
WELLNESS COACHING · CRM SYNC & AUTOMATION
Bidirectional CRM Lead Intake & Sync System
A bidirectional CRM integration that synchronizes incoming leads between GoHighLevel and Odoo, prevents duplicate contacts, keeps CRM IDs and lead data aligned, and logs registrations automatically.
- Problem
- The wellness coach uses two separate platforms - Odoo as the main CRM and GoHighLevel for marketing and lead capture. Because the systems are separate, managing leads manually can create duplicate contacts, inconsistent customer information, and unnecessary data entry when leads come from different sources.
- Solution
- I built a bidirectional integration between GoHighLevel and Odoo using n8n. When a lead enters either platform, the workflow checks the other CRM for an existing contact. If a match is found, the existing record is updated; if not, a new contact is created. CRM IDs, tags, and relevant lead data are then synchronized across both systems, while each processed registration is automatically logged in Google Sheets.






