Question from Reddit user:
Hello,
Has anyone done this integration before? My goal is to integrate GHL with Salesforce once a opportunity is closed in GHL, creating a new record in our customers salesforce org.
We want to set this up for all of our customers that also use Salesforce as part of their tech stack.
Best practices or things to consider?
Answer from Nabil:
The short answer is:
The best way to reliably integrate GoHighLevel (GHL) with Salesforce for all your customers is not through native connectors, which can be brittle and lack scalability across multiple organizations, but by leveraging a dedicated integration layer.
The ideal solution for your goal of creating a new record in a customer’s Salesforce org upon an Opportunity being closed in GHL is to use GHL Webhooks combined with the Salesforce API.
This method allows for precise, event-driven data transfer.
You’ll need an intermediary platform like Zapier, Make, or a custom application hosted on a server-side environment like Google Cloud Platform to receive the webhook from GHL and then make the authenticated API call to the specific customer’s Salesforce instance, ensuring the data is mapped correctly to a new Account, Contact, or Custom Object record.
The long answer is:
Integrating GoHighLevel across multiple distinct customer Salesforce organizations is a complex task that requires a highly customizable and repeatable architecture, which is why relying solely on standard connectors is usually insufficient.
The core challenge is authentication and maintaining unique field mappings for each customer’s Salesforce setup.
The most robust approach begins in GHL by configuring a Workflow that triggers a Webhook action specifically when an Opportunity stage changes to “Closed Won” or another final stage.
This webhook is a simple HTTP POST request that sends a package of JSON data about the contact and opportunity to an endpoint you control.
This is where the integration layer comes into play.
You would set up a unified listener or a server on a platform like Google Cloud Platform or use a dedicated service like Stape’s server-side tagging environment for more advanced flow control, or even a tool like Make, to receive this webhook.
Upon receiving the data, this intermediary layer must identify which customer’s Salesforce org the data belongs to (perhaps by a unique ID included in the webhook or by the GHL sub-account ID).
The intermediary layer then uses the Salesforce API to interact with that specific customer’s Salesforce instance.
This involves managing the distinct API credentials and security tokens for each customer’s org.
This setup is superior because it gives you granular control over the data mapping.
For example, the GHL “Opportunity Name” can be mapped to a Salesforce “Account Name,” “Custom Field 1” to a “Contact Role,” and so on.
Since you want to scale this across many customers, you will need a management system within your intermediary layer to handle the different field mappings and API keys for each customer’s Salesforce instance.
While Google Tag Manager isn’t typically involved in this direct CRM-to-CRM API flow, it is valuable if you are also capturing initial lead data or custom events from the web and enriching records before they hit GHL.
However, for the specific requirement of syncing a closed opportunity, the direct webhook and API pathway – GoHighLevel API (via Webhooks) to the Salesforce API – is the most reliable and scalable best practice.
A key consideration is data security and compliance, as you will be responsible for handling each customer’s API credentials and ensuring secure data transmission.
You must also account for potential data validation errors on the Salesforce side and build in error logging and retry logic into your intermediary application.
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