Instagram to GoHighLevel (GHL) workflow

Thanks, these are helpful. Could you help on the GHL side as well. My plan is to email the contacts later. (apart from sending the lead magnet via email).

Glad to help, ​@pendant ! Setting up the GHL side correctly from day one is a game-changer.

Since you want to email them later (beyond the lead magnet), you need to focus on Tags and Smart Lists. Here’s the 3-step setup in GHL:

1. The "Entry" Tag

When you send the lead from ManyChat to GHL (via Zapier, Make, or the native app), make sure to attach a Tag to the contact (e.g., IG-Lead-Magnet).

• Why? This tells GHL exactly where the person came from so you don't treat a "portrait lead" like a "random inquiry."

2. Create a "Smart List"

Once you have leads coming in with that tag:

• Go to Contacts > Smart Lists.

• Filter by the tag IG-Lead-Magnet.

• Save this view as a "Smart List" named "IG Portrait Leads."

• The magic: Every time a new person comments on IG and gives their email, they will automatically appear in this list. No manual work needed.

3. Emailing them "Later" (2 ways)

• One-off Blasts (Newsletters): If you have a promo or a new portrait style, go to Email Marketing > Campaigns, create your email, and select your "Smart List" as the recipient.

• Nurture Workflows (Automated): This is the best part. Create an Automation Workflow triggered by the tag IG-Lead-Magnet.

  • Day 1: Send Lead Magnet.

  • Day 3: Send a "Behind the scenes" email of your portrait process.

  • Day 7: Send a special discount code.

Pro Tip for GHL: Make sure you have your Email Services (Mailgun, LC Email, etc.) configured in GHL Settings first, otherwise, no emails will actually leave the platform!

Hi ​@carmentune. I have mine set up exactly like this. The email address is crossing into GHL but the tag is not. Any ideas?

Hi ​@weneedtocelebrate ! Welcome to the thread.

Your screenshot is super helpful. The reason your email is moving but the tag isn't usually comes down to one of these two things:

1. Order of Operations (The "Top-Down" Rule): In Manychat, actions inside a block are executed from top to bottom. Right now, you are telling the system to send the contact to GHL before the tag is actually applied to the user in Manychat. Try dragging the "Add Tag" block so it sits above the "High Level" action.

2. Native App vs. Manychat Tag: The gold "Add Tag" icon you're using is a local Manychat tag. Some integrations don't "pull" all local tags automatically when you create a contact. Check inside the High Level app settings (click on the "Add a contact" action) to see if there is a field to map tags, or if the app has its own specific "Add Tag" action that you should use instead.

My advice: Swap the order first so the tag is applied before the GHL call. That solves it 90% of the time!

Let me know if that works for you!

@carmentune I tried putting the tag first and still couldn’t get the tag to cross into GHL. Only the email. Then I tried adding the same tag again (see attached screenshot)… that didn’t work either. Only the email crossed. Any ideas? To me it seems like the GHL app in Manychat isn’t working for tags.

 

Thanks for the update and the new screenshot ​@weneedtocelebrate !

The gold tag icon you’re using is a "Manychat Tag". It’s great for organizing people inside Manychat, but it seems that the GHL app doesn't automatically "grab" those and send them over.

To get the tag into GoHighLevel, try this:

1. Click on the "High Level: Add a contact" action.

2. Inside the integration settings, look for a field labeled "Tags".

3. Manually type the tag there or map it so GHL knows to attach it to the new contact.

Basically, the GHL app only sends the data you explicitly "map" inside its own configuration block. If the "Tags" field inside the High Level block is empty, nothing will cross over, no matter how many gold tags you add in Manychat.

​@carmentune I need the tag to automatically move from manychat to GHL. That will kick off the automation that sends them the email with the link to the freebie.

I totally get it ​@weneedtocelebrate ! You want that seamless automation. The "missing link" is that Manychat doesn't automatically share its internal tags unless you tell the GHL integration to take them.

Right now, your Manychat tags (the gold icons) are only visible inside Manychat. To make that tag "move" and trigger your GHL email, you need to add it inside the integration settings:

1. Open the High Level Action: Click directly on the "Add a contact" action block.

2. Find the "Tags" Field: Inside the GHL app settings window, you'll see a field for Tags.

3. Type the Tag Name: Type the exact same tag name you have in your GHL trigger.

   • Note: You don't need to add the gold "Add Tag" block in Manychat for this to work in GHL, but it's fine to keep it for your own organization.

When Manychat executes the "Add a contact" step, it sends a package of data to GHL. If the "Tags" field inside that specific block is empty, GHL receives the email but no instruction to add a tag.

Once you add the tag name inside the GHL block, the "handshake" is complete and your GHL workflow will kick off instantly.

Hope it helps!