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How to connect Softr and HighLevel
Create a New Scenario to Connect Softr and HighLevel
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Softr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Softr or HighLevel will be your first step. To do this, click "Choose an app," find Softr or HighLevel, and select the appropriate trigger to start the scenario.
Add the Softr Node
Select the Softr node from the app selection panel on the right.
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Add the HighLevel Node
Next, click the plus (+) icon on the Softr node, select HighLevel from the list of available apps, and choose the action you need from the list of nodes within HighLevel.
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Authenticate HighLevel
Now, click the HighLevel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HighLevel settings. Authentication allows you to use HighLevel through Latenode.
Configure the Softr and HighLevel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Softr and HighLevel Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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HighLevel
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Trigger on Webhook
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Softr
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Webhook response
Save and Activate the Scenario
After configuring Softr, HighLevel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Softr and HighLevel integration works as expected. Depending on your setup, data should flow between Softr and HighLevel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Softr and HighLevel
Softr + HighLevel + Google Sheets: When a new form submission is received in Softr, a new contact is created in HighLevel. The details of the submission are then logged in Google Sheets for analysis.
HighLevel + Softr + Twilio: When a contact is updated in HighLevel, specifically when a custom field indicates an action taken on a Softr customer portal, send an SMS update via Twilio.
Softr and HighLevel integration alternatives
About Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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See how Latenode works
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FAQ Softr and HighLevel
How can I connect my Softr account to HighLevel using Latenode?
To connect your Softr account to HighLevel on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Softr and click on "Connect".
- Authenticate your Softr and HighLevel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead capture from Softr to HighLevel?
Yes!Latenode's visual editor simplifies automating lead capture, letting you instantly sync new Softr leads into HighLevel and trigger follow-up sequences. Save time and boost conversions!
What types of tasks can I perform by integrating Softr with HighLevel?
Integrating Softr with HighLevel allows you to perform various tasks, including:
- Automatically adding new Softr users as contacts in HighLevel.
- Updating HighLevel contact information based on Softr form submissions.
- Triggering HighLevel marketing campaigns from Softr actions.
- Creating HighLevel tasks when new records are created in Softr.
- Syncing appointment data between Softr and HighLevel calendars.
HowsecureistheSoftrHighLevelintegrationonLatenode?
Latenode uses advanced encryption and secure authentication protocols to ensure your Softr and HighLevel data is protected during integration and workflow execution.
Are there any limitations to the Softr and HighLevel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time data syncing depends on API availability of both apps.
- Some HighLevel features may not have direct equivalents in Softr.
