Add Form Leads to HighLevel with AI

What does this HighLevel automation do?

A new Typeform submission creates or updates a HighLevel contact and opens an opportunity.

What can you do with it?

• Put every form lead in the funnel
• Avoid duplicate contacts
• Start the pipeline from the real submission

The Steps

This automation runs in 3 steps:

1. When Typeform: New Submission
2. Then HighLevel: Create or Update Contact
3. Then HighLevel: Create Opportunity

Who is this automation for?

Built for marketers who run forms outside HighLevel. A new Typeform submission creates or updates a HighLevel contact and opens an opportunity.

How do you set it up?

• Open the "Automations" tab in your workspace.
• Click ➕ Add automation, then start from scratch.
• Add the trigger "New Submission" from Typeform.
• Add the action "Create or Update Contact" from HighLevel.
• Add the action "Create Opportunity" from HighLevel.
• Connect your HighLevel account when prompted, then enable the toggle in the top-right corner.

Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.