GHL CRM for Realtors

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  [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