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GHL CRM for Realtors

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@danielfoch

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GHL CRM for Realtors

Use this skill when a user wants realtor CRM actions in GoHighLevel (GHL), including lead follow-up, pipeline movement, appointment booking context, and messaging workflows.

Required Environment

Set these variables before running the scripts:

  • HIGHLEVEL_TOKEN (Private Integration token)
  • HIGHLEVEL_LOCATION_ID (sub-account location ID)

Optional runtime variables:

  • PYTHONUNBUFFERED=1

Setup

If the user asks to connect or set up GHL, run:

python3 scripts/setup-wizard.py

The wizard validates credentials and tests API connectivity.

Primary Script

Use the helper script for direct actions:

python3 scripts/ghl-api.py <command> [args...]

Common commands for realtor workflows:

  • test_connection
  • search_contacts [query]
  • get_contact [contact_id]
  • create_contact [json]
  • update_contact [contact_id] [json]
  • list_opportunities
  • list_pipelines
  • list_conversations
  • send_message [contact_id] [message]
  • list_calendars
  • get_free_slots [calendar_id] [start_date] [end_date]
  • list_workflows
  • add_to_workflow [contact_id] [workflow_id]

Realtor-Focused Playbooks

New Lead Intake

  1. search_contacts to prevent duplicates.
  2. If not found, create_contact with source tags (for example: buyer, zillow, open-house).
  3. Add next-step task/note using supported contact endpoints.

Pipeline Progress

  1. list_opportunities to inspect active deals.
  2. Move stage using the opportunity update command path in ghl-api.py.
  3. Confirm stage and status in response payload.

Follow-Up Messaging

  1. Resolve contact first (search_contacts or get_contact).
  2. Send message with send_message.
  3. Re-check conversation history with list_conversations.

Appointment Assist

  1. list_calendars
  2. get_free_slots for date range.
  3. Use the calendar endpoints in script for appointment creation if requested.

Safety Rules

  • Never print or echo raw tokens in chat output.
  • Prefer dry informational reads before write actions when intent is ambiguous.
  • Validate contact/opportunity IDs from GHL responses instead of guessing.
  • If an API error returns 401/403, stop and ask for corrected scopes or token.

References

Load these only as needed:

  • references/contacts.md
  • references/opportunities.md
  • references/conversations.md
  • references/calendars.md
  • references/troubleshooting.md

Source

git clone https://clawhub.ai/danielfoch/ghl-crm-for-realtorsView on GitHub

Overview

Enables realtor CRM actions in GoHighLevel (GHL) via API v2, including contact lookup and updates, opportunity/pipeline management, messaging, calendar slots, and workflow enrollment. It helps automate lead follow-ups, move deals through the pipeline, and coordinate appointments with precision.

How This Skill Works

The skill uses HIGHLEVEL_TOKEN and HIGHLEVEL_LOCATION_ID for authentication and exposes actions through the ghl-api.py script. Commands like search_contacts, update_contact, list_opportunities, send_message, and add_to_workflow perform targeted CRM tasks. A setup wizard validates credentials and tests API connectivity before use.

When to Use It

  • Prevent duplicate leads by running search_contacts before creating a new contact during New Lead Intake.
  • Update a contact record after a call or meeting with notes, stage tags, and next steps.
  • Inspect and move opportunities through stages in the pipeline during Pipeline Progress.
  • Send follow-up messages after outreach and then re-check conversation history with list_conversations.
  • Coordinate appointments by listing calendars and retrieving free slots for scheduling.

Quick Start

  1. Step 1: Set HIGHLEVEL_TOKEN and HIGHLEVEL_LOCATION_ID (optionally PYTHONUNBUFFERED=1).
  2. Step 2: Run the setup wizard to validate credentials: python3 scripts/setup-wizard.py.
  3. Step 3: Use the primary script to perform actions, e.g. python3 scripts/ghl-api.py search_contacts <query> or python3 scripts/ghl-api.py create_contact [json].

Best Practices

  • Always validate contact/opportunity IDs from GHL responses before performing updates.
  • Run test_connection first to confirm API connectivity and token validity.
  • When creating contacts, include source tags (e.g., buyer, zillow, open-house) to aid later segmentation.
  • Use get_free_slots and list_calendars to avoid double bookings and ensure availability.
  • If you encounter 401/403 errors, stop and update scopes or token before retrying.

Example Use Cases

  • A realtor searches for a lead to prevent duplicates, then creates a new contact with source tags like buyer and open-house.
  • After a listing presentation, update_contact adds notes and moves the contact to the next step in the pipeline.
  • During pipeline review, list_opportunities to inspect deals and update_stage to advance the opportunity.
  • Following a call, send_message delivers a tailored follow-up and list_conversations retrieves the latest chat history.
  • An agent schedules a showing by listing calendars and getting free slots for the desired date range.

Frequently Asked Questions

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