How to Use Zapier with LeadConnector (formerly HighLevel)

This guide explains how to connect LeadConnector (formerly HighLevel) to Zapier, set up automations, and manage your account so you can streamline your workflows without writing code.

The steps and options in this tutorial are based on the official documentation from LeadConnector and the Zapier platform. Follow along to create a secure connection and start moving data automatically between your apps.

What you need before connecting to Zapier

Before you connect LeadConnector to Zapier, make sure you have everything required. Verifying these details first will help you avoid common connection errors.

• An active LeadConnector (formerly HighLevel) account.
• Access to the correct location/workspace in your LeadConnector account.
• An active Zapier account with permission to add new connections.
• A supported web browser with pop-ups allowed for authentication.

Once these items are ready, you can safely connect your accounts and begin creating automated workflows.

How to connect LeadConnector to Zapier

You can connect LeadConnector directly from within the Zap editor. This gives Zapier secure access to your account using your login credentials, not a manual API key.

Step 1: Start a new Zap in Zapier

1. Log in to your Zapier account.
2. Select Create or Create Zap from your dashboard.
3. In the trigger or action app search bar, type LeadConnector (formerly HighLevel).
4. Click the LeadConnector app to continue.

Zapier will prompt you to choose a trigger or action event before you connect your account.

Step 2: Choose a LeadConnector event in Zapier

When you select LeadConnector, Zapier will show a list of available events. These may include options such as:

• New Contact
• New Opportunity
• Updated Opportunity
• New Appointment

The exact list may change over time as LeadConnector and Zapier add new capabilities. Choose the event that matches the automation you want to build, then click Continue.

Step 3: Connect your LeadConnector account in Zapier

1. In the Choose account step, click Sign in or Connect a new account.
2. A secure window will open prompting you to log in to LeadConnector (formerly HighLevel) if you are not already logged in.
3. Enter your LeadConnector credentials and complete any authentication prompts.
4. Review the access permissions and click Allow or Authorize to grant Zapier access.

After successful authorization, Zapier will list your connected LeadConnector account as an available option in the Zap editor.

Step 4: Select the correct LeadConnector location

If your LeadConnector account has multiple locations or workspaces, you may be asked to choose the specific one for this connection. To avoid data going to the wrong place:

• Confirm the exact location name in your LeadConnector dashboard.
• Select that same location from the dropdown list in Zapier.
• Click Continue to move to the next setup step.

This ensures that the correct contacts, pipelines, or appointments are used in your Zapier workflows.

How to set up LeadConnector triggers in Zapier

Once your account is connected, you can configure how and when Zapier runs your automation based on LeadConnector activity.

Configure your trigger options

1. In your Zap, confirm that the app is set to LeadConnector (formerly HighLevel) and that a trigger event is selected.
2. Click Continue to open the trigger fields.
3. Fill in any required fields, such as pipeline, opportunity status, or location, depending on the selected event.
4. Use filters where available to narrow down the data that will start your Zap.

These options help you control when Zapier should run, for example only when a new lead appears in a specific pipeline stage.

Test your LeadConnector trigger in Zapier

1. Click Test trigger in the Zap editor.
2. Zapier will attempt to find sample data from your LeadConnector account that matches the configured options.
3. If a sample record is found, review the returned fields to confirm that the right information is being pulled.
4. If no data appears, create a test contact or opportunity in LeadConnector, then run the test again.

Successful test data ensures that later steps in your Zap can map and use the correct fields.

How to set up LeadConnector actions in Zapier

After configuring your trigger, you can add actions that send data back into LeadConnector or to other apps through Zapier.

Add a LeadConnector action step

1. In the Zap editor, click the + icon below your trigger.
2. Select LeadConnector (formerly HighLevel) as the action app.
3. Choose an action event, such as Create/Update Contact or another available option.
4. Click Continue.

Zapier will prompt you to select the connected LeadConnector account again and configure action-specific settings.

Map fields from your trigger to LeadConnector

1. In each field, click inside the input box.
2. Use the dropdown to select data from previous steps in your Zap, such as name, email, phone, or custom fields.
3. Combine static text and dynamic fields to build values like notes or tags.
4. Fill in all required fields marked by an asterisk.

Field mapping tells Zapier exactly how to send information from one app into LeadConnector.

Test your LeadConnector action in Zapier

1. Click Test or Test & continue in the action step.
2. Zapier will send a sample record to LeadConnector based on your mapped fields.
3. Open your LeadConnector account in a new browser tab and verify that the data appears as expected.
4. If something is incorrect, return to the Zap editor, adjust the mappings, and test again.

Once the test result looks correct, you can turn your Zap on and let Zapier run the automation for real data.

Managing your LeadConnector connection in Zapier

After your first workflow is live, you can manage and update the connection as needed. Use the Zapier account settings to review or disconnect access.

How to reconnect or remove LeadConnector in Zapier

1. From your Zapier dashboard, go to My Apps or Connected accounts.
2. Search for LeadConnector (formerly HighLevel).
3. Click the app to see all connected accounts.
4. Use the options provided to reconnect, rename, or remove the connection.

If you remove the account, any Zaps that use that connection will stop working until you reconnect it.

Troubleshooting LeadConnector and Zapier connection issues

If your Zap fails or the connection to LeadConnector stops working, use these checks to resolve the problem quickly.

• Confirm that your LeadConnector login still works and that the account is active.
• Verify that you still have access to the selected location or workspace.
• In Zapier, open the Zap run history to look for detailed error messages.
• Reconnect your LeadConnector account from the My Apps page if authentication has expired.
• Review any filters or conditions in your trigger that might prevent new data from firing the Zap.

If problems continue, compare your setup with the official help article for connecting LeadConnector to Zapier here: How to get started with LeadConnector on Zapier.

More resources for optimizing Zapier automations

Once your basic connection is working, you can expand your automation strategy with filters, multi-step Zaps, and additional apps.

• Use Filters in Zapier to run actions only when leads meet certain criteria.
• Add Formatter steps to clean phone numbers, dates, or names before sending them to LeadConnector.
• Combine LeadConnector with email, advertising, or scheduling tools for full-funnel automation.

For advanced automation planning, integration strategy, and implementation support beyond this tutorial, you can explore consulting services at Consultevo.

By carefully connecting LeadConnector to Zapier, testing your triggers and actions, and monitoring your run history, you can build reliable automated workflows that save time and reduce manual data entry across your marketing and sales tools.

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