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Connect Claude to HighLevel to Let AI Build Your Pipelines | LeadBuddy Office Hours

Shafqat Huq и LeadBuddy

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Connect Claude to HighLevel to Let AI Build Your Pipelines | LeadBuddy Office Hours

38 просмотров · 6 дн. назад
Shafqat Huq и LeadBuddy
38 просмотров · 6 дн. назад
Have a CRM plan but no time to build it inside GoHighLevel? In this LeadBuddy Office Hours, we connected Claude directly to our clients' HighLevel accounts, live on the call, so it can build pipelines, workflows, and landing pages from a simple chat prompt. Erik came in with a detailed pipeline spec he'd already worked out with Claude: separate planning and implementation pipelines, custom stages, and the tasks for each step. His plan was to hand the doc to our team and book build sessions. Instead, we connected Claude to his LeadBuddy account so Claude could build it for him. Robert's reaction once he was connected: "That solves every issue I've ever had." ⏱️ CHAPTERS 0:00 Intro & weekly wins 6:23 The problem: a Claude-written CRM spec with no one to build it 9:27 The fix: connect Claude directly to HighLevel 11:10 Setup walkthrough: adding the LeadConnector custom connector 15:00 Logging in & granting CRM permissions 21:49 "Always allow" vs. "needs approval": which actions to keep in check 24:14 How to prompt Claude to rebuild your pipelines 25:23 Moving cards between stages to trigger workflows, tasks & texts 26:11 Fathom → Claude → contact notes in your CRM 28:06 Building a landing page with a single prompt 🔗 How to connect Claude to HighLevel / LeadBuddy In Claude, go to Settings → Connectors → Add custom connector. Name it (we used "LeadBuddy") and paste the official HighLevel LeadConnector MCP URL. Sign in with your HighLevel/LeadBuddy login, approve the permissions, and you're connected. Tip: set read and search actions to "Always allow," and keep "needs approval" on anything that sends emails or adds notes, so you sign off before it goes out. 📊 Pipelines & stage-triggered workflows Once it's connected, tell Claude: "Using my LeadBuddy connection, create this pipeline and the stages you suggested." Then go a step further: have it build the workflows so that moving a card from one column to the next sends a text, creates a task, or starts an email sequence. 📝 Fathom meeting notes → CRM contact records Claude becomes the hub between your tools. It reads your Fathom calls, pulls out the summary and action items, and writes them as a note on the right contact in LeadBuddy. Shaf uses this every day for an automated end-of-day recap. 🌐 Landing pages without getting stuck on the build Robert has a one-pager for spotlightpg.com and has struggled with the build side. His next step: one prompt asking Claude to design the landing page inside LeadBuddy, then test it and connect it. Get More Out of HighLevel with LeadBuddy 🤝 Running a business is challenging enough. Figuring out how to make your software work for you shouldn't be another headache. That's why we host weekly Office Hours for LeadBuddy clients—a space to bring your questions, share experiences, learn best practices, and discover new ways to get more out of HighLevel. Already Using HighLevel? There's More You Can Get Out of It. Whether you're looking for additional guidance, more hands-on support, or more value from your platform, LeadBuddy is here to help. With weekly Office Hours, 24/7 live chat support, and ready-to-use snapshots and workflows, we help you make the most of HighLevel. @gohighlevel @claude #GoHighLevel #Claude #ClaudeAI #ai #CRM #automation