Integration recipe · HighLevel
Send a postcard when a HighLevel pipeline stage changes
Trigger on one named pipeline stage. Send the contact ID, opportunity ID, and structured address, and reuse the same event key on retries.
- Reviewed against primary sources
- Last updated: October 11, 2026
- No setup fees
The recipe
How do you send a postcard when a HighLevel pipeline stage changes?
Create a workflow for one named pipeline and stage.
- Select the eventUse the exact pipeline and stage that makes mail useful.
- Map the recordInclude contact and opportunity IDs plus structured postal fields.
- TestUse a test contact and the approved non-mailing Sendvo path.
- Write backStore accepted, held, failed, or released in a custom field or activity record.
Read the full answer
Filter on the target pipeline and stage. Require a complete postal address. Send the contact ID, opportunity ID, trigger time, template ID, and address fields. Use the opportunity-stage event as the duplicate key. For the endpoint-level version of these controls, see direct mail API guidance.
Do not use only the contact ID when one contact can move through multiple opportunities.
How it connects
Name the pipeline. Name the stage.
Field map
Join on IDs, not names.
Use IDs to match records and readable fields to check them.
| HighLevel field | Mail field | Rule |
|---|---|---|
| Contact ID | recipient_key | Required. |
| Opportunity ID | source_record_id | Required for pipeline triggers. |
| Pipeline and stage | trigger_reason | The exact eligible value. |
| Address fields | Postal address | Hold incomplete records. |
| Custom template value | template_id | A fixed, tested value. |
| Mail status custom field | result | Excluded from the send trigger. |
HighLevel FAQ
Check these before the stage fires.
Pricing it out? See plans and per-piece rates.
Primary sources
No native HighLevel connector claimed. Plans: list upload, dedupe, and automated mail need Operator or Growth. Integrations and API access need Growth and connect through a no-code tool or our API. Product plans, trigger names, and connector access can change. Confirm yours before production use.
How do you write direct-mail status back to HighLevel?
Use a separate callback or connector step that cannot meet the send trigger. Store the mailpiece ID, current operational state, exception reason, and last event time. Keep response and revenue fields separate from mailstream status.
If the writeback updates an opportunity, confirm that it does not replay the pipeline-stage workflow.
Does HighLevel support outbound workflow webhooks?
HighLevel documents a Webhook workflow action. Check current plan and action access in your account.
Is this a native Sendvo HighLevel integration?
No native connector is claimed. The recipe uses an approved webhook or other confirmed connection.
What prevents duplicate postcards?
Use a stable opportunity-stage event key and duplicate rules. Reuse the key on retries.
Before launch
Preflight checklist before the first live send
- Use one stable source-event ID and save it with the mail record.
- Require recipient name, address line 1, city, state, and ZIP Code before release.
- Set a duplicate rule for the person, household, property, order, or job.
- Render a proof with a test record before any funded send.
- Define who can pause the workflow and who can approve release.
- Store the source record ID, campaign ID, and returned mailpiece ID together.
- Treat mailstream events as operational signals, not proof of attention or revenue.
Let the pipeline stage send the card.
Name the stage, save both IDs, test the address map, and keep writeback from retriggering the workflow.