Tutorial

Tutorial - delete an IDX Broker lead

Set up a workflow in your LeadConnector account to delete an IDX Broker lead from HighLevel automatically.

Important

  • This action can't be undone. Make sure you have the correct lead ID or email before using this webhook.
  • The lead's activity will be removed from the LeadConnector Dashboard too.

  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/delete-lead.php?action=delete_lead&location={{location.id}}&lead_id={{contact.lead_id_idxaddons}}&hash={{custom_values.idxaddons_hash}}

    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 delete a lead after adding an specific tag to the contact. Feel free to customize the workflow to fit your needs.

    Check that the lead has been deleted from IDX Broker in the "Leads" section.