Overview
The HighLevel integration lets Avina enroll leads into your HighLevel workflows and write new contacts and audience activity into HighLevel.What it does
- Workflows: automations can enroll leads into an existing HighLevel workflow. Draft workflows aren’t listed.
- Contacts: with the push preferences turned on, Avina creates the contacts it finds in HighLevel.
- Audience activity: written to the contact as tags plus a note with the activity summary. Because activity is attached to a contact, leads without a contact aren’t written.
Setup
- Go to Settings → Integrations in Avina.
- Select HighLevel.
- Connect Write and authenticate with your HighLevel account.
- Set your Preferences: push resolved contacts, push ICP contacts, and Push audience activity to account and contact records. See CRM push preferences.
Automation actions
When building automations, HighLevel supports:- Enroll in Static Sequence: enroll leads in an existing HighLevel workflow
- Set CRM Label: mark the activity Avina writes with the automation’s name. See CRM Labels.
- Push Audience Match to CRM: push the lead’s people and activity to HighLevel for this automation only. See Push to CRM.
Use cases
Trigger HighLevel automations from Avina tags
Because Avina adds tags to each contact (for example,avina_web_visit_signal), you can start HighLevel workflows when a tag is added.
Sync behavior
- De-duplication: Avina matches contacts by email before creating anything.
- Enrollment: leads are enrolled when an automation runs, or when you enroll them manually from the automation.