A screen-recorded YouTube tutorial (by Nate Tilley) demonstrating how to create a Zap in Zapier that sends ClickFunnels opt-in contacts (email and name) into a GoHighLevel sub-account as a lead/opportunity. The walkthrough covers authorizing ClickFunnels, mapping fields, selecting the correct HighLevel sub-account via API key, testing the Zap, and troubleshooting when records land in the wrong account or duplicate are created.
Chapters
Into, you know like High level for example. That'd be one. So I'm going to create a brand new zap and I'm recording this. So I'm just going to explain it even though. Okay, so I'm going to create a new zap. Click funnels. Click Funnels. New contact, Continue. Then I'm going to sign into the account authorize Zapier to use my account. Hopefully it uses the right account. Which account are we using here? So that might be. Oh yeah, nice. So it goes into the account that you're in. Elevate. So this is the same thing that you'll do for RAS Funnel. Step. Opt in, opt in. Test trigger. Mohammed. Email. It's just going to be email and name. Okay, continue. Okay. And then we're going to send them into our high level account. Add lead to. Let's do. We'll start with add Update Object Opportunity and High level account Growth solutions Portal. Continue. First name Muhammad Email his email. Okay, and that's all the information we're getting here. Then we're going to mark as a lead True. Select Pipeline, your. Agency pipeline. Select stage Prospect, Assign to user. I'm going to do that and continue. Now we're going to test continue and we're going to turn on the zap and. Don't show this again. Okay, now I'm going to go to the growth solutions app Solutions. Boom. What's Muhammad's agency name? Diffusion. Diffusion Marketing. Diffusion Marketing. Okay, so for summary. Oh, okay. So since I was playing with it a second ago, it made a couple different accounts for him. So I have to go delete these accounts. Okay, so then it's in Growth Solutions Portal. So I did it into the wrong account. So I gotta go back and I gotta make sure that it's into the right account. So let's go choose account Growth Solutions Portal. We need to add a new account from High level API key. That's going to be. We'll just do diffusion marketing settings. Where is that API key? Right here. Copy. Right here. Paste. Yes. Continue, Continue. Same thing. Continue. Test, continue. Turn on the zap. Okay, then we're going to go back to our go Solutions diffusion opportunities and we should have one opportunity right here. Oh, why is this not in here? Why is this not working? I think I did it. All right, let me see if it'll let me send that back over. Retest and continue. Let's try it again. Choose account High Level. Oh, I see. Why wouldn't it? Let me. Yeah, Zapier can get a little confusing. But. But I'm recording all this, so we'll be able to go back and look through it. High level diffusion, digital marketing test testing Zaps. Okay. Boom. So weird. It. Boom. Boom. Select pipeline agency pipeline. Select stage prospect. Assign to user. Okay, cool. Now it worked. Okay, cool. So that is how we zap a clickfunnels email opt in into our Go high level account and then the rest we can handle in the GoHighLevel account. So.
