New Integration with HighLevel CRM

May 10, 2024
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Feed your SamCart customers seamlessly into your HighLevel automations, pipelines, and more with your newest CRM integration. This integration lets you automate more of your business's most important tasks, by piping SamCart customers directly into your HighLevel pipelines and workflows. now you can combine SamCart's powerful checkout features with seamless marketing automation from HighLevel.

In this post, we will show you how to setup your integration, what information SamCart sends over to HighLevel, and walkthrough 3 automations every entrepreneur should have setup to uncover opportunities for closing more sales. Great marketing is all about putting the right message, in front of the right person, at the right time. That is exactly what you can do with this new integration.

How To Integrate SamCart & HighLevel

Setup your integration by visiting your Marketplace Settings. From your SamCart Dashboard, click on "Settings" in the bottom left of your dashboard. Then click on the Integrations tab at the top of the next page.

From there, click on "New Integration" and select HighLevel from the dropdown menu. On the next screen, you can label your integration with an internal name. Should you ever need to integrate multiple HighLevel accounts, the internal name will help you tell one integration from another.

After you pick the internal name, you can integrate SamCart with your HighLevel account through OAuth. For the uninitiated, OAuth is where you will be redirected to HighLevel and prompted to login to your account. You can then select a specific HighLevel account to connect to SamCart. Which means you have the freedom to keep client accounts separated, and operating as separate businesses.

After submitting, you will be redirected back to your SamCart Dashboard. Your HighLevel account is now integrated with SamCart, and you can start setting up integration rules using the SamCart Integration Engine.

Begin Automation With SamCart Trigger Actions

SamCart's Integration Engine allows you to build simple "if/then" rules. These rules help you to automate the critical tasks your business needs to happen for each and every customer. These tasks range from enrolling customers in a course to sending customer onboarding emails.

SamCart's integration rules are highly customizable, so you have the flexibility to run whatever automations your business needs. Each rule starts with a SamCart trigger action. You can choose from a long list of trigger actions that follow your contact's entire lifecycle. Here's a quick list of SamCart's trigger actions that can kick off automations...

  • Prospect Created (aka a contact abandoned their cart)
  • Product Purchased
  • Charge Refunded
  • Course Completed
  • Subscription Charged
  • Subscription Charge Failed
  • Subscription Delinquent
  • Subscription Cancelled
  • And a whole lot more.
Begin Automation With SamCart Trigger Actions

Automatically Add or Remove HighLevel Tags

After you select which trigger action will kick off your integration rule, you can decide what action you would like to take inside of HighLevel. You can pair any of the trigger actions above with the ability to add and/or remove tags from contacts in HighLevel. Inside of HighLevel, you can use tags to move new contacts into different workflows, update pipelines, and run all sorts of different automations.

Below are two example integration rule. The first will add two different HighLevel tags anytime a new prospect is created inside of SamCart. SamCart's Cart Abandonment tool works around the clock to capture your hottest leads who started buying, but never placed an order.

Integrate SamCart & HighLevel

The second rule adds a unique third tag anytime an order is placed in SamCart. The rules shown in the picture above are global integration rules. Which means these rules fire anytime any prospect is created or any product is purchased for your entire SamCart account. You can also create these rules for specific products, so you can treat customers of one product differently than customers who buy other products.

You can create as many integration rules as you would like. Leverage all of the SamCart trigger actions to follow your contacts from lead, to customer, to repeat purchases. Strategically use HighLevel tags to move contacts around from one workflow to another, update pipeline statuses, and more.

3 Marketing Automations To Close Extra Sales

If you are reading this, there's a high chance that you are a marketing professional looking to maximize the revenue you pull in from your audience. With tools like SamCart and HighLevel, you can generate extra demand with smart use of these automations.

So here are 3 automations that every entrepreneur should be using to uncover new opportunities for closing sales from your list.

1: Cart Abandonment Bonus Loop

According to Baymard, Cart Abandonment rates are above 70% for the first time in over a decade. That means more than 7 out of 10 people who start placing an order change their minds and never purchase.

SamCart works around the clock to convert your cart abandons in prospects. You can create integration rules that add a HighLevel tag anytime a prospect is created in SamCart. Use these tags to drop leads into a follow-up where your messaging tries to do two things.

First, let your prospect ask questions. Your prospects usually have one burning question left unanswered. Open an opportunity for them to ask that question directly, and close more sales.

Secondly, give your prospects one last extra reason to buy. Add in an extra bonus item or download. Give them a 15% off coupon and auto-apply the discount with SamCart's dynamic coupons.

Best Checkout for HighLevel CRM

Giving one extra push is exactly what your prospects need. Now you can use simple integration rules to do exactly that for every single prospect you collect, completely on auto-pilot.

Create rules that trigger on "Prospect Created", and add HighLevel tags that will add prospects to a follow-up email campaign that delivers the two items above.

2: The Human-Touch Welcome

In today's age of bots and AI, businesses that can provide a human touch are winning. Among SamCart's top sellers, a huge chunk are investing time and resources into giving new customers some amount of human touch.

Use the "Product Purchased" trigger action to add a tag that will add your contacts to a HighLevel workflow where you or a team member are daily doing personal outreach. Molly Mahoney from The Prepared Performer told us that her team adds every new customer to a Pipeline so her team can track which new customers have been texted or called, and which have not.

This investment in human touch can pay huge dividends. Use this outreach as an opportunity for suggestive upselling for additional products and services.

3: The "Party Bus" Crossover

In the video at the top of this post, skip to about the 18:00 mark and listen to this doozy from Molly Mahoney. Molly and her team make a concerted effort to get new customers to collect bonus material by sending direct messages to her social channels.

The result is Molly and team can reach her customers in more channels. Email, SMS, Instagram, Youtube, etc. Each additional touch point is another opportunity to bring that contact deeper into her world. "Get your customers off of just email, and talk to them in the paces they hang out."

Diversify how you can reach your contacts with this "Party Bus" automation, where you take your contacts from one place (email) to another (social channels).

The Best Checkout for HighLevel CRM

Integrate your SamCart Marketplace with HighLevel today. Get the power of SamCart's industry leading checkout features to boost your conversions. Embed that same checkout directly onto any HighLevel page to simplify how your customers buy. And automate more core tasks with simple integrations rules that let HighLevel does what it does best; give the right message, to the right contact, at the right time.

Test SamCart's checkout for free today by visiting the pricing page and starting your free trial. Setup one of your top products and see the results before paying a dime.

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