HL Pro Tools + LeadConnector
Update user permissions in HighLevel Location Pro Tools with new changes to pipeline stages in LeadConnector
There are some things you just can’t automate within your software. Manually changing contact information in HighLevel is a pain. Make it easy for yourself with this Zap. Set up this integration and new pipeline activity within your LeadConnector account will automatically update user permissions in HighLevel Location Pro Tools. Set this up to focus on important tasks instead of manually updating lead information.
There are some things you just can’t automate within your software. Manually changing contact information in HighLevel is a pain. Make it easy for yourself with this Zap. Set up this integration and new pipeline activity within your LeadConnector account will automatically update user permissions in HighLevel Location Pro Tools. Set this up to focus on important tasks instead of manually updating lead information.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this...Lookup User
Lookup Users in the database at HighLevel based on available search filters
- then do this!Update User
This action allows to update an existing user and assign atleast one location to the user in an Agency
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Use Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Select LocationRequired
Campaign IDRequired
Contact IDRequired
