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Push Leads into GHL From UpHex - Full Setup Tutorial
Push Leads into GHL From UpHex - Full Setup Tutorial
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Written by Heather Kelley
Updated over 4 months ago

After launching a Facebook Lead Gen ad, you'll want to ensure leads are automatically sent to your GoHighLevel account. Here's how to set that up in UpHex:

  1. Enable Lead Push:

    • Go to "Preferences" in UpHex.

    • Scroll down to "Push Leads into GHL" and enable it.

    • Save your changes.

  2. Connect GoHighLevel:

    • Go to "Integrations."

    • Select "Connect into GHL."

    • Choose your agency account, allow access to all sub-accounts, and enable future installations.

    • Proceed to connect.

  3. Automatic Tagging:

    • UpHex will tag leads with the title of your Facebook ad offer.

    • You can add custom tags within your ad template under "GHL Custom Tags."

  4. Trigger GoHighLevel Automations:

    • Create a workflow in GoHighLevel (or modify an existing one).

    • Set the triggering action to "When a contact is created" with the filter "Has the tag" and specify the tag used by UpHex.

    • Add the actions you want to happen (e.g., notifications, text messages, adding to opportunities).

Important Notes:

  • You can use broader tags (like "weight loss") instead of the ad title for more general triggers.

  • Ensure the trigger has a tag filter to prevent it from firing for actions like list uploads.

By following these steps, you can seamlessly integrate your UpHex Facebook Lead Gen ads with GoHighLevel, automate lead management, and trigger relevant actions within your CRM.

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