A weekly leads-and-deals report — to your messenger

Once a week the scenario counts new leads and closed deals in HighLevel and sends a short report to botHelp.

  • New leads for the week
  • Value of closed deals
  • A report on schedule
  • Delivered to your messenger
Set it upScriptera

How it works

To pass leads from HighLevel to botHelp automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule the report
  2. Then: Get all contacts
  3. Check: Filter leads added last week
  4. Then: Count leads
  5. Then: Send report to a Slack channel
  6. Then: Get all deals
  7. Check: Filter won deals last week
  8. Then: Sum deal value

You can launch this HighLevel + botHelp integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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