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BytesAgain β€Ί Skills β€Ί GHL CRM for Realtors
πŸ¦€ ClawHub

GHL CRM for Realtors

by @danielfoch

Manage realtor tasks in GoHighLevel CRM including contact search and updates, pipeline tracking, messaging, calendar slots, and workflow enrollment via API v2.

Versionv1.0.0
Downloads1,402
Stars⭐ 2
#devops#legal#automation#communication#productivity
TERMINAL
clawhub install ghl-crm-for-realtors

πŸ“– About This Skill

name: ghl-crm-for-realtors description: Use this skill for GoHighLevel CRM work for realtors: contact lookup and updates, opportunity/pipeline actions, conversation messaging, calendar slots, and workflow enrollment using GoHighLevel API v2.

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

    • βš™οΈ Configuration

    If the user asks to connect or set up GHL, run:

    python3 scripts/setup-wizard.py

    The wizard validates credentials and tests API connectivity.