Project Description:
Developed a comprehensive automation solution using Pabbly Connect to synchronize data between SimPRO and GoHighLevel (GHL). The system automates adding new contacts/quotes to GHL, updating opportunity stages based on SimPRO status changes, adding GHL leads to SimPRO, and triggering review requests in GHL upon job completion in SimPRO.
Roles & Responsibilities:
- Designed and implemented workflows using Pabbly Connect.
- Integrated SimPRO and GoHighLevel (GHL).
- Configured synchronization of contact, quote, and job data.
- Automated opportunity stage updates based on SimPRO status changes.
- Triggered review requests in GHL upon SimPRO job completion.
Platforms Used:
- Pabbly Connect
- SimPRO
- GoHighLevel (GHL)
Client Review:
Viswa is a friendly helpful guy, he worked with us to identify the automations we required and get them set up. We will definitely be working with him again soon
jaredphp