GoHighLevel

Connect GoHighLevel (Salesteam’s GoHighLevel app)

1. In Salesteam, open Settings → Integrations → GoHighLevel, choose when people go in and from which campaigns, and click Connect GoHighLevel.
2. GoHighLevel opens. Pick the sub-account and click Allow. An agency can pick several sub-accounts; Salesteam then asks which one this workspace sends to.
3. Back in Salesteam, click Send test. It also adds a LinkedIn URL contact field to the sub-account if it has none.
4. Optional: under Opportunities, pick a pipeline and the stage for interest and for a booked meeting. The lead’s opportunity is made when they’re marked Interested and only ever moves forward.

Like every CRM, GoHighLevel gets a person once they reach the stage you chose: Interested (marked in the inbox, by AI reply tags, or with an outcome from Interested on), Meeting booked or Won, from the campaigns you chose. They arrive as a contact with their LinkedIn URL, a tag for that moment such as Salesteam: Lead Marked Interested (added next to the contact’s other tags) and a note. Someone already in the sub-account keeps their contact: Salesteam finds it by email, then LinkedIn URL, then name and company (only when exactly one contact has them), and only fills in what’s empty there. It never changes a name, email or field GoHighLevel already has. From then on, each reply and booked meeting adds a tag and a note with their message, and moves the opportunity. In GoHighLevel’s workflow builder, Salesteam adds the triggers Lead replied on LinkedIn, Lead interested and Meeting booked, and the actions Add contact to Salesteam campaign and Stop in Salesteam. GoHighLevel bills Marketplace triggers and actions per run (LC Premium); the Contact Tag trigger below has no fee.

Or connect with a Private Integration token: send Interested leads and start workflows, with no premium trigger

5. In the GoHighLevel sub-account, open Settings → Private Integrations and click Create new integration. Name it Salesteam, pick View Contacts, Edit Contacts, View Custom Fields and Edit Custom Fields, create it and copy the token. (The custom field permissions let Salesteam keep the LinkedIn URL in a LinkedIn URL contact field; without them it’s only in the notes.)
6. In Salesteam, open Settings → Integrations → GoHighLevel (under Advanced when Connect GoHighLevel is offered), paste the token and the sub-account’s address from your browser (or its Location ID), choose when people go in and from which campaigns, and click Connect. Salesteam checks the token by reading one contact.
7. Salesteam adds a person once they reach the stage you chose: Interested (marked in the inbox, by AI reply tags, or with an outcome from Interested on), Meeting booked or Won, and only from the campaigns you chose. Nobody else goes in. They arrive with a tag for that moment: Salesteam: Lead Marked Interested, Salesteam: Meeting Booked or Salesteam: Outcome Changed. Someone already in GoHighLevel keeps their contact (found by email, then LinkedIn URL, then name and company when exactly one contact has them), and Salesteam only fills in what’s empty there, never changing what GoHighLevel has. From then on, each event goes on that contact (one contact per lead), adds a tag such as Salesteam: First Message Reply Received, or for a tag added in Salesteam that tag itself, like Salesteam: Meeting booked, and logs a note with what happened and the person’s LinkedIn link.
8. In GoHighLevel, start a workflow with the Contact Tag trigger on one of those tags, then add actions such as Create Opportunity, Send SMS or Assign to user. Contact Tag isn’t a premium trigger, so there’s no fee per run.

Or use GoHighLevel’s Inbound Webhook trigger

Inbound Webhook is a premium trigger: HighLevel charges $0.01 a run after 100 free runs per sub-account.

9. In GoHighLevel, create a workflow with the Inbound Webhook trigger and copy its URL.
10. In Salesteam, open Settings → Integrations → GoHighLevel, click Use an Inbound Webhook trigger instead, paste the URL, pick the events and click Connect. Then send a sample of the event you want.
11. Back in the trigger, fetch the sample you just sent and use it to map lead.email, lead.firstName, lead.lastName and lead.linkedinUrl to the contact.

Change something in Salesteam from GoHighLevel

With Connect GoHighLevel, use Salesteam’s workflow actions: Add contact to Salesteam campaign (pick the campaign; the contact’s LinkedIn URL field goes with it) or Stop in Salesteam. Without it, use the Custom Webhook action with method POST, the API address, the two headers above and a JSON body. For example, add a new contact to a campaign, or stop someone when an appointment is booked.