Integrations · Native
PreviewMD integrates with GoHighLevel.
A patient asks for their preview on your website. Before the picture has even started, the contact is in GoHighLevel with the procedure attached, and your automations can take it from there.
GoHighLevel · Contacts
Sarah M.
Opportunity opened in Surgical Consults, stage New Preview Lead.
What shows up in your account.
One contact per lead, built the way your account is already set up. Nothing for your front desk to re-key.
The contact, created or updated by email, with name, phone and the procedure previewed.
A previewmd-lead tag on every contact, a procedure tag you can switch off, and any tags of your own.
Your own custom fields, mapped to the lead in your PreviewMD dashboard.
Optionally an opportunity in the pipeline and stage you choose, so automations fire.
Under the hood
What the contact looks like when it lands.
When a lead reaches GoHighLevel it arrives as a contact, not a note and not a task. PreviewMD matches on email first and phone second, so a patient who previews twice updates the record that already exists rather than leaving a duplicate for your front desk to merge later. Every contact carries the previewmd-lead tag, a second tag naming the procedure if you leave that switched on, and any tags you add yourself. Custom fields are yours to map: the dashboard reads the field names out of your own account and shows you a list, so the procedure, the page and the timestamp land wherever your workflows already look for them. If you enabled opportunities, one is created in the pipeline and stage you picked, which is usually the thing that makes an automation fire.
How it connects
01
Connect once from the Integrations tab in your PreviewMD dashboard. It takes a private integration token and your GoHighLevel location ID, both copied straight out of GoHighLevel.
02
Every preview creates or updates the contact the moment the lead is captured, with your tags and field mapping already applied.
03
Send a test lead from the dashboard to watch it arrive, tags and pipeline included, before a single patient sees the widget.
Questions
Questions.
Does PreviewMD integrate with GoHighLevel?
Yes, directly. Connect a token from the PreviewMD dashboard and every preview lead arrives as a GoHighLevel contact, tagged with the procedure, with optional opportunity creation in the pipeline you pick. It works on every paid plan.
What data reaches GoHighLevel?
The lead’s first and last name, email, phone, the procedure they previewed, the page they were on, their consent, and a timestamp. Patient photos are never stored by PreviewMD and never sent to your CRM.
Can I control the tags and fields?
Yes. The previewmd-lead and procedure tags are always applied so leads stay easy to segment. On top of that you can add your own tags and map the lead to your own custom fields from the dashboard.
Will it create duplicate contacts?
No. Contacts are matched on email or phone, so a returning patient updates the record that already exists rather than creating a second one.
What happens if a lead fails to deliver?
The lead is still captured and visible in your PreviewMD dashboard, and a failure alert goes to us so it gets chased. Your dashboard shows that a capture happened and which page it came from; the contact info itself lives in your CRM.
See your result before you decide.
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