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Back to Track marketing channel performance with HighLevel, Google Sheets, and Slack

Set Up: Track marketing channel performance with HighLevel, Google Sheets, and Slack

This workflow fetches all opportunities from HighLevel CRM, filters for closed-won deals, and calculates conversion metrics by lead source. Results are logged to Google Sheets for analysis while summary reports are automatically sent to Slack for team visibility.

What This Automation Does
1

Fetch opportunities from HighLevel

Retrieves all deal records from your HighLevel CRM including status, amount, and lead source information for analysis.

2

Filter deals by outcome status

Separates opportunities into closed-won deals for conversion tracking and other statuses for team alerts and follow-up.

3

Log successful deals to Google Sheets

Records all closed-won deal details into a structured spreadsheet for long-term performance tracking and analysis.

4

Calculate lead source performance metrics

Aggregates deals by lead source and computes total deals, conversion rates, and revenue per marketing channel automatically.

5

Send performance report to Slack

Posts a formatted summary of conversion metrics to your designated Slack channel for marketing and sales team visibility.

6

Alert team about pending deals

Sends Slack notifications for lost or pending opportunities to ensure timely follow-ups and opportunity management.

Prerequisites

  • HighLevel CRM account with opportunity data
  • Google Sheets account for data storage
  • Slack workspace with channel permissions
  • HighLevel API access credentials
  • Google Sheets API integration setup
  • Slack webhook or bot token

Services Used

Google SheetsSlackHigh Level

Services with alternatives — you can swap them in the next step.