Connect GoHighLevel and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for GoHighLevel
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of GoHighLevel and smartoffice
Enable Integrations or automations with these events of GoHighLevel and smartoffice
Actions
Create Task
Creates a new task.
Update Task
Update the details of an existing task by its ID.
Search Task
Find the details of a task by its id.
Delete Task
Delete the task by its id.
Create Contact
Creates a new contact.
Update Contact
Update the details of existing contact.
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Frequently Asked Questions
To start, connect both your GoHighLevel and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in GoHighLevel triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how GoHighLevel data is recorded in smartoffice. This includes choosing which data fields go into which fields of smartoffice, setting up custom formats, and filtering out unwanted information.
The data sync between GoHighLevel and smartoffice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between GoHighLevel and smartoffice. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About GoHighLevel
GoHighlevel is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
Learn MoreAbout smartoffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
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