StreamConnect Directory

Date

February 27, 2025

Client

StreamConnect Directory

Location

Remote

We developed a seamless member onboarding automation using Go High Level (GHL) and webhook integrations. When a user signed up via a funnel form, their data was captured and used to auto-generate login credentials on an external directory platform. The system then dispatched a personalized email with the credentials, allowing instant platform access. This fully automated workflow eliminated manual account creation, improving both user experience and backend efficiency.

Challenge & Solution

Manual Onboarding Slowed Member Access
The client previously had to manually create member accounts after every signup, often delaying new users’ ability to log in and engage with the platform. This manual approach was time-consuming, error-prone, and left users waiting for access.
We built a GHL automation workflow triggered by form submissions. It sent captured user data (name and email) via webhooks to the third-party directory system, which auto-generated accounts. After a short delay, GHL sent customized emails to new members with their credentials. This approach eliminated human input while ensuring reliability and security in credential delivery.
The automation reduced new member onboarding time from hours to minutes. Users now receive their credentials within minutes of signup, enabling immediate access. This not only improved the user journey but also allowed the client to scale without increasing admin workload.

Our Process

We began by mapping the end-to-end user registration journey and identifying the integration points between Go High Level and the third-party directory platform. Using custom webhook actions inside GHL, we ensured smooth data handoff. After account creation, we implemented a brief delay to ensure timing consistency before triggering the email sequence. The email templates were personalized with dynamic fields for each user’s credentials. Final tests were conducted to ensure data accuracy, webhook response reliability, and successful credential delivery.

Result Driven

90% Decrease in Admin Workload
Manual tasks related to member onboarding were nearly eliminated, saving hours per week and minimizing the risk of human error.
The delay between signup and login credential delivery dropped from an average of 6 hours to less than 5 minutes, significantly improving first impressions.
New members reported greater satisfaction thanks to the smooth onboarding process and immediate access, contributing to higher platform engagement from day one.