Allow Inbound Webhook Triggers to Identify a Contact by their ID.
complete
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Donald Moore
There is a conflict between the way that the new Inbound Webhook Triggers identify contacts and the Allow Duplicate Contacts setting.
I'm trying to allow a contact to receive multiple "Estimates" on a "Ticket" before assigning the opportunity to the user whose estimate was accepted.
A contact can have multiple tickets and can receive multiple estimates on each ticket before the opportunity is assigned. Because there's no way to put one contact into the same workflow, I have to use the Allow Duplicate Contacts setting to allow multiple tickets. Then, updating an Opportunity becomes impossible because I can't select the Opportunity associated with the correct Contact.
There are two (real) (maybe three) ways to fix this:
- Allow the Inbound Webhook Trigger to identify the contact by their ID.
- Create an Array type of Custom Field (or "Custom Objects") https://highlevel.canny.io/crm/p/custom-objects
- Create Custom Fields on Opportunities (not recommended)*
I think that allowing a
contactId
parameter on the Inbound Webhook Trigger itself would be the easiest and most intuitive way to do it.* by allowing Multiple Opportunities, you can create one Opportunity per "Estimate" and then sort the ticket out manually, but this eliminates the potential for automation, since Workflows operate on Contacts, not Opportunities. It will also select an arbitrary contact each time, which creates further confusion, eliminating the potential for a Contact to have multiple Tickets with Estimates.
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Donald Moore
Anyone who is wondering why this doesn't work, there is a different Action that you need to use aside from the default "Create/Update Contact" action called "Find Contact" that you need to use to get this to work.
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Donald Moore
Core Platform This is marked as done but it still doesn't work.
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Donald Moore
Core Platform Any update on when this will go live? I'm still not seeing the contact ID in the fields anywhere.
Core Platform
complete
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Donald Moore
Core Platform: Thank you! 🙏
M
Madeomni Inc.
I made the same request a couple of months ago, thank you!
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Donald Moore
Madeomni Inc.: No, thank you! :3
Core Platform
in progress
I
Irvin Dominguez
This feature is needed as phone numbers are sometimes formatted differently. I have a use case where updating values in GHL from a Google Sheets using webhooks is causing opportunities to duplicate.
Core Platform
under review
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Donald Moore
This allows GHL to be used to automate messages for Automotive Repair, Pet Grooming, Childcare, Support Tickets, anything e-Commerce related, etc.
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Donald Moore
Side note: Creating Custom Objects on Opportunities doesn't fix this problem because Workflows operate on Contacts, not Opportunities.
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