GHL CRM for Realtors

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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.

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# 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:

Optional runtime variables:

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 <command> [args...]

Common commands for realtor workflows:

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

References

Load these only as needed: