GoHighLevel Integration

 

1. Overview of Integration 0:03

• The integration allows Go High Level to query Com Track for commission data.
• It helps determine if commissions exist for a specific contact.

2. Setting Up a New Workflow 0:44

• Create a new workflow in Go High Level.
• Ignore the trigger for now and select 'New Action'.

3. Configuring the Webhook 0:51

• Choose 'Custom Webhook' and rename it as desired.
• Set the event to 'Custom' and method to 'GET'.
• GET https://commissionconnector.com/api/reference/single

4. API Key Authorization 1:11

• For authorization, select 'API Key'.
• Enter x-api-key as the key name and create a new key (e.g., 'ComTrack API Key').
• Copy the API Key from your Com Track account and paste it into the value field.

5. Adding Query Parameters 1:56

• Add any of the following five query parameters:
  • carrier
  • client_full_name
  • agent_name
  • date
  • policy_number
• Enter these parameters as needed to query commission data.

6. Testing the Webhook 4:54

• Save the response from the webhook.
• Test the webhook with a sample contact name.
• Ensure a '200' response indicates success.

7. Mapping Data to Contact Fields 8:20

• Update contact fields based on the returned data from Com Track.
• For example, update 'Last Commission Received Date' with the 'Statement Date' from the response.

8. Setting Up Triggers and Branches 11:32

• Decide on the trigger for the workflow (e.g., contact update or manual input).
• Create a branch to check if a commission was found based on the ID returned.

9. Handling Commission Found or Not Found 13:09

• If a commission is found, update the contact fields accordingly.
• If no commission is found, consider tagging the contact or sending them to a retention workflow.

Cautionary Notes

• Ensure that the API Key is kept secure and not shared publicly.
• Double-check the accuracy of the query parameters to avoid incorrect data retrieval.

Tips for Efficiency

• Regularly update the contact information in your CRM to ensure accurate commission checks.
• Consider running this workflow on a monthly basis to keep track of commissions effectively.