GoHighLevel integration
Connect GoHighLevel with your Softr applications to keep your CRM in step with your app — capture leads from forms, move deals through your pipelines, assign follow-up tasks, and book appointments, all without code. Workflows can also start the moment a contact is created or an opportunity changes stage in GoHighLevel.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 Actions
Contacts
Create or update contact
Create 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). Setting Tags replaces all of the contact’s current tags.Update contact
Update an existing contact by its ID. Only the fields you fill in are changed; the rest stay as they are.Get contact
Retrieve 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 contacts
Search 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 contact
Delete a contact by its ID.Opportunities
Create opportunity
Create 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 opportunity
Update 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 opportunity
Retrieve an opportunity by its ID.Search opportunities
Search opportunities, optionally filtered by pipeline, stage, status, assigned user, and creation date. Results come in pages of up to 100 opportunities.Tasks
Create task
Create a task for a contact, with a title, description, due date, and assigned user.Update task
Update a contact’s task — change its title, description, due date, or assigned user, or mark it as completed or not completed.List tasks
List all tasks of a contact.Delete task
Delete a task from a contact.Calendars
Book appointment
Book 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).- If you leave the end time empty, the calendar’s slot duration is used.
- If you leave the meeting location empty, the calendar’s default location is used.
- By default, the booking follows the calendar’s availability and scheduling rules. Turn on Skip free-slot validation to book a slot that is already taken, or Ignore date range to book outside the calendar’s scheduling window.
- Turn on Send notifications to run the calendar’s automations and send its notifications for this booking.
Available Triggers
Contact created
Starts a workflow when a new contact is created in GoHighLevel.Opportunity stage changed
Starts a workflow when an opportunity moves to a different stage in GoHighLevel. To test a trigger, create a contact or move an opportunity to another stage in GoHighLevel, then load the event in the workflow builder.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.
Example Use Cases
How to Connect Softr with GoHighLevel
- Open your Softr app and go to Workflows.
- Create a new workflow and add a GoHighLevel action or trigger, for example Create or update contact.
- Click Connect to GoHighLevel and sign in to your GoHighLevel account.
- Choose the business account (sub-account) to connect, and approve the requested permissions. If you sign in with an agency account, choose one of its sub-accounts.
- Choose the trigger that should run the workflow (form submission, sign-up, record update, schedule).
- Fill in the action’s settings — using fields from your Softr forms, records, or previous workflow steps.
- Save and activate your workflow.