Why This Is Important
Automating the contact creation process reduces manual data entry, minimizes the risk of duplicates, and ensures that your leads are always available in Mariana Tek when needed—whether for follow-up, in-studio check-ins, or sales outreach.
Step-by-Step Instructions
1. Navigate to Automations in Go HighLevel
Log into your Go HighLevel account.
Click on Automations from the left-hand menu.
If you have a pre-built Snapshot, feel free to use that. Otherwise, you can set up the automation from scratch.
2. Create a New Automation
Start a new automation.
Set the trigger to Contact Created — this will initiate the workflow any time a new contact is added.
3. Add Filters to Prevent Duplicates
To avoid sending contacts that already exist in Mariana Tek (and prevent duplicate entries):
Add a filter: "Has Client ID" = False
This ensures the automation only continues if the contact does not already exist in Mariana Tek.
Optionally, add filters like:
First Name is not empty
Last Name is not empty
These filters help exclude contacts created from incomplete form submissions or phone calls without identifying details.
4. Add the Action: Create Contact in Mariana Tek
Under Actions, select Create Contact in Mariana Tek.
This action will automatically populate required fields.
Click Save Action.
5. Update Contact with Mariana Tek Client ID
Add another action to Update Contact in Go HighLevel.
Map the Client ID returned from Mariana Tek (via SYNX) to a custom field in Go HighLevel.
This helps with future syncing and account lookup.
6. (Optional) Send Login Details to the New Contact
If you'd like to provide the new contact with login credentials:
Use the password generated during the profile creation process.
Create an email step in the automation:
Use dynamic fields such as:
{{contact.email}}{{synx.password}}
Sample message:
Your Mariana Tek account has been created! Login Email: {{contact.email}} Password: {{synx.password}}
7. Test the Automation
Go back to your Go HighLevel dashboard.
Manually add a new contact to test the automation.
Ensure the contact is sent to Mariana Tek and that a Client ID is returned and stored.
8. Verify Contact in Mariana Tek
Log into Mariana Tek.
Search for the contact using their email or Client ID.
Confirm the account has been created and synced correctly.
Final Notes
This process ensures a smooth handoff from Go HighLevel lead generation to Mariana Tek contact creation.
Be sure to test thoroughly and monitor your syncs to ensure all data flows correctly.
If you encounter any issues, double-check your filters and field mappings.
🆘 Need Help?
If you have any questions or encounter issues, please contact our support team: