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Cross-Tool Integration·Lending Client

GoHighLevel and Dialer Real-Time Sync

A lending client's callers had to update every lead in two places after each call. Now one dropdown change in Aloware updates the lead in GoHighLevel.

GoHighLevel and Dialer Real-Time Sync

10 to 15 minutes of updates per lead, down to one dropdown change

The Problem

A lending client asked me to automate their lead status. They walked me through their SOP: after a call in Aloware, someone updates the lead and its status, gets it into GoHighLevel, moves it to the right pipeline stage, and checks that both tools match. That took about 10 to 15 minutes per lead, and when a caller skipped a step, the record was off. Once I got into the account, I could see what all that manual entry had caused. There were duplicate leads, leads in Aloware that never made it into GoHighLevel, statuses that didn't match between the two, and a messy disposition list. Callers were spending time on data entry instead of on the phone. Their team cleaned up the existing duplicates and missing leads themselves.

The Build

I usually build in n8n, but this client already ran Zapier and preferred it, and Zapier handles this job fine. Zapier listens for Aloware's disposition-change event. When a caller sets a new disposition, it finds the contact in GoHighLevel, updates the status, and moves the lead to the matching pipeline stage with the right tags.

Screens

Before and after for a lending client's Zapier sync: call outcomes typed in by hand, now sent to GoHighLevel as each call closes.

The Outcome

After a call, the caller changes one dropdown in Aloware. GoHighLevel picks up the new status and stage from there. The caller still has to set that disposition, and everything after it runs on its own.

Stack

GoHighLevelZapierAloware