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Integrations - Marketing - HighLevel (GHL)

How to connect GHL to TrackStat

Updated over 2 weeks ago

TrackStat integrates seamlessly with HighLevel (GHL) to streamline your practice management and marketing efforts. Here’s how it works:

  1. Two-Way Syncing of Notes and Tags:

    1. Any notes added in your EHR or HighLevel are automatically synced between the two systems, ensuring consistency and saving time.

    2. Tags applied in HighLevel are reflected in your EHR, and vice versa, keeping patient information up to date across platforms.

    3. Many agencies use tags to segment their lead sources, which is why this is important.

  2. Lead Matching and Stage Mapping:

    1. When a new lead opts into your HighLevel account, TrackStat searches your EHR to see if the lead is an existing patient. If a match is found, the lead is tagged as an "existing patient," preventing duplicate appointments.

    2. TrackStat also maps patient stages in HighLevel based on actions in your EHR. For example, if a patient checks in for an appointment, cancels, or starts a care plan, their stage is automatically updated in HighLevel, eliminating manual updates.

  3. Improved Marketing and Reporting:

    1. With accurate and up-to-date information, your marketing team can generate better reports, track lead performance, and target ads more effectively, leading to higher quality leads and improved return on investment (ROI).

  4. Streamlined Scheduling and Communication (coming soon)

    1. TrackStat provides a customized scheduling link for new patients, automatically pre-filling their information so that you can schedule them directly into the EHR

  5. Coming soon....2-way GHL calendar sync with EHR calendar

This integration simplifies your workflow, enhances lead management, and ensures your marketing efforts are more effective, saving your team time and reducing errors.

Note: If you are not the owner of your HighLevel account, you may not have access to the API and automations required for this connection.

Step 1: Connect

Step 2: Go to automations DO NOT SKIP THIS STEP PLEASE, IT IS CRITICAL

Add automation in High Level

Start an automation from scratch

Add the following triggers

  • Note added

  • Note changed

  • Contact added

  • Contact changed

  • Tag

3. Add a webhook at the end of your triggers

FAQ

Q: How often are updates synced between the systems?

A: Statuses such as new appointments, changes to appointments and new tags from TrackStat are updated in HighLevel every 5 -10 minutes.
Updates from HighLevel to TrackStat related to new/updated contacts, new/updated notes, tags are updated every 1-2 minutes.
The np start automation from TrackStat only runs every 6 hours, so patients marked as a conversion only run every 6 hours. Also, financial updates from systems such as ClinicMind/Genesis are sent to TrackStat once a day over night, so depending on what system you have it may only be updated daily.

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