GoHighLevel
CRM systems, API integrations & AI automation.
I make systems work together. I customize GoHighLevel, connect external platforms, and build automation systems around real business processes — not just isolated workflows.
Profile
Professional profile
I design, customize, and extend GoHighLevel (GHL) systems to solve operational problems that standard CRM configurations don't always address on their own. My work spans CRM architecture, workflow automation, API and webhook integrations, custom payment processes, AI-enabled applications, reporting dashboards, and connections between GHL and external platforms.
I approach implementation end-to-end: understand the requirement, map the workflow and data, choose the right integration pattern, build the solution, test expected and failure scenarios, document dependencies, and refine based on evidence.
- Translating business processes into structured CRM workflows and automation logic.
- Extending GHL through APIs, webhooks, middleware, and custom applications.
- Connecting payment, donation, tuition, marketing, and operational systems.
- Building dashboards and reporting layers for operational visibility.
- Troubleshooting workflows and documenting technical decisions for ongoing support.
Clients
Client & agency experience
Dr.DDS
GHL customization for client requirements
Customized GoHighLevel environments to fit individual client needs, including CRM configuration, workflow logic, and adaptation of standard platform capabilities to specific operating processes.
GHL Dental
External systems integration
Connected GHL with external systems, focusing on data exchange, workflow connectivity, and extending CRM operations beyond the native platform.
Givesuite
CRM customization, donation systems, integrations & dashboards
Customized GHL workflows, integrated donation and payment processes, connected external systems, and developed reporting to improve visibility into donor-related and operational activities.
Connect My City
CRM and community-oriented systems
CRM configuration, automations, and operational workflows for a community-focused platform.
TummelMe
CRM and workflow implementation
CRM and workflow implementation tailored to the business's operational processes.
TransactionFlow
Flow AI and AI-powered GHL implementation
Building Flow AI, connecting AI capabilities with GoHighLevel and Flow API workflows.
Featured case study
Flow AI for TransactionFlow
AI integration · GoHighLevel · Flow API. Flow AI connects AI functionality to CRM workflows and API-driven operations rather than treating AI as an isolated chatbot.
- 01
Discovery and requirements mapping
Identify the intended user journey, the business operations the AI should support, the relevant CRM records, and the expected outputs of each interaction.
- 02
Integration design
Map how GoHighLevel, Flow API, and the AI component communicate — system ownership, data exchanged, authentication, and where workflow execution happens.
- 03
Workflow and decision logic
Define triggers, required inputs, conditional branches, expected responses, and downstream actions. Separate deterministic business rules from AI-generated content.
- 04
Data handling and error management
Input validation, missing-data handling, API error paths, duplicate-event protection, logging, and recovery procedures.
- 05
Testing and iteration
Test the intended journey plus invalid inputs, incomplete records, API failures, and unexpected AI outputs.
- 06
Documentation and handover
Capture dependencies, configuration requirements, known limitations, and maintenance considerations.
AI Studio project
TintVision — Car Tint Visualizer
An interactive tinting-site experience: visitors select a vehicle, preview window-tint percentages on the car, and proceed to book an appointment — turning an abstract service choice into a visual decision before the customer contacts the shop.
1. Vehicle selection
Choose a supported model to load its visualization.
2. Tint configuration
Pick a tint percentage and see it applied to the windows.
3. Interactive preview
Compare tint options before committing.
4. Appointment intent
A clear path to book once the look is chosen.
Technical detail: inspected vehicle GLB/glTF meshes and materials, identified window panels, and exposed tint controls only for supported panels — tracking panel assignments per mesh, managing shared materials safely, and mapping model-specific window groups.
Open TintVisionCase studies
GHL projects
Custom Payment Integrations
For businesses needing custom amounts, recurring contributions, or processors not available in default GHL — integrations using Cardknox, Stripe, Zapier, and n8n that connect payment events to CRM records and workflow actions.
Lead Capture, Messaging & Campaign Ops
How a submission moves through the CRM: validation, record creation, tagging, routing, follow-up, troubleshooting, and A2P registration steps.
Capabilities
Technical capabilities
CRM architecture & workflow engineering
- — GHL account and sub-account configuration, pipelines, custom fields, tags, forms, calendars, and contact records.
- — Multi-step workflows, conditional branches, event-driven triggers, lead routing, onboarding, reminders, and nurture sequences.
- — Lifecycle automation across acquisition, qualification, conversion, onboarding, follow-up, and retention.
- — Email and SMS sequences, re-engagement, conversation management, messaging troubleshooting, and A2P workflows.
API integration & custom applications
- — Using GHL APIs to extend native capabilities, retrieve and update records, and support custom applications.
- — Webhook design, payload validation, field mapping, and downstream workflow triggers.
- — OAuth 2.0 and scoped authorization where supported.
- — Connecting GHL to external frontends, backends, databases, and business services.
- — Planning for API errors, rate limits, duplicate events, incomplete data, retries, and monitoring.
Payments & financial workflows
- — Custom payment-amount experiences and recurring payment workflows.
- — Payment processor integration using APIs, webhooks, and automation middleware.
- — Donation tracking, tuition payment workflows, and payment-status synchronization.
- — Linking transaction events to contact records, workflows, and reporting.
AI & intelligent automation
- — Integrating AI capabilities with CRM workflows and external APIs.
- — Structured input/output flows connecting AI outputs to downstream operations.
- — Separating deterministic business rules from AI-generated decisions.
- — Testing unexpected inputs, incomplete context, invalid outputs, and integration failures.
Reporting & data systems
- — Dashboards and reporting using Excel, Power BI, and related tools.
- — Integration of Microsoft Access, Excel, Google Sheets, and external data sources.
- — Data mapping, synchronization, transformation, and validation.
- — Operational reporting for payment tracking, CRM activity, and business performance.
Stack
Related systems & tooling
- CRM
- GoHighLevel, Givesuite CRM
- Integration & automation
- Zapier, n8n, REST APIs, webhooks
- Payments
- Cardknox, Stripe, and other processors where applicable
- Data & analytics
- Microsoft Access, Excel, Power BI, Google Sheets
- Business systems
- Kajabi, Facts MGT, Google Workspace, Microsoft 365
- Development
- React, Node.js, API-based application development
- Marketing & web
- Google Ads, WordPress, GHL forms/widgets, Google Calendar
Method
Implementation methodology
- 01
Discovery & process mapping
Understand the business workflow, user roles, business rules, existing systems, and intended outcomes.
- 02
Requirements & data mapping
Define triggers, fields, payloads, identifiers, dependencies, and system ownership.
- 03
Architecture & implementation
Choose native GHL functionality, APIs, webhooks, middleware, or custom applications according to the requirement.
- 04
Testing & validation
Test normal flows, edge cases, permissions, duplicate events, invalid data, and failure scenarios.
- 05
Documentation & handover
Record configurations, dependencies, known limitations, recovery steps, and operating procedures.
- 06
Monitoring & optimization
Review execution logs, investigate failures, improve reliability, and refine workflows based on evidence.
Support
Client support & optimization
- Tiered support for system maintenance, workflow changes, troubleshooting, and strategy, scoped to each engagement.
- Digital and CRM audits with documented findings, risks, and prioritized recommendations.
- Translating business processes into scalable automations using conditional logic, tagging, segmentation, and event-based triggers.
- User-friendly backends, operating notes, and documentation for teams of any technical level.
- Reviewing workflow performance and integration reliability, then refining based on observed results.
Loom library