GoHighLevel
GoHighLevel email integration
Forward a lead's email to ForwardThis and GoHighLevel gets the contact, the opportunity in the pipeline from your instructions, or the appointment booked on a calendar. It can read back the conversation history with somebody, but it cannot text or email them.
Setup in 30 seconds.
How it works
Connect GoHighLevel
Create a free account and connect GoHighLevel. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made, and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Interested in your marketing packages
Add Sarah to GoHighLevel as a lead, note what she's after, and put an opportunity in the Sales pipeline so I remember to quote her.
---------- Forwarded message ----------
Hi Dan - we spoke at the trade show last week. Could you send over pricing for the social media package? We'd want to start in October. Sarah Whitfield, Fern & Co.
Added Sarah Whitfield
sarah@fernandco.com · tagged lead
Noted what she's asking for
Pricing for the social media package, October start
Added an opportunity
Fern & Co - social media package · Sales pipeline
Undo available for 24 hours if something does not look right.
Some other examples
- “Tag jane@acme.com as a hot lead and add a task for me to call her tomorrow.”
- “Move the Henderson kitchen job to Proposal Sent and set the value to $4,500.”
- “Which opportunities in the pipeline are still open?”
Everything ForwardThis can do in GoHighLevel
Create contact
Add a contact
Update contact
Update a contact's details
Look up a contact
Look up a contact
Read a record
Read one contact or opportunity in full
Add note
Add a note to a contact
Create task
Add a follow-up task
Update task
Update or complete a task
Look up tasks
Look up a contact's tasks
Change tags
Add or remove a contact's tags
Create calendar event
Book an appointment
Look up calendar
Look up the calendar
Cancel event
Cancel an appointment
Search messages
Read a contact's conversation history
Add CRM record
Add an opportunity to a pipeline
Update CRM record
Update an opportunity
Look up records
Look up opportunities
Try it with a real email.
Forward any email to the address below to see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to GoHighLevel?
- In GoHighLevel the email becomes a contact with the name, email, phone, company and tags you mention, a note, a task or an opportunity, and never an enrolment in a campaign or workflow, because that would start automated emails and texts to the person. Forward the email to your ForwardThis address with a simple instruction, like "add this person as a contact and set a task to call them". ForwardThis does it in GoHighLevel and replies to confirm; a contact already there with that email address is updated rather than duplicated. The first time, you'll need a free account with GoHighLevel connected, which takes about 30 seconds, and that's the entire GoHighLevel email integration.
- Can it create a contact in GoHighLevel from an email?
- Yes. Forward the email and say "add them as a contact" - the name, email, phone, company and any tags you mention go on the record. If a contact with that email already exists, the details are updated instead, so nobody gets duplicated.
- Can it add a contact to a campaign or workflow?
- No. Enrolling someone in a campaign or workflow starts automated emails and texts to them, and a forwarded email is not the place to authorise sending. ForwardThis keeps to records: contacts, notes, tasks, tags and opportunities. It never sends anything to your contacts.
- Is this GoHighLevel email automation?
- It works in the opposite direction. GoHighLevel's own email automation sends campaigns and follow-up sequences to your contacts. ForwardThis handles the email arriving in your inbox: forward a lead's enquiry or a client's reply, and the contact, note, task or opportunity is created for you. Nothing here sends email to anyone.
- What if it gets something wrong?
- Every action is confirmed by reply, and undo works for 24 hours. A contact it added is removed again, an edit is put back the way it was. If someone on your team has changed the record since, it leaves their edit alone and tells you instead.
- How is this different from GoHighLevel's own email integration?
- GoHighLevel's email integration syncs your inbox into Conversations, so messages get logged automatically - the better choice if that's all you want. ForwardThis is for the emails that need work done: one forward can create the contact, the note, the follow-up task and the opportunity, in GoHighLevel or any of your other apps.