Prerequisites
Before you begin, ensure you have:
A Go High Level account with access to pipelines and triggers
A WooSender account
A Zapier account
A basic understanding of automation workflows
Step 1: Set Up a Pipeline in Go High Level
Log in to Go High Level.
Navigate to Opportunities and click on Pipelines.
Click + New Pipeline and define stages (e.g., New Lead, Contacted, Converted).
Save the pipeline.
Step 2: Create a Trigger in Go High Level via Workflow
Go to Automation, Create New Workflow and click + Create Trigger.
Set Pipeline Stage Changed as the trigger event.
Select the specific Pipeline and Stage that should trigger the Zapier integration.
Choose Action as Send Webhook.
In the webhook URL field, enter the Zapier Webhook URL (generated in the next step).
Click Save & Activate.
Step 3: Set Up a Zapier Webhook Trigger
Log in to Zapier and create a new Zap.
Choose Webhooks by Zapier as the trigger app.
Select Catch Hook as the trigger event.
Copy the generated Webhook URL and paste it into Go High Level’s webhook field (Step 2).
Click Continue and send a test lead from GHL.
Review and confirm that Zapier is receiving data correctly.
Step 4: Configure WooSender as the Zapier Action
Select WooSender as the action app in Zapier.
Choose an action event such as Create Contact.
Connect your WooSender account by logging in.
Map the relevant fields from GHL data to WooSender fields (e.g., Name, Email, Phone Number).
Click Continue and test the action to ensure WooSender receives the correct information.
Step 5: Activate and Monitor the Zap
Click Publish Zap to activate the workflow.
Monitor the Zap History in Zapier to check for errors.
If needed, adjust the field mappings and retry the test.
Conclusion
By following these steps, you can effectively automate lead movement between Go High Level and WooSender using a Pipeline Stage Trigger via Zapier. This integration helps streamline communication and enhances sales efficiency.