Automated Contact and Opportunity Management Workflow

This n8n workflow seamlessly integrates with HighLevel’s MCP Server to automate CRM processes, including managing contacts, opportunities, tasks, and calendar appointments. It begins with a webhook trigger that initiates the workflow, enabling real-time updates. The workflow features nodes that create or update contacts, delete contacts, and fetch contact details, ensuring the CRM stays current. It also handles opportunities by creating, updating, or deleting records, helping sales teams stay organized. Task management is automated by creating, updating, or deleting tasks as needed, streamlining daily activities. Additionally, the workflow includes a calendar booking component that checks available slots and schedules appointments automatically. This automation is ideal for sales and support teams looking to reduce manual data entry, improve data accuracy, and streamline customer interactions through a centralized system.