CRM & sales systems
Sync contacts, track opportunities, assign tasks, and book appointments.
Overview
The Softr GoHighLevel integration moves data both ways. From your Softr app into GoHighLevel: when a form is submitted, a user signs up, or a record changes, your workflow can create or update contacts, create and update opportunities, manage a contact's tasks, and book appointments on a calendar. From GoHighLevel back into Softr: instant triggers start your workflows when a contact is created or an opportunity moves to another stage.
Each connection is linked to one GoHighLevel business account (sub-account). Softr picks up that account's pipelines, stages, calendars, users, and custom fields, so the fields you see in the workflow builder match your CRM.
Available triggers
- Contact createdStarts a workflow when a new contact is created in GoHighLevel.
- Opportunity stage changedStarts a workflow when an opportunity moves to a different stage in GoHighLevel.
Available actions
- Create or update contactCreate a contact, or update the existing one when a contact with the same email address or phone number already exists — no duplicate checks needed. Set the contact's name, company, address, website, source, timezone, tags, assigned user, custom fields, and whether they should receive messages (Do not disturb).
- Update contactUpdate an existing contact by its ID. Only the fields you fill in are changed; the rest stay as they are.
- Get contactRetrieve a contact by its ID and use its details in later steps — for example, the full details of the contact that started the workflow.
- Search contactsSearch contacts by name, phone, email, tags, or company. Leave the search query empty to list all contacts. Results come in pages of up to 100 contacts, sorted by date added or date updated.
- Delete contactDelete a contact by its ID.
- Create opportunityCreate an opportunity in a pipeline stage for a contact, with its name, status, value, assigned user, expected close date, win probability, and custom fields.
- Update opportunityUpdate an opportunity by its ID — move it to another stage, change its status, value, or assigned user. The new stage must belong to the opportunity's pipeline. When you set the status to lost, you can also give a lost reason.
- Get opportunityRetrieve an opportunity by its ID.
- Search opportunitiesSearch opportunities, optionally filtered by pipeline, stage, status, assigned user, and creation date. Results come in pages of up to 100 opportunities.
- Create taskCreate a task for a contact, with a title, description, due date, and assigned user.
- Update taskUpdate a contact's task — change its title, description, due date, or assigned user, or mark it as completed or not completed.
- List tasksList all tasks of a contact.
- Delete taskDelete a task from a contact.
- Book appointmentBook an appointment on a GoHighLevel calendar for a contact. Set the start time, and optionally the end time, title, description, status, assigned user, and meeting location (Zoom, Google Meet, Microsoft Teams, phone, address, or a custom location).
Example use cases
Usecase
Description
- Lead captureCreate or update a GoHighLevel contact whenever someone submits a form in your Softr app.
- Deal trackingCreate an opportunity in your sales pipeline when a member requests a quote, and move it when they accept.
- Follow-up tasksCreate a task for your team when a client submits a request in your client portal.
- Appointment bookingBook a GoHighLevel appointment from a booking form in your Softr app.
- Client onboardingWhen an opportunity moves to "Won", create the client's records and give them access to your Softr portal.
- CRM to app syncWhen a contact is created in GoHighLevel, add them to a Softr table.
Key benefits
- No-code CRM automation: Keep GoHighLevel contacts, opportunities, and tasks up to date from your Softr app — no scripts or developer help required.
- No duplicate contacts: Create or update contacts by email address or phone number.
- Pipelines that move themselves: Create opportunities and move them between stages as things happen in your app.
- Real-time triggers: React instantly when a contact is created or an opportunity changes stage in GoHighLevel.
- Matches your account: Pipelines, stages, calendars, users, and custom fields are loaded from your GoHighLevel business account.
