Tutorial - send GHL contacts to IDX Broker

Set up a workflow in your LeadConnector account to automatically send your LeadConnector contacts to IDX Broker.

  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 Created" 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:

    Click on "Save Action".

    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: contact_id
    • Value: click on the label icon and a list of available fields will appear. Select Contact > First Name from the list.

    Do the same with the following fields:

    • first_name - Contact's First Name
    • last_name - Contact's Last Name
    • email - Contact's Email
    • phone - Contact's Phone
    • contact_id - Contact's ID

    Click on "Save Action".

    After saving the webhook, this is how the workflow will look.

    Now we need to add a new action to add the tag "idx-lead" to the contact. Click on the "+" action circle to add a new action and look for the "Add Tag" action. Click on it and fill in the required fields.

    This is how the workflow will look after adding the tag.

  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 create a GHL form or survey to test the workflow. Or you can send the contacts directly to IDX Broker after adding an specific tag to the contact. Feel free to customize the workflow to fit your needs.

    Check that the lead is inserted in IDX Broker automatically.

    If you're using the LeadConnector dashboard, check if the lead is inserted in the dashboard as well.