How to Connect FEXmagnet to GoHighLevel

GoHighLevel (GHL) is one of the most popular CRMs for insurance agents. This guide shows you how to connect FEXmagnet so every new lead automatically creates a contact in your GHL sub-account — ready for your workflows, pipelines, and automations.

Step 1: Create a Workflow in GHL

1. Log in to your GHL sub-account and go to Automation → Workflows.
2. Click + Create Workflow and choose Start from Scratch.
3. Name it something like "FEXmagnet Lead Intake".

Step 2: Add an Inbound Webhook Trigger

1. Click Add New Trigger.
2. Search for and select Inbound Webhook.
3. GHL will generate a unique webhook URL. It looks something like:https://services.leadconnectorhq.com/hooks/abc123xyz...
4. Copy this URL — you'll paste it into FEXmagnet in the next step.

Step 3: Paste the Webhook URL in FEXmagnet

1. Log in to your FEXmagnet dashboard and go to Settings.
2. Scroll down to the Integrations section.
3. Paste your GHL webhook URL into the GoHighLevel Webhook URL field.
4. Click the Send Test button next to the URL field. This sends a sample lead payload to GHL so it can populate the field mapping reference.
5. Once the test succeeds, click Save Integrations.

Step 4: Map the Lead Data in GHL

FEXmagnet sends the following fields with each lead:

Back in your GHL workflow, after the Inbound Webhook trigger, add a Create/Update Contact action:

1. Click the + below the trigger to add an action.
2. Select Create/Update Contact.
3. Map the fields:
   • First Name → {{first_name}}
   • Last Name → {{last_name}}
   • Email → {{email}}
   • Phone → {{phone}}
4. Optionally, add tags like "fexmagnet" or "final-expense" so you can easily filter these contacts.

Step 5: Add Your Automations

Now that the contact is created, you can add any actions you want after it in the workflow. Common automations for insurance agents:

• Send an SMS: Immediately text the lead with an introduction. Example: "Hi {{first_name}}, this is [Your Name] from [Agency]. I saw you were interested in final expense coverage. When's a good time to chat?"
• Add to Pipeline: Move the contact into a "New Leads" pipeline stage for visual tracking.
• Send an Email: Follow up with a brief email introduction.
• Internal Notification: Get a notification inside GHL so you can call immediately.
• Assign to User: If you have a team, round-robin leads to different agents.

Step 6: Publish and Test

1. Click Save in the top-right of the workflow builder.
2. Toggle the workflow to Published.
3. Go back to your FEXmagnet Settings and click the Send Test button next to your GHL webhook URL. You should see a new contact appear in GHL within seconds.

Troubleshooting

• Leads not showing up? Make sure the workflow is published (green toggle) and that you copied the full webhook URL with no extra spaces.
• Fields not mapping correctly? In the webhook trigger settings, click "Test Trigger" to see the raw payload, then re-map the fields.
• Need help? Email us at nickg@fexmagnet.com and we'll help you get set up.