HighLevel and Salesforce automations

Ready-made scenarios where HighLevel and Salesforce work for you: pick one — a copy appears in your account and runs on its own.

51 scenarios

Salesforce people feed your HighLevel audiences
Work tasks copy into your personal HighLevel
Salesforce customers land in your address book
Salesforce submissions become tasks in HighLevel
Push Salesforce leads into HighLevel audiences
New lead in Salesforce becomes a task in HighLevel
New issues in Salesforce — tasks in HighLevel
CRM contacts pushed into ad audiences
New Salesforce projects become tasks in HighLevel
Ad leads become CRM deals
Salesforce leads — contacts in HighLevel
New Salesforce contacts show up in HighLevel
Documents from storage sent to accounting
Deal moves a stage in Salesforce — a task appears in HighLevel
New CRM deal, task in your task manager
Tasks from one task manager, mirrored in the other
Personal tasks flow into the team Salesforce
Tasks sync into your other Salesforce
Copy HighLevel entries into Salesforce
Address-book contacts become leads in your Salesforce
Contacts from HighLevel into Salesforce audiences
Contacts synced into accounting
HighLevel entries — into Salesforce
Tasks from one Salesforce — copied into the other Salesforce
Copy tasks from one Salesforce to another
Move tasks from one Salesforce to the one you actually use
New HighLevel contacts — into Salesforce audiences
Tasks from one Salesforce appear in the other
Tasks from one Salesforce mirrored in the other
Contacts from Salesforce — into HighLevel on their own
Customer tickets into team tasks
Two-way contact sync between two CRMs
All work accounts for a new hire from one form
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
New subscribers scored and enriched — straight into your CRM
Fast-track VIP support tickets — instant task and alert
Stuck tickets, followed up automatically
Urgent tickets become tasks and an instant team alert
A lead replies — the CRM card updates and a task lands on a rep
Contract renewal reminders: an email to the client, a task for the rep
Capture and route leads from every channel
Ticket triage and escalation with response-time control
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Tasks from your meeting recording, straight into the tracker
An end-of-day report — written by AI and sent for you
Tasks from Salesforce — straight into HighLevel, always in sync
Action-emails — straight onto your to-do list
A requirements doc that keeps itself current
Feedback triage and customer replies — automatically
A personal assistant in your messenger: email, calendar, tasks, expenses