u/Unlikely-Yam2115

▲ 3 r/HighLevel+1 crossposts

Need suggestions about a wrokflow

So i am using a 3rd party answering service provider. If i don't pick up, they will do that for me and then send me details of the new lead in an sms.

Now i created 2 workflows:

  1. Inbound sms action -> customs code to extra lead details -> custom outbound webhook.

  2. Inbound webhook -> create contact -> create opportunity

Now why i used 2 workflow, cuz the contact in the context window of the workflow was automatically getting used for find the contact in create contact action and instead of creating a new contact it was updating the contact from which i got the sms.

Let me know if you guys have already done this type of automation before or have a better way to do the same.

Thank you!

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u/Unlikely-Yam2115 — 2 days ago