED_LINK_ID with the saved link ID you want to assign to the contact.

    To get the saved link ID, go to your IDX Broker account under Design > Website > Saved Links and look for the saved link you want to assign to the contact. The ID will be in the first column.

    In this example, we will use the "Palm-Beach" saved link with ID 65166.

    So the URL will look like this: https://idxaddons.com/webhook/crm/assign-search.php?action=assigned_search&location={{location.id}}&lead_id={{contact.lead_id_idxaddons}}&hash={{custom_values.idxaddons_hash}}&assigned_search=65166

    Make the necessary changes to update the Saved Link ID.

    Now let's add Custom Data to the webhook. Click on "Add item" and a new Key and Value field will appear.

    Enter the following information:

    • Key: email
    • Value: click on the label icon and a list of available fields will appear. Select Contact > Email from the list.

    Do the same with the following fields:

    • email - Contact's Email
    • contact_id - Contact's ID

    Click on "Save Action".

  4. Publish the workflow

    Change the name of the workflow and publish it by turning on the toggle button. Don't forget to save the changes by clicking on the "Save" button at the top right section of the screen.

    The created workflow will appear on your Workflow's page.

  5. Test the workflow

    You can assign a saved search to the leads after adding an specific tag to the contact. Feel free to customize the workflow to fit your needs.

    Check that the lead has a new Saved Search with the same search criteria as the saved link you assigned to the contact.

    If you click on the number below the "S" column, you will see all the lead's saved searches.

    Here you can see the lead with the saved search assigned.